Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Uber torches 2026 AI budget on Claude Code in four months

briefs.co

Post reply on HN
Print view View original

451–460 of 498 posts

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

#451

Post by anal_reactor »

entropicdrifter wrote: post #131
swiftcoder wrote: post #102

Earlier quoted context omitted.

> pasting the ticket in and letting a machine do the work for a fraction of the cost was the right choice If it were producing equivalent outcomes, sure. So far I haven't personally seeing strong evidence for that. LLMs do write code pretty competently at this point, but actually solving the correct problem, and without introducing unintended consequences, is a different matter entirely

This. LLMs are terrible at planning/architecture and maintaining clarity of vision across a project. There are lots of tools that mitigate these issues but they're going to keep coming up regardless because of the fundamental nature of LLMs. If you're not doing the design of the solutions for problems as an engineer or at least making the decisions and owning the maintenance of that architecture/design, what even is…

> LLMs are terrible at planning/architecture and maintaining clarity of vision across a project.

So are many corporations but that doesn't stop them from being economically successful.

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

#452

Post by insane_dreamer »

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 used CC frequently for development, Opus 4.7 with high thinking, with a $100 Max subscription, and haven't been rate limited yet. IMO a subscription is the way to go as it puts a ceiling on spending.

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

#453

Post by anal_reactor »

th0raway wrote: post #280
cyanydeez wrote: post #55

Earlier quoted context omitted.

id bet its the LLM doom loop: vaguely ask it to do something, tab to news.ycombinator.com for 30 minutes, tab back, noticed it misunderstood the prompt. Restart with new improved prompt, tab back to HN. So yeah, probably the same thing people do anyway, just not compile time its now generating time.

We opened the Cloud Code floodgates all at once in my org. After a few months we looked at stats, and asked managers for impressions on performance changes. The API cost per engineer doesn't correlate with the apparent increases in performance, but it sure seems that the vast majority of people that used to have good reviews got a lot better, while the bottom third just didn't, even though they use the LLMs about as…

This comment is buried deep but I think it's actually quite important. In 2005 you had the elderly googling "Can I have a recipe for an apple pie? Thank you." vs kids doing "apple pie recipe" and clicking the first result. Some (most?) people just weren't capable of conceptualizing the abstract idea of "internet search" so they talked to the machine like they'd talk to other humans.

Until coronavirus virtually anyone regardless of mental skills could get a high-paying job as a coder, there was no filter at all.

What we'll observe now is the split between those who can conceptualize the idea of an AI, and those who cannot. The latter group will be stuck talking to AI in a way that doesn't leverage how it actually works.

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

#454

Post by Mistletoe »

xienze wrote: post #303
esafak wrote: post #96

Earlier quoted context omitted.

I take the prompts to the AI so the manager doesn't have to! I have prompting skills!! I just can't make the joke work. There really are people that think they can get paid to press the agent's on button. How long before their checks stop clearing and it "just works itself out naturally"?

> I take the prompts to the AI so the manager doesn't have to! I have prompting skills!! This is honestly the mindset of the people on here who proudly proclaim that they haven't written a line of code in six months and are excited about what programming is "evolving" into. Naturally, _their_ AI skills aren't something that an "idea guy" can use to build a product without looping in a developer, so _his_ job is safe…

https://www.reddit.com/r/vibecoding/comments/1nn7its/do_you_...

These comments are hilarious.

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

#455

Post by kulikalov »

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…

Slop architecture leads to compounding problems that people try to solve with more slop. If one wants to control the quality of the code then the throughput and multithreading is bottlenecked by how much code one can comprehend in a given period of time.

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

#456

Post by solenoid0937 »

scuff3d wrote: post #428
solenoid0937 wrote: post #425

Earlier quoted context omitted.

> It says right in their release ad impressions are up almost 20% and cost per add is up 12% Have you wondered why this is the case? How do you think they increased impressions so much at their scale? How they did this despite losing 20M users? To put it clearly, AI at every part of the pipeline: writing software, product features/experiments, A/B testing them, and pushing them out to users. Even before you get to so…

If you have an evidence from their financial releases showing a correlation between AI usage and increased revenue I'd love to see it. Otherwise you're just making wild ass guesses. Edit: Also, historically Meta has been growing revenue by 30 to 50 percent for the last decade. With the only exception being 2022 and 2023. So it's not like recent performance is an outlier.

Growth is exponentially harder the bigger you get. You can't take previous years as your base case.

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

#457

Post by darkteflon »

ricardobeat wrote: post #430
darkteflon wrote: post #349

Earlier quoted context omitted.

As long as you stay under the 1-hour caching TTL for your open threads, I guess your marginal cost is linear. This is me on a weekday flicking between Ghostty tabs to enter “stand by” every ~45 mins.

Anthropic changed the cache TTL to five minutes, back in March.

Thanks, didn’t realise the API and Claude Code had different TTL.

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

#458

Post by scuff3d »

solenoid0937 wrote: post #456
scuff3d wrote: post #428

Earlier quoted context omitted.

If you have an evidence from their financial releases showing a correlation between AI usage and increased revenue I'd love to see it. Otherwise you're just making wild ass guesses. Edit: Also, historically Meta has been growing revenue by 30 to 50 percent for the last decade. With the only exception being 2022 and 2023. So it's not like recent performance is an outlier.

Growth is exponentially harder the bigger you get. You can't take previous years as your base case.

So then no, you don't have anything to back the statement and your just guessing wildly. You can just say that.

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

#459

Post by dijit »

mulmen wrote: post #419
dijit wrote: post #258

Earlier quoted context omitted.

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.

The difficulty in measuring productivity is the attribution. How do you know the new plow enabled growth?

because trend and changing fewer variables.

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

#460

Post by mulmen »

eiee wrote: post #437
mulmen wrote: post #420

Earlier quoted context omitted.

Maybe. It also lets people build things that never would have existed before. My hobby is competitive pinball. There are multiple new stat and tournament tracking apps that have been vibe coded by people who never would have written code by hand.

So..? If it was genuinely worth building before, you would have. Having some kind of cost involved is a force of nature that invokes one to decide whether it is worth doing it or not. Moreover these activities only serve to enhance the wealth and interests of the few. Congrats. Don’t forget to look in the mirror.

It’s not operated for profit. People can just solve (some of) their problems by talking to computers.
Post reply on HN