Moonshots with Peter Diamandis - Uber’s Robotaxi Playbook, the End of Human Driving & $10B Bet on Robots | Dara Khosrowshahi (Uber CEO) | EP #244

Episode Date: April 2, 2026

This episode was filmed at the 2026 Abundance360 Summit. Learn more at https://www.abundance360.com/   This episode is a Q&A with Dara Khosrowshahi at the 2026 Abundance360 Summit, where Uber’s... CEO answers questions from the audience about autonomy, flying cars, insurance, labor, and the future of mobility. Get access to metatrends 10+ years before anyone else - https://qr.diamandis.com/metatrends   Dara Khosrowshahi is the CEO of Uber and former CEO of Expedia Group Peter H. Diamandis, MD, is the Founder of XPRIZE, Singularity University, ZeroG, and A360 Salim Ismail is the founder of OpenExO – My companies: Apply to Dave's and my new fund:https://qr.diamandis.com/linkventureslanding      Go to Blitzy to book a free demo and start building today: https://qr.diamandis.com/blitzy   Your body is incredibly good at hiding disease. Schedule a call with Fountain Life to add healthy decades to your life, and to learn more about their Memberships: https://www.fountainlife.com/peter  _ Connect with Peter: X Instagram Connect with Salim: X Join Salim's Workshop to build your ExO  Connect with Dara X Linkedin Listen to MOONSHOTS: Apple YouTube – *Recorded on March 10th, 2026 *The views expressed by me and all guests are personal opinions and do not constitute Financial, Medical, or Legal advice. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript
Discussion (0)
Starting point is 00:00:00 I'm going to need to get my driver's license in a couple of years, but after hearing this, I have a question. So... Well, you may not have to get your driver's license, but it's good. That was my entire question. So much of driving now is the technology in the car, around the car. So technology is always going to be a part of the human experience. Humans will be demonstrably less safe than autonomous.
Starting point is 00:00:25 And then it's going to be up to regulators to decide what a human license looks like. human license looks like. How does that end up affecting the next generation of drivers? Do they have to learn how to drive? And like what happens to sports like race car driving? Mass production of these AVs is going to take some time. They are very expensive today, much more expensive than a regular car. It's just happening faster than even I expected.
Starting point is 00:00:45 And I'm an optimist as it relates to technology. Is society going to adjust and can adjust fast enough? And so from my standpoint... All right, so go to the mics for your questions. I'm going to start with this question. on Slido. So what's harder? Convincing regulators that autonomous cars are safe or convincing passengers to get into one? It's actually pretty easy to get passengers to get into an autonomous vehicle. What we're finding is, you know, for example, Atlanta Austin, we let you know that you
Starting point is 00:01:25 have been matched with an autonomous vehicle. 80% of people say yes, 20% say no, and the 80% who say yes love the experience. Regulators obviously move a little bit slower, but this is the technology that I say more people are excited about than not. All right, we go to one of our teens. We have a group of 20 teens here in the room. Very cool. Please. How you doing? I'm doing good. I had a quick question just about like in 15, 20 years when most the cars on the road are self-driving. Does it ever become illegal for human drivers? Because do they become like a safety hazard risk on the road? And how does that end up affecting the next generation of drivers? Do they have to learn how to drive? And like what happens to sports like race car driving?
Starting point is 00:02:07 Is that like going to like die out because nobody has to drive anymore? Just that's kind of where I'm asking about. Well, I think that race car driving is always going to be a thing because it's just so damn cool. You know, again, you may be augmented, right? It's it's you think about so much of driving now is the technology in the car around the car. So technology is always going to be a part of the human experience. I do think, I don't think it's going to happen in the next 15 years. But certainly in the next 25 years, humans will.
Starting point is 00:02:35 will be demonstrably less safe than autonomous drivers. And then it's going to be up to regulators to decide what a human license looks like. Maybe the driving test is going to be much more demanding than it is today. I like free will. So I'm like, hey, if you want to drive, that's not a problem. But I can definitely see a future where there are going to be fewer and fewer drivers on the road, just like there are less people who know how to ride a horse. So, Darrah, I'll, so thank you that question.
