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Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
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Dara Khosrowshahi, CEO of Uber, joins Invest Like the Best to discuss Uber’s next chapter: the rise of AI, autonomous vehicles, robotaxis, drones, delivery, and the company’s ambition to become the demand aggregator for the physical world. He explains why Uber is a supply-led marketplace, how the company is partnering across the AV ecosystem, what AI is already changing inside Uber, and why he believes autonomous transportation could unlock another trillion-dollar market. Dara also shares lessons from rebuilding Uber through chaos, leading with transparency, learning from Barry Diller and Reed Hastings, and staying open to the “troublemakers” who help companies evolve. TIMESTAMPS 0:00 Intro 3:44 Bringing Order to Uber’s Chaos 7:22 Managing Stress, Immigrant Drive, and Going All In 14:28 Why Uber Is at the Center of AI and the Physical World 22:39 How Uber Plans to Win in Autonomous Vehicles 32:25 The Trillion-Dollar AV Opportunity 37:05 Drones, Robotaxis, and Global Adoption 38:20 Uber Eats, Uber One, and Aggregating Supply 47:00 Hotels, Travel, Marketing, and the Future of the Uber App 55:55 Lessons from Barry Diller, Capital Allocation, and Leadership #Uber #DaraKhosrowshahi #InvestLikeTheBest #AutonomousVehicles #Robotaxis #ArtificialIntelligence #FutureOfTransportation #UberEats #BusinessStrategy #TechnologyInvesting Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
Segments Timeline
Intro
"Every single year that I've been in Uber has been a challenge and obviously the challenge and the opportunity now is the rise of AI. You don't just exist in the digital sphere, right? Our experiences ..."
Bringing Order to Uber’s Chaos
">> I mean, complete chaos. Uh the the company Travis uh had not been the lead of the company for some period of time. Uh and there was a group of executives uh a committee if you want to call it that ..."
Managing Stress, Immigrant Drive, and Going All In
"I think things got better >> in situations like that and I'm sure there's been many others at Expedia and and Sense. What have you learned about managing your own stress so that you don't get personal..."
Why Uber Is at the Center of AI and the Physical World
"Speaking of curveballs and challenges, so if we zoom all the way to today, it's got to be I'm curious if you think so. It seems to me from the outside like the most interesting time to be running this..."
How Uber Plans to Win in Autonomous Vehicles
"specifically? Supply. So, we are a supply company. The more drivers we have in the marketplace, the more restaurants that we're wiring up for you, the more latent demand that we have. And it's one of ..."
The Trillion-Dollar AV Opportunity
">> If we now assume the the success scenario where Uber is the clear demand aggregator winner of ABS, what does that unlock do you think on the other side of that whether that's consumer experiences o..."
Drones, Robotaxis, and Global Adoption
"I'm always really interested in the regional differences as well. I'm curious what you've learned watching AVs start to happen in the US versus the versus Europe versus the Middle East and and anywher..."
Uber Eats, Uber One, and Aggregating Supply
"up. >> Another interesting like US versus international story with Uber has been as you've gone international with Uber Eats specifically. Yes. you've you've actually won or gotten to the number one p..."
Hotels, Travel, Marketing, and the Future of the Uber App
"The next leg of hooking this platform up to the entire world is hotels. So interesting that you've gone back to Expinia days. Full circle. >> Walk us through the the decision logic here. I have a ques..."
Lessons from Barry Diller, Capital Allocation, and Leadership
"people that have influenced you the most. What did you learn from Barry Diller? >> He's incredible. He he's been my business mentor and in many ways a personal mentor as well. I'd say that the thing t..."