This is an ongoing misunderstanding of the recent moves here. Willingness or unwillingness to spend on frontier models isn't derivable from whether cost caps exist. Comparing it to cloud spend, most companies have cap regimes to ensure that employees aren't spinning up the largest instances for every job and leaving them open, but that doesn't mean those instances are too expensive for what they do or that companies are rejecting them. Rather, it's an indicator of ecosystem integration and a common step in corporate policy structure around spend. The actual content of article talking about tier guidance and spending dashboards supports this reading more than the one implied by the headline, I believe.

My company was trying to get people to use AI, we had whole meetings about it. Flash forward a few months and they sent out an email saying they discontinued the Enterprise ChatGPT accounts of anybody not using it often enough as a way to save money.

which is it? forcing Copilot or restricting Claude Code? no one can decide!