Pivot The End of Human Driving? with Uber CEO Dara Khosrowshahi | On With Kara Swisher
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Dec 20, 2025 
Dara Khosrowshahi, CEO of Uber, leads the charge into a future shaped by AI, autonomous vehicles, and delivery robots. He discusses how AI optimizes Uber's pricing and service efficiency, and what the shift towards robotaxis might mean for jobs and urban congestion. Khosrowshahi predicts a gradual adoption of autonomous vehicles, emphasizing their potential to improve safety and reduce costs. He also highlights the importance of city planning for equitable AV deployment, addressing concerns about human drivers versus machines. It's a forward-looking conversation full of intriguing insights!
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Adopt A Hybrid Human–Robot Network
- Use a hybrid network of human and robot drivers to transition responsibly and let customers self-select into AV rides.
- Keep humans active while incrementally introducing AVs so both supply and demand adjust gradually.
Shift From In-House AVs To Partnerships
- Uber stopped internal full self-driving development after a fatal accident and now partners with many AV manufacturers instead.
- Dara says Uber prefers to buy and platform others' AV technology rather than return to car manufacturing.
Fleets Will Be Financialized, Not Owned By Uber
- Financial players will likely buy fleets and maximize utilization through platforms like Uber, mirroring hotel and REIT models.
- Uber's demand density makes it the natural marketplace to optimize expensive AV asset utilization.