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.

Operations chief Andrew Macdonald said he's not seeing proportional productivity gains from increasing AI costs within Uber.

Microsoft and Uber reveal that AI tools, initially expected to reduce expenses, are proving more costly than human labor due to operational challenges.

Breaking: “Uber COO Andrew Macdonald said he’s not seeing proportional productivity gains from increasing AI costs.”