Uber’s Anthropic AI push hits a wall
finance.yahoo.com
Uber’s Anthropic AI push hits a wall
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Re: Uber’s Anthropic AI push hits a wall
#2I was told AI makes people more productive so the costs should easily pay for themselves in the form of more revenue.
Re: Uber’s Anthropic AI push hits a wall
#3I was told AI makes people more productive so the costs should easily pay for themselves in the form of more revenue.
Maybe the lesson here is we shouldn't rely on the guys selling picks and shovels when determining if we should be buying picks and shovels.
Re: Uber’s Anthropic AI push hits a wall
#4I was told AI makes people more productive so the costs should easily pay for themselves in the form of more revenue.
The main question is: what is demand elasticity for software?
If it low, and lower prices won’t generate much new demand, we should expect AI to improve engineering productivity, and for companies to reduce staff.
If it is high, then we should see companies hire more engineers, increase output and lower prices (and earn more).
Re: Uber’s Anthropic AI push hits a wall
#5I was told AI makes people more productive so the costs should easily pay for themselves in the form of more revenue.
I'm coming around to it being like getting a pair of industrial grade yak clippers. Yes, there will be a lot of shiny yaks, but the market for shiny yaks is low.
Re: Uber’s Anthropic AI push hits a wall
#6[flagged]
Re: Uber’s Anthropic AI push hits a wall
#7I was told AI makes people more productive so the costs should easily pay for themselves in the form of more revenue.
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Re: Uber’s Anthropic AI push hits a wall
#8I see things like 2 sentence menu summaries in Uber Eats that are completely off in tone.
A quick sample from my app right now:
“Authentic Caribbean Flavours. Jerk Chicken, Curry Goat, and more. A vibrant culinary journey awaits.” - local Caribbean place
“Customisable burgers with 250,000+ toppings. Hand-cut fries and rich milkshakes await.” - Five Guys
“Authentic Indian cuisine bursting with rich flavours. Perfect for late-night cravings” - local Indian
Everything is Authentic, or Rich, or whatever.
—-
They’re investing in the wrong bits of AI. I’m sure they’re AB testing these soulless often inaccurate blurbs but I just cannot see how investing money into them actually sells more product.
On the other hand, if they had a coherent product vision, and trusted their engineers to use AI how they see fit, then I’m sure they would be more successful, and it would be cheaper.
Re: Uber’s Anthropic AI push hits a wall
#9I was told AI makes people more productive so the costs should easily pay for themselves in the form of more revenue.
Maybe the lesson here is we shouldn't rely on the guys selling picks and shovels when determining if we should be buying picks and shovels.
I’m the CEO of a hot dog company. I’ve worked on hot dogs for 10 years. And I wasn’t prepared for what I’ve just seen. Your life is about to change.
So what can you do?
Buy as many hot dogs as you can. Buy stock in hot dog companies.
Re: Uber’s Anthropic AI push hits a wall
#10This makes it sound like they spent $3.4B on tooling, but is it actually on salaries? Hardware?
Probably 5k-6k hires in the department, at say $350k/employee costs, is $2.1B which still leaves a ton of extra costs somewhere. Are they sending $1B to Anthropic?
Weird and uninformetive article.