This is what’s causing Anthropic to aggressively beg for govt protection (see below). Customers are finding cheaper alternatives. Keeping em…

This is what’s causing Anthropic to aggressively beg for govt protection (see below). Customers are finding cheaper alternatives. Keeping employees requires continuing ultra-rich secondaries ($$) that are dependent on revenue growth. When you can’t win on the field go to DC. UBS says 60% of companies now watching AI budgets are moving to cheaper models and open-source Chinese models The pressure is coming from extreme bills, including users spending up to 35K/month, teams exceeding quotas by 200%, and companies cutting internal AI tools from 5 to 2.…

Source: Gary Marcus (X) | 2026-06-26