Navigate Select ESC Close

Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

2025-09-17 Entertainment
111.2k
1.6k
140
All-In Podcast
All-In Podcast
1.1m subscribers

Uber CEO Dara Khosrowshahi on Autonomous Vehicles, Capital Allocation, and Future Distribution

Learn how Uber integrates dozens of self-driving partners, navigates the high-stakes debate between LiDAR and vision-only systems, and plans to deploy capital amid rapid growth and a major shareholder return program.

Short Summary

  • Uber manages a hybrid network, partnering with over 20 autonomous system providers globally, including Waymo and Chinese leaders.
  • The company assesses AV technology based on strict safety cases, contrasting high-redundancy approaches (LiDAR) with software-intensive, map-agnostic strategies (camera-only).
  • Uber intends to maintain its asset-light distribution advantage, leveraging its demand network to attract external fleet owners, though it may take balance sheet risk initially.
  • The firm views capital deployment as an "and" strategy: aggressive investment in future tech (like AV) alongside significant shareholder returns ($20B buyback).

This discussion clarifies Uber’s multi-pronged approach to future transportation, detailing how their massive demand network will support asset-heavy partners in mobility, delivery, and even emerging 3D transport solutions like eVTOLs. Understanding these dynamics explains why Uber is prioritizing platform monetization over owning large, expensive robotic fleets today.

Unlock all features

FREE: Get instant access to 10 AI summaries, chats, or transcripts per day.

Description

(0:00) Introducing Uber CEO Dara Khosrowshahi (0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution (8:14) How self-driving impacts Uber’s business model over time (13:30) Other forms of transportation Uber could provide (16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food (21:03) Dara’s pitch to Elon for bringing Tesla Robotaxis into Uber’s network (22:31) How Uber thinks about driver job displacement from self-driving Thanks to our partners for making this happen! Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana’s global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/ Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/ IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/ Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/ Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/ BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/ Polymarket: https://www.polymarket.com/ Athletic Brewing: https://www.athleticbrewing.com/ Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect #allin #tech #news

Top Comments (10)

@pjuliano9000 2025-09-17

He knows he's screwed. That's why sold a bunch of the stock

52 1 replies
@Roshan-pp4dc 2025-09-17

Anybody seen Uber and Lyft rides are costing more lately. 30-35 Minutes ride to airport is now over 75$ in twin cities

21 1 replies
@ifo32 2025-09-17

Every uber driver I spoke to in Austin said their revenue was devastated by the introduction of Waymo

74 5 replies
@chesstictacs3107 2025-09-18

As Peter Thiel said, don’t bet against Elon.

12
@sig_7760 2025-09-18

They should have brought an Uber driver up on stage to see what they think about these comments.

37 2 replies
@julianelsaesser 2025-09-19

Interesting how mobility is going to change over the next few years

3
@peachlandtaxi919 2025-09-17

What is the Churn at Uber, for drivers nowadays?....

2
@Ironat_1 2025-09-17

He knows uber is done, it was a very good run though

50 2 replies
@MarcoTrillion 2025-09-18

So I other words they are screwed. They wanna get a broker fee on autonomous cars, they're not needed. He's pumping his own stock to sell the rest of his ownership. Even the partnership with Tesla and semi will be Shor lived I think. They had a good run. 👀😎

6
@investinxai 2025-09-17

Sold all my uber shares and loaded more tsla shares.. easy decision!

110 6 replies

Unlock the Data Inside
Turn Videos into Knowledge

  • Get FREE 10/day: transcripts, summaries, chats
  • Chat with videos, export text & PDF
  • $1 free API credit for RAG, chatbots & research

Free forever plan • All features unlocked

App screenshot