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Microsoft reportedly pulled engineers off Claude Code after the token bills started getting insane. The wild part is AI is starting to look less like a replacement for workers and more like a second workforce to pay for.

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🚨 THE AI BUBBLE IS STARTING TO CRACK. In the last 30 days: – Microsoft cut Claude Code licenses – Uber blew through its AI budget in 4 months – Uber's COO questioned AI spending – Fortune 20 companies started slashing token usage – One firm burned $500M on Claude in a month – H200 rental prices collapsed from $7/hr to $4/hr The people actually paying the AI bills are pulling back. Wall Street is still pricing perfection.
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