Macdonald: Uber's delivery business is nearly mobility's size and growing faster
Andrew Macdonald (Mac) · Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash · Aug 17, 2026 · at 54:44
Uber President Andrew Macdonald discusses the scale of Uber's food delivery segment and why critics overlook its growth when debating AV risks.
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“Because, I mean, even this sort of like the existential questions we get about AV tend to ignore the fact that we have basically an equally sized food delivery business that's in market leading positions in most of our markets around the world. We get almost zero credit for that. But putting that aside delivery's also been growing faster, right? So it's almost as big as mobility, been growing faster and has been more constrained from a country's perspective, right?”
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