Uber questions whether rising AI token spend is paying off

A cluster of May 26 coverage says Uber's leadership is finding it harder to justify AI spending when token consumption cannot be cleanly tied to useful customer-facing features. The reported tension is exactly what many large companies are now facing: coding agents, copilots, and internal AI tools can drive heavy usage, but usage is not the same as measurable product velocity, revenue, or cost reduction. This story pairs well with ClickUp's agent-heavy restructuring. Together, they show two sides of the same operating question: should AI budgets be treated as productivity investment, infrastructure cost, or experimental spend that must clear a much tighter ROI bar?

Key details: Uber, Andrew Macdonald, AI token spend, Claude Code, enterprise AI ROI, May 26, 2026.

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