UBERUber Technologies, Inc.

“We're also making strong progress across our strategic priorities, including autonomous, where we continue to believe a hybrid network will unlock significant long-term value. We now have more than 30 autonomous partners across Mobility and Delivery and are scaling deployments globally. AV Mobility trips grew more than 10x year-on-year, and we remain on track to be live in up to 15 cities by the end of the year”

“at GO-GET, we talked about One Search, as another feature that we are introducing that is basically universal search across the product. Just to paint a picture of the size of the prize here, we are already seeing nearly $15 billion of run rate gross bookings for our Delivery business coming from our Mobility app and 30% of our eligible mobility consumers have never even used Uber Eats yet.”

“3/4 of the time when you get a ride on an Uber, we have preselected the destination for you. In other words, we anticipate where you're going to go. We offer it up as a card. And 3/4 of the rides on Uber, we have successfully actually predicted with AI algorithms where we think you're likely to go.”

“if we look at the number of code commits per engineer, it's increasing. The number of lines per code is increasing. About 10% of our code now is committed. That committed is built by agents, autonomous agents out there. Obviously, we check the code before it gets committed.”

“we are investing in these agents, and we are investing in these AI tools, and we're seeing kind of the interaction directly with our agents be the first use case. That's a magical use case. And I talked about this earlier in the call, like 3/4 of the time, for example, the Mobility, we're guessing, we can anticipate where you're going to go. So it's just kind of a one-push button, our agent knows, "Hey, Balaji, time to go home, right, for you."”

“Cart Assistant, you can just take a picture of something that you see on a table or in a store or on a menu, and we'll create a shopping cart for you. Our earners can ask our AI agents questions about earnings, where they should go, when they should work, et cetera, and you can get the exact personalized answers for you. And then we're using larger models to essentially upsell and offer products for you in a very, very personalized way.”

“candidly, when we set up budgets for 2026 in November, we underestimated the amount of impact the AI tools could have. And obviously, in December, we had new models come in. So we've re-upped our investment here. And as Dara said, we are trading that off against incremental headcount growth, which we noted in the remarks as well.”

“our investment in AI tools and infrastructure is increasing. That will be offset by slower headcount growth. But if every person in this company can increase their throughput by 20%, 30%, 50%, 100% then I think metering headcount growth and leaning in on AI investment is going to be well worth it.”

“AI solves all that because essentially, the way that any user wants to interact with your services is up to that user. They can talk and they can ask for whatever they want, "Hey, search for hotels for me, get me an Uber to the airport, get me an Uber from the airport to the hotel, et cetera." And the UI is whatever the user wants that UI to be. That creates unique opportunities for us to build out new services on our platform, and we think also affords us the ability to drive cross-platform usage”

“we have been using AI tools, whether it's for pricing or matching or routing for years and years. We're kind of very comfortable in the real world, which is a probabilistic world versus a deterministic world. So using these AI tools and building with these AI tools, it's just kind of how we build and how we build for many, many years. So we're seeing uptake of these tools, whether it's our legal team or marketing team or developers and we think it's creating kind of employees with superpowers.”

“we're very, very happy about what's going on there. Our Mobility business accelerated versus last quarter. Our U.S. Mobility business actually accelerated more than the overall business, and we talked about the anticipation that U.S. Mobility is going to continue to accelerate for the balance of the year. So at this point, we don't see any effect of the Waymo launches on our overall business.”

“in order for AV to scale and get into the hundreds of millions in terms of trip count, we really have to build out a whole ecosystem around the development of these AV drivers. And that ecosystem includes fleet management, it includes depots and charging and repair and cleaning. It includes financing. It includes insurance as well.”

“we will build in APIs to whether it's an Apple or an OpenAI or a Claude or Gemini, we will work with these agents as well. But I think we'll continue to see that the majority of our transactions come direct.”

“we are working and talking to many of these third-party agents. We have a great market position. So we're able to kind of often dictate the terms of trade in those discussions.”

“Questions about safety, about congestion, about the effect on work and drivers as well. These are all important questions and dialogues that we have to have, both in the AI space, in the digital AI space and the physical AI space as it relates to AVs as well.”