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Fortune
Fortune
Jake Angelo

Uber burned through its entire 2026 AI budget in four months. Now its COO is questioning whether it's worth it

andrew macdonald (Credit: Zed Jameson/Bloomberg via Getty Images)

Uber’s business model is one of the most AI-forward in Silicon Valley. AI decides your ride price, optimizes your route, among other predictive features. But even with these advanced features, an Uber executive is sounding the alarm on the rideshare company’s AI spending.

In a recent interview on the Rapid Response podcast, Uber president and chief operating officer Andrew Macdonald said it’s hard to draw a connection between the company’s rising use of Claude Code and innovations meant to serve consumers.

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