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Uber blew its whole 2026 AI budget in four months.

Then it set a $1,500 monthly cap on each coding tool, per engineer. Claude Code, Cursor, a dashboard to watch the spend, an approval step to go over.

Simon Willison did the math. Two tools, and one engineer runs about $36,000 a year.

For years AI was a flat subscription. You paid once a month and you knew the number. Agentic coding turned that into a metered bill. And a metered bill does not warn you politely. It surprises you.

This is the cloud invoice all over again. A team turns something on, forgets it is metered, and finds out at the end of the month.

A paper this week put numbers on the risk. 63 real cases where agents blew past their limits. Often a single retry loop, quietly burning thousands before anyone looked.

A cap you cannot enforce in code is just a wish.

So before you scale agents across a team, the real question is not what the budget is. It is what happens, automatically, the second someone hits the ceiling. Most teams can answer the first. Almost none can answer the second.

Full breakdown in this week's episode of The Human in the Loop.