Uber’s COO Just Blew the Entire 2026 AI Budget… In 4 Months

The enterprise AI bubble just hit its sharpest fiscal reality check—and Uber is leading the panic.

In Episode 80 of What the AI?!, Jeff Keltner and Annie Delgado break down a massive economic shift taking over Silicon Valley. Uber’s COO just admitted the company completely burned its entire 2026 AI coding budget in just four months—forcing corporate leadership to ask the terrifying question: Is any of this actually working? We unpack Meta CTO Andrew Bosworth's leaked internal memo warning employees that "token maxing" is not progress, signaling that tech is moving fast into the Gartner trough of disillusionment.

Plus, the landscape has completely flipped: Anthropic just raised at a staggering $965 Billion valuation, overtaking OpenAI for the first time. We cover Anthropic’s brand new Cloud Opus 4.8 that is built to finally admit when it's lying, Microsoft Copilot going live with computer-use agents, and a truly bizarre turn of events where the Pope wrote a 42,000-word encyclical on AI entirely by hand.

Inside this episode:

• Uber's 120-Day Meltdown: Why the cost per token is failing the corporate efficiency test.
• The Meta Warning: Leaked internal memos slamming "overlapping tools" and useless token spend.
• The AI Jobs Debate: Goldman Sachs' CEO says relax, while the OpenAI Foundation drops $250M to study the displacement.
• Anthropic Outvalues OpenAI: The massive $965B valuation flip.
• Cloud Opus 4.8: The first frontier model designed to explicitly say "I don't know."
• The Vatican's AI Manifesto: Why the Pope spent a year writing 42,000 words on tech ethics.
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