Breaking: “Uber COO Andrew Macdonald said he’s not seeing proportional productivity gains from increasing AI costs.”
Breaking: “Uber COO Andrew Macdonald said he’s not seeing proportional productivity gains from increasing AI costs.”
Note the text at the bottom. Uber blew through its AI “token” budget for the year in just a few months, and they don’t feel it is working out as well as they might have hoped.
As I wrote last night on X (over 700,000 views already), if enough other companies report the same, the bubble pops. 🫧
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And some companies more or less already are, implicitly if not explicitly.
Uber's COO says it's getting harder to justify the money spent on AI tokenmaxxing
Uber COO Andrew Macdonald says AI spending hard to justify
What smart people are saying about AI ROI crunch: 'Where's the revenue?'
Uber burned through its entire 2026 AI budget in four months. Now its COO is questioning whether it's worth it | Fortune
Uber questions AI spending effectiveness as budget runs dry four months into 2026
Uber COO Says AI Lacks ROI
AI Investment Is 'Harder to Justify' as Productivity Returns Lag, Uber COO Says
AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies feeling the bite of tokenized billing
Uber chief warns no link yet between AI tokenmaxxing and shipping successful products — company pumps the brakes on all-out AI spending
Uber burned through its entire 2026 AI budget by April, now questions whether it was worth it
Operations chief Andrew Macdonald said he's not seeing proportional productivity gains from increasing AI costs within Uber.
Andrew Macdonald said rising token costs from Claude Code aren't translating into more consumer features, while the company has…
Uber COO Andrew Macdonald gave voice to the growing concerns that, despite spending big on AI, companies aren't seeing meaningful…
The rideshare giant's COO says “it’s very hard to draw a line” between rising AI costs and useful features for customers.
Uber burned through its entire 2026 AI budget by mid-April and now says it can't link surging AI tool usage to better consumer…
Many corporate leaders say they’re getting value from AI as their spending on it skyrockets, but hype is outpacing reality in…
