Inside Uber’s AV Strategy with Founding Member Eduardo Rojas [CtYG4zDyoul]
Former Uber autonomy leader Eduardo Rojas joins Harry to break down Uber and Waymo’s evolving relationship, the future of robotaxi partnerships, and autonomous delivery at scale (00:00) Introduction to Eduardo Rojas and his background at Uber (03:07) Uber’s AV delivery strategy in its early days (06:59) How Uber’s autonomous delivery/rideshare strategy has evolved (14:40) Has Uber’s focus shifted from mobility to delivery? (16:34) How Uber supports their AV partners. (18:00) Uber’s stock price and how it’s reacting to Waymo’s AV dominance (20:34) Waymo’s first-party model vs. Uber’s demand/supply aggregator model (23:50) Waymo’s first-party model vs. partnerships with TNCs. (31:13) The direction of Waymo and Uber’s relationship, and why Waymo might have snubbed Uber in recent launches. (33:57) Why Waymo should further partner with Uber, and the potential downsides of sidelining Uber (35:32) The potential future direction of Waymo and Uber’s partnership (37:32) The future of autonomous delivery and where the opportunities lie (42:00) Conclusions and final thoughts