TechCrunch reports that enterprise AI spending has shifted from rapid adoption to cost control. Even as per-token prices fall, broader AI rollout and agentic coding tools are multiplying consumption, pushing companies over budget. A new Tokenomics Foundation under the Linux Foundation aims to standardize AI token cost tracking, billing metrics, and efficiency language.
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.
Simon Willison sent the May 2026 edition of his sponsors-only monthly newsletter. Topics include rising AI costs, Anthropic's strong month, and somewhat disappointing model releases. The issue also covers conferences, podcasts, the launch of Datasette Agent, progress on Datasette, tools he is using, and miscellaneous extras. An April issue is available as a public preview.