The biggest risk for Uber is that we actually don't lean into AV enough, that we're not aggressive enough in terms of our partnerships, that we're not aggressive enough in terms of building product. Because I think AV is going to happen, and I want Uber to be the biggest beneficiary of AV, not the biggest victim of AV.

Invest Like the Best with Patrick O'Shaughnessy
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@underscoredpodcasts·June 8, 2026