Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 9 February 2026

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Macdonald, President and Chief Operating Officer at Uber, after one of the strongest quarters in the company’s history as a public stock. They break down Uber’s standout earnings, rapid user and trip growth, and what the numbers say about the business today, before diving into the biggest question facing the space: how autonomous vehicles will shape Uber’s future. This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Today's show is sponsored by Toakriam. Looking to diversify your portfolio beyond stocks and bonds?
0:23.6	Commodities are getting more and more attention as we enter 2026.
0:27.6	Tukriam's agricultural ETFs offer a way to access the futures prices of essential crops.
0:34.3	These funds may help manage inflation risk and add diversification to your portfolio.
0:39.5	Ask your financial advisor or explore Tukrium E-T-Fs on your own. Visit tukrium.com. That's T-E-U-C-R-I-U-M.
0:51.3	Click the link and the show notes for more.
0:58.8	All right. Hey, guys. My name is Josh Brown and welcome to live from the compound. Uber just reported one of the best quarters in the
1:03.4	company's history as a publicly traded stock. As good as the fundamentals are, there are still
1:08.8	large questions hovering over the whole space as investors
1:12.5	like us try to figure out how the autonomous driving future is going to play out.
1:18.7	By way of full disclosure, I am a long-term shareholder in Uber and nothing you're about to hear
1:23.6	should be considered financial advice.
1:25.3	My guest today is Andrew McDonald, known to his
1:29.2	friends and colleagues as Mac. He is the president and chief operating officer at Uber,
1:35.1	leading all business initiatives for the company across mobility and delivery, as well as cross-platform
1:41.5	efforts like advertising, customer support, and the company's autonomous vehicle strategy.
1:48.1	Prior to Uber, Andrew was an entrepreneur and a management consultant with Bain and company.
1:55.0	So I'm going to call you, Mac.
1:56.0	We established that.
1:58.3	All right.
1:58.5	Looks well.
1:59.0	Thank you.
	...

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