I'd guess there should be a few people Uber is bascially allocating unlimited AI spending to and a large swath they're giving basically nothing.
1. They're costs are so so out of control that they need to impose a blanket cap immediately. Figuring out an allocation mechanism that can be deployed company wide is time consuming and they need to staunch the bleeding immediately, despite it being obviously suboptimal.
2. The few people who should have unlimited tokens were given exactly that. No reason to introduce such nuance to a public PR move. The hard-cap limit is a great negotiating posture with token providers.