Microsoft AI chief Mustafa Suleyman reportedly criticized Anthropic’s models as unacceptably expensive, highlighting rising enterprise AI costs. The article frames this as part of a broader “AI tax” problem, with companies reassessing ROI as vendor pricing pressure grows. Microsoft’s MAI models are presented as a potential internal alternative to reduce reliance on costly external providers.
Uber has reportedly capped employee token spending at $1,500 per month for each agentic AI coding tool, including Cursor and Claude Code. Simon Willison frames this as a rational response to overspending, especially after earlier discussion that Uber exhausted its 2026 AI budget in four months. He estimates that two actively used tools would imply a $36,000 annual cap per engineer, about 11% of median US Uber software engineer compensation.