Uber’s Dara Khosrowshahi: Unlocking a Trillion-Dollar Opportunity

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Nov 12, 2025

Dara Khosrowshahi, CEO of Uber Technologies, dives into the company's evolution from mobility to grocery delivery. He discusses how AI and autonomous vehicles are reshaping their future and reveals insights on boosting customer loyalty through their Uber One membership. Dara also shares strategies for expanding into new markets and balancing growth with maintaining healthy margins, showcasing Uber's commitment to innovation and adapting to consumer demands. It's a fascinating glimpse into a trillion-dollar opportunity!

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INSIGHT

Platform Synergy Drives Higher Spend

Uber is the only global platform combining mobility and delivery, which lets it move customers and supply across services.
Cross-platform users spend three times more and membership further increases retention and spend.

INSIGHT

Frequency Gap Is A Major Growth Lever

Many users are light consumers: half use Uber only one to two times monthly while top 10% use it 15 times.
Moving mid/low-frequency users toward the average yields significant growth upside.

ADVICE

Prioritize Core Product And Membership

Improve the core product continuously to drive repeat usage by increasing selection and lowering error rates.
Grow membership and add mobility benefits like surge protection to lock in higher-frequency users.

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Uber has redefined the global mobility and delivery landscape—and now, improvements in autonomous vehicles and AI are further driving the company’s growth and reach. In discussion with Eric Sheridan, Goldman Sachs Research’s co-business unit leader of TMT, Uber CEO Dara Khosrowshahi discusses Uber’s evolution, the company’s expansion into new business lines such as grocery and on-demand retail, and the critical role of membership in driving growth. This Talks at GS session was filmed at the Goldman Sachs Communacopia + Technology Conference on September 8, 2025.

The opinions and views expressed herein are as of the date of publication, subject to change without notice, and may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. The material provided is intended for informational purposes only, and does not constitute investment advice, a recommendation from any Goldman Sachs entity to take any particular action, or an offer or solicitation to purchase or sell any securities or financial products. This material may contain forward-looking statements. Past performance is not indicative of future results. Neither Goldman Sachs nor any of its affiliates make any representations or warranties, express or implied, as to the accuracy or completeness of the statements or information contained herein and disclaim any liability whatsoever for reliance on such information for any purpose. Each name of a third-party organization mentioned is the property of the company to which it relates, is used here strictly for informational and identification purposes only and is not used to imply any ownership or license rights between any such company and Goldman Sachs.

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