The VC Subsidy Is Ending: GitHub Copilot Moves to Usage-Based Billing

Codex beats Claude Code, Stripe launched the AI bank & Spac… · May 1, 2026 Business

For three years, VC money secretly transferred from light users to power users via flat AI subscriptions. GitHub Copilot's shift to usage-based billing from June 1 is the canary in the coal mine. AI subsidies will disappear just like Uber's — and then everyone becomes a power user or pays the price.