{
 "name": "Uber",
 "type": "company",
 "episodes": [
  "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
  "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
  "all-in-2026-07-03-ai-sovereignty-wars-palantir-nvidia-deal-scotus-birthright-r",
  "all-in-2026-07-11-more-trillion-dollar-ipos-anthropic-3t-zuck-s-price-war-chin",
  "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
  "the-diary-of-a-ceo-2026-07-30-ray-dalio-i-predicted-the-2008-crash-i-know-what-comes-next"
 ],
 "claims": [
  {
   "holder": "Daniel Ek",
   "reported_by": "Dara Khosrowshahi",
   "claim": "Life is about impact, not happiness, and Uber is a consequential company in trouble that Dara should take a shot at.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Uber"
   ],
   "timestamp": "3:38",
   "quote": "Dara, since when is life about happiness?",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "The way to lead through chaos is to decompose what seems like an unassailable problem into component parts and solve each one.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Uber",
    "leadership"
   ],
   "timestamp": "7:05",
   "quote": "The most important how is simplifying the situation and breaking down what seems like an unassailable problem into its component parts.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "The real AI prize is rebuilding systems and processes from first principles, not optimizing existing processes by 20-30%.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "timestamp": "17:06",
   "quote": "I'm pushing the teams to fundamentally use the power of AI to rebuild systems and processes from the bottoms up",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "AI uptake inside a company is unpredictable, so leadership's job is to find and promote the internal rebels racing ahead with it.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "timestamp": "18:26",
   "quote": "We want the rebels to win here.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Uber will meter headcount increases because AI is making engineers dramatically more productive, at a significant token cost that forces efficiency.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "timestamp": "19:30",
   "quote": "we are going to meter headcount increases",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "The right AI cost strategy is to explore with expensive frontier models and then scale with more token-efficient or open-source models.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "timestamp": "19:30",
   "quote": "we're using the more expensive models to explore",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Uber is a supply-led company: secure every car, restaurant, and merchant and the demand will take care of itself.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Uber"
   ],
   "timestamp": "22:54",
   "quote": "If we do that, the demand will take care of itself.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Uber's AV play is to be the go-to-market solution for digital-driver builders by owning the surrounding ecosystem: depots, charging, fleets, financing, insurance, data, and instant demand.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "Uber",
    "self-driving"
   ],
   "timestamp": "24:26",
   "quote": "we want to be your go-to-market solution for companies that are building out these digital drivers",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "AV players like Waymo will both compete with Uber and use it for utilization—an amalgamation of business models like travel OTAs and food delivery, not a binary compete-or-cooperate outcome.",
   "stance": "prediction",
   "conviction": 0.8,
   "subjects": [
    "Waymo",
    "Uber",
    "self-driving"
   ],
   "timestamp": "28:12",
   "quote": "We think there's going to be an amalgamation of business models. There already is in travel, there already is in food. Same thing will happen in transportation.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Early evidence suggests AVs add incremental demand to the Uber platform—drivers in the Waymo partnership cities of Austin and Atlanta are earning more and driver sign-ups are increasing.",
   "stance": "assertion",
   "conviction": 0.6,
   "subjects": [
    "self-driving",
    "Uber",
    "Waymo"
   ],
   "timestamp": "29:59",
   "quote": "it looks like AVs are actually adding incremental demand to the platform",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "If the public-perception risk is solved, the controllable pre-mortem for Uber's AV bet is failing to secure access to supply, which is why it partners with essentially every AV provider.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "Uber",
    "self-driving"
   ],
   "timestamp": "31:38",
   "quote": "We need access to supply and we're investing time. We're investing capital.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Lowering the cost of transportation expands demand—Uber became multiple times bigger than the taxi market it was sized against, and AVs have the same potential.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "Uber",
