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

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

TL;DR

  • Uber is questioning the meaningful returns on its AI investments.
  • The company cannot currently establish a clear link between AI token consumption and the delivery of improved consumer features.
  • Uber spent $3.4 billion on R&D in 2025, a 9% increase from the previous year.
  • AI spending is being offset by hiring fewer human employees.
  • The difficulty in linking AI costs to user-facing benefits makes the trade-off harder to justify.