Uber CTO Praveen Neppalli Naga says the company's surging use of AI coding tools has maxed out its full-year AI budget just a few months into 2026
Uber's surging use of AI coding tools, particularly Anthropic's Claude Code, has maxed out its full year AI budget just a few months into 2026 …
The Information Laura Bratton
Related Coverage
- I tried every free Cursor alternative and one of them took me by surprise MakeUseOf · Yadullah Abidi
- Uber's Anthropic AI Push Hits A Wall—CTO Says Budget Struggles Despite $3.4B Spend Benzinga · Surbhi Jain
- Why Uber Stock Is Racing Higher Wednesday? Benzinga · Kaustubh Bagalkote
- Elon Musk's xAI plans to supply AI computing power to coding startup Cursor Business Insider · Grace Kay
- Report: Apple to send Siri engineers to multi-week AI coding bootcamp 9to5Mac · Marcus Mendes
Discussion
-
@dwlz
Dan Loewenherz
on x
This is why the cost of intelligence can't be going to zero. Demand is too high and supply too low. As a result, AI costs will approach the cost of human labor. Unless we solve the energy problem I don't see a way around that.
-
@altcap
Brad Gerstner
on x
Most CEOs set 2025 people budgets before they saw the banger results of the new models / coding / co-work. Companies now making real time adjustments to lower tech headcount growth for 2026 & increase spend on tokens / intelligence. 🧐🧐
-
@ericvishria
Eric Vishria
on x
Seeing this all over. The efficiency and rationalization push is coming. Initially it was just getting everyone to use AI all over. “Opus everything!” Now the spend is material and companies will rationalize.
-
@cto_junior
@cto_junior
on x
This is the conversation happening in every executive boardroom right now You can rein in AI spend and sleep well tonight But if your competitors don't, they'll outship you by an order of magnitude
-
@cdpetty
Clayton Petty
on x
A this point something is becoming clear: just as there is massive waste in human labor & work inside enterprises, there will be massive waste in agent / token spend.
-
@tunguz
Bojan Tunguz
on x
We are already futuremaxxing.
-
@anissagardizy8
Anissa Gardizy
on x
Uber's CTO told @LauraBratton5 that AI coding tools—particularly Anthropic's Claude Code—has already maxed out its 2026 AI budget 📈 “I'm back to the drawing board, because the budget I thought I would need is blown away already,” Neppalli Naga said. https://www.theinformation.com…
-
@clementdelangue
Clem
on x
let's go open-source and local models!
-
@chamath
Chamath Palihapitiya
on x
ummm so tokenmaxxing didn't increase operating margins?!?!? of course it didn't. its just that the cto of uber had the courage to say the quiet part out loud.
-
@virtualmilin
Milin Desai
on x
AI pilled. But tokenmaxxing ≠ value creation. More companies are about to learn this and work through this.
-
@edzitron.com
Ed Zitron
on bluesky
Neppalli refused to say how much Uber was actually spending on tokens, but this is the beginning of organizations admitting that AI is a massive resource drain. With Anthropic moving all enterprise to API pricing we'll find out in the next few months if AI is really “worth it” […
-
@selectric.space
Liz Ten Eleven
on bluesky
even the most cash-strapped school department gets further along in the year before the point where they have to start running photocopies on the backs of already-printed papers lmao [embedded post]