Dara Khosrowshahi, Bill Gurley, Brad Gerstner, & Jason Calacanis on Uber's growth and future | E1878
Dara Khosrowshahi joins Bill Gurley, Brad Gerstner, and Jason Calacanis to discuss his initial reservations about joining Uber and how he overcame them (14:57), the early magic of Uber that captivated investors (22:36), a deep dive into Uber's future plans (45:50), and much more!
Key Points
- Dara Khosrowshahi, CEO of Uber, highlighted the company's strategic focus on core competencies, marketplace science, and consumer apps, leading to disciplined investments and a shift toward profitability.
- Bill Gurley and Brad Gerstner discussed the significant transformation of Uber from a cash-burning startup to a profitable company with a positive free cash flow trajectory.
- Uber's membership program, Uber One, has grown to over 15 million subscribers, with the company strategically leveraging AI to enhance backend operations and exploring the potential for a fourth business leg centered around flexible work opportunities.
Chapters
0:00 | |
2:41 | |
4:52 | |
9:38 | |
11:38 | |
14:57 | |
20:57 | |
21:43 | |
22:36 | |
26:27 | |
30:49 | |
32:17 | |
35:02 | |
45:50 | |
51:31 | |
58:04 | |
1:05:27 |
Transcript
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