Transcript

Why Uber’s CPO delivers food on weekends | Sachin Kansal

Free .txt

0:00 Everyone's always promoting dog fooding. It feels though that you take this to a whole other level. Either once or twice a month. I will set aside. Half a day, and then I'll go out and I'll drive and deliver. My team and I, we design these amazing features, they look so good. And then you get in the car and you have a phone which is sitting three feet away from you. You're driving at 45 miles per hour. The world just changes. This thing that was looking so great in an office setting now maybe makes no sense. When I was asking people, about you and what you're amazing at. A motto came up again and again. It was ship ship ship. If you're going to go dog food and experience this pain and you're gonna document it, what's next? You have to ship this. You don't ship documents. You don't ship brainstorming meetings. What you ship is code in your product what are Some of the most impactful pieces of advice that you share with early career product people. What makes a great product manager is not five amazing strategic ideas, it's the hows and micro decisions that you made. Where should I put the button? Should I put the screen there or not? What should the copy say? Go to a job where you can ship

1:05 Multiple product as fast as possible. Today my guest is Sachin Consul. Sachin is chief product officer at Uber, where he's been for over eight years, and where he leads product management, design, and product operations. Prior to Uber, Sajin was chief product officer at Flywheel, a VP of product at Lookout. He also spent the early part of his career at Palm, where he was director of product management, focused on Palm's mobile operating system, WebOS, and their mobile apps.

1:31 In our conversation, we go deep into his passion for dog fooding, and how he makes this a big part of the product culture at Uber. He's personally done hundreds and hundreds of drives as an Uber driver and also as an Uber Eats Delivery person. I have had a lot of people come on this podcast talk about dog fooding. I've never met anyone that takes it to the extreme that Sachin does. Much of what the product team works on at Uber comes from what he and his team discover from these experiences. We also talk about why it's important to always have a ship-ship ship mentality. PM career advice for early career PMs, how Uber is planning for a future with increasingly autonomous cars, and what changes over time, what he's learned from Uber's shift to efficiency and profitability. Also, a bunch of really good tips for how to avoid annoying your Uber driver and Uber Eats Delivery person. This episode is full of wisdom for anyone who wants to build better products, teams, and cultures.

2:22 If you enjoy this podcast, don't forget to subscribe and follow it in your favorite podcasting app or YouTube. Also, if you become an annual subscriber of my newsletter, you get a year free. of a bunch of world class products, including linear, superhuman notion perplexity, granola, and more. Check it out at Lenny's newsletter.com and click bundle. With that

2:41 I bring you Sachin console. Many of you are building AI products, which is why I'm very excited to chat with Brandon Fu, founder and CEO of Paragon. Hey Brandon. Hey Lenny, thanks for having me. So integrations have become a big deal for AI products. Why is that?

2:59 Integrations are mission critical for AI for two reasons. First, AI products need context from their customers' business data, such as Google Drive files, Slack messages, or CRM records. Seconds, for AI products to automate work on behalf of users. AI agents need to be able to take action across these different third party tools. So where does Paragon fit into all this? Well, these integrations are a pain to build, and that's why Paragon provides an embedded platform that enabers to ship these product integrations in just days instead of months, across every use case, from rag data ingestion to agentich actions.

3:34 And I know from firsthand experience that maintenance is even harder than just building it for the first time. Exactly. We believe product teams should focus engineering efforts on competitive advantages, not integrations. That's why companies like U.com, AI21, and hundreds of others use Paragon to accelerate their integration strategy. If you want to avoid wasting months of engineering on integrations that your customers need, check out Paragon at useparagon.com slash Lenny. Last year, 1.3% of the global GDP flowed through Stripe. That's over$1.4 trillion. And driving that huge number are the millions of businesses growing more rapidly with Stripe.

