I know people at medium size companies where they are tracking AI costs very carefully. They are pulling back to levels under $100/week in AI spend per engineer, encouraging use of lower quality, lower cost models, etc.
$100/week will get you both a higher tier of Claude and significantly more tokens with GLM5.1 or Kimi, both of which are competitive in a decent harness (for Kimi that means their own CLI - it works well in that, but has a lot of quirks that requires special treatment). Just slightly more will get you all three.
I don't doubt you, but $100 is approximately the cost to company of one hour of dev time. If companies end up being willing to spend only 2% of their dev budget on AI, this bubble is not going to last long.
Most people don't yet have mature enough setups to fully exploit that level of use.