Uber's Khosrowshahi on Strong Ride Demand, AII

The transcript features an interview with Uber CEO Dara Khosrowshahi discussing Uber's strong delivery growth, competition with Lyft, and consumer trends. Despite economic challenges, Uber sees robust consumer spending and plans to leverage its global scale and technology. The discussion also covers Uber Freight's pricing adjustments, headcount management, and the economic outlook. Uber's AI capabilities are highlighted, emphasizing their role in pricing and operational efficiency. Khosrowshahi also shares insights on the broader economic environment and the importance of maintaining discipline in cost management.

What was the year-on-year growth percentage for Uber's delivery gross bookings in the last quarter?

• 15%

• 12%

• 10%

• 8%

How does Uber plan to compete with Lyft in the marketplace?

• By expanding into new markets

• By enhancing the customer experience and brand reliability

• By reducing delivery times

• By offering the lowest prices

What percentage of drivers mentioned inflation as a reason for joining Uber?

• 70%

• 60%

• 80%

• 50%

What is the current focus for Uber Freight according to the CEO?

• Expanding into new countries

• Optimizing operations and pricing

• Increasing the number of drivers

• Reducing delivery times

How has Uber managed its headcount growth compared to its bookings growth since 2019?

• Headcount has decreased while bookings have increased

• Headcount growth has been lower than bookings growth

• Headcount growth has been higher than bookings growth

• Both have grown at the same rate

What is the CEO's outlook on the cost of capital for the banking and startup ecosystem?

• It will fluctuate unpredictably

• It will stabilize quickly

• It will decrease soon

• It will remain high for a while

How does Uber utilize AI in its operations?

• For marketing strategies

• For hiring processes

• For pricing and routing algorithms

• For customer service