Starting point is 00:03:05 I'll build on that. You know, there's a lot of deaths in the Middle East from young teenagers with fast cars. Yeah. And I guess I could imagine a future in which an AI overlay allows you to drive your car as fast and crazy as you want, but it knows the car's limits and it stops you from ever swerving off the road, right? It's like bumper, bumpers that you go up against. So that would be fascinating.
Starting point is 00:03:31 That's just a comment. Let's go to here, a question. Yeah. So just a question regarding when you have the flying cars. Now, from a real estate perspective, what will be the opportunity here? Will you be putting on top of buildings or heliport? So we're talking, again, this is more joby, but there's a lot of discussion on vertiport, so to speak.
Starting point is 00:03:54 And we want this product to be a mass market product. So these vertiports will have to be designed to have multiple. vehicles coming, landing and taking off. The location of those vehicles is going to be based on kind of very high traffic areas. I think obviously airports or city centers or the size of cities are going to be targets, so to speak. And we've got perfect data in these cities as to what are the best places for you to place vertiport to be able to have the most business and reduce the most amount of traffic as well. So there's absolutely a real estate opportunity.
Starting point is 00:04:30 If you're interested, give our Uber folks or the Jobi folks a call. Yeah, I think it's a huge opportunity as well for small islands that are hard to get to. Totally. Elshin, we go to you, Mike, too. Thank you very much. Elshin, I'm building solid shape construction materials marketplace. If you're starting marketplace now at Abandance Era with AI, what would you focus on first and we're using Uber for our LTF. Thank you.
Starting point is 00:05:04 So if we start a marketplace, what would you focus on first? Is that the question? I mean, our marketplace has always been supply-led. And one of the differences when I first came to Uber from Expedia, Expedia was very focused on building out audience. Uber has always been focused on building out the liquidity, whether it's more cars in a market, whether it's more restaurants, more retailers, et cetera. And if you build liquid supply, if you have product market fit, to some extent, the demand just shows up.
Starting point is 00:05:38 And obviously, there's always a challenge in marketplaces. How do you build both sides? But to me, put real tools in place to become kind of the easiest to use and the most liquid as it relates to supply. And then if you do have product market fit, the demand will show up.
Starting point is 00:05:54 Great point. Thank you. It's good at Burgundy on Mike 1. Bergeny. Hi, my name is Burgeny. I'm going to be biased towards automation. Cool. But as a lawyer outside of this room,
Starting point is 00:06:07 everybody is just freaking out. And so my question is, given that we have this automation and sensors and having seen the data on human error for speeding, intoxication, et cetera, what are some opportunities for insurance to cover this through, for example, products liability, so we can take the human out of the equipment, and yet still give people an assurance that they're going to be covered if accidents do happen.
Starting point is 00:06:34 Yeah. So I think it's a great question. You know, first thing I would say is that with Uber, the professional driver is safer than the human driver, and the data bears that out. But I do think that you're going to have different layers of insurance as well. So the autonomous provider will have kind of the specific insurance related to the car, and they'll have to take responsibility for the quality of their driver. And then we'll also have another insurance layer on everything else that happens so that people are covered and they can feel comfortable kind of taking an AV to wherever they're going. Other than there's a hidden statistic that very few people know about, which is about half the court cases, legal court cases in the U.S. are car
Starting point is 00:07:17 accident related. Wow. There's a ridiculous number. There's a very, very big industry. Yeah, it's a benefit to society to get rid of that. All right. You go to. Shulpa, is it? Yeah, pleasure. Hi, I'm Shulpe. I led robotic systems at Amazon Air Hubs. Cool. I launched them and led them.
Starting point is 00:07:38 And now we're building continuous biosensing technology at Quinn Labs. My question to you is, as you start moving towards multi-robot-type super systems, right? Jobi aircrafts working in coordination with ground vehicles, autonomous ground vehicles, I think the hardest part is the coordination and the continuous monitoring and upkeep of these multi-robot-type systems. And we faced a version of this at Amazon as we were managing these large robot fleets.
