Uber president says AI spending is getting ‘harder to justify’

Uber president Andrew Macdonald (pictured) says its “hard to gully a line” betwixt AI spending and deliverable features. | Photo: Zed Jameson/Bloomberg via Getty Images

After reportedly exhausting its yearly AI fund conscionable 4 months into 2026, Uber is present questioning whether it's really seeing meaningful returns connected its investments. In an interrogation with Rapid Response, Uber president and main operating serviceman Andrew Macdonald said the institution isn't seeing a transportation betwixt rising token depletion for Claude Code and much utile features being delivered to consumers.

"That nexus is not determination yet, right? I deliberation possibly implicitly determination is much that is getting shipped, but it's precise hard to gully a enactment betwixt 1 of those stats and, 'Okay, present we're really producing 25 percent much utile user f …

Read the afloat communicative astatine The Verge.