TechCrunch discusses Microsoft’s GitHub Copilot pricing changes as a sign that subsidized AI usage may be ending. As Anthropic and other major AI companies prepare for public-market scrutiny, profitability and usage-cost risks will become harder to ignore. The piece argues that higher prices, usage caps, and broader business-model changes may be necessary if AI labs want to survive beyond investor-subsidized growth.
Uber reportedly exhausted its annual AI budget just four months into 2026. President and COO Andrew Macdonald said the company is not seeing a clear link between increased Claude Code token consumption and more meaningful output. The story highlights a broader enterprise shift from AI adoption enthusiasm toward stricter scrutiny of cost, productivity, and ROI.