Uber

Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town

Sep 10, 2026 · 1:22:31

Rory O'Driscoll of Scale and Jason Lemkin tell Harry Stebbings that Jensen Huang's AGI declaration is a 'bullshit term' since only coding matters, while the AI assistant race between Instinct, Grok Bot and Meta hinges on distribution. They debate whether legal AI firms Harvey and Legora can match coding AI — Rory pegs legal's AI take at 10–15% versus 30–50% in coding — and warn goal-seeking agents, as in OpenAI's undisclosed DSC Wiki incident, pose a cybersecurity crisis. They assess Tesla's Cybercab as a Waymo rival, Index exiting Town's round after Instinct objected, and Anthropic abandoning its $6 billion Descartes deal. They close on Robinhood underwriting Aura's IPO, Wonderful's $5 billion raise with $170 million in secondary, and Thinking Machines' $40 billion valuation.

Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash

Aug 17, 2026 · 1:09:44

In a rare interview, Uber President and COO Andrew Macdonald tells 20VC host Harry Stebbings that autonomy is existential for ride-hailing and distribution beats superior technology. He says Uber One is the most efficient long-term lever — membership beats price incentives — and admits he was wrong to resist it. On AI, Uber blew through a year's budget in four months because usage is vertical; ROI is real but hard to quantify, so he advises combining compute and headcount budgets. Recounting Uber China, Uber burned $52 million a week on subsidies before exiting to Didi, a deal he calls successful. He also explains the Delivery Hero acquisition, why Uber Eats trails DoorDash, and leadership lessons from Travis Kalanick and Dara Khosrowshahi.