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“You know, just like you're seeing in the foundation model space, there isn't going to be a single winner. There are going to be many players on the foundation models. There'll be open source, smaller models as well. We're seeing the same kind of acceleration i…”

“Now drivers in Austin and Atlanta, where we have two big partnerships with Waymo, Drivers on the Uber platform, they're making more money. The number of drivers joining the platform is increasing because it looks like AVs are actually adding incremental demand…”

“So I think you'll see the traditional players get there over the next, you know, two to four years, and they'll start, you know, right now the cars are being manufactured in the hundreds and the thousands. It'll get to the tens of thousands. It'll get to the h…”

“And I think drones for food and other grocery are going to start hitting real scale over the next two to five years.”

“Elon is doing camera only. Tougher on the software, cheaper for the hardware, ok?”

“10 years down the line, you know, there are these things called REITs, real estate investment trucks. You're going to have fleets. You're going to have financial owners that own big fleets of cars that are on our network, maybe on other networks.”

“Austin drivers now are making as much or more money than they were before we introduced Waymo.”

“So I think for the next five to seven years, we're going to have more human drivers and delivery people just because we're going so quickly.”

“But I think, you know, 10 to 15 years from now, this is going to be a real issue.”

“I would not go after the inspiration side, because I think the inspiration side, thank you very much, is, is going to be served really, really well by an open AI or a Google.”

“The ultimate solution is going to be an agent that can sit above it all, and can kind of scour the internet and scour all the booking services and then surface the results, which may be a mix and match of all of them for you based on your tastes.”

“They're beating us right now in the U.S., but not for long, and we're beating them outside the U.S., and the two companies going against each other makes both companies better and actually builds a better service for consumers and couriers and restaurants all …”

“My expectation is overall share, especially in the EV sector on a global basis of EVs is going to be is going China's way for a while, but individual innovative OEMs, they're going to do fine.”

“SoftBank wanted in, and in typical MASA fashion, it was like, hey, if you don't let us invest in you, we're going to invest in that pink company, right?”

“My instinct is that you will see small scale continued experiments kind of get bigger over the next five years, but it's going to take a good 10 years for it to be a material part of our network or transportation at large. But that's a guess.”

“I think we're the largest source of work anywhere by far, and growing pretty fast.”

“Uber Eats is actually as big as DoorDash on a global basis, and so when we think about Uber, we think globally, right? And we are the global leader along with DoorDash.”

“We've got devs in India who all of a sudden are driving 10 X the code commits that they used to. They're using autonomous agents all over the place.”

“We blew through our AI budget in a quarter, you know, for the whole year, essentially.”

“And what we're seeing is consumers love the product and AVs that are on our network Are 30% or more busy than, let's say, one P AVs who aren't using our network.”

“I don't think it's going to be black or white, which is, do we only compete or do we only work together? We think there's going to be an amalgamation of business models. There already is in travel. There already is in food. Same, same thing will happen in tran…”

“You know, we think the Lucid midsize that they are building for us and Neuro together, it'll be a 60, 70,000 dollar car.”

“And I think we will have pilots, for example, in London before the end of the year.”

“The membership program took some time to kind of get up to speed. It is solidly profitable now, but the first year of membership is a year where we lose money on you, but we're going to make money on you two, three, four years from now.”

“I think you're gonna have apps, because there are certain circumstances, many circumstances, where the communication back to you is much more efficient in the written word or in pictures.”

“Most of our growth is going to come through building new great products versus going out and buying stuff.”

“I wouldn't be surprised if Eats is bigger than rides 10 years from now.”

“So there are Baidu WeRide, Pony are all on the road today, no safety driver. We are partners with all of them.”

“LiDAR was 20, 30,000 bucks a pop like five, six years ago. Now solid state LiDAR is 300 to 500 bucks a pop.”

“Those two together we think can cover 50 plus percent of our delivery TAM, so to speak.”

“At this point they're looking to go it alone”

“The cost of a bad decision in travel is very high. So I don't think you're going to get to a place, and I'm certainly not going to get to a place where I tell an agent to find me a hotel in San Francisco and just book it, and then, you know, on the day when I …”

“70% of our drivers and couriers are working less than 20 hours a week.”

“You know, within 10 years, you're gonna see a significant number of autonomous vehicles, especially in developed markets.”

“Within Uber, you know we are moving to EVs five times faster than the general public, so EVs inside of the Uber system are definitely increasing”

“Now, in this environment, where we are adding supply faster than demand because the supply is really coming into the marketplace, prices in Uber now, year on year, are down.”

“We literally had to, like, get everyone to agree to blow up the high vote shares. I think it's actually the only time when tech, a tech company like, they blew up all of the high votes.”

“I would say probably Kareem or there's a, we're pretty early on in terms of development, but a, an acquisition that we made in with Uber Freight Transplace, which really runs the logistics outsource logistics function of a lot of companies out there. Both of t…”

“I will tell you right now, based on everything I see, we're going to stay squarely in software, because we're really, really good at it.”

“He has a, he's built a dark kitchen company that we do work with, and I think it's the biggest dark kitchen company out there, so if anyone succeeds in that area, I think it'll be Travis.”

“We've got over ten billion dollars in, in free cashflow, which is great. But it's on well over ten billion trips a year. So these are, we are not a high margin business.”

“And today we can guess when you take an Uber ride three quarters of the time, we can guess where you're going and it's just a one tap interaction that can only improve based on these larger models.”

“So we've got over 30 partnerships now with incredible partners like a Waymo to a Neuro and Lucid to an NVIDIA that is building not just compute and sensors, but also a software driver now to companies like Wabi and Wave, WeRides of the World, Pony AIs of the W…”

“We just announced a billion dollar financing line with Santander for EV fleets and AV fleets.”

“When you open your mobility app now on, on Uber, you're going to see Eats right there, and about 13% of Eats bookings are actually coming from the mobility business.”

“And then we have our Uber One membership program, fifty million members now, growing 50% year on year.”

“Just last year, we completed one and a half billion trips for people outside of their home city.”

“And Reserve now is Over five billion dollar run rate.”