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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

#251

Post by dwedge »

swader999 wrote: post #217
quaintdev wrote: post #105

Earlier quoted context omitted.

Begs the question if we should move on to minimal microservices so that whole project lives in context of llm. I hardly have to do anything when I'm working with small project with llm.

Generally speaking no. Treat your IP (the code that runs your business, makes your business competitive or special) as precious and don't make it subservient to infra. It should be in the format (code, architecture, structure) that best serves it.

And yet so many companies spent the last decade doing it to fit into AWS pricing models

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

#252

Post by ShyCodeGardener »

andai wrote: post #173
mlsu wrote: post #120

Earlier quoted context omitted.

Why not take it a step further? Make each function in the codebase its own project. Then the codebase can fit into the context window easily. All you have to do is debug issues between functions calling each other.

Wait, is this a joke about Lambda?

I don't think it's a joke about left-pad, but the idea that the complexity increases tremendously when you take a cloud of "small" things all communicating with each other. You've just pushed the complexity elsewhere. Claude can easily crunch the small microservice, but you're pushing the complexity to communications issues, race conditions, etc.

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

#253

Post by louiereederson »

solenoid0937 wrote: post #188
internetter wrote: post #6

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.

> If it was actually productive, then the revenue would increase and affordability wouldn't be a question. Revenue has increased. Have you seen Meta's latest earnings? +33% revenue - in this economy. Affordability is not a question. There is a reason companies like Meta have no issue with their engineers spending $1k/day on tokens. It's just not that much compared to how much they make per employee.

This article is about Uber, not Meta

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

#254

Post by dwedge »

hliyan wrote: post #160
robotresearcher wrote: post #112

Earlier quoted context omitted.

We didn’t mind when typesetting was automated. Or when compilers were invented. Why is this different?

Do typesetters inexplicably change the meaning of the book or document being typeset? Do compilers alter the behavior intended by the programmer, sometimes in ways that are not immediately obvious? Did the invention of typesetters lead to investments so massive, that the investors had to herald the end of handwriting (no equivalent analogy for compilers)?

It reminds me of the guy who replaced his static blog deployment scripts with asking chatgpt to generate the html from his text based on a template, and said that he isn't sure that the llm isn't changing his writing but hopes it isn't

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

#255

Post by joshuastuden »

solenoid0937 wrote: post #188
internetter wrote: post #6

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.

> If it was actually productive, then the revenue would increase and affordability wouldn't be a question. Revenue has increased. Have you seen Meta's latest earnings? +33% revenue - in this economy. Affordability is not a question. There is a reason companies like Meta have no issue with their engineers spending $1k/day on tokens. It's just not that much compared to how much they make per employee.

How can that be attributed to any code an LLM wrote?

>$8 billion of net income was the result of a tax benefit the company realized in the first quarter of the year.

So exactly how much of their revenue is because of any code LLMs wrote vs. just structural tail winds?

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

#257

Post by th0raway »

brokencode wrote: post #30
abuani wrote: post #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 someon…

Really depends on the repo you’re working in. If it’s very large, especially if the tool needs to refer to documentation for a lot of custom frameworks and APIs, you often end up needing very large context windows that burn through tokens faster. If it’s smaller or sticks with common frameworks that the model was trained on, it’s able to do a lot more with smaller context windows and token usage is way lower.

Yes, in a reasonable microservice land where the places you need to connect to are all documented in very concise places, you have have extremely productive $10 days. In the giant monorepo with everything custom, you can't just rely on built in knowledge of 80% of you libraries, so it's a very different world.

A place like Google has to be so much better off just training library concepts in, given how much of the things the LLM will "instinctively" reach for are unlikely to be available. Not unlike the acclimation period what happens when someone comes in or out of a company like that, and suddenly every library and infra tool you were used to are just not available. We need a lot more searching when that happens to us, and the LLM suffers from the same context issue. The human just has all of that trained in after a 6 months, but the LLM doesn't.

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

#258

Post by dijit »

hyperpape wrote: post #201
dijit wrote: post #78

Earlier quoted context omitted.

> HN is filled with people who think engineering productivity is simple to measure. I think the prevailing (correct) consensus is that developer productivity is actually very hard to measure, and every time it is attempted the measure is immediately made a target making the whole thing pointless even if it had been a solid measurement- which it wasn't. IDK where you're getting the idea here that measuring productivit…

I do not think it is easy, like I said. I am saying other people are acting like it’s easy. See the second comment on this article. https://news.ycombinator.com/item?id=47976781 See @emp17344 responding to me.

That second comment isn't making that statement though.

It's saying that: cost vs revenue is something we can see.

If I buy a plow for $2,500 and it enables growth of $5000, then arguing "the plow was expensive" is a moot point.

It doesn't make any argument about measured productivity, only investment vs return.

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

#259

Post by Sohcahtoa82 »

abuani wrote: post #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 someon…

Yeah, I use Claude Code to do security reviews. For every CVE that Wiz flags, I have Claude Code check for reachability analysis.

I typically consume about $200/month doing this. Most of our engineers are in the $200-400 range, with a few people around $1,000.

But then there's one guy who's not only hitting $8,000, but supposedly has nearly 300,000 lines of code accepted (Note: This means he's accepted the lines of code from Claude, not that he's committed it). I can't figure out how.

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

#260

Post by dwedge »

embedding-shape wrote: post #74
abuani wrote: post #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 someon…

> I just can't figure how _how_ to burn that much money a month responsibly. Same but in regards to quotas. I'm on the 200 EUR ChatGPT plan, so presumable have the highest quota, using the "most expensive" models, on highest reasoning, in fast-mode (1.5x quota usage) and after a full day of almost exclusively doing programming with agents, I still get nowhere close to hitting my quota. In fact, since I started using…

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