Why This Remark Carries Weight
Uber isn't an anti-AI company—machine learning is everywhere in its dispatching, pricing, and support, and it has plenty of internal data to assess the real return of the new generation of generative AI. So this "hard to justify" is worth listening to seriously: after buying seats, integrating APIs, and rolling out Copilot, where exactly is the corresponding efficiency gain on the financial statements? When the time comes to renew procurement, every big company's CFO will ask this question.
The Temperature Gap Between the Primary Market and Enterprise Customers
The current landscape is a bit split: in the primary market, AI companies' funding amounts keep hitting record highs, while on the enterprise-customer side people are starting to do the detailed accounting. This isn't necessarily a precursor to a crash—more like the beginning of squeezing out the bubble: genuinely useful scenarios (coding assistance counts as a recognized one) will stay, and procurement propped up by demos will get cut. For companies selling AI, what customers want to see in the next phase is no longer a vision, but numbers that can be written into a quarterly report.
via: Hacker News