Uber CEO Dara Khosrowshahi Sees ‘Trillion-Dollar’ Self-Driving Opportunity, Says Waymo Hasn’t Impacted Business

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Uber Technologies Inc. (NYSE:UBER) CEO Dara Khosrowshahi sees massive potential in the self-driving sector in the near future as the ride-hailing giant posts strong first-quarter 2026 earnings.

Uber’s Business Hasn’t Been Affected By Waymo

Khosrowshahi, on Wednesday, said that Uber believed the AV sector represented a “trillion-dollar TAM [Total Addressable Market].” The CEO then outlined the company’s thesis that autonomous driving represented “huge opportunities for the entire industry.”

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