AI 补贴时代正在终结，企业级用户和开发者需要重新评估 AI 成本——微软和 Uber 的案例是真实预警，做 AI 采购或预算规划的人值得点开了解。
微软因基于 token 的计费成本过高，本周取消了内部 Claude Code 许可证，即使拥有无限云资源也难以承受。Uber CTO 内部备忘录警告，公司在四个月内烧光了 2026 年整个 AI 预算。美国 AI 软件价格已上涨 20% 至 37%，GitHub 也正从固定费率转向按用量计费。AI 补贴时代正在终结，token 定价迫使企业面对大规模运行模型的真实成本，远高于固定费率实验时的预期。这可能导致企业缩减 AI 使用以匹配预算，或实验室降价吸收亏损，两种路径都指向数字不再奏效，最终需要有人承担减值。
New inflection point in the accelerating growth of open-source models usage is coming
New inflection point in the accelerating growth of open-source models usage is coming Hedgie @HedgieMarkets 🦔Microsoft canceled its internal Claude Code licenses this week after token-based billing made the cost untenable, even for a company with effectively infinite cloud resources. Uber's CTO sent an internal memo warning the company burned through its entire 2026 AI budget in just four months. American AI software prices have jumped 20% to 37%, and GitHub (owned by Microsoft) is dropping flat-rate plans for usage-based billing across its products. My Take The AI subsidy era is ending in real time. The same company that put $13 billion into OpenAI and built the Azure infrastructure powering most of Anthropic's compute just looked at the bill from a competitor's coding tool and decided it was not worth paying. That is not a productivity failure on Anthropic's end. Token-based pricing is forcing every enterprise customer to confront the actual cost of running these models at scale, and the number turns out to be far higher than the flat-rate experiments suggested. This ties directly to my Gemini Flash post yesterday. Anthropic, OpenAI, and Google all raised effective prices in the last six months. Enterprises that built workflows assuming AI costs would keep falling are now watching annual budgets evaporate in months. Two outcomes look likely from here. Either enterprises scale back AI usage to fit budgets, which slows the revenue ramp the labs need to justify their valuations ahead of IPOs, or the labs cut prices and absorb the losses, which makes the unit economics worse at exactly the wrong moment. Both paths land in the same place, the numbers stop working, and somebody has to take the writedown. Hedgie🤗 🔗 View Quoted Tweet 💬 11 🔄 1 ❤️ 13 👀 1963 📊 9 ⚡