Dara Khosrowshahi on replacing Uber drivers — and himself — with AI | Decoder

It’s become an annual tradition to have Uber CEO Dara Khosrowshahi join us in the studio when he comes to New York for Uber’s big Go-Get event every year. This year, the big news was that Uber's expanding into a much larger platform for travel, starting with hotel booking and services like personal shopping.

Uber is going so far as to call this an everything app, so I wanted to see how far Dara thinks everything actually goes — and whether he’s feeling pressure to own more of the user experience in a world where AI companies keep promising that their chatbots will book all the cars for you.

0:00 – Intro
0:56 – Episode overview
3:57 – Decision-making framework (one-way vs. two-way doors, smart risk-taking)
10:37 – Uber's org structure & new President/COO Andrew MacDonald
16:09 – Platform bet: mobility + delivery flywheel
16:50 – Hotel booking partnership with Expedia & travel features
31:34 – AI agents & partnerships (ChatGPT, Gemini, Alexa) — are they sending rides?
41:00 – Running a software company in 2026 (AI coding tools, vibe coding)
42:49 – Agentic coding & org structure changes (Meta, Jack Dorsey comparisons)
51:56 – Autonomy & robotaxi investments (Waymo, Rivian, Lucid, Nuro)
53:17 – The $10B AV bet & Uber Autonomous Solutions
1:06:10 – Driver pay & the future of human drivers
1:09:20 – Closing & outro

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