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.
The biggest opportunity that we see with autonomous vehicles is actually on the Uber Eats side rather than the rides side, because the driver is such a big part of the cost structure of delivery, and because the consumer experience of waiting 30 to 40 minutes doesn't require a human driver to be present.
