Mark Gurman reported about AI spending inside Apple:
Last month, Apple quietly lowered the daily spending cap for some engineers using AI models to $200 from $300, according to people with knowledge of the change. The company is now planning further cuts for some engineering teams, potentially reducing their daily allowances to as little as $100…
Even “as little as $100” per person per day is outrageous. The problem is that OpenAI and Anthropic essentially force large companies onto enterprise plans. We know from Anthropic’s S-1 that a bunch of revenue comes from a handful of companies.