On with Kara Swisher

The End of Human Driving? with Uber CEO Dara Khosrowshahi

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Dec 18, 2025
Dara Khosrowshahi, CEO of Uber, leads the charge in AI and autonomous vehicles, showcasing how AI powers Uber’s pricing, routing, and deliveries. He emphasizes the potential of robotaxis and debates the future of human driving, suggesting society might opt for safer AVs over humans. Their discussion covers city planning for equity, risks of job displacement, and the urgent need for environmental progress with EV adoption. He also touches on Uber’s collaborations with other AV manufacturers and the transformative impact on urban mobility.
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ADVICE

Transition With A Hybrid Network

  • Use a hybrid network of human drivers and AVs to transition responsibly and preserve service quality.
  • Offer customers a choice and gradually scale AVs in dense urban areas where they work first.
ANECDOTE

Shift From In‑House AVs To Partnerships

  • Uber stopped developing its own AV stack after a fatal crash and shifted to partnering with AV manufacturers.
  • Dara prefers partnering to avoid car manufacturing and leverage many companies' tech progress.
INSIGHT

Fleets Will Be Financial Products

  • Uber expects fleets to be financialized: institutional owners will buy robo-taxi fleets and list them on marketplaces.
  • Uber's demand aggregation maximizes utilization and revenue for fleet owners.
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