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...

There’s no clear connection between AI usage and productivity.

Uber exhausted its entire 2026 AI budget by April despite 95% engineer adoption. Leadership questions whether rising AI spending delivers real consumer value.

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