Uber just rolling out new details about its Everything app strategy. For that, we'll turn to

McKenzie Segalos, having just spoken to the company's president. She joins us this morning.

Hey, Mack. Hey, good morning, Carl. So Uber shares actually in the red so far this morning,

as the company doubles down on a strategy to become a quote-unquote everything app.

The ride share giant now making a major move into travel, partnering with

Expedia and Verbo to let users search and book hotels and vacation rentals. Now for the nearly

50 million Uber One members, the company is sweetening the deal with 20% discounts and credits.

I asked Uber president and COO Andrew McDonald whether they're subsidizing those perks to drive

adoption similar to the early ride hailing days.

He pushed back saying this is not a subsidy game.

Uber is giving back part of its own take to reward members and drive more engagement.

And that's the bigger question here, whether this is really about hotels or about making Uber

one the center of the

business.

We even, you know, candidly debate that internally at times.

Are we a membership first company?

People often think of a company like Amazon as a membership first company.

You think of your or a Costco or these sort of great member-led companies, and we take a lot from their playbook.

Now, the company is also rolling out AI-powered voice booking using models from OpenAI,

plus a unified search bar across rides and eats and a new feature that lets users

pre-order a coffee or snack that will show up with their driver, all in this wider push

to make Uber a super app.

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