If you understand my post this means I am bullish the inference providers like @AskVenice Disc. Long VVV

Sam Altman said AI budgeting has recently become a "huge issue" for some companies, something that "never came up" earlier this year. bit.ly/4uxIGnv

As token budgets take on a larger part of operating expenses over time, model routing is the inevitable conclusion. This is also one of the biggest areas of differentiation for the applied AI layer over time. By understanding the different work patterns in your domain, and having strong evals for that domain, you’ll be able to cost/performance optimize effectively. We’re still likely at the point where most use-cases will need frontier performance for the foreseeable future; but soon you will be able to peel off individual use-cases and send them to lower cost models once the quality is sufficient for the task. Enterprises individually trying to figure this out themselves at scale will likely not be possible, so the products that can intelligently route these workflows to the right tier of model will be in a strong position to aggregate more demand.

Uber says it has limited all employees to $1,500 in monthly token spending per AI coding tool "to responsibly encourage agentic AI adoption" (@natlungfy / Bloomberg) (Visit Techmeme dot com for the link and full context!)

*UBER SETS $1,500 MONTHLY CAP ON SOME AI CODING TOOLS FOR STAFF $UBER officially reeling in the Claude budget after blowing their AI budget earlier this year. Undoubtedly more companies to follow

Now it looks like AI subscriptions were always running at a loss and the companies have to massively increase their costs to break even. Was it all just a ploy to make people addicted to the usage of AI and the fear of being unproductive again the lever to extract the monies?

Deploying AI in enterprise is a mess right now. We watched one company spend 8 months going in circles: Month 1: Copilot (bundled in, seemed free) Month 2: Rolled out ChatGPT to 20% of staff because Copilot underperformed Month 3: Both tools sitting at ~20% adoption. Reassessing costs. Month 4: Decided to go all-in on ChatGPT Month 4-5: A rogue Claude user group quietly formed Month 6: IT launched a formal Claude assessment Month 7: Decided to switch the whole rollout to Claude Month 8: ChatGPT Codex dropped. IT is now running another cost review... This landscape will continue to change. Enterprise AI adoption is not a procurement problem. It is a change management problem... And most companies are solving the wrong one.

Anthropic faces AI spending backlash before IPO axios.com/2026/06/02/anthrop…

$200 AI plans will become the minimum very soon..

AI spend is now one of the fastest-growing line items at every company, but here's the problem: it's invisible to traditional spend management. We experienced this firsthand at Brex, so we built Magpie: an internal tool that sources and normalizes AI spend across every vendor so we can break it down by model, customer, employee, and workflow. What Magpie has already unlocked: → ~85% cost reduction on an audit agent through prompt caching → Real customer cost-to-serve numbers that inform pricing and margin → Model routing governance we couldn't enforce before → A surprise: operational AI is much cheaper than we assumed So why is AI spend so hard to track? Because each one exposes usage data differently (some not at all). At Brex, tool-use costs weren't tracked alongside tokens, customer attribution was inconsistent, and a meaningful chunk of our daily AI spend was unattributable. Now with Magpie, we have reliable visibility. AI spend is more complex than anything finance teams have had to manage before, and it's exactly the kind of problem @brexHQ is built to solve, shaping how we think about the future of our platform. More below.

Token costs are exploding Companies have to choose: cut AI spend or cut people? Coworker is the 3rd option > Same frontier AI > Chat, Cowork, Code > 5X more tokens per dollar Live today.

Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: anthropic.com/news/confident…

this will be THE story of the next 6 months in tech we are entering the era of tokenmoderating

Multiple executives tell me they’re looking to decrease their AI expenses just as three major AI IPOs are on the horizon. My latest:

Companies shouldn't have to choose between AI spend or their people. We had a lot of fun making this one with @coworkerapp 👇

Token costs are exploding Companies have to choose: cut AI spend or cut people? Coworker is the 3rd option > Same frontier AI > Chat, Cowork, Code > 5X more tokens per dollar Live today.

Token costs are exploding Companies have to choose: cut AI spend or cut people? Coworker is the 3rd option > Same frontier AI > Chat, Cowork, Code > 5X more tokens per dollar Live today.

Token costs are exploding Companies have to choose: cut AI spend or cut people? Coworker is the 3rd option > Same frontier AI > Chat, Cowork, Code > 5X more tokens per dollar Live today.