The real magic of Uber is that we have the demand side — hundreds of millions of people who want to go somewhere or get something — and we have the supply side — tens of millions of drivers and couriers. And if you can bring autonomous vehicles into that network, they just become another form of supply. They don't replace the network; they extend it.
The insight is that if AV technology works, then every player in the space needs Uber more than Uber needs them, because we bring the demand. We bring the customers. We bring the transaction. And I think we are going to be the storefront for autonomous mobility for the world.
I actually think the Waymo relationship is a really good example of how we want to work with AV companies. We want to be the demand side. We want to be the platform. We don't want to own the cars, we don't want to maintain the cars, we don't want to manufacture the cars. We want to be the operating system on top of which AV companies operate.
1mo ago
Underscored — save the words that stop you in your tracks.
