The Token Discipline Doctrine: How Uber Burned An Entire Year Of AI Spend In 4 Months, And The 5-Question Audit Every CEO Should Run Before The Same Thing Happens To You

Stephen Diaz

Published on: 29/06/2026

On June 29, 2026, Reuters reported Uber's CTO burned the entire 2026 AI budget in 4 months and capped employee usage at $1,500/month. Lindy CEO Flo Crivello moved 100% of API traffic off Claude to DeepSeek V4-Pro, saving millions. Microsoft Nadella, Palo Alto Arora, Coinbase Armstrong all say cheaper smaller models can handle most corporate needs. OpenRouter open-source token share jumped 34% to 65% Jan to June 2026. ~95% of enterprise AI still on premium frontier models despite routing cutting cost 70-90%. New GPT-5.6 tiers built for routing: Sol $5/$30, Terra $2.50/$15, Luna $1/$6 per million tokens. Run The Token Discipline Doctrine 5-question audit before your AI bill outpaces your revenue.

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The Vendor Crossover Doctrine: Anthropic Just Passed OpenAI In Business Spend, And Your Default AI Vendor May Be Wrong For The Next 12 Months

Stephen Diaz

Published on: 19/06/2026

For the first time since ChatGPT launched in November 2022, more US businesses pay Anthropic than OpenAI. Ramp AI Index May 2026 (published June 9) shows Anthropic at 41% vs OpenAI at 39.5% across 70,000+ companies. Anthropic grew from 0.03% adoption in June 2023 to 41% in May 2026, with annualized revenue climbing from $1B to $47B in 15 months. Claude Code alone is $2.5B annualized at 54% of enterprise coding spend. Run The Vendor Crossover Doctrine 5-question audit on every AI vendor charging more than $100/month.

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