Tomasz Tunguz: Companies limit AI spending amid rising costs

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Andrey Mastykin

03.06.2026

Tomasz Tunguz: Companies limit AI spending amid rising costs — Companies set limits on AI spending

Tomasz Tunguz highlights how even the most valuable companies are unable to deploy advanced intelligence across all operations due to budget limitations.

Uber placed a cap on employee AI spending after using up its budget in just four months, while Salesforce is spending $300 million on Anthropic tokens and has paused engineering hires.

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Tunguz has recently tracked a 24 percent increase in median short interest in AI-adjacent stocks last quarter. He also reported that Twilio's revenue growth accelerated to 20 percent, driven by gains in voice AI. The reports highlight notable shifts in how companies and investors are responding to rapid developments in artificial intelligence.

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