Business
Building the next Uber in India? Dara shares lessons on competition, EVs, quick commerce, and how he helped build Uber through chaos.
Timestamps:
00:00 - Intro
01:22 - Dara’s visits to India
01:58 - Uber’s Indian competitors
04:42 - Growing up in Iran
10:47 - Dara on religion & spirituality
16:40 - From Iran to US
19:54 - Key lesson from Barry Diller
28:05 - How AI can reinvent travel
32:12 - Dara’s vision for fixing travel
34:50 - Decoding taste from data
36:48 - What Uber really represents
38:48 - Selling Uber Eats to Zomato
42:10 - Opportunities in mobility, delivery & quick commerce
44:32 - Authenticity & collaboration
49:26 - David vs. Goliath: Uber’s image strategy
53:29 - Team rivalry: strategy or risk?
55:59 - DoorDash vs. Uber
57:24 - Why India matters to Uber
58:31 - Opportunity vs. TAM
1:01:50 - Why quick commerce hasn’t taken off in the US
1:05:15 - Autonomous vehicles vs. drivers
1:10:02 - AVs & Indian roads
1:12:39 - Data challenges
1:13:29 - Cooking automation & the future of dining
1:17:36 - Building brands without ads
1:20:27 - Labour costs & immigration policies
1:21:03 - China’s incredible EVs
1:24:51 - The EV slowdown
1:26:48 - Will Uber become a super app?
1:29:39 - What would Dara build today?
#NikhilKamath - Investor & Entrepreneur
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#DaraKhosrowshahi -
CEO, Uber Twitter: https://x.com/dkhos LinkedIN: https://www.linkedin.com/in/dara-khosrowshahi-70949862/
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