Natalie Lung coverage.

Uber expands the list of criminal convictions that disqualify US drivers and expands the background-check timeline, possibly removing ~0.5% of active US drivers (Natalie Lung/Bloomberg)

Natalie Lung / Bloomberg : Uber expands the list of criminal convictions that disqualify US drivers and expands the background-check timeline, possibly removing ~0.5% of active US …

Uber's $1,500/Month AI Limit Is a Useful Signal for AI Tool Pricing

I wrote the other day about Uber blowing its 2026 AI budget in four months, and how that wasn't particularly surprising given they would have set that budget in 2025, ……

Uber Caps Usage of AI Tools Like Claude Code to Manage Costs

I wrote the other day about Uber blowing its 2026 AI budget in four months, and how that wasn't particularly surprising given they would have set that budget in 2025, ……

Quoting Natalie Lung

The rideshare giant is limiting all employees to $1,500 in monthly token spending per AI coding tool, an Uber spokesperson said in response to a Bloomberg News inquiry. That means …

As the US House probes Airbnb's use of Chinese AI models, CEO Brian Chesky says the company is not sharing data with Chinese firms and uses open-source models (Natalie Lung/Bloomberg)

Uber increases its stake in Delivery Hero to 19.5%, up from 7% in April, and says it "has no intent to acquire 30% or more" of Delivery Hero's voting rights (Natalie Lung/Bloomberg)