I think it's a poor number to build an "AI is slowing down" narrative around.
I do however think that shouting "look, Uber capped pricing at $1500/engineer/month hence AI is slowing down" is a questionable position to take.
Maybe you could use your $1,500 quota to ask AI for better arguments?
No they're not. In reality, actual 'explosive uncapped growth of unlimited agentic token spending' will result in valuations several times more than a 'mere' $1T.
The more signals the better! What cap did your company pick, and what geography / kind of industry are you in?
The cap is moderately above the high subscription tiers, and managements/the executives were clearly extremely concerned about how expensive it would be if we all or even mostly came close to hitting it. I heard that they originally wanted to go lower but the developers in the pilot program blew past their planned limit very quickly.
As for the company, its almost entirely B2B SaaS (I think it has some offerings that are used by consumers, but they're mostly/entirely paid for by another business on behalf of their customers), and they have developers all over the world, although the headquarters and biggest group of developers is in silicon valley (my office is in the midwest).