Uber on Owning More of the Travel Journey and Negotiating With Agents

Key points

• Khosrowshahi said Uber is in active discussions with basically every agentic company, but on the right terms.
• He said Uber has 10.5 million drivers and couriers across more than 70 countries, and no agentic company is going to replicate that content.
• He said when agents cannot assemble inventory such as hotel rooms, airline seats, fleet or routes on their own, the supplier has leverage at the negotiating table.
• Khosrowshahi said 80% of Uber's hotel bookings come from UberOne members, and he is no longer a prisoner to Google for traffic.
• He said Uber's early approach of making AI follow human-agent scripts was limiting, and giving AI a goal and a budget produced better outcomes at lower cost.
• He noted commercial terms between platforms and AI agents are still undefined, and revenue share, data access and quality standards will determine who pays whom.