I-Uber Iqede Isabelomali Sayo Sango-2026 Sokubhala Ikhodi Nge-AI Ngo-Ephreli

Okushintshile

Le ndaba isekelwe ekubikeni kwe-VentureBeat. I-Uber yanika onjiniyela i-Claude Code ngoDisemba 2025, yasungula amabhodi angaphakathi ahlela amaqembu ngokwenani lama-token awasebenzisile, yase iqeda sonke isabelomali sayo sango-2026 sokubhala ikhodi nge-AI ngo-Ephreli.

Kungani Lokhu Kubalulekile

Ibhodi elihlela amaqembu lingaguqula isilinganiso sibe umgomo. Ukusetshenziswa kwama-token kulula ukukubala, kodwa akuwona umkhiqizo uqobo. Umbuzo owusizo ukuthi ngabe isikhathi esibizayo sokubhala ikhodi sisheshise yini ukukhishwa komsebenzi, sathuthukisa ikhwalithi, saqinisa ukuphepha, noma sanciphisa umsebenzi wokunakekela ozodingeka esikhathini esizayo.

Umbono wethu (ukuqagela okunesisekelo): uma i-Uber isabela ngokubeka imikhawulo, izabelo noma ukukhokhisana kwangaphakathi, amandla okubhala ikhodi nge-AI angaba yinsiza abaphathi okufanele bayivikele ngokohlelo lomsebenzi ngalunye. Lokhu kwenza ukukala imiphumela kusebenze kakhulu: ukufinyelela okubanzi kuyajabulisa, kodwa ukufinyelela okuzosinda ekuhlolweni kwesabelomali kudinga ubufakazi obuqinile.

Ukufana nomlando

Isibonelo esiwusizo sivela ekubuyekezweni kwe-GAO kohlelo lukahulumeni wase-US lwe-Cloud First. Isiqondiso esivela ezingeni eliphezulu sasheshisa ukusetshenziswa kobuchwepheshe obukhula kalula futhi obuxhumene nokusetshenziswa, kwaba lula nokugubha izinombolo zokuqaliswa kwabo.

Ngo-2014, i-GAO yabika ukuthi izikhungo eziyisikhombisa zandise izinsiza zamafu eseziqalisiwe zisuka ku-21 zaya ku-101, kanti izindleko zakhuphuka zisuka ku-$307 million zaya ku-$529 million. Cishe u-$96 million wokonga wavela ezinsizeni ezingu-22 kuphela; ezinye izinsiza zazihlose ukwenza isevisi ibe ngcono noma zengeza amakhono asezingeni eliphezulu ayesusa lokho okongwayo. Ukulandelela kwe-GAO kuliveza kahle iphuzu: ukwamukelwa kobuchwepheshe nokusetshenziswa kwemali kungakhula ndawonye ngaphandle kokubalwa kwembuyiselo okucacile.

Ukuthuthela emafini kwashintsha ingqalasizinda; i-Claude Code ishintsha umsebenzi wolwazi. Nokho, isifundo sisasebenza. I-GAO yathola ukuthi ukuhlela okubuthakathaka kwezindleko, ukusebenza nokuyekiswa kwezinhlelo ezindala kwenza umphumela wangacaca. Bheka ukuthi izabelomali zamathuluzi e-AI zizothola yini okushodayo: izilinganiso zalokho la mathuluzi akuthuthukisa ngempela.

Imiphumela ingasabalala kanjani

Uma i-Uber iqala ukukala noma ukwaba kabusha i-Claude Code ngemva kokuphela kwesabelomali, amaqembu asebenzisa kakhulu angase aqale abhekane nemikhawulo eqinile yokufinyelela. Abaphathi bonjiniyela bayobe sebenesizathu sokususa ukunaka ekusetshenzisweni ngobuningi bakubhekise ekulethweni komsebenzi, ikhwalithi, ukuphepha nasekunakekeleni.

Lolo shintsho lungafinyelela kwezinye izinhlangano zobunjiniyela ezinyangeni eziyisithupha kuya kweziyi-12 ezilandelayo. Ukufinyelela okubanzi kumathuluzi e-AI, kuhlanganiswe nezikhuthazo zokusebenzisa, kungenza ukwabiwa kwesabelomali kube inkinga ephuthumayo; ubufakazi benani ngokohlelo lomsebenzi ngalunye bungaba yisisekelo sokuthenga sesikhathi eside. Lolu chungechunge luyaphuka uma i-Uber imane yengeza amandla, noma uma ukusetshenziswa okubizayo kuveza ngokusobala imiphumela efanele izindleko.

