Uber's president and chief operating officer Andrew Macdonald said in an interview released over the weekend that the company can't draw a clear line between its rising AI spending and the features it's actually shipping to customers. The comments are the most direct public admission yet from a senior executive at a major enterprise AI customer that the math isn't working. "That link is not there yet," Macdonald told Rapid Response, when asked whether more token consumption translates into more useful product. "I think maybe implicitly there is more that is getting shipped, but it's very hard to draw a line between one of those stats and, 'Okay, now we're actually producing 25 percent more useful consumer features.'" He went further: "We're going to have to start talking about token consumption and the associated cost versus headcount. So if you're not actually able to draw a direct line to how much useful features and functionality you're shipping to your users, that trade becomes harder to justify."