Uber Burned Its AI Budget in 4 Months. That’s Where the Next AI Opportunity Starts.
Uber reportedly burned through its entire annual AI budget in just four months.
Then it capped employees at $1,500 per month, per agentic coding tool.
Most people will read this as an “AI is too expensive” story.
I think that is wrong.
This is the first clear signal that the enterprise AI market has entered a new phase.
The problem is no longer adoption.
The problem is control.
Companies are not asking, “Will employees use AI?”
They are asking, “Can we scale AI without blowing up the budget?”
In this newsletter, I break down:
Why Uber’s AI budget problem is actually an adoption success story
Why AI does not behave like traditional SaaS
Why enterprises are entering the “AI cost shock” phase
The new categories being created around AI spend, control, and ROI
Why AI FinOps could become a massive market
Why agent observability is becoming critical
Why the next AI buyer will increasingly be the CFO
Where founders should look for the next big AI opportunities1. AI FinOps
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