Uber's internal AI spending cap lasted just four months before employees blew through it. Lucas and Luna unpack what that tells us about enterprise AI adoption in mid-2026 — the tension between bottom-up experimentation and top-down cost control, why GPU access drives overspend, and how other companies are struggling to keep AI budgets from becoming black holes. They also tie in Broadcom's 13% weekly jump and Palantir's 15% surge as evidence the market still rewards AI infrastructure plays, even as the cost wall becomes real. Plus, a look at Microsoft's new Scout assistant and what it means for the personal AI race.

#Uber #AI #EnterpriseAI #AIBudgets #GPUShortage #Broadcom #Palantir #Microsoft #Scout #AIAdoption #CostControl #Technology #TechPodcast #FexingoBusiness #BusinessPodcast #AIInfrastructure #AIProductivity #CorporateIT

Keep every episode free: buymeacoffee.com/fexingo