4:15 For industry leaders like Forbes, Atlassian, OpenAI, and Toyota, Stripe isn't just financial software. It's a powerful partner that simplifies how they move money, making it as seamless and borderless as the internet itself. For example. Hertz boosted its online payment authorization rates by 4% after migrating to Stripe. And imagine seeing a 23% lift in revenue, like Forbes did just six months after switching to Stripe for subscription management.

4:42 Stripe has been leveraging AI for the last decade to make its product better, a growing revenue for all businesses, from smarter checkouts to fraud prevention and beyond. Join the ranks of over half of the Fortune 100 companies that trust Stripe to drive change. Learn more at Stripe.com. Such and thank you so much for being here and welcome to the podcast. It is great to be here, Lenny. Thank you for having me.

5:10 When we were exploring what to chat about And where to spend our time. There's like a bunch of themes that came up both in our conversations and also when I was talking to people that work with you at Uber and other places. And uh the theme that came up over and over is dog fooding. And dog fooding is something that comes up a bunch on this podcast. Everyone's always promoting dog fooding.

5:29 It feels though that you take this to a whole other level. And you do this better than anyone I've ever spoken to. You're basically world class in talk booting. Uh uh there's a lot I wanna talk about here. But before we get into it. Just like

5:42 Give us a sense of what dog fooding looks like in your world. What is the scale that you go to to dog food Uber? I mean call it dog fooding, call it uh, you know Just obsession about the products that we Oscar and users to use And we should be using it ourselves. So in my word, what it looks like.

6:01 There are a few apps in my world. There's the Rider app that uh everyone's familiar with. There's the Uber eat up. And let's not forget there's a driver and a career app as well. So dog fooding looks like the following for me in general, on an average.

6:16 I end up taking maybe five to ten trips, uh or uber rides every week. which is, you know, just happens because uh I'm an uber rider now when I'm travelling That's even that's probably even more. I end up placing maybe Three orders, three Uber each orders every week. Sometimes that's too much.

6:35 Uh, and w again when I'm travelling that could increase. If I'm travelling with family, it can be a lot, it could be literally all our meals. So those are probably more explainable, more understandable, the volume goes up and down. But then how do you test the driver app? So I actually go out Either once or twice a month. I will set aside

6:55 Half day or a day. And then I'll go out and I'll drive and deliver here in the Bay Area. So I've uh I've been doing that for many, many years now. I will say that's probably one of the best parts of my job. I really, really enjoy it. You know, doing trips as well as doing deliveries.

7:11 And I'll do maybe every time I go out, I'll do about ten to twelve rides uh and deliveries. So that's what dog fooding looks like. At the outset. That's the fun part.

7:23 The painful part then is, okay, what did I learn? Because it's very easy for me to do this. Uh and then just completely forget about it, not document it. Use it anecdotally in some conversation. Uh but not be able to go into a lot of detail.

7:39 So what I do after each of these instances. Whether it's using the Rider app or whether it is driving I I take a lot of screenshots. And then I come back and I write documents or I add to an existing document. So I have a Driver document.

7:55 I have a writer app document. I have an Uber Each document. And I'll come back and I'll just write everything that I learned that Is probably not ideal. I'll add a lot of screenshots to that doc.

8:07 I will tag people because I know who works on what. And then I'll just send people my thoughts on what we think we can improve. And after that we have a process internally. Which you know, where we go through all of those issues, we prioritise them. Not everything that I

8:25 Pot is a great idea is necessarily a great idea. So we go through all of that. And then we fix issues. And I'm I'm not the only one dog fooding in the company, but I do follow through on the things that I reported.

