Uber is spending heavily on AI, but returns remain elusive

Uber has been spending heavily on AI tools and agents, but executives say the company still lacks clear productivity gains or business value.

COO Andrew Macdonald said Uber uses Anthropic’s Claude Code and other development tools, yet it’s hard to link usage to customer-facing features.

CEO Dara Khosrowshahi said about 10% of code changes now come from AI agents, with humans still reviewing the output.

Uber’s AI budget reportedly ran out early this year, sharpening questions about the return on enterprise AI spending.