I can give you some additional anecdotal evidence to support your comment.

I work at a Fortune 200 company. At first, it was the Wild West. Need an LLM? You got it. Need to or want to build an army of agents? Done and done. We literally had everything at the tips of fingers for about 3 months. Teams were building their own internal tools, the team I work on canceled contracts with several software vendors because teams were building the same tools for what they thought was nothing.

Then they signed contracts with Anthropic and Google because I would assume they saw the token usage was through the roof. One month later? They completely cut off access to everybody for both Claude and Gemini. If you wanted access? Suddenly it was several forms, along with several approvals and a rock solid business case why you needed it. And before you got to the forms? You were added to a waiting list that was thousands of people long.

The entire company is now in damage control after trying to get the genie back in the bottle. I'm guessing someone saw how much we would be paying for the tokens we'd been using and decided to shut the party down so to speak.