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Uber blows through its AI budget in 1 quarter

https://fortune.com/2026/05/26/uber-coo-ai-spending-tokens-claude-code/
25•ChuckMcM•1h ago

Comments

ChuckMcM•1h ago
Ruh-Roh. Chuckling aside, this is a really good thing. This is, btw, EXACTLY how enterprises figured out they weren't ready for "The Internet" in the dot com boom. They were spending millions on servers and kit and the ROI was crap.
kotaKat•48m ago
The computer told them they ran out of tokens. The executives thought they could just put a quarter in the slot. The computer instead laughed and told them to put the whole financial quarter in it.
indigodaddy•46m ago
Would humans be cheaper?
stavros•39m ago
It's not about humans vs LLMs. It's about where the sweet spot of LLM usage by humans is.
timcobb•48m ago
This is going to be very different though. These companies will just start investing in in house cheaper inference that's been on the front page here the last few weeks.
ChuckMcM•37m ago
Oh absolutely. When asked by executives how I think they should adopt AI I've always been upfront about its strengths and weaknesses, and unlike a lot of technologies you can try out a lot of different things on much cheaper technology. As long as they throw out the notion that "more expensive" AI is "better" AI, it gives them a good way to compare workflows with and without machine learning augmentation.
scrlk•47m ago
> after incentivizing employees to adopt the technology through an internal leaderboard ranking teams by total AI tool usage.

When you pay by the dead cobra, don't be surprised when people start breeding cobras.

ChuckMcM•35m ago
Reminds me of the Dilbert, "I'm gonna code me up a minivan!" comment.
Quarrel•14m ago
It's just such an old old business school idea. Metrics matter.

The classic example is the Second Fleet of convicts that were sent to Australia - they were paid per convict that boarded the ships. 40% of them died. Unsurprisingly perhaps, slave traders won that contract.

They started paying per live convict landed in Australia after that.

A COO at a ~$150B firm like Uber certainly should know what the outcome will be before the leaderboard goes up. Really makes you wonder if the board was incentivising him to increase AI usage; job done, bonus unlocked.

LoganDark•47m ago
> through an internal leaderboard ranking teams by total AI tool usage

So you were encouraging people (in fact, practically threatening people) to waste as many tokens as possible. No wonder you blew through the budget so quickly.

cbdevidal•46m ago
Pardon my ignorance but could they not switch to a cheaper model? Honest question.
annoyingnoob•45m ago
Humans?
stavros•45m ago
They just told developers to use AI as much as they can, so I'm sure there was quite a bit of frivolous usage (they had leaderboards). This isn't "how much more productivity can we get with AI", it's more "let's spend as much as humanly possible and see what happens".
PaulHoule•43m ago
They might still struggle to get enough value out of it. An individual who is looking at it from the viewpoint of "can I get my money's worth of value out of it?" might succeed if they are thinking about value in and value out. If their thinking is FOMO motivated and there is the slightest whiff of "we have to do it because everybody else says they are doing" they won't get a penny of value out of it... but they don't need to!
stavros•46m ago
Doesn't this just mean that their incentives worked too well? If I budget $1M, for the year, tell everyone to use AI as much as they can, and they spend that million in four months, so what? Next time I just tell them to spend it slower.
keithnz•45m ago
My ongoing theory is for small to middle sized businesses AI is incredibly useful as it will help leverage you to grow your business by building more than you could before AI. But for big businesses, like uber, not sure the advantages are the same, they could already build what they want, so it seems the only thing that's likely is cost savings.
graphememes•45m ago
> gamify usage > people abuse it > shocked_pickachu.jpg

yep, sounds about right

champagnepapi•45m ago
Related Discussions:

- https://news.ycombinator.com/item?id=47976415

- https://news.ycombinator.com/item?id=48268871

qsxfthnkp2322•44m ago
Hurry! Fire all your employees like all the others. How else are you going to tokenmax
simonw•44m ago
As far as I can tell this entire story was derived from a 2 minute segment in this YouTube video: https://www.youtube.com/watch?v=y_mQ6xLcKyc&t=1616s - I linked directly to the relevant section at 26:56 in the video.

If you watch the video snippet it seems a whole lot less of a big deal than all of the headlines that have come out of it.

xvxvx•44m ago
C-level FOMO strikes again.

Let’s be blunt: any CEO or executive that fell for this AI wealth extraction needs to be fired ASAP. These are not the type of people who you want running a company.

My own company hired a new CEO in Q1 and in his first company address he declared that anyone not using AI for their daily duties was putting themselves out of a job and would be unemployable by anyone else. I laughed at that nonsense. 5 months later and we’ve seen zero growth or improvements due to AI. This chucklehead CEO will be the unemployable one.

clipsy•18m ago
> This chucklehead CEO will be the unemployable one.

The chucklehead CEO will get a severance package worth more than you've made in your life and walk into another C-suite position courtesy of his golfing buddies.

Your version is a lovely thing to daydream about, though.

dvt•17m ago
> These are not the type of people who you want running a company.

This is quite literally the opposite of reality, and it's funny to see internet experts that haven't so much as raised 100k always criticize seasoned C-level execs. Not that C-levels are geniuses or something (in fact a lot of times they're idiots), but there's a very good reason people are flocking to AI. The downside is relatively minor: a few million wasted, whatever; while the upside could be generational: being on the forefromt of an internet-level technology.

It's easy to make fun of bad ideas in retrospect (the Metaverse, VR, blockchain, etc.) but what people forget is that good ideas are often indistinguishable from bad ideas. So you should (as a tech company; not as a bank or as a hospital) generally prefer a CEO that's willing to swing for the fences rather than someone timid and overly conservative.

tomhow•43m ago
Microsoft and Uber Are Running into an AI Cost Problem - https://news.ycombinator.com/item?id=48277753 - May 2026 (6 comments)

Uber president says AI spending is getting 'harder to justify' - https://news.ycombinator.com/item?id=48277485 - May 2026 (132 comments)

Uber’s COO says it’s getting harder to justify money spent on tokenmaxxing - https://news.ycombinator.com/item?id=48268871 - May 2026 (334 comments)

the_arun•42m ago
Feeling nostalgic. There is a new tech. In the beginning everyone will be asked to go crazy on spending as much as you can & just focus on the outcome. After a while, they will see just cost is going up (less on outcomes). Now, start throttling the dollar limits per employee. By this time whole industry will settle on this new tech & reality. Everyone will learn it is not all that fancy as it sounded earlier.
rvz•39m ago
But we need to keep prompting at the Anthropic casino! There is a token slot machine called "Jevons paradox" that promises as the cost of your tokens get much cheaper, you be more productive in gambling even more tokens! /s

Except what Uber is experiencing is that the tokens are not getting cheaper and the employees are gambling even more tokens and using up the budget; racking up expensive bills for Uber. So they are blowing through their budget.

It is at least cheaper to gamble your tokens with DeepSeek's or Xiaomi's casinos and they have just announced a permanent 99% off deal with an allocation of 100 trillion tokens! [0]

That is a great deal, with a small catch. (If you are fine with sending your data and prompts to them)

[0] https://platform.xiaomimimo.com/docs/en-US/news/v2.5-price-u...

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