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$UBER · Uber CEO on AI, Autonomous Vehicles, and the Future of Transportation
now playing · $UBER
$UBER···bullish· high· posdara khosrowshahi
Khosrowshahi: AV opportunity is a trillion-dollar marketplace; supply-first strategy drives defensible moat
Uber's supply-first model (recruit drivers/merchants first, demand follows) creates structural advantage in AV transition; network delivers 30%+ higher utilization for AV partners…
$EXPE···neutral· mediumdara khosrowshahi
Expedia demand-first vs Uber supply-first model explains travel vs mobility marketplace dynamics
Expedia focused on consumer acquisition then built supply; Uber recruits supply (drivers, merchants) first and demand follows organically — structural difference makes Uber a supp…
$NVDA···bullish· mediumdara khosrowshahi
Nvidia expanding beyond compute into AV software driver; partner in Uber's multi-vendor autonomy stack
Nvidia now building full software driver stack (not just compute/sensors), positioning as key AV platform provider; Uber partners with Nvidia alongside Waymo, Nuro, Waabi, WeRide,…
$SAN···neutral· lowdara khosrowshahi
Santander provides $1B financing line for Uber EV/AV fleet deployment
Bank financing partnership de-risks capital intensity of AV fleet rollout; Uber financializes vehicle commitments rather than holding assets directly.
$WAYMObullish· highdara khosrowshahi
Waymo partnership validates Uber's AV network value: 30%+ utilization lift vs standalone deployment
Waymo's Austin/Atlanta deployments on Uber network show AVs achieve 30%+ higher trips and revenue per vehicle vs standalone; drivers on platform earn more and supply grows because…
$LCID···bullish· mediumdara khosrowshahi
Lucid building $60-70k midsize AV for Uber with Nuro; cost curves enable mass-market autonomy
Lucid co-developing purpose-built midsize AV with Nuro targeting $60-70k price point; combined with 30-40% per-generation hardware cost declines, this enables transportation cost…
$JOBY···neutral· mediumdara khosrowshahi
Joby's eVTOL drones for passenger transport are happening now; cargo/food drones 5-10 years out
Joby advancing passenger drone certification; battery density remains key constraint for cargo/food drones — payload, range, weather operation, and precision landing improving but…
$AMZN···bullish· highdara khosrowshahi
Amazon Prime proved variable-cost membership economics; Uber One following same valley-of-despair path to profitability
Amazon endured years of losses on Prime as usage grew, but understood unit economics and compounded; Uber One loses money in year 1 per member but becomes profitable years 2-4 as…