Uber president says AI spending is getting 'harder to justify'
Summary
The Verge reports that Uber president Andrew Macdonald says there is no clear link between AI spending and productivity. After exhausting its AI budget, Uber questions whether ongoing AI investments translate into meaningful features, noting rising token usage and costs. Uber spent $3.4 billion on R&D in 2025 and is factoring token costs against headcount reductions as part of its cost strategy.