Nikhil Devnani: Uber, Driving into an Autonomous Future

Nikhil Devnani: Uber, Driving into an Autonomous Future

Author: Bernstein Research January 21, 2025 Duration: 54:21

Once the hottest start-up and a notorious cash-burn business, Uber has now emerged as a scaled and profitable Internet platform. US Internet Analyst Nikhil Devnani joins host Sid Malkani on the podcast this week to discuss Uber, the category-defining app.

We dig into its history and evolution into a global and multi-category on-demand network. Today, Uber faces its next big transition phase to an increasingly autonomous network as driverless cars are finally here. We touch on what these inventions mean for Uber and how the company might navigate this future.


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Bernstein Research presents In the Know, a podcast that moves beyond the headlines to examine the underlying forces shaping markets. Each episode features a conversation with one of the firm's analysts, who bring their deep, sector-specific expertise to the table. The discussions here aren't generic overviews; they delve into the nuanced debates and genuine controversies that active investors are grappling with right now. You'll hear informed perspectives on everything from shifting industry fundamentals to the real-world implications of breaking news. This is a space for substantive analysis, where complex ideas are broken down with clarity and conviction. Tune in for a direct line to the research and reasoning that informs major investment decisions, all grounded in Bernstein's rigorous, industrial-strength approach. The In the Know podcast offers listeners a chance to sit in on these critical conversations, gaining context and insight that is often lost in the daily noise of the financial media.
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