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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.

Invest Like the Best with Patrick O'Shaughnessy
4d ago

The big players, the OEMs, they didn't want to give up their customer relationship. And I think that was a mistake, because the customer relationship is actually a burden when you're going through this transition — you're on the hook for the whole experience. We were able to essentially be asset-light, take the best of breed from all of these networks, and essentially build a better product for consumers.

1w ago

Underscored — save the words that stop you in your tracks.

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