The Rise of AI Spending Caps Inside Big Tech Companies

Uber recently capped employee AI spending after blowing through its budget in just four months — spending millions on LLM API credits and AI agent subscriptions. Lucas and Luna discuss how the AI spending boom is creating a new category of corporate overhead, why some firms are already imposing limits, and what this means for AI adoption in the enterprise. They also look at recent stock moves in the tech sector, including Microsoft's strong week and a notable rotation into software ETFs. The conversation is grounded in specific numbers and avoids hype. #AI #SpendingCaps #Uber #EnterpriseAI #LLM #Budget #CorporateFinance #Microsoft #TechStocks #ETF #IGV #Software #Technology #Business #FexingoBusiness #BusinessPodcast #TechNews #AIAdoption Keep every episode free: buymeacoffee.com/fexingo