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WSJ: Uber Burned Its Entire Annual AI Budget in Four Months — Corporate America Is Now Rationing Tokens
The Wall Street Journal reports that executives at Uber, Meta, Microsoft, Salesforce and DoorDash have launched AI cost-cutting campaigns after bills doubled or tripled, or blew through annual budgets in as little as three to four months; Uber has introduced hard usage limits on AI tools. The stated culprit is token pricing as OpenAI and Anthropic balance supply against demand — and one documented response is migrating workloads onto cheaper Chinese open-weight models. The 2025 posture of "flood the org with AI tools and encourage experimentation" has flipped to rationed access and per-seat justification in roughly eighteen months.
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