[BidClub_]

SHOW DIRECTORY

20VC

The Twenty Minute VC interviews leading venture capitalists and company founders, hosted by Harry Stebbings.

SOURCE DESCRIPTION · RSS

265 EPISODESENTRACKED SHOW
SUBSCRIBE[Feed_]
1 episode2 active
Language
20VCEN · 67 min

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.