Starting point is 00:08:20 So I'm very, very interested in your vision of this infrastructure. structure, and what do you believe is the bottleneck to this? Hardware, software, regulatory? So you've kind of described exactly what we do in that we have a very, very large marketplace team that is essentially, you know, we got over 9 million drivers, probably 10 million drivers now globally. And in every city in which we're operating, we're constantly taking kind of the state of that city, real time, or as real time as we can be, because we've got to kind of recalculate
Starting point is 00:08:59 the state of the city. And every time you hail, essentially, an Uber, we are not dispatching you just the closest car, but we're actually also predicting kind of what's going to happen over the next five or six seconds and kind of getting you, connecting you with the right driver at the right time in a way that's most efficient for the overall network. So there may be another driver that's closer to you, but we think that Peter is going to hail that driver, and we'll leave that driver free,
Starting point is 00:09:32 and we'll hell another driver to you. Our systems have to deal with human beings who are highly unpredictable and highly erratic as well in terms of their behaviors. So sometimes if a dispatch isn't going well, we'll do another dispatch, et cetera. So I'm actually kind of psyched for machines, because they're much more predictable,
Starting point is 00:09:53 and they usually say what they're going to do. One of the kind of contracts we have with our human drivers is that when we dispatch a ride to them, they can accept that ride or not accept that ride. With machines, again, they're not only predictable, but they will have kind of acceptance rates that we think are much higher than humans as well. So, of course, there will be a coordination problem.
Starting point is 00:10:17 How do we stitch together one ride with another ride and make sure that that experience is perfect. But this is exactly what we're doing at scale, 40 million trips every single day, with markets that are very, very different from each other in terms of behavior. So I'm very much looking forward to that future that you describe. Let's go to Mark on Mike 2 here.
Starting point is 00:10:44 Thank you, Peter. Darrow, my moonshot is what I call affordable living as a service, housing, food, energy, connectivity, and mobility for $250 a month. It won the XPRIZE visionary contest in October, and so it's going to be a $50 million prize to deliver this. If I could, Mark, one of the concerns... 250 a month? Wow.
Starting point is 00:11:09 250 a month, and I think people in this room know it's possible, but delivering it's sooner than later is a stability lever in this moment of transition. is going to prevent us from having chaos. And so I want to challenge you to be a funder and a competitor in this prize. Well, thank you. I will tell you the one thing that's very important to us is making sure that as we build out Uber in cities,
Starting point is 00:11:37 our service isn't just available in the middle of cities where wealthy people live, but is available in all kind of throughout the cities and the outer boroughs, et cetera. So, you know, happy to talk in terms of the provision of transportation to a lot of these transportation deserts where you don't have mass transit available, et cetera, one of the promises of autonomous is going to be, you know, safer, check, but then eventually autonomous will make transportation cheaper as well. And we want to make sure
Starting point is 00:12:07 that that kind of cheap, affordable, safe transportation is available to everybody regardless of where you live. Darra, the concern right now is there's a lot of fear that's mounting about the future. Sure. Uncertainty of all of this. Last night, we we launched a future vision XPRIZE, asking teams to create films that envision a very positive vision in the future, so we have something to look forward to. And this idea that Mark and his team has had is about universal basic services. So if a family doesn't know where they have a roof over the head or where food is coming from or anything, I mean, you had a disruptive childhood growing up in Iran, you can't think about anything else. And so if there is a delivery of
Starting point is 00:12:49 basic fundamentals, food, water, energy, you know, those sorts of things, then at least you can now think about dreaming about what do I, what do I do next with these incredible, incredible tools. So it's a direction we want to head. Peter, to your point also about the bad in it, I think there's a possibility to decouple from land with housing to get to that too. So I'd love for Uber to be thinking about that. Wonderful. Thank you. All right. Thank you. Thank you. Let's go to Charles on Zoom. Charles. So, Dara, this is going to be maybe a difficult question, but hopefully you can address it. So obviously, in China, Uber's business didn't work out.
Starting point is 00:13:33 And now China's expanding into the Middle East and the other emerging markets. I know you're in 70 countries. And their estimate is 70% of their cost goes away with the autonomous car, right? The cost of the driver. So what did you learn from your experience in China as an organization and how do you plan to sort of address the Middle East and other emerging markets if they flood the market with cheap autonomous vehicles? Yeah, so I was absolutely.
Starting point is 00:14:09 When I joined Uber, Travis and Emile and team had already decided to exit out of China. China is an unbelievably competitive market. I competed in China with Expedia, and to use a technical term, we got our asses kicked. So I can't say I disagree with that decision. I thought it was a very good decision. And I think it was absolutely the right thing to do. We have a big stake in Diti, who is the largest Chinese A.B. Player, sorry, ride chair player.
