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Applied AI·April 19, 2026·1 min read

Uber's AI Push Hits a Wall–CTO Says Budget Struggles Despite $3.4B Spend

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A $3.4B AI bill with budget strain is the new warning label on undisciplined "AI everywhere" strategies—experimentation without ruthless kill criteria just turns into opex bloat. If you don't have a clear path from model spend to unit economics, you need a portfolio review this quarter, not another pilot.

Applied AI

Sources say NSA is using Mythos Preview, and a source says it is also being used widely within the DoD, despite Anthropic's designation as a supply chain risk (Axios)

When the NSA and DoD keep using a tool after it's tagged as a supply chain risk, the real signal is that operational demand for frontier models is outrunning policy and vendor-risk frameworks. If you sell into defense or critical infra, assume your buyers will quietly route around formal bans for capability they consider mission-critical — your job is to design for that gray zone, not pretend it doesn't exist.