Uber president says AI spending is getting ‘harder to justify’
摘要
Uber总裁Andrew Macdonald表示，公司难以证明AI支出与实际交付功能之间的直接关联。据报道，Uber在2026年仅用四个月就用完了年度AI预算，但并未看到显著的投资回报。Macdonald指出，Claude Code等工具的token消耗量增加与消费者获得更有用功能之间缺乏明确联系，暗示AI投入与产出效益的匹配度有待验证。
After reportedly exhausting its annual AI budget just four months into 2026, Uber is now questioning whether it's actually seeing meaningful returns on its investments. In an interview with Rapid Response, Uber president and chief operating officer Andrew Macdonald said the company isn't seeing a connection between rising token consumption for Claude Code and more useful features being delivered to consumers.
"That link is not there yet, right? I think maybe implicitly there is more that is getting shipped, but 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 f …
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