All-In with Chamath, Jason, Sacks & Friedberg17 Syys 2025

Uber CEO Dara Khosrowshahi on self-driving's future, changing business model, job displacement

(0:00) Introducing Uber CEO Dara Khosrowshahi

(0:59) Uber's self-driving business: partnerships, market size, LiDAR vs computer vision, safety, distribution

(8:14) How self-driving impacts Uber's business model over time

(13:30) Other forms of transportation Uber could provide

(16:09) $20B stock buyback plan vs. investing in R&D and acquisitions, future of food

(21:03) Dara's pitch to Elon for bringing Tesla Robotaxis into Uber's network

(22:31) How Uber thinks about driver job displacement from self-driving

Thanks to our partners for making this happen!

Solana - Solana is the high performance network powering internet capital markets, payments, and crypto applications. Connect with investors, crypto founders, and entrepreneurs at Solana's global flagship event during Abu Dhabi Finance Week & F1: https://solana.com/breakpoint

OKX - The new way to build your crypto portfolio and use it in daily life. We call it the new money app. https://www.okx.com/

Google Cloud - The next generation of unicorns is building on Google Cloud's industry-leading, fully integrated AI stack: infrastructure, platform, models, agents, and data. https://cloud.google.com/

IREN - IREN AI Cloud, powered by NVIDIA GPUs, provides the scale, performance, and reliability to accelerate your AI journey. https://iren.com/

Oracle - Step into the future of enterprise productivity at Oracle AI Experience Live. https://www.oracle.com/artificial-intelligence/data-ai-events/

Circle - The America-based company behind USDC — a fully-reserved, enterprise-grade stablecoin at the core of the emerging internet financial system. https://www.circle.com/

BVNK - Building stablecoin-powered financial infrastructure that helps businesses send, store, and spend value instantly, anywhere in the world. https://www.bvnk.com/

Polymarket: https://www.polymarket.com/

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https://x.com/DavidSacks

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Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

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