Uber’s CEO on the End of Driving, the Robotaxi Race, and the Future of Uber | MOONSHOTS

The most important company in robotaxis may not be the one building the cars at all, but the one turning the entire autonomous industry into suppliers on a single platform… That’s the bet by CEO Dara Khosrowshahi.

– By 2029, Uber says it expects to facilitate more autonomous rides than anyone else in the world.

– Uber sees AVs as a trillion-dollar market, with fleet owners potentially earning ~9% yields.

– Waymo is already a major partner in Austin and Atlanta, giving Uber a real-time seat inside the rollout of commercial AVs.

– If every new car sold in 10 years is autonomy-ready, the platform owning demand may end up mattering more than the platform building the stack.

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