Nothing factual in this article, only suppositions and possibilities with reference to MSFT getting rid of claude and Doordash CEO comments a week prior, as the title clearly ..suggests.
Literally, it's exhausting to have people parroting "It's more expensive than humans", complete non-sense, many people lack the ability to extrapolate even a tiny bit it seems like?
The real problem: token overuse triggered the pullback "after internal incentives pushed teams to compete on AI usage." Incentivised to burn money, they burnt too much.
The first Fortune source linked in this article was previously marked as dupe here and directed to that Verge discussion. Most of the discussion on this is there, 6 days ago.
Yeah but at least early industrial machines consistently outperformed humans on a specific task. With LLMs it's still a weird mix of brilliant moments and completely unreliable behavior