Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation

The gist

1. Uber's autonomous vehicle partners run 30% more trips per day than AVs operating alone, making demand aggregation a real structural edge over building AV tech in-house.
2. Khosrowshahi says growth is hiding in the next 50 to 200 cities, not the top 10, because reliable supply in new markets pulls in demand on its own.
3. Uber One has 50 million members growing 50% year over year, and 13% of Eats bookings now come from people who first used the ride service.
4. To get honest feedback, Khosrowshahi delivered food by e-bike for months and randomly talks to individual contributors rather than relying on filtered reports.