Navigating the New Era of Restaurant Business Models

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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