Microsoft cancels Claude Code licenses, Uber burns through its AI budget in four months, and one client spent $500M in a month. Corporate AI rationing is here.

Uber exhausted its entire 2026 AI budget by April despite 95% engineer adoption. Leadership questions whether rising AI spending delivers real consumer value.

Microsoft and Uber are reportedly scaling back their usage of Anthropic's Claude Code tool after the costs became too high.

Companies begin to question the payoffs of toxenmaxxing.