Nima

[Invest Like the Best @InvestLikeBest]

@patrick_oshag @dkhos Full episode on Youtube: https://t.co/GYNnL3j0xv

[Avidan Rudansky @arudansk]

Be like Dara (@dkhos)

> family leaves Iran when you're 9
> lose everything
> watch your father lose his spark
> family rebuilds
> but you keep the chip
> it never gets satisfied
> study engineering
> never let the chaos of the world break you
> become a robot
> don't get stressed by situation. "who cares?"
> start at Allen & Company
> learn from Herbert Allen
> he tells you to bet on people, not companies
> great companies go through bad periods
> great people stay great
> it takes you 30 years to fully understand it
> meet Barry Diller
> build the model yourself
> Barry does not want the polished version
> Barry wants the person who built the thing
> learn that truth lives at the source
> learn that filtering kills the edge
> bet on Barry
> leave the safe path
> go build Expedia
> run it for 13 years
> learn demand aggregation
> learn how to compete and partner at the same time
> headhunter calls about Uber
> company is in chaos
> you say no effing way
> Daniel Ek (@eldsjal) tells you life is not about happiness
> life is about impact
> you call the headhunter the next morning
> show up at Uber
> board is fighting
> regulators do not trust you
> public does not trust you
> employees are exhausted
> business is still fundamentally strong
> bring order to chaos
> more than 10 billion trips a year
> over $10B in free cash flow
> AI arrives
> teams blow through the annual AI budget in one quarter
> use frontier models to explore
> use efficient models to scale
> realize Uber is not just an app
> it is digital demand connected to the physical world
> remember the Expedia lesson
> travel was demand first
> Uber is supply first
> recruit every car, courier, grocer, and retailer
> secure supply and demand follows
> partner with basically every AV provider
> go full circle with Expedia
> add hotels
> make the old travel world part of the new Uber platform
> look for troublemakers inside the company
> because mutations keep organisms alive
> and companies that stop mutating, die

[Patrick OShaughnessy @patrick_oshag]

My conversation with @dkhos, CEO of Uber.

Dara took over in 2017, when Uber was losing roughly $4.5B a year.

Today the company generates $10B in free cash flow and is worth about $150B.

We discuss:
- How Daniel Ek convinced him to take the job
- How Uber spent a full year of its AI budget in a single quarter
- Uber's approach to autonomous vehicles
- Drones, hotels, and building a superapp
- Lessons from Allen & Co, Barry Diller, and Reed Hastings

Enjoy!

Timestamps
0:00 Intro
3:44 Bringing Order to Uber’s Chaos
7:22 Managing Stress and Going All In
14:28 Why Uber Is at the Center of AI and Physical
22:39 How to Win in Autonomous Vehicles
32:25 The Trillion-Dollar AV Opportunity
37:05 Drones, Robotaxis, and Global Adoption
38:20 Uber Eats, Uber One, and Aggregating Supply
47:00 The Future of the Uber App
55:55 Lessons from Barry Diller

[Peter Dedene @dedene]

POV: you're still using GitHub Copilot after June 1st, 2026

[Dell Technologies @Dell]

AI agents are moving closer to the edge.
@HotHardware highlights how Dell Deskside Agentic AI helps organizations reduce costs, improve data control, and “slash cloud token costs.” Read the full story:

[Nebius @nebiusai]

The feeling’s mutual, @NVIDIA.

[Nima @badnima]

Okay hear me out - the last first-world-problem to solve: conference wifi.

[Evan @StockMKTNewz]

Nvidia $NVDA CEO Jensen Huang just said that Nvidia and Microsoft have spent the last 3 years to reinvent the PC

[NVIDIA @nvidia]

2026: the year of explosive AI innovation.

@FireworksAI_HQ Co-founder & CEO Lin Qiao speaks on how the massive expansion of customized inference and models is creating speed of light production to scale timelines.

[Fireworks AI @FireworksAI_HQ]

Jensen Huang called Fireworks "the TSMC of AI factories" at GTC 2026.

Here's the @nvidia CEO's full conversation with our own, @lqiao:

[NVIDIA @nvidia]

We're honored Colette Kress, our CFO, was recognized among @FortuneMagazine's Most Powerful Women in Business.

She’s appeared on the list three years running, reflecting the strategic role she plays in positioning our company as an innovator in AI and accelerated computing.

[NVIDIA @nvidia]

The next industrial revolution is here.

NVIDIA AI factories convert energy into continuous intelligence, delivering 50x higher throughput per megawatt with Blackwell Ultra.

[NVIDIA Newsroom @nvidianewsroom]

Ahead of COMPUTEX, NVIDIA CEO Jensen Huang joined TSMC executives, including Chairman and CEO C.C. Wei, for dinner at 36Kitchen, celebrating a decades-long partnership at the heart of the AI era.

[NVIDIA DRIVE @NVIDIADRIVE]

The future of robotaxis runs on reasoning.

NVIDIA Alpamayo helps developers build reasoning-based autonomous vehicle models for level 4 robotaxis, using open VLA models, simulation and physical AI datasets – enabling vehicles to safely navigate complex driving scenarios.

Learn more 👉 https://t.co/pWKJ42Wnl3

[Blue Yonder @BlueYonder]

Blue Yonder + @NVIDIA announce their Model Training Factory at #BYICON. Purpose-built AI agents for the autonomous supply chain — built on NVIDIA Nemotron + 40 years of BY data. "Owned intelligence, not rented intelligence.”
https://t.co/5YiFkV3zKG

[Defileo🔮 @defileo]

CEOs fly to Davos and pay $500,000 for 30 minutes with Jensen Huang. You just got an hour for free.

Without Jensen Huang there is no ChatGPT, no Claude, no Gemini, no Kimi, no AI revolution.

Every model you've ever used runs on hardware he built.

Leather jacket, Stanford lecture hall, One hour explaining the compute behind intelligence, how it's built, what it costs and where it's going.

No connections, no conference badge, no $500,000 wire transfer, just a link and 60 minutes.

Just the man who made modern AI physically possible giving it all away for free.

The article below connects the dots on where this is all heading and why Kimi is worth paying attention to right now.

[NVIDIA @nvidia]

Excited to collaborate with @BlueYonder to help bring scalable AI innovation to supply chains worldwide.

Looking forward to what’s next.

[Nima @badnima]

@sarbjeetjohal @BBlosen @CTOAdvisor @rseroter Hah! the usual troublemakers

[Elon Musk @elonmusk]

True

[NVIDIA AI Infrastructure @NVIDIAAIInfra]

What a moment! 💚

Thank you for having us @MichaelDell and the @Dell team. 🤝