Dara Khosrowshahi 5.0 4 ideas

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.

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.

We talk with all the various AV providers. Tesla obviously isn't at the point now of getting to, no vehicle operator, but they are testing and their technology is excellent. Tesla's stated goal is to launch a proprietary Cybercab network. However, building a two-sided ride-hailing marketplace from scratch is notoriously difficult and expensive. Uber's willingness to host all AVs highlights a strategic crossroads for Tesla: either succeed in building a closed ecosystem, or eventually capitulate and partner with Uber for distribution. WATCH TSLA to see if its Full Self-Driving technology achieves unsupervised regulatory approval and whether it attempts to compete directly with Uber's network or partners with it. Continued delays in achieving true Level 4/5 autonomy, or regulatory hurdles preventing the deployment of unsupervised vehicles.