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

Uber is questioning whether rising AI usage, including Claude Code tokens, is producing meaningful returns.

Uber reportedly exhausted its annual AI budget just four months into 2026. President and COO Andrew Macdonald said the company is not seeing a clear link between increased Claude Code token consumption and more meaningful output. The story highlights a broader enterprise shift from AI adoption enthusiasm toward stricter scrutiny of cost, productivity, and ROI.

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