
The AI Subsidy Era is Over: Avoiding the Multi-Million Pound Mistakes of Microsoft and Uber
This week, the AI bill came due. As subsidies fade and real usage costs surface, we’re diagnosing the market-wide pattern that led even giants like Microsoft to hit a budget wall. In this edition of The Monday Ledger, we prescribe the architectural rigour and cost mechanics needed to turn last quarter’s innovation into a sustainable, long-term forward posture.










