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

优步CEO达拉·科斯洛沙希谈自动驾驶未来、商业模式转变、就业岗位转移

All-In with Chamath, Jason, Sacks & Friedberg

2025-09-18

25 分钟
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单集简介 ...

(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/ Follow Dara: https://x.com/dkhos 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
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  • The driving force behind one of America's most influential companies.

  • Record high today for Uber, 100% up last year.

  • Waymo and Uber have announced a partnership.

  • When you have a CEO that's done what Dara has done, you set the bar higher and higher.

  • The impact we have on society is significant.

  • We hope to keep building on that impact going forward,

  • and I'm quite optimistic about what the future is going to bring.

  • Ladies and gentlemen, please welcome Uber's CEO, Dara Kazarsahi.

  • All right.

  • Dara, I wasn't sure if you were aware, but I was an early investor in Uber.

  • I've heard you say it once or twice.

  • And I'm curious how my investment's doing.

  • I don't know.

  • OK, based on today.

  • Today's looking pretty good.

  • So autonomy is the discussion I think everybody wants to have and the timeline.

  • How many partners Does Uber have an autonomy today?

  • So we have over 20 partners across both mobility and the delivery business I'd say mobility now is in the field

  • as we speak 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 that we are partnered with a number of Chinese players autonomy in China is hitting the big time,

  • and a lot of these companies that want to expand outside of China we're partnering with.