Ride-Sharing Rivalries in India

Building the next Uber in India? Dara shares lessons on competition, EVs, quick commerce, and how he helped build Uber through chaos.

Timestamps:

00:00 - Intro

01:22 - Dara’s visits to India

01:58 - Uber’s Indian competitors

04:42 - Growing up in Iran

10:47 - Dara on religion & spirituality

16:40 - From Iran to US

19:54 - Key lesson from Barry Diller

28:05 - How AI can reinvent travel

32:12 - Dara’s vision for fixing travel

34:50 - Decoding taste from data

36:48 - What Uber really represents

38:48 - Selling Uber Eats to Zomato

42:10 - Opportunities in mobility, delivery & quick commerce

44:32 - Authenticity & collaboration

49:26 - David vs. Goliath: Uber’s image strategy

53:29 - Team rivalry: strategy or risk?

55:59 - DoorDash vs. Uber

57:24 - Why India matters to Uber

58:31 - Opportunity vs. TAM

1:01:50 - Why quick commerce hasn’t taken off in the US

1:05:15 - Autonomous vehicles vs. drivers

1:10:02 - AVs & Indian roads

1:12:39 - Data challenges

1:13:29 - Cooking automation & the future of dining

1:17:36 - Building brands without ads

1:20:27 - Labour costs & immigration policies

1:21:03 - China’s incredible EVs

1:24:51 - The EV slowdown

1:26:48 - Will Uber become a super app?

1:29:39 - What would Dara build today?

#NikhilKamath - Investor & Entrepreneur

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#DaraKhosrowshahi -

CEO, Uber Twitter: https://x.com/dkhos LinkedIN: https://www.linkedin.com/in/dara-khosrowshahi-70949862/

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