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Uber Burned Its Entire 2026 AI Budget by April. Is Your Turn Coming?

Uber Burned Its Entire 2026 AI Budget by April. Is Your Turn Coming? Tokens are the new compute hours, and most teams are managing them like cloud compute -- from 2019. Here's your tokenomics primer.

  • Uber spent entire 2026 AI budget by April on Claude Code
  • AI token consumption growing staircase-like, not S-curve
  • Companies facing financial strain need robust AI spend observability

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