8:37 And make sure that things that should be fixed get fixed uh and as quickly as possible. So that's the sort of the end to end journey of dog fooding. For me, uh in my word. How many uh trips have you taken? How many rides have you driven? How many uh food delivery trips have you done total? Like what are the numbers here just like over your time Uber? I think from a driving and delivering perspective

9:01 In the seven to eight hundred range now. Uh and I don't know as a passenger how many trips I have done. I can't count that and Same for f same for Uber Eats, but uh Driving and delivering is many hundred trips. Well, yeah. I think on the writing on Uber and uh

9:17 Getting food delivered, that's not so hard. I uh uh To your point, the the real hard part is driving and delivering people's foods and taking them places. Uh also on the docs, uh I think you're also under selling yourself when you're colleagues Ricky told me that you're right. Forty page reports on what's broken with screenshots and suggested fixes.

9:36 And then you Like you said, you follow up on all these fixes. Like you don't just put them out there and then hope people do something with it. You're actually uh stay on top of them and make people feel accountable. Lenny, I get uh when I find those issues in our app I develop a bit of impatience.

9:51 Because if I faced it in my ten trips that day We have Eight million couriers and drivers. in the work. I

9:59 So imagine the number of times that thing may have happened. Two are Customers which are drivers and couriers. So I develop a bit of an impatience that We have to fix it. We can't now some things are small, some things are big.

10:12 I develop different levels of impatience for For for different things depending on the level of severity. And then if I don't follow up or my team doesn't follow up, and if you don't fix it then it's a moot point. Then I'm just doing it for fun, which is not bad. It's great for me to be doing it for fun. But I want to do it for impact.

10:29 And I also want to do it for Setting an example with my team as well. Now again, I'm not the only one dog fooding. We have hundreds to thousands of people at Uber. We want it to be a part of the culture, but We don't want the culture to be

10:43 that every individual product manager should be going out and dog fooding their own feature. We want the culture to be that every leader is doing that as well. And that's why I don't want to be shy about or wanna shy away from

10:58 Writing these documents because I want everyone to and now there are many, many documents written by many, many people at Uber And honestly, it's making our products better. And even More

11:10 I would say even more important than the specific features that we fix or we add. It's the culture of You know, you're not just gonna accept. certain problems in our products, we're actually gonna fix them. Uh that's really, really important.

11:25 So let's talk about just why This is so important to you. I wanna talk about how you operationalize this and the culture of it, Ed Uber. But just, you know, as a CPO. I don't know of many that go drop people off, you know, hundreds of times, deliver food to people's houses hundreds of times. I imagine you have many things you gotta do day to day. There's hiring, there's you know, drama fires, all these things.

11:45 Why do you prioritize this so highly? Here's my framework of how we Think about end users. Of course, end user feedback is important. Everyone would agree with that. Every product manager, every product leader would agree with that. How do you get that end user feedback?

12:00 I think falls on a spectrum. There's the extreme quantitative end of the spectrum. And there's the extreme qualitative end of the spectrum. And I like to believe that you need to be across that spectrum.

12:12 So on the Extremely quantitative part, we all love data. We all look at charts. And in those charts Every user is an MAU. Or a DAU, every user is a number.

12:25 And Collectively as those numbers, users are showing certain behaviors, and we learn a lot from that. And that's a very valuable exercise, right? You move a little bit to the left of that spectrum. And now you may go into things like surveys where You're actually sending out surveys to thousands of riders, you are quantitatively understanding

12:43 Do they like A, do they like B, do they like C? Which is also very, very valuable. Then you get into a little bit, you know, to the center. Maybe I have a room of ten drivers. And I'm asking them. It's a focus group, it's a discussion, and for an hour I learn a lot from them.

12:59 It becomes very interesting. We do this e you know, any time I go to our Brazil office, I go to our India office, I go to our UK office. At a minimum I do one or two round tables with drivers. I also do round tables with riders. It's just extremely valuable to hear from them directly. You move one step further. And now I may have a one to one conversation with one of them. By the way.

13:22 in the rides that I take every single day, it's such an amazing opportunity for me to do two things. As a passenger. I'm talking to the driver for thirty minutes off my commute. I'm basically one on one interviewing them. And because the driver app is placed

13:37 In a certain way, I can actually see how they use the driver app. So That actually drives me a lot of learning and every day there's an aha moment. But oh I and you know This is what he just did. A text message came in and then he left the driver app and then he went and addressed the text message and so on. So this is a lot you love. All of that is great.

