Dara Khosrowshahi

I don't think it's going to be black and white in terms of the strategy.

I think that there could be many hybrid approaches.

I compare it to the food delivery business.

For example, we work with Starbucks or McDonald's that has a direct app and customers go direct to get the food there.

At the same time, they also participate in the marketplace.

So I think the autonomous ecosystem will be the same way.

There will be some direct kind of some customers going direct.

And we think that with the Uber marketplace, we can bring the kind of demand that over 200 million monthly active platform customers can bring to autonomous so that we get those cars on the road and incredibly busy with very high utilization.

Terrific partner.

Well, I think it's the same example that I gave you, that in some ways the McDonald's app is a competitor to Uber Eats, and the two can coexist.

And it's very, very early in the development of autonomous.

We have to make sure that we have access to autonomous technology in the major cities that have the right regulatory framework to allow autonomous technology.

And we're very confident as we look at our roadmap and we look at our partners, we have over 20 partners, autonomous partners globally, that we will have access to autonomous technologies in the large cities and markets that really count.

What we're seeing is this is a trillion-dollar-plus market in terms of autonomous mobility.

I think delivery eventually will be of a similar size.

And when you have markets that are that large, you usually don't have winner-take-alls.

It's the same way with these...

LLM models.

There are many to choose from, whether it's an open AI or Gemini.

And I think the same will be true of autonomous.