# Uber总裁表示AI支出正变得越来越难以证明其合理性

- 来源：The Verge：AI（RSS）
- 作者：Jess Weatherbed
- 发布时间：2026-05-26 17:55
- AIHOT 分数：58
- AIHOT 链接：https://aihot.virxact.com/items/cmpmi3ehk0owxsl01mdakg8w4
- 原文链接：https://www.theverge.com/transportation/937116/uber-ai-investment-hard-to-justify

## AI 摘要

Uber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”。

## 正文

Transportation

AI

Business

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.

”That link is not there yet, right? I think maybe implicitly there is more that is getting shipped, but it’s very hard to draw a line between one of those stats and, ‘Okay, now we’re actually producing 25 percent more useful consumer features,’” said Macdonald. “I think over the coming quarters and years, maybe that will become clearer, but I think today it’s hard, even if some of the underlying metrics are trending in a really astronomical direction.”

Uber spent $3.4 billion on research and development efforts in 2025, 9 percent more than it had spent the previous year. Earlier this month, Uber CEO Dara Khosrowshahi said the company was making up for its increasing AI investments by hiring fewer human employees.

“We’re going to have to start talking about token consumption and the associated cost versus headcount,” said Macdonald. “So if you’re not actually able to draw a direct line to how much useful features and functionality you’re shipping to your users, that trade becomes harder to justify.”

Jess Weatherbed

AI

Business

News

Ride-sharing

Transportation

Uber