Uber CEO Dara Khosrowshahi revealed that 90% of Uber's coders use AI, with 30% becoming power users showing unprecedented productivity gains measured by code releases (diffs). He stated that while current 25% efficiency gains justify hiring more engineers, within 5 years Uber may stop adding engineering headcount as AI agents plus GPUs become more cost-effective than human engineers. This represents a fundamental shift where engineers transition from writing code to orchestrating AI agents, marking the point where compute becomes more valuable than human capital in tech companies.