Uber burned its entire 2026 AI coding budget in 4 months - $500-2k per engineer per month

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Uber deployed Claude Code to engineers in December 2025. By April 2026, the company had consumed its entire annual AI budget - not because the tool failed, but because adoption took off faster than anyone planned. The numbers: 95% of Uber engineers now use AI tools monthly. 70% of committed code originates from AI. Monthly costs per engineer are running $500 to $2,000, depending on usage. The company's CTO said they're "back to the drawing board" on AI budgeting for next year. What's notable is what this implies for the industry.