Uber blew through its entire annual AI budget in four months. The company rolled out Anthropic’s Claude Code to roughly 5,000 engineers in December 2025, and by April 2026, the money earmarked for AI tools like Claude Code and Cursor was gone.
The kicker: leadership isn’t even sure it was money well spent.
The numbers are staggering, the results are not
By spring 2026, 95% of engineers were using AI tools on a monthly basis. Around 70% of code commits were AI-driven. Usage of agentic AI features surged from 32% in February to 84% by March 2026.
Uber COO Andrew Macdonald put it bluntly in a May 2026 interview with Rapid Response.
