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Uber consumed its entire $3.4 billion AI budget for 2026 in just four months after giving engineers unrestricted access to Claude, raising speculation about hidden token relay stations.
Dan Jeffries预测，封闭式SaaS监控系统将被开源替代方案取代，他提到微软因成本原因取消了Claude Code许可证，以及Uber过早地烧光了其2026年整个AI预算。