“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 hundreds of thousands.”
quote is from the automated transcript, cleaned for reading:
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More from Dara Khosrowshahi
Disclosure
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Dara KhosrowshahiJun 3, 2026▶ 19:15Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
PredictionNot checkable as stated
Khosrowshahi: Autonomous vehicles will have multiple winners, not a single monopoly
“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…”
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AssertionNot checkable as stated
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“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…”
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Opinion
Khosrowshahi: Chinese manufacturing quality and cost are unrivaled
“The Chinese capabilities in terms of manufacturing, both in terms of quality and cost at this point is unrivaled.”
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PredictionNot checkable as stated
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“And I think drones for food and other grocery are going to start hitting real scale over the next two to five years.”
Dara KhosrowshahiJun 3, 2026▶ 36:24Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best
AssertionNot checkable as stated
Khosrowshahi: Uber developers in India drive 10x more code commits using AI
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