# 优步总裁表示，人工智能方面的支出"越来越难以自圆其说"

- 来源：Hacker News 热门（buzzing.cc 中文翻译）
- 作者：berlianta
- 发布时间：2026-05-26 23:09
- AIHOT 分数：58
- AIHOT 链接：https://aihot.virxact.com/items/cmpmsmc3t0ri8sl01n2oxjy0v
- 原文链接：https://www.theverge.com/transportation/937116/uber-ai-investment-hard-to-justify

## AI 摘要

Uber总裁表示，公司在人工智能方面的投资支出“越来越难以自圆其说”。这一评论反映了当前科技行业对大规模AI投资回报率的普遍质疑。

## 正文

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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.

”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

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