Breaking: āUber COO Andrew Macdonald said heās not seeing proportional productivity gains from increasing AI costs.ā
Note the text at the bottom. Uber blew through its AI ātokenā budget for the year in just a few months, and they donāt 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. š«§
Ā§
And some companies more or less already are, implicitly if not explicitly.
