Apparent source: https://www.theinformation.com/newsletters/applied-ai/uber-c...
Uber’s Anthropic AI push hits a wall
21–30 of 114 posts
Re: Uber’s Anthropic AI push hits a wall
#22I 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).
>what is demand elasticity for software?
NP-hard
Re: Uber’s Anthropic AI push hits a wall
#23[dead]
Re: Uber’s Anthropic AI push hits a wall
#24Earlier quoted context omitted.
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.
I'm a hot dog chef with over 20 years of experience. Credited with inventing 274 hot dog styles. International awards. World renowned and industry figure.
My entire team, very competent hot dog experts, was laid off after a hot dog cooking machine could do what took us 3 months, in just one day. I've been out of a job for 12 months. The reason? All hot dog making has been offloaded to Claudog Hotdog. "Sorry. Hot dog manual cooking is a thing of the past", one recruiter told me.
I'm working as a software engineer as we speak. I keep applying to hot dog related positions but I get no interviews. Even positions significantly below my pay grade and skillset. No one is hiring. Hot dog cooking is over. We are entering a new era.
Re: Uber’s Anthropic AI push hits a wall
#25Re: Uber’s Anthropic AI push hits a wall
#26Earlier quoted context omitted.
I will gladly pay you Tuesday for a hotdog today (if you want to get a circular investment bubble going)
Do you sell hotdog options? I want some hotdogs at a guaranteed price, but only next week. (I just want upside exposure)
I'd take these options from several companies (all selling hotdogs) and wrap them up in Collateral Hotdog Obligations which I'd then offer to investors.
Re: Uber’s Anthropic AI push hits a wall
#27[dead]
Re: Uber’s Anthropic AI push hits a wall
#28Earlier quoted context omitted.
I will gladly pay you Tuesday for a hotdog today (if you want to get a circular investment bubble going)
Do you sell hotdog options? I want some hotdogs at a guaranteed price, but only next week. (I just want upside exposure)
I suppose a discount code is effectively a hotdog option.
Re: Uber’s Anthropic AI push hits a wall
#29I 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 f…
You're absolutely right.
Re: Uber’s Anthropic AI push hits a wall
#303.4B in 4.5 months…is that all going to Anthropic? Makes it seem so with the wording and how they’re pivoting to Codex too
It's probably all AI spending, including them doing AI stuff for their products.
oh man uber is acquiring the company I work for [1] and we currently really like Claude ... but if Codex is better so be it. I just really, really, really like Claude Code as a front end. Guess I'll have to make it talk Codex instead.
[1] it's public knowledge https://investor.uber.com/news-events/news/press-release-det...