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.
⏱ Chapters
0:00 Intro
1:19 Uber’s AI Budget Problem
5:33 The AI Jobs Debate
10:44 Anthropic Opus 4.8
13:15 Continual Learning and AI Memory
17:35 Microsoft Computer Use
18:52 Google AI Search Hits 1 Billion Users
20:17 Anthropic Nears $1 Trillion Valuation
21:24 The Pope’s 42,000 Words on AI
25:33 Final Thoughts
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