    "self-driving"
   ],
   "timestamp": "32:17",
   "quote": "as we bring the cost of our services down, demand goes up",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Uber's cross-platform model is a structural advantage that lets it reach the number one position in delivery markets with higher margins than single-line competitors.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "Uber",
    "Uber Eats",
    "Uber One"
   ],
   "timestamp": "37:53",
   "quote": "we think we can get to the number one position and at the same time have higher margins than our competitors, and we're proving it out in market after market after market",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Suppliers deserve a higher quality bar than consumers because they live on the platform: a P95 bug hits a six-hour-a-day driver every week but a loyal consumer once a month.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "Uber"
   ],
   "timestamp": "39:52",
   "quote": "A P95 bug is happening every single week for a driver who's on the app six hours a day.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Whether Uber's on-demand brand can stretch temporally to planned purchases like vacations is an open question, though he believes it can.",
   "stance": "opinion",
   "conviction": 0.55,
   "subjects": [
    "Uber"
   ],
   "timestamp": "47:59",
   "quote": "I think it's an open question. I think we can.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Inbound interaction with Uber will shift from structured app UIs to unstructured conversation via AI agents, while apps persist for efficient visual communication back to the user.",
   "stance": "prediction",
   "conviction": 0.75,
   "subjects": [
    "Uber",
    "agentic software"
   ],
   "timestamp": "53:12",
   "quote": "I think people are going to use apps, but the inbound interaction is going to be much more unstructured. AI makes it possible.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "claim": "Capital allocation is more art than science, and Uber's priority order is organic investment and growth, then AV commitments, with buybacks funded by what remains.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Uber",
    "capital allocation"
   ],
   "timestamp": "1:01:05",
   "quote": "But I prioritize growth, I prioritize innovation over buybacks.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Travis Kalanick",
   "claim": "Dutch auctions are the right way to price IPOs; pricing only gets hard when you want it to be a certain number.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Uber"
   ],
   "timestamp": "1:36:07",
   "quote": "It's hard to price when you want it to be a certain number.",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "Customer support, data entry, business-process-outsourcing, and driving jobs are the obvious low-hanging-fruit categories that will be displaced by AI.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "job displacement",
    "Uber",
    "Waymo"
   ],
   "timestamp": "37:24",
   "quote": "Customer service jobs are going to go away because consumers prefer to talk to the AI and it's perfect at that. Entry level jobs around data entry, around business process outsourcing, those are going to go away so well, driving cabs and those kinds of jobs.",
   "episode_id": "all-in-2026-07-03-ai-sovereignty-wars-palantir-nvidia-deal-scotus-birthright-r",
   "published_at": "2026-07-03"
  },
  {
   "holder": "Jason Calacanis",
   "claim": "Waymo driver-hiring data in cities where it has hit critical mass is present evidence, not a future prediction, that self-driving displaces cab drivers.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Waymo",
    "Uber",
    "job displacement"
   ],
   "timestamp": "39:17",
   "quote": "If you talk to Uber and Waymo in the cities where Waymo is present and has gotten past a couple of hundred cars, they've stopped recruiting drivers, drivers are either static or going down in those markets. So that is absolute evidence that this is happening and the rollout is going to be fast and furious.",
   "episode_id": "all-in-2026-07-03-ai-sovereignty-wars-palantir-nvidia-deal-scotus-birthright-r",
   "published_at": "2026-07-03"
  }
 ],
 "predictions": [
  {
   "holder": "Dara Khosrowshahi",
   "prediction": "AVs will create another trillion-dollar marketplace for Uber over the long term as software and hardware costs fall.",
   "timeframe": "long term",
   "subjects": [
    "self-driving",
    "Uber"
   ],
   "timestamp": "32:17",
   "quote": "We think it's another trillion dollar marketplace.",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "prediction": "Drone delivery for food and grocery will start hitting real scale within two to five years, becoming more normal in five to ten, though it won't be a big part of life within two years.",