13:56 However Until I get behind the wheel. Or I'm a passenger or I am using Uber Eats. What I miss is the visceral reaction that you get when something happens. So now think about it.

14:09 I sit in my office, my team and I we designed these amazing features. They look so good on my on my, you know, MacBook or on a Zoom screen. And then you get in the car. And you have a phone which is sitting three feet away from you. You're driving at forty five miles per hour.

14:26 The war just changes. This thing that was looking so great in an office setting Now maybe makes no sense. Or there's a lot of stuff that you have to change. So that's sort of what you feel.

14:39 But then As you are trying to make money doing that. Every single little inefficiency, every single flaw. Is costing me my earnings. And while I don't do it for money, so I think I don't think I can get to the

14:53 Extreme, extreme and of how drivers feel I think I can get close. And the only way for me to feel that emotion is by doing it myself. And I do think that that emotion is very important. I'm a big believer in then bringing that emotion to my work.

15:09 Whether it's an emotion of joy, I have many, many moments of joy, and I bring that back and I celebrate that and I That's very motivating for my team and I. But there are many emotions of outright. And I want to bring that to work as well and make sure that we can use it as a motivator to do better. So

15:26 Those are my reasons uh to to be dog fooding. What's an example of uh something that super outraged you uh that you experienced as a driver? Especially uh And or something that maybe is the most like surprising that you learned. As a driver.

15:40 Let me start with the surprising and then I think we'll get to the outrage part of it. And there's There may be things that you may not uh you may not expect. The surprising thing, as I mentioned before, was How the app just feels different. when it's actually in a moving car at you know forty to sixty to seventy miles per hour.

15:58 That was a surprise for me. The positive surprise is There's a dopamine hit you get when you get an offer. I get an offer, it's twenty bucks. I'm picking someone up from point A, I'm dropping them off at point B

16:11 There's a bit of an excitement angle. I and I don't want to overplay it, you know, uh our nurse. Drivers work really, really hard to do their job. But I think that part of our product There's a bit of an excitement to it. That was a s that was a surprise to me.

16:27 I will go into a few individual features, but Even At a more meta level. The thing that surprised me the most is We obsess about our app.

16:36 And our app is the center of our universe. But when a passenger gets in the car The center of the driver's universe is that interaction with the passenger. That human touch between the driver and the passenger is something That we don't talk about in the office and all.

16:52 And if you talk to the driver and then I'm a driver If the passenger is friendly, it lifts my mood. If the passenger is grumpy, then I'm unsure what to do. If the passenger is root, which has also happened. That can really be uh that can really be demotivating. I want to share one anecdote with you.

17:08 This was Way back like almost eight years ago when I started driving. This was probably my fifth or sixth trips. I was very, very early in my journey. of of dog fooding.

17:19 So it was early morning. I think it was a Saturday morning, maybe about seven AM. I was picking someone up It was a lady I stop my car the curb side. She got in, she was going to the airport, she was going to San Jose Airport.

17:31 And she had a suitcase. Which she left on the curb. And she's inside the car. And I'm like, What's going on? And it suddenly dawned on me. That she's expecting me to get out of my car.

17:43 Grab her suitcase, open the trunk, and put the suitcase in the car. But she didn't say anything. And then I suddenly realized that there is an expectation О M as the driver

17:55 doing that part of the job as well. And Since I was very early in my journey, I had not internalized that. And the kind of emotions that ran through me at that time. Just explain to me. Hey, what does a driver actually go through?

