Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
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Who is Dara Khosrowshahi and what is his vision for Uber’s future?
the driving force behind one of America's most influential companies. Record high today for Uber. Waymo and Uber have announced a partnership when you have a CEO that's done what DAR has done, you set the bar higher
and higher. The impact we have on society is significant. We hope to keep building on that impact going forward and I'm quite optimistic about what the future is gonna bring.
Ladies and gentlemen, please welcome Uber CEO Dara Kazar Shahi.
Oh yeah.
There we go. All right. Dara, I wasn't sure if you were aware, but I was an early investor in Uber. You've I've heard you say it once or twice. And I'm curious how my investment's doing. I don't know. Okay based on today. Today's looking pretty good. Um so Uh autonomy is the discussion I think everybody wants to have in the timeline. How many partners does Uber have an autonomy today?
So we have over twenty partners across both mobility and the delivery business. Uh I'd say mobility now is in the field as we speak. Obviously we've got a partnership with Waymo, who is uh I think the best of the best in Atlanta and Austin. Uh but there are a number of other players that we are partnered with, a number of Chinese players. Autonomy in China is uh hitting the big time and a lot of these companies that want to expand outside of China we're partnering with. And then in the US uh even in in the second half of this year uh we will have a couple of partnerships kind of hit the road in Texas uh and then in Europe and the rest of the world. So you will see we've announced a bunch of partnerships.
We're doing a ton of work with these partners. You will see these cars hit the road with safety drivers eventually and the safety drivers will come out this year and then especially going into next year.
How is Uber building its self‑driving business – partnerships, market size, and sensor strategy?
We're gonna have significant number of cars on the road.
How many people in China have level four, no safety driver today? And what's your assessment of those companies and their safety record? You know, it's a different market obviously.
So there are uh Baidu, uh We Ride, Pony are all on the road today. No safety driver. We are partners with all of them. Their capabilities are amazing. You can imagine driving in China in these big cities is quite a complex uh undertaking. Uh they take safety just as seriously as uh the Western companies do. So I think their safety record is excellent. Ultimately we think autonomous can be both superhuman in terms of safety and can save uh millions of lives over the course of time on the road. And over a period of time, as the cost of especially the hardware stack comes down, we think that it can bring the cost of mobility down and make mobility on demand available to many, many more people than it is now.
So it it's going to be a very big kind of market expander for us.
So that was the debate, Dara, that maybe kind of exploded a little bit on X between you and Elon, where you guys I mean very respectfully just debating the pros and the cons. Maybe just set it up for the folks in the audience the difference between um Elon's approach and the Waymo approach and maybe the the relative pros and cons as you see it.
Yeah, I mean I I think they're the ones building the cars. So I'm uh to some extent a very, very, very interested bystander. But but the way that that I put it is um Elon's approach uh depends on excellent software Right. To do a bunch of the heavy lifting in that there's some, you know, early on whenever you're building product, there may be some cheat codes that you undertake. So for example, you could call it ch uh cheat codes or you know good engineering. Some of the things you see in early systems is one is uh camera, uh radar, LIDAR, so multiple sensors, uh sensors, redundant. To see on the sensor stack to make sure that your perception algos are seeing the world as it really is. Elon is doing camera only, tougher on the software, cheaper for the hardware.
Okay? Second, I would say big difference is many of the players use HD maps. And what HD maps do is essentially you map out an area so that it's much easier for the software.
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Chapters
7 chapters
1
Who is Dara Khosrowshahi and what is his vision for Uber’s future?
0:02–2:04
2
How is Uber building its self‑driving business – partnerships, market size, and sensor strategy?
2:04–6:49
3
What safety standards and hardware cost trends are shaping autonomous rides?
6:49–12:06
4
How will autonomous vehicles change Uber’s business model and network effects?
12:06–17:07
5
What other transportation modes (e‑VTOL, drones, sidewalk robots) is Uber exploring?
17:07–20:56
6
How does Uber balance a $20 B stock buyback with R&D, acquisitions, and future food delivery?
20:56–24:43
7
What is Uber’s strategy for driver job displacement and new work opportunities?
24:43–25:31
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