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Uber CEO Dara Khosrowshahi

Acquired

2023/06/13
Acquired

Acquired

2023/06/13

Shownote

Uber CEO Dara Khosrowshahi dropped by the Acquired studio for an Eats delivery, so we broke out the cameras and asked him to hang out for a wide-ranging conversation. :) We talk about his 20 years working with Barry Diller, starting his career at Allen & C...

Highlights

Dara Khosrowshahi’s journey from high-stakes media battles to leading one of the world’s most complex marketplaces reveals a leader shaped by crisis, conviction, and cultural transformation. His tenure at Uber has been defined not just by financial turnaround, but by a fundamental rethinking of who the company serves and how it creates lasting value.
08:24
Barry Diller wanted to talk to the person running the numbers, not just the VP.
20:02
Supply-led platforms gain advantage when demand follows built supply
31:43
The rise in Uber ride prices is due to inflation and higher labor costs as drivers' earnings expectations have increased.
51:04
Uber's urban bias from 2013–2016 caused it to miss suburban food-delivery opportunities where DoorDash now dominates.
1:13:53
The NY Times made a bold bet on subscriptions based on quality content, defying ad-driven trends.
1:19:40
Solving the last 2% of self-driving use cases remains the biggest barrier to widespread adoption.
1:31:19
Building the best product for earners ensures Uber's long-term success.

Chapters

How early crises taught Dara to lead with truth and resilience
00:00
The surprising foundation of Dara’s career before Uber
14:06
Is Uber becoming the operating system for all movement?
28:54
What really went wrong—and how Uber fixed it
48:02
From chaos to control: how Uber learned to grow profitably
1:02:02
Why the future isn’t autonomous—if it ever was
1:16:56
Who actually powers Uber? (Hint: It’s not the riders)
1:28:05
How to build trust in a fast-moving tech world
1:34:08

Transcript

David Rosenthal: So, I came up here. We scheduled this time to record. What are we talking about today? Ben Gilbert: I mean, we haven't talked about Uber in a while. David Rosenthal: That's right. A lot has happened since we did the IPO episode. Ben Gil...