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Uber torches 2026 AI budget on Claude Code in four months

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Re: Uber torches 2026 AI budget on Claude Code in four months

#11

Can these AI-generated articles not be prompted to at least cite the primary sources? How do I know any of this is true? Here's a much better article: https://aimagazine.com/news/why-uber-has-already-burned-thro...

The OP isn't a good article, but this one is about an entirely different subject?

Re: Uber torches 2026 AI budget on Claude Code in four months

#13
post #5

It's very easy to blow through hundreds of dollars a session using API tokens especially with the 1m context if you aren't careful about clearing old context. At the same time the subscription will allow the same usage for hundreds of dollars a month. Either Anthropic is absolutely hosing API users, massively subsidizing subscriptions, or a little bit of both.

Anthropic has a very "interesting" business model where you get subscription pricing as long as you are under 150 employees. When you hit 151, you have to start paying API prices overnight for everyone, and your total bill instantly multiplies.

They are getting you hooked on cheaper tokens, then raking you in when you get scale. I'm sure Uber gets a break on list price, but I doubt they are anywhere near <150 employee subscription pricing.

Re: Uber torches 2026 AI budget on Claude Code in four months

#14
It's obvious that the word productivity has been used in this discussion to mean something other than the plain meaning of the word. If AI was productive, there would be no question about whether it could be afforded. If you're asking whether you can afford it then it isn't productive by definition.

They are using it to mean a mechanism that produces prodigious amounts of toxic waste. That does not conform to the historical understanding of the word.

Re: Uber torches 2026 AI budget on Claude Code in four months

#15

Can these AI-generated articles not be prompted to at least cite the primary sources? How do I know any of this is true? Here's a much better article: https://aimagazine.com/news/why-uber-has-already-burned-thro...

The OP isn't a good article, but this one is about an entirely different subject?

Ah sorry, it's one of those annoying websites that automatically load another article when you scroll down too far. Updated the link.

Re: Uber torches 2026 AI budget on Claude Code in four months

#16
post #5

It's very easy to blow through hundreds of dollars a session using API tokens especially with the 1m context if you aren't careful about clearing old context. At the same time the subscription will allow the same usage for hundreds of dollars a month. Either Anthropic is absolutely hosing API users, massively subsidizing subscriptions, or a little bit of both.

https://www.forbes.com/sites/annatong/2026/03/05/cursor-goes... "Cursor estimated last year that a $200-per-month Claude Code subscription could use up to $2,000 in compute, suggesting significant subsidization by Anthropic. Today, that subsidization appears to be even more aggressive, with that $200 plan able to consume about $5,000 in compute"

Really curious how many people actually get close to that level of usage? Their general business plan only offers the $100 version, with pay-as-you-go above that.

If 95% of people are using $100 of value a month, the whales may not be hurting them that badly.

Re: Uber torches 2026 AI budget on Claude Code in four months

#17
I take a peak every month or so at spend for my company and notice more and more are consumed $1k in tokens a month and it is bewildering to me how. I use llms daily, and see anywhere from $200-$400 tops. This is using the most expensive models, in deep thinking mode. So I'm not a Luddite against the usage of them. I just can't figure how _how_ to burn that much money a month responsibly.

I genuinely challenge someone spending $5-$10k a month to demonstrate how that turns into $50-$100k in value. At a corporate level, I'd much rather hire a junior engineer who spends $100-$200/month and becomes productive then try and rationalize $100k/year in token spend.

Re: Uber torches 2026 AI budget on Claude Code in four months

#18

> 95% of Uber engineers now use AI tools monthly with 70% of committed code originating from AI. Well, that’s to be expected when using AI tools becomes relevant in your performance evaluation.

I don't understand this critique. (1) Did you previously think you weren't getting paid for doing what a company wants you to do, aka what THEY thought was productive? (2) Do you think all this AI generated code is useless?

Edit: y'all are some whiney folk, ain't ya?

Re: Uber torches 2026 AI budget on Claude Code in four months

#19

I know I'm responding to AI right now, but > which means figuring out if the company can afford this level of productivity at scale. If it was actually productive, then the revenue would increase and affordability wouldn't be a question.

Yes, my thoughts exactly. Productivity by definition creates things, hopefully valuable things. Is all the extra burn on chatbots worth the cost? Has Uber somehow gotten dramatically more efficient and effective due to this massive budget overrun? Or have they just given people shiny and expensive ways to push the same work around?
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