Dara Khosrowshahi
CEO of Uber since 2017, Dara Khosrowshahi leads Uber’s global business and has been a public voice on the company’s AI strategy, autonomous vehicles, delivery, mobility, and leadership. He previously served as CEO of Expedia and held senior finance and strategy roles at IAC and Allen & Company.
Brazil’s Food-Delivery War Diverts Two-Wheeler Drivers From Uber
Uber’s trip growth slowed in Brazil because food-delivery companies, though not direct Uber competitors there, paid enough to draw two-wheeler drivers away from its mobility network, Chief Executive Dara Khosrowshahi said. He argued that the disruption was localized: Uber’s broader business continues to grow, with more than 300 million weekly trips, 22% gross-bookings growth in the quarter and no signs that consumers are trading down.
Uber Attributes Trips Miss to Brazil Driver Supply, Not Demand
Uber chief executive Dara Khosrowshahi says the company’s second-quarter trips shortfall reflected a localized driver-supply disruption in Brazil, not weakening consumer demand. He points to stable mobility growth, accelerating delivery and no sign that customers are trading down or reducing tips, even as Uber’s third-quarter gross-bookings forecast merely met expectations. Khosrowshahi also argues that Uber’s robotaxi strategy should aggregate demand across multiple autonomous fleets rather than rely on a single provider.
Uber’s Trillion-Dollar AV Bet Depends on Aggregating Autonomous Supply
Uber chief executive Dara Khosrowshahi argues that the company’s next phase depends on becoming the supply aggregator for “physical AI”: autonomous vehicles, drones, delivery networks, and other systems that turn digital demand into real-world services. In an Invest Like the Best interview, he says Uber’s advantage is not simply consumer demand but access to drivers, merchants, couriers, fleets, and eventually autonomous supply — a position he believes could open another trillion-dollar marketplace if lower costs and higher reliability expand usage.