Uber has reportedly exhausted its annual AI budget just four months into 2026 and is now evaluating the returns on its investments. In an interview with Rapid Response, Uber President and Chief Operating Officer Andrew Macdonald stated that the company is struggling to see a direct connection between increased token consumption for Claude Code and the delivery of more useful features to consumers. He noted, "That link is not there yet... it's very hard to draw a line between one of those stats and, 'Okay, now we're actually producing 25 percent more useful consumer features.'"
Uber President Questions Justification for AI Spending
Uber has run out of its annual AI budget within the first four months of 2026 and is questioning the effectiveness of its AI investments. President Andrew Macdonald expressed concerns about the lack of a clear connection between AI spending and the delivery of beneficial features to users.
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Uber president says AI spending is getting ‘harder to justify’
Uber President Questions Justification for AI Spending