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The Verge

Uber president says AI spending is getting ‘harder to justify’

Uber president Andrew Macdonald (pictured) says its “hard to draw a line” between AI spending and deliverable features. | Photo: Zed Jameson/Bloomberg via Getty Images 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 f … Read the full story at The Verge.

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AI 分析

标题洞察

这个标题的传播点在于“科技大厂开始怀疑 AI 花钱值不值”，它天然带有反转感：不是继续讲 AI 神话，而是讨论投入回报是否失真。适合改写成更强冲突的中文标题，比如“Uber 也开始算 AI 账了”“AI 预算烧得快，产品收益却看不见”。如果借势创作，重点可以放在“大公司集体进入 AI ROI 质疑期”这一更广泛的话题上。

核心观点

文章最值得提炼的观点是：Uber 高管认为，AI token 消耗的增长和用户可感知的新功能之间，暂时还看不出清晰对应关系。也就是说，AI 投入可能在上升，但“到底产出了多少真正有用的产品能力”还很难量化。原文摘要没有提供更完整的数据和背景，因此不宜扩展成“Uber 已经放弃 AI”这类结论，只能说它开始公开质疑投入产出比。

创作启发

可以做成“AI 预算为什么越来越难证明价值”的短文，拆解企业在算什么、为什么算不清、哪些指标可能失真。也适合做视频选题：“大公司买 AI，不等于用户体验变好”，用 Uber 作为案例引出 token、成本、功能交付之间的断层。播客或社媒帖可以延展到“AI 从技术热潮进入经营账本”的阶段变化，但需要明确：本文只支持 Uber 的内部质疑，不足以代表整个行业已经下结论。