Dara Khosrowshahi

We bring enormous distribution on a global basis... using the platform to expand their distribution. And I see the same thing with Zoox as well. Uber is executing a capital-light strategy by acting as the aggregator and distribution layer for autonomous vehicles. By partnering with AV manufacturers rather than building its own cars, Uber avoids massive R&D and manufacturing costs while cementing its app as the default consumer gateway for transportation, regardless of which company wins the AV hardware race. LONG UBER as it successfully transitions its marketplace to capture the high-margin economics of the autonomous vehicle revolution without the associated capital expenditures. AV deployment scales slower than expected, or a major competitor successfully builds a proprietary, closed-loop ride-hailing network that bypasses Uber entirely.

ZOOX is on the way to create one of the best brands in the business in transportation... To have that experience on UBER will only magnify what it is bringing to the marketplace. Uber is successfully transitioning into a capital-light, neutral marketplace for autonomous vehicles, eliminating the need to fund its own expensive R&D. Conversely, Amazon's Zoox gets immediate, massive global distribution and high utilization rates for its capital-intensive robotaxi fleet without having to acquire customers from scratch. LONG. This partnership validates Uber's platform-as-a-service model for AVs and accelerates Amazon's monetization of its Zoox investment. Regulatory pushback on autonomous vehicles in major cities or high-profile safety incidents could stall the rollout.