Uber exhausts AI budget in 4 months... "Hard to prove results"

Uber reportedly burned through its annual AI budget in just four months.

COO Andrew Macdonald said higher AI token usage has not yet been clearly tied to better customer-facing features.

He said AI spending should be judged against potential headcount savings, but the business case is still uncertain.

The comments reflect rising pressure to prove AI investments deliver measurable product value, not just usage growth.