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

Uber president and COO Andrew Macdonald has expressed concerns regarding the company's heavy investment in AI, noting that it is becoming increasingly difficult to justify the spending. Despite exhausting its annual AI budget within just four months in 2026, Uber has yet to see a clear correlation between increased token consumption and the delivery of more useful features to consumers. Macdonald emphasized that while underlying metrics are rising, the lack of a direct link to improved product output requires a reevaluation of costs versus headcount, signaling that the company may need to scrutinize these expenditures more closely in the coming quarters.

(Source：The Verge)