Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
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摘要
Dara Khosrowshahi, CEO of Uber, joins Invest Like the Best to discuss Uber’s next chapter: the rise of AI, autonomous vehicles, robotaxis, drones, delivery, and the company’s ambition to become the demand aggregator for the physical world. He explains why Uber is a supply-led marketplace, how the company is partnering across the AV ecosystem, what AI is already changing inside Uber, and why he believes autonomous transportation could unlock another trillion-dollar market. Dara also shares lessons from rebuilding Uber through chaos, leading with transparency, learning from Barry Diller and Reed Hastings, and staying open to the “troublemakers” who help companies evolve.
TIMESTAMPS
0:00 Intro
3:44 Bringing Order to Uber’s Chaos
7:22 Managing Stress, Immigrant Drive, and Going All In
14:28 Why Uber Is at the Center of AI and the Physical World
22:39 How Uber Plans to Win in Autonomous Vehicles
32:25 The Trillion-Dollar AV Opportunity
37:05 Drones, Robotaxis, and Global Adoption
38:20 Uber Eats, Uber One, and Aggregating Supply
47:00 Hotels, Travel, Marketing, and the Future of the Uber App
55:55 Lessons from Barry Diller, Capital Allocation, and Leadership
#Uber #DaraKhosrowshahi #InvestLikeTheBest #AutonomousVehicles #Robotaxis #ArtificialIntelligence #FutureOfTransportation #UberEats #BusinessStrategy #TechnologyInvesting
Presented by Ramp:
https://ramp.com/invest
Sponsored by Vanta, WorkOS, Rogo, and Ridgeline:
https://www.vanta.com/invest
https://workos.com/
https://rogo.ai/invest
https://www.ridgelineapps.com/
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Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc
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