Travis Kalanick

So look, I think the big issue you have with anything Chinese is will you be allowed to bring it in the US? Just period. You maybe kind of can now. What happens with tariffs? Will there be blocks in bringing this kind of technology into the US? What happens there? I think that's a whole thing. The bet that Uber makes is that

So look, I think the big issue you have with anything Chinese is will you be allowed to bring it in the US? Just period. You maybe kind of can now. What happens with tariffs? Will there be blocks in bringing this kind of technology into the US? What happens there? I think that's a whole thing. The bet that Uber makes is that

whether consciously or subconsciously, that it's like, will AI, will cheap democratized AI happen? And if so, does that make cheap democratized autonomy? Then you've got to line up your physical sort of hardware partners, the car manufacturers. Then you've got to say, okay, is the electricity where it's at? And are there other bets to make to make sure that I can charge my cars?

whether consciously or subconsciously, that it's like, will AI, will cheap democratized AI happen? And if so, does that make cheap democratized autonomy? Then you've got to line up your physical sort of hardware partners, the car manufacturers. Then you've got to say, okay, is the electricity where it's at? And are there other bets to make to make sure that I can charge my cars?

So like there is a huge real estate play here and fleet management play of like, how do I electrify these plots of land known as parking lots and also set them up so that robots can clean cars in sort of a very, very efficient way. There's like a whole, when we talk about- Fleet management, yeah.

So like there is a huge real estate play here and fleet management play of like, how do I electrify these plots of land known as parking lots and also set them up so that robots can clean cars in sort of a very, very efficient way. There's like a whole, when we talk about- Fleet management, yeah.

Greenland, let's go. So guys, I think there's a couple interesting things. One of them is going to be how are these companies thinking about real estate, electrifying that real estate in urban environments and roboticizing that real estate so that they can do the servicing, maintenance, et cetera. Look, I guess it could be manual for a while. But hold on.

Greenland, let's go. So guys, I think there's a couple interesting things. One of them is going to be how are these companies thinking about real estate, electrifying that real estate in urban environments and roboticizing that real estate so that they can do the servicing, maintenance, et cetera. Look, I guess it could be manual for a while. But hold on.

Okay. Let's just go down ride-sharing lane, autonomous ride-sharing lane. You go down that lane, car ownership, which is already dropping, drops like a knife all the way down. There's this thing in cities which takes up 20% to 30% of all the land. It's called parking. It's no longer necessary because cars are getting utilized.

Okay. Let's just go down ride-sharing lane, autonomous ride-sharing lane. You go down that lane, car ownership, which is already dropping, drops like a knife all the way down. There's this thing in cities which takes up 20% to 30% of all the land. It's called parking. It's no longer necessary because cars are getting utilized.

The cars that exist on the roads are getting utilized 15x more than they were before per car. So you need hypothetically 1 15th number of cars. Maybe you could say 1 5th or 1 10th because you want to be able to surge to like rush hour and things like that. It depends on what kind of carpooling and things like this that are going on. But let's just call it.

The cars that exist on the roads are getting utilized 15x more than they were before per car. So you need hypothetically 1 15th number of cars. Maybe you could say 1 5th or 1 10th because you want to be able to surge to like rush hour and things like that. It depends on what kind of carpooling and things like this that are going on. But let's just call it.

10X fewer cars, one-tenth the land necessary for parking, at least one-tenth. Maybe it's less than that. So now you're opening up 20% of the land in a city that just goes fallow.

10X fewer cars, one-tenth the land necessary for parking, at least one-tenth. Maybe it's less than that. So now you're opening up 20% of the land in a city that just goes fallow.

Well, look, I mean, maybe it's the- Should it be housing?

Well, look, I mean, maybe it's the- Should it be housing?

There's a massive amount of creativity to say, what can I do with that land with a high ROI? Some people are like, you're going to have farms, hydroponic farms in urban environments. I'm like,

There's a massive amount of creativity to say, what can I do with that land with a high ROI? Some people are like, you're going to have farms, hydroponic farms in urban environments. I'm like,

Yeah. So there's some interesting ideas. The land price has to really come crashing down, and there's interesting ramifications if it were to do that.

Yeah. So there's some interesting ideas. The land price has to really come crashing down, and there's interesting ramifications if it were to do that.