Starting point is 00:14:45 Haven't monetized that yet. Looking forward to that at some point. We work with Chinese partners. So we work with Chinese OEMs. For example, BYD is a very, very big partner in that they provide affordable electric EVs all over the world. And we still believe in EVs. They are great cars. Obviously, they're better for their environment, et cetera.
Starting point is 00:15:09 And in the same way, we're also working with Chinese autonomous players. So whether it's a – whether it's a pony or – or a Wii ride, hopefully Baidu as well. We are working with these players in many markets outside of the US, obviously. But we believe, we think building bridges to China is the right way forward for us. And AV is going to be an industry that we think the Chinese have a lot to offer. And we're working with these Chinese partners today as we speak. Amazing.
Starting point is 00:15:44 Andy. Thank you. Thank you, Peter. Thank you, Dara. I'm Andy from Hong Kong. We run an autonomous insurance company, and we insure EV and robotics. Cool. My question is that working with underwriters, are there any specific challenges or desires that you would love to work with actuaries or underwriters? That's number one.
Starting point is 00:16:12 And the second one is, would you consider embedded insurance into autonomous insurance? Fiat cost as well. I think the second absolutely we would The model is it's a model that hasn't been figured out yet right? This is a very very young industry Is it going to be the driver? Is it going to be the platform? Will it be some kind of combination? All of that is TBD so we'd love to Talk to you about that in terms of the challenges that the challenges as any actuarial kind of a business is you need the volume Right, and right now while Autonomous is a reality today and is growing very, very quickly.
Starting point is 00:16:49 It is, you know, I think last year, all of the autonomous trips in the world represented less than 1% of our growth in volume, not just the volume that we had, but the amount of rides that we added last year. So this is at this point, a very, very small industry, and we need the law of large numbers to start speaking to us, so as to figure out how to price the services that you provide. Yeah, thank you. We provide the data to actress. Yeah.
Starting point is 00:17:18 It's perfect. I love to have a chat with you. Thank you. Nice. Thank you. Ilia, one of our teens. Good to see you. So I'm going to need to get my driver's license in a couple of years, but after hearing this, I have a question.
Starting point is 00:17:31 Well, you may not have to get your driver's license, but that's got. That was my entire question. So if cars are going to drive themselves and Jones are going to be delivering everything, will I even need to get my driver license when I'm 16 or will robots just do everything? Ilya, how old are you now? 13. You're 13. Three years away.
Starting point is 00:17:53 Three years away. So, I think three years from now you will still want to get a driver's license because even though these AVs are coming, mass production of these AVs is going to take some time. They are very expensive today, much more expensive than a regular car. But 10 years from now, you won't have to drive. you'll have plenty of choices. But it's kind of fun to drive, so I'd encourage you to get your license. Nice.
Starting point is 00:18:20 Ten years ago, I made two predictions. Our sons were four years old at the time, and prediction one was my son would never go to university, and his prediction two is that you would never get a driver's license. I predict today that in two years he won't need to get a driver's license. He'll just get it so he can get away from the parents. But the need won't be as much, and certainly it's going to collapse over the next year. Yeah, my son is 21 years old. he doesn't have a driver's license, and he doesn't seem to have any intention of getting one.
Starting point is 00:18:49 He's got a big Uber bill, but that's okay. He's got contacts. Great question. George. Hey, Dara, George Bandarian with Untap Ventures. So we invest in the autonomous economy, and while myself and for our investors, it's very exciting to see this world where, you know, billions of agents and billions of all kinds of autonomous robots, like the ones you're talking about. but the human concern comes up. And I love what you said earlier
Starting point is 00:19:19 about how you're already thinking about it and kind of extending the kind of work that Uber is. So I wonder if you could expand on that. What are your thoughts about what role Uber might play in that as well as the rest of the ecosystem? I think in this community we talk a lot about, there's going to be tens of hundreds of millions of people that are going to be out of work because of AI and robotics.
