The Information's TITV Uber CEO Dara Khosrowshahi’s Autonomous Bet, Apple's AI Threat & Overhyped AI Startups | Aug 6, 2025
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Aug 6, 2025 
Dara Khosrowshahi, CEO of Uber, shares insights about the company’s impressive earnings and ambitious plans for autonomous vehicles. He discusses the challenges and advantages of integrating self-driving technology into Uber's services. Joining the conversation, Adrian Aoun, a serial entrepreneur and former Google employee, sheds light on OpenAI's new open-weight model and how it reshapes the AI landscape. They also analyze the explosive growth of AI coding startups and their valuations in a competitive market.
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Uber's Synergistic Growth Model
- Uber benefits from combining ride hailing and delivery to grow and improve service reliability.
- About 30% of new Uber Eats customers come from Uber's ride hailing users, creating synergy.
Autonomous Vehicle Hardware Challenge
- Autonomous vehicles require cheaper hardware to scale commercially, not just software advancements.
- Affordable vehicles (under $100,000) for widespread use will take 5-6 years, with mass adoption 10-12 years away.
Competition and Collaboration in Autonomous
- Uber expects competition and partnerships with autonomous car makers to coexist.
- Expensive autonomous cars need maximum rider utilization, so collaboration and competition happen simultaneously.