Enterprise software vendors subsidized GPU, inference, and token costs to drive AI adoption, creating false budget security while companies burned through annual AI budgets in months. Oracle, SAP, and Workday are now moving to metered pricing, which turns AI spending into an organizational design decision: model elasticity across the three uncontrollable pricing variables, retain core human capability to preserve negotiating leverage, and plan token budgets as a direct alternative to headcount.
🔗 🤖 The AI Subsidy Window Is Closing: Oracle, SAP, and Workday Move to Metered Token Pricing
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