Andrew Macdonald (Mac) is the longest-serving employee at Uber. Today, he is the President and COO. No one on the planet has spent more time mastering ride-sharing than Mac. Uber now does 300M rides per week, has 200M users, and is one of the most recognised brands on the planet. Mac never does interviews and so this was a rare look behind the scenes at the Uber machine. ----------------------------------------------- Timestamps: 00:00 Intro 01:51 How Andrew Retains Execution Drive While Being Liked 03:07 Where Andrew Has Been Wrong: Resisting Membership Longer Than He Should 06:32 The Most Efficient Dollar at Uber: Why Membership Beats Price Incentives 08:34 Why Uber One Is Not Yet Amazon Prime 10:08 New Revenue Lines: The Innovator's Dilemma at $250B Scale 11:54 How Uber Incubates New Businesses From Inside a Giant 18:33 Waymo vs Uber 23:56 The China Exit 34:09 Uber Blew Its AI Budget in 4 Months 36:49 The Real AI ROI Question 39:32 How to Budget for AI When Usage Is Vertical and ...