Uber chief warns there’s still no link between AI tokenmaxxing and shipping successful products — company puts the brakes on all-out AI spending

Uber COO Andrew Macdonald said higher AI token usage has not yet shown a clear link to shipping better consumer features.

Uber still works with major model providers, but it is questioning whether rising AI spend is delivering meaningful product value.

The comments add to a broader industry debate about whether AI hype and costs are outpacing real productivity gains.

The remarks suggest big companies may become more selective about AI budgets if the returns are not obvious.