How Robo-Taxis Change Uber's Marketplace Economics

Discussion of hybrid networks, utilization benefits of integrating fleets on Uber, fleet financing/end-state (financial owners), and current Waymo integration and rider reactions.

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(0:00) Introducing Uber CEO Dara Khosrowshahi

(0:59) Uber’s self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution

(8:14) How self-driving impacts Uber’s business model over time

(13:30) Other forms of transportation Uber could provide

(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food

(21:03) Dara’s pitch to Elon for bringing Tesla Robotaxis into Uber’s network

(22:31) How Uber thinks about driver job displacement from self-driving

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