18:08 That was a somber ride for me. That was a somber day for me. And since that day I have not forgotten. What it feels like to be a driver. And I carry that emotion with me. And that has built a level of empathy in my mind for drivers. And I want them

18:22 I want to make sure that my team understands that's their life and Everything we build for them has to have that level of empathy. And I would say That was a big surprise for me. It's not just about the app. Yes, there are many features in the app that uh we can talk about which are also surprising. But what does a driver feel day in and day out as they interact with other human beings?

18:42 Was a big one. I I love that. I wanna talk about how you actually uh disseminate this culture within the product team, but Out of curiosity, I always wonder what pisses off a driver as a writer. For example, do drivers like short rides or do they like long rides? Does it not matter?

18:58 I think the short or long rides can be very personal. There are some drivers and the great thing about our driver base is There's a lot of heterogeneity in terms of their preferences. Some of them do like short trips. Because it keeps them closer to their home. They can make a decision to go back whenever they want.

19:16 We sometimes we have incentives which, you know If they do twenty trips, then they get something more. They are able to do that. And some of them just like a long trip. Because they don't want to do multiple pickups and drop offs. So I think there's a lot of heterogeneity. If you want a tip. for what not to do to annoy a driver. I'll give you a couple of tips. It's totally okay for you to be on the phone. You know, we have to do that.

19:39 Just ask them for permission. to say are you okay if I'm on the phone? They will always say yes. But it will just annoy them a lot less. So that's that's number one thing that I've learned. The number two.

19:51 On your way out, do not slam the door. It is their car, it is their final moment. of interaction with you. D Close the door. Uh

20:01 And do it softly. That will ensure that you actually get good ratings from the from the driver. These are great tips. Uh I know you can check your actual rating now on the Uber app as a r as a passenger and so uh

20:13 It's not five point oh for most people, including myself, so this is good to know what might have caused that. Oh man. Uh okay, one other just that I want to follow here is Like you spending so much time on the experience implies that that is a a huge Uh

20:28 lever for growth and retention and long term success. A lot of People in growth and product don't See it that way. They focus on What's a metric we can drive, what's like a conversion opportunity here. They're not just like, How do we just make this experience better?

20:44 You just talk about that insight of just like we Why you believe just making that experience better is so important. I think it's not an or it's an and. I do think that Obsessing over your metrics.

20:56 Especially when it's Funnel metrics. And understanding all the points of friction. Numbers do tell the story. So I think you do need to have the

21:06 experience points whether they are observed anecdotally or they come through, you know, some other means. as well as understanding the points of friction because of drop off in your conversion funnel. They're very important. But you can't just have that. Because

21:20 If I mean you're talking about end users if it becomes just a mathematical exercise I don't think that is enough. Because as I mentioned. what they're actually feeling in the moment.

21:30 Is something that numbers will never show. And numbers. will not bring the level of intensity that emotions will bring. Now the question is Do you have a culture?

21:41 That allows coexistence of both. Does it allow a coexistence of you bringing emotion As well as the numbers. And that's what I am trying to create every day.

21:52 our leadership team is trying to create every day, the product team, the engineering team is trying to create every day. I I think we've done a good job of having a coexistence of of those two uh in the Okay. And then so how do you operationalize this and make this a part of the culture at the

22:09 At the company, I uh clearly part of it is modeling it and just doing a lot of it yourself. What else do you do to help? product people build this empathy in dog food as much as you do, or to some extent. I mean I do it. Dotter does it.

22:23 So there is definitely, you know Uh Just doing by example. or teaching by example. Uh we also organize around it because I think creating a little bit of an organization around it just helps

22:34 You're a large company now. And the Try to assist with this by centrally organizing. This means

22:43 Let's make sure that everyone understands what it means to be an uberdriver. how to sign up for an Uber driver, some people maybe on visas and so on. So there is a regulatory part of that. So we make sure that everyone understands. How to sign up? Then we also organise every year we organise every quarter we organise one week.

23:03 of driving and delivery. And we have a little bit of a competition. So we have hundreds of employees. And there's a competition of who can do the most number of trips. and who can bring in the most the most amount of feedback.

