Uber burned its full-year 2026 AI budget in four months.

Enterprise finance stacks have no mechanism to track, allocate, or control token-metered consumption, and the numbers outran the tooling (PYMNTS). Uber now caps spend at $1,500 per employee per tool. Average enterprise reasoning-token consumption rose roughly 320× over 12 months. OpenRouter is moving 25 trillion tokens per week, five-fold in six months. And per-token output cost fell from $60/M in 2023 to about $0.40, which is precisely why total spend exploded. Jevons, on schedule. Metronome, Lago, and Ramp are positioned on the metering gap.