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Uber president says AI spending is getting ‘harder to justify’
There’s no clear connection between AI usage and productivity.
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businessinsider.com
Uber's COO says it's getting harder to justify the money spent on AI tokenmaxxing
Operations chief Andrew Macdonald said he's not seeing proportional productivity gains from increasing AI costs within Uber.
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cleantechnica.com
Uber: Getting Hard to Justify High AI Costs - CleanTechnica
Support CleanTechnica's work through a Substack subscription or on Stripe. Uh, oh. Did someone just poke the bubble? AI is apparently the 8th wonder of the world. It will bring…
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theverge.com
Uber president says AI spending is getting ‘harder to justify’
There’s no clear connection between AI usage and productivity.
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cryptobriefing.com
Uber burned through its entire 2026 AI budget by April, now questions whether it was worth it
Uber exhausted its entire 2026 AI budget by April despite 95% engineer adoption. Leadership questions whether rising AI spending delivers real consumer value.
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tomshardware.com
Uber chief warns no link yet between AI tokenmaxxing and shipping successful products — company pumps the brakes on all-out AI spending
Uber CTO previously noted that the Claude Code budget for the entirety of 2026 had been spent by April.
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qz.com
Uber COO Andrew Macdonald says AI spending hard to justify
Andrew Macdonald said rising token costs from Claude Code aren't translating into more consumer features, while the company has already burned through its 2026 AI budget
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garymarcus.substack.com
If enough other companies report the same, the bubble pops. 🫧
Breaking: “Uber COO Andrew Macdonald said he’s not seeing proportional productivity gains from increasing AI costs.”
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Uber questions AI spending effectiveness as budget runs dry four months into 2026
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 features. Here's why it matters.
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fortune.com
Uber burned through its entire 2026 AI budget in four months. Now its COO is questioning whether it's worth it | Fortune
The rideshare giant's COO says “it’s very hard to draw a line” between rising AI costs and useful features for customers.
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gizmodo.com
AI Investment Is 'Harder to Justify' as Productivity Returns Lag, Uber COO Says
The productivity returns and the financial commitments are not correlating yet, according to Uber COO.
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theinformation.com
Uber COO Says AI Lacks ROI
Many corporate leaders say they’re getting value from AI as their spending on it skyrockets, but hype is outpacing reality in plenty of cases.On a podcast over the weekend, for…
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AI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs report — Uber and Microsoft among companies…
Microsoft and Uber are both considering refining their AI strategies as costs mount.
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axios.com
Corporate America enters its AI reckoning
Companies begin to question the payoffs of toxenmaxxing.
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ynetnews.com
AI’s hidden bill comes due as companies question whether more tokens mean better products
As Uber and Microsoft reassess heavy AI use, rising token bills are forcing tech companies to ask whether agentic tools are delivering enough value to justify their cost
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techspot.com
Uber is spending heavily on AI, but returns remain elusive
Uber has increasingly positioned AI as a core part of its technology stack, and AI models now represent a significant portion of its corporate spending. Costs are...
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Corporate America starts to ration AI as costs soar beyond expectations
Microsoft cancels Claude Code licenses, Uber burns through its AI budget in four months, and one client spent $500M in a month. Corporate AI rationing is here.
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What smart people are saying about AI ROI crunch: 'Where's the revenue?'
Uber COO Andrew Macdonald gave voice to the growing concerns that, despite spending big on AI, companies aren't seeing meaningful returns.