20VC: Uber President on The Untold Uber Stories: Travis, China and Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash to #1 in Food with Andrew MacDonald

We're doing like three hundred million trips a week. We were burning fifty two million a week in China. We were competing in China with one hand tied behind our back. Autonomy is as bad as it's ever gonna be today, right? And every single day it's gonna get better. In the end. Distribution wins. We could do everything we do today with less people in five years because of the power of AI. No one's been with the company longer than me at this point. This is twenty vc with me, Harry Stabbings, and I'm so excited to welcome one of the greatest operators of the last two decades to the hot seed, Andrew McDonald. He's the president and COO at Uber, where he leads all businesses initiatives for the company across mobility and delivery. He is Uber's longest tenured active employee. And today, Uber's an absolute monster. They have a market cap of 160 billion, revenues of 52 billion.

Billion in the full year of 2025, on over a quarter of a trillion in annual gross bookings. They have 200 million consumers. that use the app monthly. This was a behind the scenes on Uber. Like we haven't seen before, Mac was one of the greatest operators that I've been fortunate enough to have on the show, and I think that really comes out in this discussion. But before we dive into the show today. Founders face a different set of challenges at every stage of growth.

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