Token计费正在戳破AI成本泡沫，做企业AI部署的团队会发现预算比想象中烧得快得多，建议点开看看真实案例。
Gary Marcus引用Hedgie的推文指出，微软因token计费成本过高，本周取消了内部Claude Code许可，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2026年AI预算在四个月内耗尽。美国AI软件价格已上涨20%-37%，GitHub也放弃固定费率转向按用量计费。Marcus认为AI补贴时代正在终结，企业面临缩减使用或接受亏损的两难选择。
Token Maxxing, April 2026-May 2026, RIP 🪦
Token Maxxing, April 2026-May 2026, RIP 🪦 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 💬 8 🔄 8 ❤️ 46 👀 3906 📊 11 ⚡