Uber burned through its entire 2026 AI budget in four months. Now its COO is questioning whether it's worth it | Fortune
Fortune
Uber COO Andrew Macdonald is questioning the ROI of AI spending after the company exhausted its 2026 AI budget in just four months.Summary
Uber's Chief Operating Officer, Andrew Macdonald, has expressed concerns regarding the company's aggressive AI investment after it depleted its 2026 AI coding tools budget in only four months. While Uber utilizes AI for pricing and route optimization, Macdonald highlighted the difficulty of linking high AI tool usage to a measurable increase in consumer-facing features. This issue reflects a broader corporate trend where the escalating costs of agentic AI models are forcing companies to re-evaluate whether the productivity gains justify the significant financial output.
(Source：Fortune)