Uber CEO谈机器人出租车与预订展望，股价跌6%

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Let's take another look at shares of Uber down about 6%. I think that's on track for its biggest drop since November. The company said gross bookings for the current quarter are expected to be between 58.25 billion and $60.25 billion. But that figure includes rides and delivery bookings as well as driver and merchant earnings. Uber said it faces some international headwinds particularly in Brazil and the next focus robo taxi CEO Dar Koshi's back with us here on Bloomberg Tech.

You know the the the gross bookings outlook like there's a number of stories within it. I I'd also note like at the same time rider activity um seems to be increasing you know help us understand those two data points. Yeah, the gross bookings uh results that we had up 22% in the quarter uh were actually very healthy and represented uh quarteron quarter acceleration. Mobility business was stable at 20%. The delivery business actually accelerated uh quarteron quarter as well.

So the business continues to uh grow at pretty extraordinary rates at the scale. We're doing over 300 million trips uh per week. it drove really strong profitability as well. Uh the pressure that we talked about was really in Brazil which caused a trip slowdown for uh for the quarter and that was actually about uh competition in the food delivery space. Uh in Brazil actually we have a lot of mobility ridership that are two-wheelers. uh we actually don't engage in the food delivery space, but there's a big war going on in food delivery and that took away some of our two-wheeler drivers from mobility to delivery because they're getting paid a lot to uh to engage in that war.

It really has no effect on us whatsoever. So, the guidance that we gave for forward uh gross bookings growth is very consistent with the guidance that we gave last quarter. uh and hopefully we will uh meet and hopefully beat uh th those kinds of expectations.

Dar, is there anything to discuss on both like the health but and behavior of the consumer that you're seeing going into the second half of this year?

All signs uh point to a healthy consumer. Uh we look at both our mobility and delivery business in terms of uh the growth of those businesses. They continue to be healthy. We look at like other indications are consumers trading down and uh eating at more affordable restaurants or are eaters leaving less tips eaters or or riders leaving less tips. We don't see any signs whatsoever of a consumer slowdown. So the consumer remains strong.

And then on the labor front actually our driver earnings uh we've got over 10 million now earners uh around the world that continues to be very healthy and in the US for example driver earnings are up uh 8% on a year-on-year basis. So you know people talk about the K-shaped economy but we think both sides of the K continue to be very healthy and uh right now all signs point to the same going forward. Let's take the the driver out of it for a moment and and talk about robo taxis.

You you kind of explained the plan for the rest of the year which is to get into more cities through different partnerships and different lanes, different methods. Um let's start with that. You know, are are you wanting to see the team accelerate a bit on that deployment, Dara?

Yeah, definitely. So, we're in seven cities already with a number of partners. And and just to review, we want to work with all of the ecosystem partners. And just like we want every safe uh driver, human driver on our platform, we want every safe robot driver on our platform. And we're working with the entire ecosystem to accomplish that. We're in seven markets now. By the end of the year, uh we'll be in 15 markets and we're on track to be on 15 markets.

And we see, you know, a lot of advancements as it relates to our partners. I know you're going to have Aisha from Zukon. Uh they got a great approval from the NHTSA to uh run their like really really innovative and cool robot vehicles. Uh as well, we got approval for Wave to uh start uh testing operations in London as well. Nvidia who is a huge partner of ours announced the release of their Alpha Mayo 2 model which is a physical AI model as well.

So the ecosystem around uh AV continues to move forward is actually accelerating and we are helping that ecosystem accelerate through our partnership through investment uh through data collect for a number of these partners and then ultimately commercialization of these vehicles on the road in the cities in which we live. Dra on Zuks and and I'll ask Aisha this obviously but you know now they can charge a fair which is a first for a true robo taxi no driver controls when does that that manifest on the Uber app when wills be available on an Uber app in whichever city with a fair associated with it

uh we think later this year actually in Las Vegas and then we'll expand from there. Uh and Zeus's strategy is going to be to make their vehicles available on Uber as well as on the Zuk's app as well. Uh so we're very very excited to work with that.

A lot of people want to understand what's happening in the relationship with Whimo. There was a change of plans in Phoenix, but how confident are you also about sort of renewing non-exclusive contracts with Whimo? I think that your agreements with them, for example, in in Austin, Atlanta run through 2028 and and then you got to work out how to go from there.

Yes. So uh the the deployment in Phoenix was a really small deployment. and it was less than uh 10 cars. So that's not material in any way, shape or form. We're going to continue to work with Whimo. It's been a strong partnership going forward uh into 28 as well. And you know, our philosophy has always been we don't want to be dependent on one partner one way or the other. Of course, uh we'd love to uh continue the relationship with Whimo, but then you've got partners like Zuks, Wave, Weide, Aide, uh and then of course Nvidia as well, so that we're not dependent on any single player to keep driving and growing this ecosystem.

By the way, Darra, we're live on Bloomberg television and on Bloomberg radio and this is Bloomberg Tech speaking to Uber's CEO. Um you've just said that you don't want to rely on any one partner. Let me put it a different way. If we accept that Whimo is kind of the commercial robo taxi leader in the US at least in terms of deployments, charging a fair of the rest of the field, which do you think is most competitive or going to be most competitive against Whimo?

I think I think there are going to be multiple winners. I mean, this market is so early in its development and and I compare it to like the foundation model space. You remember like three years ago or two years ago, people were like OpenAI is going to run away with it. they're g they're going to be the only game in town. Then it turned into anthropic and claude is, you know, the best model