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20VC
The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.
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Uber President MacDonald: AI budgets, existential autonomy, DoorDash
Harry StebbingsAndrew MacDonald
Uber’s AI efficiency story is less about line-item ROI than tighter headcount constraints: a 30-person team cut pricing allocation from 15 hours to 2 and marketing QA from two weeks to two days.MacDonald calls autonomy existential and Uber One a compounding consumer lever, while cheaper modes, the pending Delivery Hero deal, and AV dollar-share concentration shape the next growth and competitive tests.