AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing

Goldman Sachs says agentic AI could drive token demand up more than 24x, sharply increasing AI costs for companies.

Uber says its AI spending has not yet delivered proportional consumer benefits, highlighting weak near-term ROI.

Microsoft is shifting developers away from Claude Code and toward internal tools as it tightens token-based billing.

The broader trend is forcing companies to rethink AI budgets, pricing, and whether agentic AI is worth the cost.