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Uber COO Questions AI Spending as Costs Surge

economy-finance · 2026-05-26

Uber's COO Andrew Macdonald has expressed growing concern over the company's AI expenditures, noting that rising token costs from Claude Code are not resulting in more consumer-facing features. The company has already exhausted its AI budget for 2026, making further investment harder to justify.

Key facts

  • Uber COO Andrew Macdonald said AI spending is getting harder to justify.
  • Rising token costs from Claude Code are not translating into more consumer features.
  • Uber has already burned through its 2026 AI budget.

Entities

Institutions

  • Uber

Sources