Dara Khosrowshahi

Patrick O'Shaughnessy × Dara Khosrowshahi

Uber is making AV supply its moat through 30+ partnerships, financing, depots, charging, and insurance; network vehicles are 30% or more busier, improving fleet ROI.The upside is a potential trillion-dollar marketplace, but AI budget overruns, Chinese manufacturing advantages, social backlash, and execution in Uber One and hotels remain risks.

Dara Khosrowshahi × Peter Diamandis

AV demand is arriving before mass production at regular-car prices: in Atlanta and Austin, 80% of riders accept an autonomous match and 20% decline.Dara Khosrowshahi told a 13-year-old that, three years from now, they would still likely want a license because AVs remain “much more expensive than a regular car,” but says that 10…

Peter Diamandis × Salim Ismail × Dara Khosrowshahi

Uber’s robotaxi strategy is to aggregate demand and orchestrate the ecosystem, not insist on one autonomous stack.Dara Khosrowshahi expects hybrid fleets of human and robot drivers, with Waymo as a leading partner and more than 20 autonomy partners; Uber targets 15 cities by year-end and, by 2029, more facilitated autonomous and robotaxi rides than…

Dara Khosrowshahi

Uber’s autonomy strategy is to be a demand platform for more than 20 partners, subject to safety and economics.Khosrowshahi wants AVs to be “multiple times safer than a human being,” which he says is achievable; he also argues autonomy could eventually save millions of lives, lower mobility costs and expand the on-demand market.Falling…