Comment by hansmayer
1 day ago
No, he said exactly that, if you remove the corporate sanitised language designed to not offend the Uber CTO.
1 day ago
No, he said exactly that, if you remove the corporate sanitised language designed to not offend the Uber CTO.
I think you're putting way too much weight into what one person said in unprepared remarks at the 27 minute mark in a 32 minute podcast conversation.
Unprepared remarks are the best source of info frankly.
That "one" person is the COO of Uber. And the other one - the one based on whose statement about burning through yearly AI budget in the first few months - the whole discussion sprung up internally at Uber in the first place is the bloody CTO of that huge company. So yes, their words do have A TON OF WEIGHT. Thats why they are in such important positions, arent they? They're not quite the Derek from the pub, casually commenting on how Liverpool will fare this season.
I think the way people reacted to those statements was entirely out of proportion to what was said.
I repeat: a CTO saying that they spent their entire AI budget for 2026 when that budget was clearly set in 2025 before anyone knew what those November models + harnesses were capable of is entirely unsurprising. Any analysis that doesn't also point out the difference between 2025 and 2026 era coding agents is either ignorant or deliberately misleading.
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