23:17 in terms of things to improve and we have prices and so on. And that's just taken off over the last uh I would say especially the last Two to three years post COVID because During Covid I think it was a little bit harder for us to gather everyone together. And then the last thing I'll say is

23:33 What do you do with all of that feedback? Uh because that's when the quote unquote boring part starts. Now you're gathering all these documents, uh you're taking all those issues, you're putting them in your Gira tracking or whatever tracker you may be using and you're fixing them. You've set a six monthly OKR.

23:52 So we have said an OKR that we're gonna fix Three hundred off these issues, every team actually. The driver team will fix three hundred of those issues, the rider team will fix three hundred of these issues, and same for the Uber Eats team. Now I don't really care whether it's three hundred or two hundred or five hundred. The number actually doesn't matter, but the fact that there is a number is what matters.

24:12 And we we have been hitting those targets every single over the last two to three years. So these are some of the things that we do to operationalize it and make sure that People understand that this behavior is not just expected, but it's also rewarded. I imagine what's challenging about this is there's also work to do that will clearly drive

24:30 Growth. Will clearly cut down like c support tickets will help With infrastructure costs. So these OKRs there's like just fix these things that we know suck. We don't know what good they'll do, but we know they're not good.

24:44 How do you kind of balance that? In resource and versus like all these other things on the roadmap that you know are gonna drive a metric. We have a pretty good balance set of OKRs. So let's say

24:55 One of our teams has six OKRs. just illustratively over the next six months. One of them would be we call them fix it. So we sign up for three hundred fixes for the next six months. In addition to that

25:08 We do sign up for a growth call. We sign up for a retention goal. We sign up for a cost savings goal. And each of them have Projects behind them.

25:18 And The executional rigor is a pretty big part of Uber. So for all of those projects we actually have And I get engaged in that as well. Uh we have pretty serious executional rigor now.

25:31 Okiars are not meant to be hit hundred percent. I think the Celebrate if we hit about Seventy five to eighty percent because you do want to set stretch targets. And then, you know, every half we do planning.

25:43 And we will allocate resources between all of those OKRs. So Fix it, for example, don't get all the resources. But they also don't get zero resources. Uh, which may have been the case if we had not set a culture. which celebrated this and allocated resources towards this and rewarded uh rewarded us.

26:02 Awesome. Okay. Like clear Yeah, an important ingredient here is the CO and C suite on down values this as something we will invest in. And we'll trade off.

26:13 All focus on growth. for this because we believe this is gonna help us grow and win long term. Absolutely. Absolutely. Some people hearing this just as a final question along this.

26:25 Area. uh are gonna feel like okay uber so easy to dock food of course I'll order Uber Eats every day, I'll go ride so good. This is what a dream. I'm dog fooding like crazy. But a lot of people work at like, you know Oracle and s and uh Snowflake and like I don't know, Five Tran all these companies where it's much

26:45 less you know, non non consumer product essentially, where it's more difficult to dog food. Just any advice for folks that want to create a culture of dog fooding and And kind of up their dog food game at a product that isn't. Consumering. So first of all, we thought the same when

27:00 We thought about the driver app. As well, because it was a little bit distant for people. Um now I would say while it is more difficult than Just ordering food and uh taking a ride. it is not as difficult as, you know, perhaps some of the other products that you mentioned.

27:15 But I do think that you just stretch that even further. We do have a product we called Uber for business. But it's a business admin using it. We do have our merchant product, so Uber Eats. is actually three sides of the marketplace.

27:28 The eater. The consumer. Uh the courier who's bringing your food And there's a restaurant. Now, how do I dog food the restaurant product, for example? So these questions are very, very valid.

27:39 So my guidance would be and what I try to do is Try to get as close to uh that customer as possible. So in the case of a merchant. We we go spend time at restaurants.

27:51 I'll give you a latest one. So we have We have uh Cafe here at Uber on campus. We also have a barista.

