Essays··11 min read
Uber Burned Its Entire 2026 AI Budget in Four Months — Here's the Bill Coming Due
Uber exhausted its entire 2026 AI coding budget by April — not an overshoot, a full burn. Beneath that headline sits a three-layer debt stack: technical debt, ungoverned prompt sprawl, and cost overhang accrued during a subsidised-inference era now ending. Organisations that treat AI spend as an architectural concern from day one will survive what follows; those that audit costs only after the invoice arrives will not.
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