The Data on AI
San Francisco, CA
The top 20 U.S. companies who employ the most data scientists control 45% of the talent in the field overall, a staggering share.
Microsoft Apple Alphabet Amazon Meta JP Morgan Walmart Unitedhealth Oracle Accenture Pfizer IBM Uber Intel Citi Paypal Capital One Ford Iqvia Cognizant
Explore which companies are talking about AI the most in their latest earnings calls, including changes from the previous quarter.
Data from Q
A full table comparing end-of-year data scientist counts for every company.
AI Mentions in Quarterly Earnings Calls (2017-Q3 to 2022-Q3): 0.17
AI Mentions in Quarterly Earnings Calls (2022-Q4 to current): 3.0
Post ChatGPT Release, AI Mentions Moved 7.6 Standard Deviations
Our estimates on data scientist numbers for Uber trace back to several sources that we check on a monthly basis, including the company's website, career boards and other methods.
The number of data scientists a company has is important because it reflects its capability to innovate, scale AI initiatives, and leverage data-driven decision-making to maintain a competitive edge in AI development and application.
Uber holds 13 patents focused on AI subjects. We have combed through the records of the United States Patent Office for filings related to AI for more than 500 companies. We consider a qualifying patent to be one that primarily concerns artificial intelligence or machine learning. Patents that simply mention these things do not figure in our count.
Examining CapEx shows how much Uber invests in physical assets, highlighting its commitment to growth and the infrastructure needed to support AI initiatives.
This graph provides a comprehensive view of Uber's strategic allocation of resources by comparing free cash flow, R&D costs, and CapEx over time, highlighting how investments in AI and innovation are balanced against financial health and infrastructure commitments. It offers insights into whether a company is sustainably prioritizing AI development amidst its broader financial strategies.