podcast alpha(@podcast_alpha_x):Microsoft canceled internal cloud code licenses. The token bill became untenable. Per Matt Turck (@mattturck) on The MAD Podcast. This is now the number one or two concern for enterprise AI leads, per Aaron Levie's (@levie) conversations with 200 CIOs this year. The mechanism: AI tools that launched on flat subscriptions - Cursor, internal Microsoft code tools - repriced to per-token billing. Enterprises built budgets for the old model. The new model hit them mid-deployment. This pressure compounds as models get more capable. It does not resolve. What the token cost shock means for enterprise SaaS positions: https://t.co/owFXllNPes Source: The MAD Podcast with Matt Turck -

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podcast alpha@podcast_alpha_x

2026.06.02 13:56

Microsoft canceled internal cloud code licenses. The token bill became untenable. Per Matt Turck (@mattturck) on The MAD Podcast. This is now the number one or two concern for enterprise AI leads, per Aaron Levie's (@levie) conversations with 200 CIOs this year. The mechanism: AI tools that launched on flat subscriptions - Cursor, internal Microsoft code tools - repriced to per-token billing. Enterprises built budgets for the old model. The new model hit them mid-deployment. This pressure compounds as models get more capable. It does not resolve. What the token cost shock means for enterprise SaaS positions: Source: The MAD Podcast with Matt Turck -