>After reportedly exhausting its annual AI budget just four months into 2026, Uber is now questioning whether it’s actually seeing meaningful returns on its investments. In an interview with Rapid Response, Uber president and chief operating officer Andrew Macdonald said the company isn’t seeing a connection between rising token consumption for Claude Code and more useful features being delivered to consumers.
>...
>“We’re going to have to start talking about [AI] token consumption and the associated cost versus headcount,” said Macdonald. “So if you’re not actually able to draw a direct line to how much useful features and functionality you’re shipping to your users, that trade becomes harder to justify.”
from The Verge, May 26, 2026
https://www.theverge.com/transportation/937116/uber-ai-investment-hard-to-justify
