During Uber’s fourth-quarter earnings call, CEO Dara Khosrowshahi presented a strategic vision for the robotaxi market, targeting competitors like Google’s Waymo and Tesla. Khosrowshahi argued that software or ride-hailing alone will not determine the ultimate winner in the autonomous vehicle space.
Khosrowshahi emphasized that the key challenge remains vehicle downtime during low-demand hours. Uber’s advantage, he stated, lies in its diversified logistics platform, which includes Uber Eats and Uber Freight.
This ecosystem allows autonomous vehicles to shift from passenger transport to handling deliveries. This ensures near-constant utilization, creating a structural advantage over competitors focused solely on ride-hailing.