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Uber Burned Its Entire 2026 AI Budget in Four Months. The Real Lesson Isn’t About Money.

In April, Uber admitted it spent its full 2026 AI budget in four months — and its own COO couldn’t connect the spend to customer value. The easy read is “AI is expensive.” That read is wrong, and it will cost you. This wasn’t a tool problem or a budgeting mistake. It was a foundation mistake, and foundation mistakes are the only kind that scale. Here’s the boring, unglamorous discipline that separates the companies getting ROI from the ones getting a surprise invoice.

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How to Write an AI Business Case Your CFO Will Actually Approve

Most AI business cases die in the CFO’s inbox — not because the idea is bad, but because the document reads like a vendor brochure with a price tag stapled to it. After 20 years sitting in budget meetings at IBM and Kyndryl, I’ve seen the patterns. The approved cases share a structure. The killed cases share a different one. Here’s the framework — cost of doing nothing, infrastructure vs. AI separation, risk framing, and the one slide that closes the deal.

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