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Comment by mattnelson

1 hour ago

Lowering costs to run the infra would show up as increased profits without any change in rides.

How much is infra spending compared to revenue/other expenses? I honestly can’t imagine it’s that high, they’re not running something like Netflix or YouTube… But maybe I’m underestimating it.

Do you really need AI for that? Seems like the thing any existing engineering team could do if it was prioritized.

Would it? How much of Uber’s cost is software infrastructure vs paying humans?