Something underlying a lot of this is that pricing models for enterprise coding tools have changed from seat-based to consumption-based pretty quickly, as AI usage has exploded. For months, engineers were able to use unlimited AI for no marginal cost, but that's changed quickly.

In addition, we're seeing people applying AI to more and more use cases, so token growth is very significant. Paired with consumption pricing, it's brought this problem to the forefront very quickly for lots of companies.