Tag: AI

Uber deployed Claude Code to engineers in December 2025. By April 2026, the company had consumed its entire annual AI budget - not because the tool failed, but because adoption took off faster than anyone planned. The numbers: 95% of Uber engineers now use AI tools monthly. 70% of committed code originates from AI. Monthly costs per engineer are running $500 to $2,000, depending on usage. The company's CTO said they're "back to the drawing board" on AI budgeting for next year. What's notable is what this implies for the industry. Most enterprises are still treating AI coding tools as a line item they can forecast like a SaaS seat license - fixed cost, predictable renewal. Uber's experience suggests the actual cost driver is adoption intensity, not seat count. A team that uses Claude Code h...

AI companies are subsidizing access the same way Uber subsidized rides and AWS subsidized compute in the early days - burning cash to grab market share. You're getting GPT-4 and Claude Opus level intelligence at a fraction of what it actually costs to run. That won't last. When unit economics have to work, prices go up and the cheap development era ends. So the question is: what can you build right now, while the cost of intelligence is artificially low, that becomes durable and defensible once the subsidy disappears? Edit: I copied this from my brainstorming session with AI submitted by /u/KyleTenjuin [link] [comments]