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It took Uber 4 months to burn the entire AI budget for 2026. The cost if AI, the ROI and the question of AI investment have entered the picture.

Uber’s COO, Andrew MacDonald, said in his recent interview that the costs became “harder to justify” because the link between spending on AI tokens and creating more useful features “was not there”.

It started with all you can eat subscriptions.

Since the early days of tech, we’ve been conditioned to expect all you can eat subscriptions. For a month, you could watch Netflix non-stop, for 24 hours, 7 days a week and you’d still pay the same price as if you watched only one.