Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement
All-In with Chamath, Jason, Sacks & Friedberg
All-In Podcast, LLC
4.2 • 7.1K Ratings
🗓️ 17 September 2025
⏱️ 26 minutes
🧾️ Download transcript
Summary
(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
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Transcript
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| 0:00.0 | The driving force behind one of America's most influential companies. |
| 0:06.0 | Record high today for Uber, 100% up last year. |
| 0:08.0 | Waymo and Uber have announced a partnership when you have a CEO that's done what Dara has done, |
| 0:13.0 | you set the bar higher and higher. |
| 0:16.0 | The impact we have on society is significant. |
| 0:18.0 | We hope to keep building on that impact going forward, and I'm quite optimistic about what the future is going to bring. |
| 0:24.4 | Ladies and gentlemen, please welcome Uber CEO Dara Khazer Shahi. |
| 0:34.8 | How are you? So, all right. All right. Dara, I wasn't sure if you were aware, but I was an early investor in Uber. |
| 0:47.3 | I've heard you say it once or twice. |
| 0:51.3 | And I'm curious how my investment's doing. |
| 0:53.3 | I don't know, Okay, based on today. |
| 0:56.2 | Today's looking pretty good. So autonomy is the discussion. I think everybody wants to have in the |
| 1:03.2 | timeline. How many partners does Uber have in autonomy today? So we have over 20 partners across both mobility and the delivery business. |
| 1:16.6 | I'd say mobility now is in the field as we speak. |
| 1:20.6 | Obviously we've got a partnership with Waymo who is, I think, the best of the best in Atlanta and Austin, but there are a number of other players |
| 1:30.3 | that we are partnered with, a number of Chinese players. |
| 1:33.3 | Autonomy in China is hitting the big time, and a lot of these companies that want to expand |
| 1:38.3 | outside of China we're partnering with. |
| 1:40.3 | And then in the U.S., even in the second half of this year we will have a couple of |
| 1:47.7 | partnerships kind of hit the road in Texas and then in Europe and the rest of the world so |
| 1:52.4 | you will see we've announced a bunch of partnerships we're doing a ton of work with |
| 1:56.1 | these partners you'll see these cars hit the road with safety drivers eventually and |
... |
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