   "timeframe": "two to five years",
   "subjects": [
    "drones",
    "Uber"
   ],
   "timestamp": "35:31",
   "quote": "I think drones for food and other grocery are going to start hitting real scale over the next two to five years.",
   "due": "2031-06-03",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "prediction": "Uber will have robotaxi pilots in London before the end of the year.",
   "timeframe": "before end of 2026",
   "subjects": [
    "Uber",
    "self-driving"
   ],
   "timestamp": "36:37",
   "quote": "I think we will have pilots, for example, in London before the end of the year.",
   "due": "2026-12-31",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Dara Khosrowshahi",
   "prediction": "In roughly seven years users will be talking to Uber—inbound interaction moves to unstructured conversation via AI agents—while apps persist for visual feedback.",
   "timeframe": "~7 years",
   "subjects": [
    "Uber",
    "agentic software"
   ],
   "timestamp": "53:10",
   "quote": "I think you'll be talking to Uber, right?",
   "due": "2033-06-03",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "holder": "Jeremy Grantham",
   "prediction": "In roughly 20 years, the approximately 9 million human drivers doing rides and deliveries today could be replaced by around 20 million autonomous vehicles.",
   "timeframe": "~20 years (as of 2026-07-30)",
   "subjects": [
    "Uber"
   ],
   "timestamp": "36:09",
   "quote": "I think 20 years from now, you can imagine that those 9 million will be 20 million AVs maybe.",
   "due": "2046-07-30",
   "episode_id": "the-diary-of-a-ceo-2026-07-30-ray-dalio-i-predicted-the-2008-crash-i-know-what-comes-next",
   "published_at": "2026-07-30"
  }
 ],
 "facts": [
  {
   "statement": "Uber has over 10 million couriers and drivers on its platform.",
   "subjects": [
    "Uber"
   ],
   "value": "10M+ drivers and couriers",
   "timestamp": "3:38",
   "quote": "We've got over 10 million couriers and drivers on the platform.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber blew through its full-year AI budget in a single quarter.",
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "value": "1 year's AI budget consumed in 1 quarter",
   "timestamp": "19:30",
   "quote": "it blew through our AI budget in a quarter for the whole year essentially",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber generates over $10 billion in free cash flow on well over 10 billion trips a year.",
   "subjects": [
    "Uber"
   ],
   "value": "$10B+ free cash flow",
   "timestamp": "19:30",
   "quote": "We've got over $10 billion in pre-cash flow, which is great, but it's on well over $10 billion trips a year.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber developers in India are driving 10x the code commits they used to, using autonomous agents.",
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "value": "10x code commits",
   "timestamp": "18:26",
   "quote": "we've got devs in India, who all of a sudden are driving 10x the code commits that they used to",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber's feed and search models are roughly 10,000 times bigger than its older models.",
   "subjects": [
    "Uber",
    "AI adoption"
   ],
   "value": "~10,000x bigger models",
   "timestamp": "21:31",
   "quote": "now are probably 10,000 times bigger than our older models",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber can guess where a rider is going three-quarters of the time, enabling a one-tap interaction.",
   "subjects": [
    "Uber"
   ],
   "value": "75% destination prediction",
   "timestamp": "21:31",
   "quote": "three-quarters of the time we can guess where you're going",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber has over 30 AV partnerships, including Waymo, Nuro, Lucid, NVIDIA, Wayve, WeRide, and Pony AI.",
   "subjects": [
    "Uber",
    "self-driving"
   ],
   "value": "30+ AV partnerships",
   "timestamp": "24:26",
   "quote": "We've got over 30 partnerships now",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber announced a billion-dollar financing line with Santander for EV and AV fleets.",
   "subjects": [
    "Uber",
    "Santander",
    "self-driving"
   ],
   "value": "$1B financing line",
   "timestamp": "24:26",
   "quote": "We just announced the billion-dollar financing line with Santander for EV fleets and AV fleets.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "AVs on Uber's network are 30% or more busier (trips and revenue per vehicle per day) than first-party AVs not on the network.",
   "subjects": [
    "Uber",
    "self-driving"
   ],
   "value": "30%+ higher utilization",
   "timestamp": "24:26",
   "quote": "AVs that are on our network are 30% or more busy than let's say 1P AVs who aren't using our network",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber has two big Waymo partnerships in Austin and Atlanta, where drivers on the platform are making more money and driver sign-ups are increasing.",
