Did you read my piece? I covered the Uber CTO thing too: https://simonwillison.net/2026/May/27/product-market-fit/#th...

> The most discussed has been Uber, based on this report where CTO Praveen Neppalli Naga indicated that Uber had “maxed out its full year AI budget just a few months into 2026”, mostly thanks to Claude Code.

> Given that Claude Code only got really good in November it’s entirely unsurprising to me that a budget set in 2025 may have failed to predict demand for that tool in 2026!