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Uber will temporarily use its balance sheet to finance autonomous vehicle fleets

Dara Khosrowshahi · Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement · Sep 17, 2025 · at 12:19

Uber CEO Dara Khosrowshahi outlines Uber's transition strategy for absorbing early autonomous vehicle capital risks before third-party financial players step in.

0:00 / 0:26exact quote · 26.3s
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“Between now and the end state, we will take balance sheet risk, because we can sign up. We know exactly how much revenue a car can produce in said market, because that, because cars are already producing revenue, so we can sign up for the revenue. We will prove out the business model. We'll use our business, we'll use our balance sheet to prove that, prove out the business model. And then at some point, the whole thing's gonna get financialized, and we'll be able to take it off balance sheet.”

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