Microsoft is cutting Claude Code licences inside its core product teams. The reason is not strategy. It is the bill. The end of the AI coding experiment has arrived?

Companies are racing to incentivize employees to use AI. But as some companies are finding, the more employees that use the technology, the heavier the bill.

Microsoft cancels internal Claude Code licenses due to cost overruns, Uber exhausted its $3.4B AI budget in four months, and GitHub shifts to usage-based billing.