Uber Burned Its AI Budget in Four Months. The Lesson Is About Pricing, Not Hype.

Uber's budget failure is not a story about a tool that underdelivered. It is a story about a tool that overdelivered on adoption so completely that the financial model underneath it became incoherent. The reached 95% monthly active usage — a penetration rate that most enterprise software vendors would describe as a success story. The paradox is that this success rate is precisely what created the crisis. Budget projections for consumption-priced tools require usage assumptions, and every reasonable usage assumption Uber's finance team could…