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Google shipped hard monthly spend caps for AI agents

calendar_today September 2, 2026 person {"display_name"=>"John Baker", "github"=>nil, "linkedin"=>nil, "twitter"=>nil, "image"=>"/assets/images/team/john-baker.jpg"} domain torii

This summer, the companies that sell you AI tokens shipped spend cap after spend cap. Five of them, same season, same handful of vendors. Not a coordinated announcement.

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