Ukuhlolwa komthelela

Amaqembu onjiniyela e-Uber athole ithuluzi elisha, kodwa angase asheshe abhekane nokufinyelela okungalingani uma kufika izilawuli zezindleko. Ubuholi bonjiniyela sebubhekene nalokhu manje: kumele buvumelanise ibhodi lokusetshenziswa nesabelomali esesiphelile kudala ngaphambi kokuba u-2026 uphele.

Kwezinye izinhlangano ezithenga amathuluzi okubhala ikhodi anentengo esekelwe ekusetshenzisweni, ushintsho olusebenzayo lusezinhlelweni zokuthenga. Ideshibhodi lama-token lodwa lingase lingabe lisanele ukuthethelela ukuvuselela noma ukwandisa. Amaqembu akwazi ukuxhumanisa ukusetshenziswa kwethuluzi nomphumela ocacile wokusebenza angaba sesimweni esingcono sokugcina amandla okufinyelela.

Izimo ezingaba khona

Okungenzeka kakhulu: Uma ukuphela kwesabelomali ngo-Ephreli kubangela izilawuli zezindleko futhi i-Uber ikwazi ukukhomba izilinganiso zemiphumela ezisebenzisekayo, ingaphatha ukubhala ikhodi nge-AI njengensiza ehlanganyelwayo yobunjiniyela ezinyangeni eziyisithupha kuya kweziyi-12 ezilandelayo. Izabelo, imithetho yokugunyaza noma ukukhokhisana kwangaphakathi kungaphoqa abaphathi ukuba bavikele izinhlelo zomsebenzi ezinemiphumela abangayisekela ngobufakazi, hhayi nje lezo ezisebenzisa ama-token amaningi kakhulu. Lesi simo siyaqina uma imibiko yokusetshenziswa ifaka nezilinganiso zemiphumela; siyancipha uma ukufinyelela okungenamingcele kubuya nezilinganiso ezifanayo ezigxile ekusetshenzisweni ngobuningi.

Okuhle: Uma izinhlelo zomsebenzi ezisebenzisa kakhulu zibonisa imiphumela engcono ekulethweni, ikhwalithi, ukuphepha noma ekunakekeleni, i-Uber ingagcina ukufinyelela okubanzi kodwa iqondise amandla kuleyo misebenzi. Ukusetshenziswa kwemali kungagxila kakhulu, amaqembu ancintisane ngenani elibonakalayo emsebenzini. Lokhu kuncike ekukalweni kwemiphumela okungabonisa ukuthi inani lidlula izindleko.

Okubi: Uma izilinganiso ezibeka ukusetshenziswa ngobuningi phambili zihlala ziyisisekelo kuyilapho izabelomali ziqinile, amaqembu angase ancintisane ngomthamo olinganiselwe wokubhala ikhodi nge-AI noma anciphise ukusetshenziswa ngokuzumayo. Umsebenzi wabaphathi ungasuka ekukhipheni isofthiwe uye ekuphatheni ukwabiwa kwama-token. Le ndlela iba nethuba elikhulu lapho imikhawulo ifika ngaphandle kwezilinganiso zemiphumela ezithembekile, futhi iba nethuba elincane uma izikhuthazo zokusetshenziswa zithathelwa indawo ukwabiwa okusekelwe emiphumeleni.

Okufanele kubhekwe ngokulandelayo

• Ukuthi i-Uber iyethula yini izabelo, imikhawulo yokufinyelela, ukukhokhisana kwangaphakathi noma eminye imithetho yokwaba i-Claude Code.
• Ukuthi ukulandelela ama-token kuhlanganiswa yini nezilinganiso zejubane lokulethwa, ikhwalithi yekhodi, ukuphepha noma ukunakekelwa.
• Ukuthi ezinye izinhlangano zixhumanisa yini izabelomali zokubhala ikhodi nge-AI nezinhlelo zomsebenzi ezibonise inani, esikhundleni sokugxila ekusetshenzisweni nje kuphela.