Starting point is 00:19:43 And it sounds like this is something you guys obviously already have thought about. And certainly would be great to get Peter and Salim's thoughts on this as well because I think it's a big problem. But I also think it's a great big opportunity for some new startups to come in and solve that. What do we do with all of this new human labor in the next 10, 20 years when this transition happens? Yeah, totally. So I think the first thing that I'd say is, you know, the press loves the drama of machines replacing humans. because it's dramatic, right? It's interesting, it may not be pleasant,
Starting point is 00:20:16 but it certainly gets people's attention, and you've got to realize that the press is like any business as well, right? They will tend to dramatize things to be able to earn revenue just like any other business in the world. It's not a bad thing. It's not a good thing, but it's a reality. The reality that we've seen historically is that automation typically doesn't replace work,
Starting point is 00:20:37 but it augments work. You know, if you go to a probably the China, These OEMs are the most sophisticated. When you go to their factories, yes, there's a ton of work that is automated and their robots all over the place. They're humans, and instead of doing the work, they are overseeing the robots doing the work,
Starting point is 00:21:00 performing kind of quality checks, et cetera. And yes, there are less humans working in that plant than there would have been 10 years ago, but there are plenty of them around. So I do think that there's, and we see the same thing in terms of AI at the office as well. Just like any other company, we're looking to automate tasks, et cetera.
Starting point is 00:21:19 But usually we don't get to that 100% automation. We'll automate 20%, we'll automate 30%. And there's plenty of work to do, so to speak. So I do think that over the next 10 years, you will see a lot of augmentation of work and some replacement of work. And historically, our society has been able to adjust, and as some work has been augmented or replaced, new work shows up, et cetera. That is my hope as it relates to our society as well. There is a real question because, you know,
Starting point is 00:21:57 singularity, et cetera, the pace of change is moving so quickly and the base of change that we're seeing as it relates to AI and automation over the past five years is just happening faster than even I expected. And I'm an optimist as it relates to technology. So I think there's an open question as to how quickly is society going to adjust, and just as it has in historically, can it adjust fast enough? And so from my standpoint, if that's a question, well, what can we do about it as a big, flexible labor platform? And we are kind of, we are extending the kinds of jobs available so that in 2035, we've got 20 million people on our platform versus the 10 million people on our platform now. They may be doing different kinds of tasks, but there will be plenty
Starting point is 00:22:48 of work to go around on our platform. And I think ultimately, you know, whether it's retraining, new jobs, you know, it will be the, it'll be up to both private enterprise and public enterprise to take a lead here to lean forward. I don't think it, you know, helps to kind of worry about. this stuff goes, what the hell is we're going to do to you? So, you know, my push is, let's do something about it. We as a platformer doing something about it. I think Peter's push on kind of labor, you know, being able to own assets, et cetera, is another great push as well. There's no question that kind of, you know, in our capitalist society, capital is the thing that's being optimized, sometimes at the expense of labor, and to kind of bring labor along so that
Starting point is 00:23:35 they can be owners, that is a very, very positive direction that we go in. And hopefully that's something else that we can start. I love this. Uber is the societal capacitor being able to absorb and then disgorge electrons as required. I mean, the kind of work at Uber, it's obviously, you know, it used to be when I grew up as like you'd have a job for life. Yes. You know, now.
Starting point is 00:23:58 That social contract. Now a lot of times you have a job for a week and then move on something else, right? Amazing. Per. Thank you. My name is Per. I'm from Chile. My family has a shipping company, and part of what we transport is oil, and gasoline and jet fuel.
Starting point is 00:24:19 So my question is, do you think that EVs will push out completely the combustion engine, and how can I calculate, if you think so, you know, how quickly will it? I think that the onset of these technologies in the physical world always takes longer than the digital world. You know, you need an ecosystem to move these cars over to EVs. And based on what we see, the EVs are a better product, but the ecosystem, especially in the US, in terms of charging infrastructure, et cetera, is just not there yet, which is why EVs have not kind of gone the kind of traction in the in the in the u.s than they have certainly in europe one of the benefits of avies are is that you know a vs are e vs uh and so as autonomous becomes a bigger reality
Starting point is 00:25:18 in our network our network is going to move to e vs as well so i think 20 years from now yeah uh i don't think you're going to see too much uh too many combustion engines but 20 years is a long way away And the world is going to be a very, very different place by then. We're going to Cigar on Mike 1. Thank you. Darra. My name is Sager Chopra. I'm a co-founder of a company called Empower Sleep.
