Silicon Valley Tech Giants Restrict AI Tool Access; Computing Efficiency Becomes New Competitive Focus

Silicon Valley tech giants have recently restricted access to AI tools. Anthropic adjusted traffic limits for Claude's free, Pro, and Max versions, making users hit caps faster during peak hours; Google's internal AI tool Agent Smith was restricted due to surging usage.

Contradictorily, companies limit access while pushing AI normalization: Meta requires 65% of engineers to use AI for over 75% of code, with AI usage included in performance reviews.

Behind this is the competition for computing efficiency: OpenAI abandoned Sora to free up computing power for Spud development, and Huang Renxun stated that the AI race has shifted to efficiency and commercialization rather than raw computing power.