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I don’t follow this extremely closely, but didn’t most companies end number 1 at least 6+ months ago?
Some have, most haven’t. And those that have had mostly adopted the philosophy of “Every token spent is a a token spent well; except the ~10% of staff that abuse/misuse them”.
And with that philosophy, you naturally want to set the per-person budget at around the 90th highest spender. Which is what most did (some version of it).
So very few companies have actually set a truly restrictive policy. Just a “don’t abuse this” policy. But that will change IMO.