Uber's $1,500/month AI limit is a useful signal for AI tool pricing
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Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#2Related:
Uber’s COO says it’s getting harder to justify money spent on tokenmaxxing
https://news.ycombinator.com/item?id=48268871
Uber torches 2026 AI budget on Claude Code in four months
https://news.ycombinator.com/item?id=47976415
Corporate America Is Starting to Ration AI as Cost Skyrockets
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#3These are still at currently subsidized prices. We'll see if they think they're getting $1500/month of value when that buys significantly fewer tokens.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#4$1500/mo is $18,000/seat/annum.
Maybe Microsoft and Nvidia are on to something.
128 GB machines that can run local LLMs are a bargain even if priced $5-8k. Yes, tok/s is not quite there, but that's probably OK since the bottleneck really isn't the code; it's WTF did Uber build with all of that spend? How did it meaningfully impact their revenue in a positive direction?
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#5These are still at currently subsidized prices. We'll see if they think they're getting $1500/month of value when that buys significantly fewer tokens.
True but they will raise prices slowly so people will optimize their workflow so they aren't just throwing as much inference as fast as possible like the current state. Right now you should do everything you wanted to try out because it is cheap (as long as you don't become dependent ... the risk).
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#6These are still at currently subsidized prices. We'll see if they think they're getting $1500/month of value when that buys significantly fewer tokens.
afaik, enterprise plans are not subsidized. its 20$/seat+api pricing. Unless you are saying api pricing itself is subsidized.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#71) This happened because they fundementally misunderstand how to use AI and how AI is priced
2) Most organizations are throwing everything in for analyses and not limiting the answer they want. You need to be specific of about what you analyze and what answers you want
3) People undervalue prompting or templated responses. I will have written. validated and sanity checked a prompt several times and run it across several models before I say its ready for use. But when it is, I know what it will give me and that the scope of its research and answer is as close to what I want as it can be. As little excess as I can. This all saves tokens
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#8These are still at currently subsidized prices. We'll see if they think they're getting $1500/month of value when that buys significantly fewer tokens.
There is no evidence that per-token inference prices (which is what Uber is setting a cap on) is subsidized.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#9The $1500 number is less interesting than the fact that they hit a ceiling at all. Most engineering teams I've talked to have no idea what their AI spend is per developer because it's buried in a consolidated cloud bill. Having a hard cap forces two useful conversations: what workflows actually justify API calls vs local inference, and whether the output is being measured against any real productivity metric. Without that feedback loop it's just a race to see who can burn tokens fastest.
Re: Uber's $1,500/month AI limit is a useful signal for AI tool pricing
#10A lot of things can be done with local models.