Uber总裁表示AI支出正变得越来越难以证明其合理性
阅读原文· theverge.comUber总裁安德鲁·麦克唐纳在Web Summit上表示，公司对其AI投资的回报产生疑问。他指出，尽管以Claude Code为代表的模型使用导致token消耗量持续增加，但这并未与交付给消费者的、更具实用性的功能产生明确联系。他以“难以画出一条线”来形容当前AI支出与具体产品成果之间的关系，并表示在2026年仅过去四个月就耗尽年度AI预算后，这种投资回报的可见度正变得“越来越难以证明其合理性”。
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Uber president says AI spending is getting ‘harder to justify’
There’s no clear connection between AI usage and productivity.
There’s no clear connection between AI usage and productivity.
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.