'Token Wars' Have Begun: Goldman One-Delta Desk Warns Bottlenecks Don't Last

Tokenmaxxing is dead. It didn't produce the AI ROI companies wanted. | Fortune

Meta, Microsoft, and Uber are rolling back tokenmaxxing—Uber burned its entire 2026 token budget in 4 months, Microsoft cancelled Claude Code subscriptions across key product divisions, Salesforce faces a $300M Anthropic bill. Token volume fails as a productivity proxy: real ROI requires workflow redesign, not just AI tool adoption.