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Uber president Andrew Macdonald says the company is struggling to see a direct return on its massive AI spending, as rising token consumption from tools like Claude Code hasn't translated into more useful consumer features.

Uber COO Andrew Macdonald says the company is finding it harder to justify AI token spending as higher usage hasn't translated into proportional consumer features, highlighting a growing corporate skepticism toward AI investment.

Microsoft and other tech firms are scaling back AI tool usage after finding that the cost of AI compute exceeds the cost of human labor, highlighting a major economic bottleneck in AI adoption.

Dan Jeffries predicts that closed SaaS surveillance systems will be replaced by open-source alternatives, citing Microsoft canceling Claude Code licenses due to cost and Uber burning through its entire 2026 AI budget prematurely.

Uber is deploying its own autonomous vehicles again under a new AV Lab project, but they will not operate as robotaxis; instead, they will collect data for Uber's robotaxi partners to help them scale their services.

Uber's CTO reveals budget struggles despite spending $3.4B on Anthropic's AI, indicating challenges in scaling enterprise AI deployments.

Uber leverages OpenAI's frontier models to power 'Uber Assistant,' a multi-agent AI system that helps drivers optimize earnings and riders book faster by simplifying complex marketplace data.

Uber’s CTO admits the company has already blown its 2026 AI budget by April, as widespread adoption of Claude Code and internal AI agents drives token-based costs far above projections.

Uber spent $8 million on a DynamoDB-based ledger rewrite that was scrapped after two years due to runaway consumption costs, yet the project is still praised as a success.