Uber COO Andrew Macdonald gave voice to the growing concerns that, despite spending big on AI, companies aren't seeing meaningful returns.

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.”

Microsoft and Uber are reportedly scaling back their usage of Anthropic's Claude Code tool after the costs became too high.