Nikhil Devnani, a US Internet Analyst at Bernstein Research, dives into the evolution of Uber, illuminating its journey from a cash-draining startup to a profitable powerhouse. He discusses the competitive landscape Uber faces today, including rivals like Ola and Didi, and its shift towards profitability. The conversation shifts to autonomous vehicles, exploring their potential impact on rideshare and delivery services. Devnani also addresses regulatory challenges, trust issues, and the future of consumer acceptance in this transformative era.