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

Dara Khosrowshahi, Elon, Chamath, Jason, Friedberg

Uber CEO Dara Khosrowshahi outlines a strategy to remove safety drivers from its fleet by the end of the current year while maintaining a hybrid human-AV model to maximize asset utilization across partners like Waymo and Chinese robotics firms. Concurrently, the company plans to deploy its substantial free cash flow into a $20 billion stock buyback and direct AV investments, positioning its network as an essential demand layer for future fleet operators. This approach aims to expand autonomous adoption to 20% of global rides within a decade, creating a transition period where drivers are retained through platform growth and pivoted into new roles like AI data labeling.