Bloomberg obtained a letter from Uber Technologies CEO Dara Khosrowshahi to employees announcing "significant organizational changes" across the company aimed at reallocating spending toward delivery, artificial intelligence, and an increasingly expensive robotaxi buildout.

"Today, we're making several significant organizational changes across Uber. We are removing layers, simplifying team structures, refining our global location strategy, and focusing our people and investments against the biggest opportunities ahead of us," Khosrowshahi wrote in the letter.

The latest Bloomberg data show that, as of 2Q26, Uber employed 36,600 people across its global workforce, meaning a 10% cut equates to about 3,600 workers.

Uber will eliminate nearly half of its teams with only one or two members and reduce by 20% the number of employees positioned seven or more organizational layers below the CEO. In other words, the restructuring is impacting white-collar workers that AI agents can likely replace. 

The company is also combining engineering and science teams while consolidating its separate restaurant, retail, and white-label delivery operations.

There was a report earlier this year that Uber had blown through its AI budget within the first few months of the year after encouraging employees to use frontier models as aggressively as possible. 

We summed that up perfectly...