28:01 So we enable the barista. To be an Uber Eats restaurant. And they have an Uber each tablet. and I can actually order from that barista. So now you're dog fooding being an eater, you're dog fooding being a courier.

28:15 And you're you can dog food being a a merchant. So some of my product team They actually will go to the barista, they'll stand behind the counter And they'll experience what it feels like for these orders to come in. We have very close relationships with our

28:29 big customers such as McDonald's or Dominoes and uh uh and all of them. We also have a lot of Small medium business restaurants. And we have

28:39 We uh relationships with them which allows us to go and spend days with them. uh so that we can observe what life is like behind the counter for a restaurant worker For a kitchen worker, how does our product show up? And we learn a lot of stuff, then he and I would s I would say Um, I would ask everyone who's listening, irrespective of the product that they're working on

29:00 Go to the nth degree of how much you can stretch. And if it's really an IT admin at your customer who's using your product. I would do two things. A go to that ID admin and sit next to them. And observe them using the product. And B

29:14 Set up what we call test accounts. And try to pretend to be an IT admin and set up that account. I went through our merchant setup flow, which I can just do by setting up a test account. And I learned so many things.

29:27 of all the points of friction that we are putting in that flow. So I think there is still a lot that you can do, even if you do not have a consumer. Awesome. So the advice there is just Uh find a way. Get as close as you can. You may not be able to

29:41 ride an Uber, drive an Uber card, get an Uber ride, but uh there's some way you can get really close. It may not be exactly do the thing. Awesome. Okay. I'm gonna go in a different direction and there's another theme that came up again and again when I was asking people about you and what you're amazing at. And uh A motto came up again and again. It was

30:01 Ship, ship, ship. Talk about that. Why is this Motto this way of working so important to you. Why is it something you try to encourage everyone to always think about? I think it's actually a natural extension of what we just talked about.

30:15 If we are going to go dog food and experience the Spain And we're gonna document it. What's next? You have to ship this. I'm a big believer in You don't ship documents.

30:27 You don't ship brainstorming meetings? You don't even ship designs in a Fegma? What do you ship is cord in your product. That is the only thing that actually ultimately has impact on the end user. So

30:39 As I mentioned before, I develop a sense of impatience It's a positive impatience, if you will. That Okay, I just observed a problem for our riders or for our drivers. They have to get a solution to that as soon as possible and for that you have to ship, ship, ship.

30:56 Now You could interpret ship ship ship to be Just mindlessly shipping? No, this is not about mindlessly shipping. But once you know that you're working on something that is important, that is solving a problem, it could be a big feature or a small feature. Then you have to cut down the cycle point.

31:13 My biggest enemy is the cycle time off. We know it is a good thing. All the way to our user seeing it. You have to minimize that time. So that's why Sip Sip Shep has become such a motto uh for me.

31:27 And we try to do a lot of things internally operationally for us to enable that. And I'll say We still are not there, in my opinion. I think we can still be faster, we can still cut a lot of that cycle time. But we are on a constant quest. Uh to get as good as we can. What does this look like in practice other than just reminding people ship ship ship ship ship ship just you know repeating this mantra?

31:49 How do you help people ship faster to your point not just work all night and all day? You know, shipping uh long staying long hours. Just what are some ways to actually operationalize this? I think uh it stems from the cutting down cycle time. Which is The time it takes to make decisions.

32:06 I I re realise that a lot of the time is not No. I mean all the time that you spend documenting the requirements. or designing the product.

32:15 or actually writing code. Is Time really, really well spent. All the time that is spent in between those activities

32:24 To discuss a decision Do not make up your mind. Then have a meeting the next week. Oh, let's regroup two weeks from now. That happens in our companies a lot. The question is how do you cut that down?

32:38 And for that, what we do is We have product reviews. And As much as possible. We try to come out with decisions in those product reviews.

