The Information's TITV Exclusive Interview with Uber’s Incoming CFO, OpenAI-Amazon Weigh Deal, US-China Chip Trade War
44 snips
Feb 4, 2026 
Balaji Krishnamurthy, incoming CFO of Uber, outlines mobility, delivery growth and autonomy plans. Chris Miller, author of Chip War, analyzes NVIDIA, AMD, TSMC and US‑China chip tensions. Ken Brown, finance editor, breaks down the software stock sell-off and investor shifts. Short, sharp conversations on autonomy’s TAM, GPU export headaches, and why software face fresh valuation pressure.
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Both Mobility And Delivery Are Large, Growing Platforms
- Uber expects mobility and delivery both to keep growing ~20% and to scale beyond $100B gross bookings each.
- Balaji Krishnamurthy says they'll invest in both businesses only if returns meet hurdle rates.
Autonomy Could Multiply Uber's TAM
- Uber is bullish on autonomy as a major urban mobility shift that expands total addressable market.
- The company believes autonomy could push its TAM toward a trillion dollars plus over time.
Autonomy Won't Necessarily Cannibalize Ride-Hailing
- Uber finds autonomy deployments are not cannibalizing ride-hailing and can increase overall supply and demand.
- The company emphasizes profits and trips come largely from thousands of smaller markets, not just top 20 cities.
