@thewallstwiz And strong news news yesterday of the $uber $htz partnership coming to life with the AV mobility depot beginning operations in SF with job postings hitting the board
@TheTranscript_@dkhos Incredible to see how fast this is moving! Shortly after today, Hertz officially launched its partnership for orchestration of Uber AVs in San Fransisco with job postings hitting the boards! $uber $htz
Cool to see $htz Hertz officially launch their orchestration mobility serves for $uber today as well. Right on point to what Dara spoke about! Things moving fast
Super interesting conversation on AV’s. Dara speaks about the the infrastructure build to support, and while he doesn’t name Hertz, the opportunity is clear for two connected companies through @BillAckman . $htz $uber
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
@ManuInvests It’s moving fast! Hertz officially kicked off their orchestration infrastructure partnership in San Francisco with job postings hitting the board in San Francisco today! $uber $htz
@tenet_research It’s moving fast! Hertz officially kicked off their orchestration infrastructure partnership with Uber with San Fransisco job postings hitting the board today!
@WaltLightShed And it’s moving fast! Hertz officially launched their orchestration infrastructure partnership with Uber with job postings hitting the board in San Fransisco! $uber $htz
@Sam_Badawi It’s moving faster than I expected! Hertz officially kicked off their orchestration infrastructure partnership with Uber in San Fransisco with job postings hitting the board today! $htz $uber $car
@PolymarketMoney Exciting times in the space! At the same time, Hertz officially launched their orchestration infrastructure partnership with Uber with job postings hitting the board in San Fransisco! $htz $uber $car
@StockMKTNewz It’s moving fast! Hertz officially kicked off their infrastructure orchestration partnership with job postings hitting the board in San Fransisco! Exciting times!
@AIStockSavvy Moving fast! Hertz officially kicked off their Uber orchestration infrastructure partnership with job postings in San Fransisco! $uber $htz $car
@bznotes Cool to see it coming to life fast. After Dara’s comments today, Hertz officially launched their partnership in San Francisco for their orchestration partnership with Jon postings. Moving fast!
$htz $uber cool to see this evening the Hertz / Uber partnership officially coming to life with orchestration depot coming to life in San Francisco with job postings!
$uber $htz $lcid. Important news this today on Uber / Lucid / Nuro / Hertz. Program progressing well toward 2nd half of the year launch in California!
https://t.co/Y6M8BMxB9G
@patrick_oshag@dkhos Cool to see $htz Hertz officially launch their orchestration mobility serves for $uber today as well. Right on point to what Dara spoke about! Things moving fast