   "subjects": [
    "Uber",
    "Waymo",
    "self-driving"
   ],
   "timestamp": "29:59",
   "quote": "Now drivers in Austin and Atlanta, where we have two big partnerships with Waymo. Drivers on the Uber platform, they're making more money.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber has signed up roughly 40-50% of the serviceable restaurants and merchants in the cities where it operates.",
   "subjects": [
    "Uber Eats",
    "Uber"
   ],
   "value": "40-50% of serviceable merchants",
   "timestamp": "37:53",
   "quote": "probably signed up around 40 to 50 percent of the restaurants and or merchants that can be on our platform",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "About 13% of Uber Eats bookings come from the mobility side of the app.",
   "subjects": [
    "Uber Eats",
    "Uber"
   ],
   "value": "13% of Eats bookings",
   "timestamp": "37:53",
   "quote": "About 13 percent of Eats bookings are actually coming from the mobility business.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber One has 50 million members and is growing 50% year on year.",
   "subjects": [
    "Uber One",
    "Uber"
   ],
   "value": "50M members, +50% YoY",
   "timestamp": "37:53",
   "quote": "we have an Uber One membership program, 50 million members now, growing 50 percent year on year",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber is available in over 70 countries, completed 1.5 billion trips for people outside their home city last year, and about 15% of trips are to and from airports.",
   "subjects": [
    "Uber"
   ],
   "value": "70+ countries; 1.5B out-of-home-city trips; ~15% airport trips",
   "timestamp": "44:59",
   "quote": "Just last year, we completed one and a half billion trips for people outside of their home city.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber launched train bookings in the UK and Spain and struck its hotel supply deal with Expedia, Dara's former company.",
   "subjects": [
    "Uber",
    "Expedia"
   ],
   "timestamp": "44:59",
   "quote": "we happened to make a deal with Expedia, my old company",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber Reserve is now over a $5 billion run rate and didn't exist five or six years ago.",
   "subjects": [
    "Uber Reserve",
    "Uber"
   ],
   "value": "$5B+ run rate",
   "timestamp": "47:59",
   "quote": "reserve now is over $5 billion run rate",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Uber Eats grew from under $1 billion in gross bookings when Dara joined to over $100 billion now.",
   "subjects": [
    "Uber Eats",
    "Uber"
   ],
   "value": "<$1B -> $100B+ gross bookings",
   "timestamp": "1:01:05",
   "quote": "Uber Eats, when I joined, was doing under a billion dollars in gross bookings. It's over 100 billion now.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "After COVID, Dara bought an e-bike and delivered food in San Francisco to experience the courier side of the platform firsthand.",
   "subjects": [
    "Dara Khosrowshahi",
    "Uber"
   ],
   "timestamp": "39:52",
   "quote": "I bought an e-bike and started delivering food in San Francisco.",
   "source": "Dara Khosrowshahi",
   "episode_id": "invest-like-the-best-2026-06-03-dara-khosrowshahi-uber-s-bet-on-avs-ai-and-building-a-super-",
   "published_at": "2026-06-03"
  },
  {
   "statement": "Gavin's team at Fidelity priced Uber's round at about $14 billion (Travis recalls it ended at $17 billion).",
   "subjects": [
    "Uber",
    "Gavin Baker"
   ],
   "value": "~$14B (ended ~$17B)",
   "timestamp": "1:37:40",
   "quote": "I think we priced Uber at $14 billion.",
   "source": "Gavin Baker",
   "episode_id": "all-in-2026-06-26-socialists-sweep-nyc-china-catches-up-in-coding-ai-memory-cr",
   "published_at": "2026-06-26"
  },
  {
   "statement": "At Uber, 99% of engineers use AI tools, more than 70% of pull requests are attributed to local or cloud agents, and engineers have built 2,500 agentic skills.",
   "subjects": [
    "Uber",
    "enterprise AI ROI"
   ],
   "value": "99% engineers on AI; >70% PRs from agents; 2,500 agentic skills",
   "timestamp": "17:31",
   "quote": "More than 70% of pull requests are attributed to local or cloud agents. Our engineers have built 2,500 agentic skills.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-07-11-more-trillion-dollar-ipos-anthropic-3t-zuck-s-price-war-chin",
   "published_at": "2026-07-11"
  },
  {
   "statement": "Uber bought Delivery Hero, which is projected to jump Uber's revenue by about 24% for roughly 10% dilution.",
   "subjects": [
    "Uber",
    "Delivery Hero"
   ],
   "value": "+24% revenue; ~10% dilution",
   "timestamp": "29:19",
   "quote": "It's going to jump their revenue 24% or something crazy like that.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-07-18-can-the-ai-industry-regulate-itself-stripe-wants-paypal-chin",
   "published_at": "2026-07-18"
  }
 ],
 "first_seen": "2026-06-03",
 "last_seen": "2026-07-30"
}