Uber says weekly AI agent requests have grown 9.4x since February, but total AI spending has stayed stable since April, after using up its 2026 AI budget in Q1
THE SO WHAT
Uber burning through its 2026 AI budget in Q1 then holding spend flat while agent requests grow 9.4x is the new pattern—demand outpacing what CFOs will underwrite. If your AI usage is compounding, you need explicit unit-economics guardrails and routing policies now or finance will impose blunt caps later.
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