Autonomous vehicles expand the total mobility market
The introduction of autonomous vehicles is growing the overall mobility category rather than simply cannibalizing existing ride-sharing market share.
The argument
The guest presented data from early partnerships in Atlanta and Austin showing that autonomous options drive incremental category growth. He argued that as service reliability and options increase, consumer behavior shifts permanently away from personal car ownership toward mobility-as-a-service.
The thesis, stress-tested
✓ What validates it
- ✓Increasing percentage of customers using multiple products on the platform in active AV test markets
- ✓Sustained trip growth rates in cities with active Waymo/AV integrations
▸ Risks discussed
- ▸Consumer resistance to autonomous vehicle safety over the long term
- ▸Regulatory hurdles limiting the geographic expansion of autonomous fleets
Hear it yourself
"He is the president and chief operating officer at Uber, leading all business initiatives for the company across mobility and delivery, as well as cross platform efforts like advertising, customer support, and the company's autonomous vehicle strategy."
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