Uber and Microsoft Are Cutting Claude Licenses Over Skyrocketing Costs: A Canary in the AI Mine

Uber ramped up internal use of Claude Code so sharply that it burned through its annual AI budget early.

Microsoft also pulled some internal Claude Code licenses in one division to rein in spend and push employees toward Copilot.

The move highlights how agentic AI coding tools can break flat-rate pricing models with unexpectedly high usage costs.

GitHub is preparing to shift to a credits-and-usage billing model in 2026, signaling broader pressure to redesign AI pricing.