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In November 2025, Microsoft agreed to invest up to $5 billion in Anthropic, and Anthropic committed to buy $30 billion of Azure compute. Six months later, The Verge reported that Microsoft was removing most of its own engineers’ Claude Code licences, with the division that builds Windows and Microsoft 365 off the tool by 30 June. Microsoft still owns the stake. It still sells the models. It stopped paying retail for its own staff to use them, and that is the cleanest statement of the AI agents cost problem anyone has published: the companies that built the replacement can’t afford to run it on themselves.
I covered Zuckerberg telling Meta staff that agents are behind schedule; this is the companion problem, and the harsher one, because it holds even where the agents work. (internal link: Zuckerberg AI agents admission piece)
Key takeaways
- Uber’s surging Claude Code use “maxed out” its full-year 2026 AI tools budget in roughly four months, per CTO Praveen Neppalli Naga (The Information, 14 April 2026). By June, Uber capped spend at $1,500 per employee per tool per month.
- Gartner puts agentic tasks at 5 to 30 times the tokens of a chatbot interaction (March 2026). A Stanford-affiliated study measured the average…