Starting point is 00:25:44 Before Empower Sleep, I was actually at Uber for about four and a half years. Oh, very cool. Focused on international expansion. And I always tell people it's one of the coolest jobs that I ever had. So I always really admired your life as well. I worked very hard. There you go. Now you're on the sleep company.
Starting point is 00:25:59 Yeah, exactly. Exactly. There's a whole story to that. That's funny. Worked too hard. But, you know, one thing I really admired about the culture, to your point, everyone ran towards the fire, super entrepreneurial, very driven. Everyone had a lot of agency over their own decisions, and it just created this magic
Starting point is 00:26:20 within the company. How do you preserve that as the company grows and scales and doubles, triples, and size? I'd love to just get your perspective on it. Yeah. Listen, it's something that companies as a scale, they all have to face, and we don't get it perfect by any means. But the two things that I would point out is one of the core values at Uber is do the right thing, period. And that was a value that we introduced during a difficult time when you could argue we weren't doing the right thing. And at the time, you know, most companies, when they have values, there's like the headline.
Starting point is 00:27:01 and then there's a description of the value. With do the right thing, the description is, period. And I remember when we introduce the value to our employees, people are like, well, what does that mean? What does do the right thing mean? And what I told the team is, what it means is, you are responsible for doing the right thing. Every single person in our shop is responsible,
Starting point is 00:27:25 has to take that responsibility personally as far as what they're doing and sometimes doing the right thing, maybe to play safe or maybe to take a risk or maybe to run fast or maybe to fold your cards. You know, you never know exactly what to the right thing is. But for us, we have a culture where individuals at Uber, three, four levels down for me, still can impact the direction of the entire company. And that's something that came like I was able to take from Travis and the culture that he built.
Starting point is 00:28:00 There's a lot of criticism about him, et cetera, but like he built a culture of go-getters, and I got to inherit that culture and kind of keep pushing it forward. So there is, you know, do the right thing is also a message of responsibility at all levels at the company. And then for me, you know, as companies get larger, they tend to get more conservative. And the exact opposite should be true. You know, Peter, you were talking about when we joined the company, we were losing four billion dollars, like if we made a decision and we lost a billion dollars on that decision,
Starting point is 00:28:35 it would be a freaking disaster. You know, we cash flow, we're going to cash flow, $10 billion this year. So we should be taking big bets. Yep. And while I'm not rooting for these bets to fail, some of them are going to fail. And so for me, the fight that I have all the time, and it's a fight with myself, sometimes with it, it's my board, and it's with my team is. Companies tend to get more conservative as they get bigger.
Starting point is 00:29:03 And the exact opposite should be true because you can take big bets at large scale and you can be just fine if they don't work out. It ain't perfect. I fight it every single day, talk to the team about it, but they're the ones who are the doers. You know, there's only so much I can do. Love it. Awesome.
Starting point is 00:29:21 We can take one last question from my deputy son, Bear, over here. Bear. Hey there. So following up on that last question, I was wondering, When you run one of these huge companies, how do you decide when to pursue a new field rather than kind of stay conservative and continue just collecting cash flow? Yeah, so we want to make sure that we are continually experimenting. And usually when we go after a new field, the way I put it is it's got to rhyme with what we do.
Starting point is 00:29:54 So if it's kind of something new, crazy out here, you know, a startup is probably better equipped to do it. But if you look at the path of Uber, you know, we started with rides. And then if we're going to move people around, why can't we move things around? So we went to eat. If we're going to move food around, why can we move, you know, bulk around? So we actually went and started Uber freight. If we're going to move people on the ground, why can we move them the air that was elevated, etc. So what we try to do, the pattern that we find is, hey, what are areas where we have some core skill set that gives us a right to win in this adjacency?
Starting point is 00:30:35 Uber AI solution has nothing to do with movement, but actually is a kind of work, flexible work opportunities that we're bringing either to our drivers or entirely new people coming onto the platform to go out and design new models or do labeling for new models or test out models. etc. Again, it rhymes with us because we are that platform for flexible work. So if it rhymes, I'll listen. If it doesn't rhyme, it's better for someone else to do it.

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