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.
why aren't all 16 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Khosrowshahi: Most of Uber's growth will come from building products, not M&A
“Most of our growth is going to come through building new great products versus going out and buying stuff.”
Khosrowshahi: Uber Eats Could Be Bigger Than Rides in 10 Years
“I wouldn't be surprised if Eats is bigger than rides 10 years from now.”
Khosrowshahi: Uber will integrate with OpenAI so AI agents can book rides
“We will work with an open AI so that an open AI agent can essentially get an Uber for you as well.”
Khosrowshahi: Uber One subscription has reached nearly 50 million members
“You know, we got almost fifty million members.”
Khosrowshahi: Dual-platform structure drives faster growth and higher profitability
“The fact that we are a complete platform allows us to grow faster than our competitors and be more profitable than our competitors as well.”
Khosrowshahi: Developers using Claude and Codex see increased diff counts
“Our developers are all using Claude and actually Codex is pretty cool as well. And developing, we're seeing the number of diffs per developer go, go up. We've seen the number of lines per diff go up as well, so there's a lot of input going in, and there's a lo…”
Khosrowshahi: Uber wants every safe robot driver on its platform
“So we believe we have a platform strategy with AVs in that just like we want every safe human driver on the platform, we want every safe robot driver on the platform, whether it's a Waymo or a Zoox or it's a WeRide.”
Khosrowshahi: Uber Is Making Hotel Bookings Available in Its App
“So we announced actually now making hotels available on Uber.”
Khosrowshahi: Uber Eats Is Now as Big as Uber's Rides Business
“Now Uber eats is, Just as big as our rides business.”
Khosrowshahi: Uber built 'Shop For Me' from user Courier hacks
“What we saw is people who are using courier were hacking the system and they were like asking couriers to go to a store for them and buy something for them and I'll pay you back. And when we saw this, we're like, wow, we can actually productize this. You know,…”
Khosrowshahi: Cross-platform Uber users spend 3x more and are more loyal
“Consumers who use both services usually spend three times more. They're much more loyal to the platform.”
Khosrowshahi: Uber uses AI agents to analyze searches and customer calls for roadmap
“And the cool thing is now with AI, we can have AI agents essentially look at searches, et cetera. What are the most common requests? Customer service, same thing. When we get calls, all of that can be summarized and can be put into what could be a potential ro…”
Khosrowshahi: Uber Eats launches Travel Mode to replace hotel room service
“So we now know when you're in a hotel and you open up Uber Eats, kind of switch to travel mode and we offer essentially room service but it's from all the restaurants around the hotel, local places, et cetera. Deliver to your hotel. And because we recognize yo…”