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/

Follow Dara:

https://x.com/dkhos

Follow the besties:

https://x.com/chamath

https://x.com/Jason

https://x.com/DavidSacks

https://x.com/friedberg

Follow on X:

https://x.com/theallinpod

Follow on Instagram:

https://www.instagram.com/theallinpod

Follow on TikTok:

https://www.tiktok.com/@theallinpod

Follow on LinkedIn:

https://www.linkedin.com/company/allinpod

Intro Music Credit:

https://rb.gy/tppkzl

https://x.com/yung_spielburg

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(376)

#AIS: Glenn Greenwald & Matt Taibbi discuss the new political divide, moderated by David Sacks

This conversation was recorded LIVE at the All-In Summit in Miami! 0:00 David Sacks explains the origin of this panel on political discourse in America 2:56 Understanding the new political divide, how...

28 Touko 202238min

E83: Market slide continues, and how to address Uvalde

0:00 Bestie Guestie Brad Gerstner joins the show 1:00 All-In Summit recap and best moments 16:45 State of the markets, $ZM/$SNOW earnings, how much more uncertainty? 29:53 $SNAP drops after miscalcula...

27 Touko 20221h 49min

#AIS: Tim Urban on political discourse + Keith Rabois on early-stage investing in 2022

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Tim Urban gives a talk o...

26 Touko 20221h 9min

#AIS: Antonio Garcia Martinez & Glenn Greenwald debate Ukraine, moderated by David Sacks

This debate was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 David Sacks tees up the sh...

25 Touko 202234min

E82: All-In Summit: Claire Cormier Thielke on China + Q&A with Flexport's Ryan Petersen

This talk was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Claire Cormier Thielke's AIS...

24 Touko 202259min

E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist 0:00 Bill Gurley & Brad G...

23 Touko 202251min

E69: Elon Musk on Twitter's bot problem, SpaceX's grand plan, Tesla stories, Giga Texas & more

0:00 Bestie Guestie Elon Musk joins via Zoom at the All-In Summit! 0:43 Benchmarking Twitter's bot problem, thoughts on slights from the Biden Administration 13:26 Breaking down Tesla's 6+ businesses,...

16 Touko 20221h 26min

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market sh...

13 Touko 20221h 41min