companies are cutting junior roles over AI while admitting they cant prove AI ROI yet. anyone else notice this tension?

Uber blew through its entire 2026 AI budget by april, 4 months in. 95% of their engineers use AI, 70% of commits are AI driven, and their COO still said he cant draw a clear line between all that usage and actually shipping useful features. microsoft and duolingo have pulled back too. at the same time theres a CEO survey going around (oliver wyman) where the share planning to cut junior roles jumped from 17% to 43% in a year, and only 27% said their AI ROI met expectations, down from 38%. what gets me is the combination.