Khosrowshahi: Uber Reserve has surpassed a $5 billion run rate
Dara Khosrowshahi · Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation · Invest Like The Best · Jun 3, 2026 · at 51:29
Uber CEO Dara Khosrowshahi discusses transitioning Uber from purely on-demand services to pre-scheduled bookings through Uber Reserve.
0:00 / 0:03exact quote · 3.3s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“And Reserve now is Over five billion dollar run rate.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Dara Khosrowshahi
Khosrowshahi: Uber meters headcount increases as AI makes engineers far more productive
“We are going to meter headcount increases because to the extent that my engineers are getting Much more efficient. Their throughput is increasing. They're becoming superhuman in terms of their output. We, you know, one, there's a cost to that and it's a signif…”
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…”
Khosrowshahi: Waymo robotaxis in Austin and Atlanta increased human Uber driver earnings
“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…”
Khosrowshahi: Traditional OEMs will scale L4 AV manufacturing in 2-4 years
“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…”