The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
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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…”
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.”
Khosrowshahi: Food and grocery drone delivery will scale in 2-5 years
“And I think drones for food and other grocery are going to start hitting real scale over the next two to five years.”
Khosrowshahi: Uber developers in India drive 10x more code commits using AI
“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.”
Khosrowshahi: Uber exhausted its annual AI compute budget in one quarter
“We blew through our AI budget in a quarter, you know, for the whole year, essentially.”
Khosrowshahi: Uber prototypes with frontier AI models but scales on open source
“We're using the more expensive models to explore. Hey, let's try a new interaction here. And obviously You know, the, these frontier models, whether it's a open AI model or a cloud model, they really are terrific. And they're great to experiment against. Once …”
Khosrowshahi: Autonomous vehicles on Uber's network are 30% busier than standalone AVs
“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.”
Khosrowshahi: AV transportation will blend direct competition and platform partnerships
“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…”
Khosrowshahi: Lucid and Nuro's midsize autonomous vehicle will cost $60,000 to $70,000
“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.”
Khosrowshahi expects Uber robotaxi pilots in London by year-end
“And I think we will have pilots, for example, in London before the end of the year.”
Khosrowshahi: Uber One is solidly profitable despite first-year member losses
“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.”
Khosrowshahi: Uber passes most Expedia deal economics to Uber One members
“We happened to make a deal with Expedia, my old company, and we're essentially giving the vast majority of the economics of that deal back to Uber One members.”
Khosrowshahi: Apps will still exist in seven years for visual communication
“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.”
Khosrowshahi: Uber will commit capital to tens of thousands of AVs
“Today, our priorities are going to be keep building the services that we're building now invest in algorithms, invest in more engineers we are hiring, and then really invest in kind of the new realities of AV, whether it's investments in our partners or it's m…”
Khosrowshahi: Uber pairs deterministic digital interactions with probabilistic real-world outcomes
“What's different about Uber than many other companies is, like, we don't just exist in the digital sphere, right? Our experiences encompass digital first in terms of your interaction with our platform, But then they are delivered or fulfilled in the real world…”
Khosrowshahi: Uber generates over $10B in free cash flow across 10B+ trips
“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.”
Khosrowshahi: Uber predicts passenger destinations 75% of the time
“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.”
Khosrowshahi: Uber has over 30 autonomous vehicle partnerships
“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…”
Khosrowshahi: Uber secured a $1B fleet financing facility with Santander
“We just announced a billion dollar financing line with Santander for EV fleets and AV fleets.”
Khosrowshahi: 13% of Uber Eats bookings come from the mobility app
“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.”
Khosrowshahi: Uber One has 50M members, growing 50% year-over-year
“And then we have our Uber One membership program, fifty million members now, growing 50% year on year.”
Khosrowshahi: Uber completed 1.5 billion trips outside home cities last year
“Just last year, we completed one and a half billion trips for people outside of their home city.”
Khosrowshahi: Uber Reserve has surpassed a $5 billion run rate
“And Reserve now is Over five billion dollar run rate.”
Khosrowshahi: Inbound software interactions will shift from apps to unstructured AI
“So I think the inbound interaction
Is going to move more and more away from apps. I think people are going to use apps, but the inbound interaction is going to be much more unstructured, and AI makes it possible.”
Khosrowshahi: Edge cases, not average metrics, give business leaders an edge
“It's the filtering that gets the edge out of the story or out of the situation, and it's often the edge that gives you an edge. It's not the average. Everyone is going to have the same reaction to the average.”
Khosrowshahi: Executives must inject randomness into information flow for ground truth
“And so it's very important for you to cut through that process sometimes and get to that ground truth. You've got to create some randomness in your interactions and your information flow.”
Khosrowshahi: Uber Eats grew from under $1B to over $100B in gross bookings
“Uber Eats when I joined was doing under a billion dollars in gross bookings. It's over, you know, over a hundred billion now.”
Khosrowshahi: Uber has over 10 million drivers and couriers on its platform
“We've got over ten million couriers and drivers on the platform.”
Khosrowshahi: Driverless services with no onboard operators are running in UAE
“So you're going to see those services, you know, they are happening today. No vehicle operators in in Abu Dhabi, Dubai”
Khosrowshahi: Uber has signed up 40% to 50% of addressable merchants
“When I look at kind of the serviceable, addressable market and in the cities in which we operate, probably signed up around 40 to 50% of the restaurants and or merchants that can be on our platform.”