Episode #12 from 58:31
Opportunity vs. TAM
People
Topics
Intro
0:00
Dara’s visits to India
1:22
Uber’s Indian competitors
1:58
Growing up in Iran
4:42
Dara on religion & spirituality
10:47
From Iran to US
16:40
Key lesson from Barry Diller
19:54
How AI can reinvent travel
28:05
Dara’s vision for fixing travel
32:12
Decoding taste from data
34:50
What Uber really represents
36:48
Selling Uber Eats to Zomato
38:48
Opportunities in mobility, delivery & quick commerce
42:10
Authenticity & collaboration
44:32
David vs. Goliath: Uber’s image strategy
49:26
Team rivalry: strategy or risk?
53:29
DoorDash vs. Uber
55:59
Why India matters to Uber
57:24
58:31
Why quick commerce hasn’t taken off in the US
1:01:50
Autonomous vehicles vs. drivers
1:05:15
AVs & Indian roads
1:10:02
Data challenges
1:12:39
Cooking automation & the future of dining
1:13:29
Building brands without ads
1:17:36
Labour costs & immigration policies
1:20:27
China’s incredible EVs
1:21:03
The EV slowdown
1:24:51
Will Uber become a super app?
1:26:48
What would Dara build today?
1:29:39