32:48 And you have to operate in a One way door versus two way door concept. If something is a two way door You have to be able to make the call quickly. And

32:58 You wanna make a good call, but if you get it wrong, it's okay, we can turn it back. If it is a one way door, if it's a massive launch, sure, it's it's okay for it to take some deliberation, maybe It even goes to the C suite and we have a discussion. But my guidance to my team is Cut down the decision making.

33:16 that has to happen or to cut down the time required for the decision making. between those various steps. A few things I heard that you do that you didn't mention that I think help with this. One is that There was a period where you ran daily standups with cross functional teams during COVID just to keep things moving. There's another story I heard where you wrote a fifteen page PRD over the weekend to unblock

33:37 A stall team. Feels like these are kind of uh look for opportunities to unblock, essentially. Yeah. I want that to be an exception rather than the rule. But yes, uh I want to be able to step in or I want all our leaders to be able to step in when needed.

33:52 I think you have to be hands on. You have to be hands on when needed. Uh you know, those two examples. You are coming out of Covet. We had A massive shortage of drivers on our platform. And we were we were talking about growth earlier.

34:06 And we had clear goals on how we grow the number of drivers on our platform. All the way from getting new drivers in and improving the funnel. As well as retaining existing drivers. And Lenny, there was no shortage of the number of ideas. But again, there was a problem with cycle time. So I said, Great, our cycle time is gonna be twenty four hours.

34:27 And so there was I think there was a period of about six months when we did do daily stand ups. And they were extremely helpful. To unblock the teams. on making certain decisions and we shipped a lot and uh I think it took us about nine to twelve months, but we were able to come out the other side.

34:45 Having And The great thing is that what we did in our driver and career funnel at that time is still paying off because the number of drivers and couriers continues to Continues to grow.

34:57 And now we are worldwide at about a eight million uh number. And we are probably close to Half of that? uh when uh when we were just out of covet. So That's an example of where daily standards uh help. I try to minimize that.

35:10 The PRD exact yes, I did write a PRD. It was a fifteen page PRD. We're working on a Pretty big concept. And it was a risky concept. And

35:21 Uh it's it was driver facing and there's always sort of high stakes. And we had about by this time we have had about twenty conversations. And brainstorm meetings. and documents that had been written With the best intentions.

35:35 But thing that was not becoming clear is Yeah, what should we actually ship? Because there were a lot of good ideas and not so good ideas. But no one was actually putting it all together to say this is what we're gonna ship. So it was one Sunday night and I literally

35:51 It took me two hours. I just wrote down, I'm like, guys, this is my stake in the ground. We can completely change it, but this is the product we will ship. agree or disagree. Now the product that we eventually shipped was At least fifty percent different than what I had written down.

36:06 But it just catalyzed, you know, us getting to that endpoint now. If I were to do that every single day or every single week, then I would say there's a problem. Yeah, you wouldn't have time to deliver food and uh give rides. That is exactly right. Or I would not have time to do hiring, or I would not have time to do performance reviews and so on. So

36:25 Uh, but once in a while I think it's totally fine for product leaders to step in. Especially if you're trying to remove ambiguity. And you're trying to just speed decisions up. It's okay to step in and be handsome. Another tactic that I heard that uh I think uh that I want to ask you about someone anonymously

36:42 Uh said that You ask for live demos. And here's the question. He always insists on line doing live demos. That make everyone nervous when they present. Uh the question is why? So I think they may be talking about uh when we do product announcements.

36:58 So we do when we do product announcements externally, you know, on stage, et cetera. I do insist on actually live demoing the product. Part of this comes from You know

37:11 I grew up as a product manager back in the day in the two thousands. at bump. Pump the pump pilot. Palm sort of was cut from the apple cot. There were a lot of ex Apple people there.

37:23 And you know, we're in the consumer electronics business. And every single year the way you would announce your product is you would get up on stage and you show the product working. And leading up to that moment was a lot of massive amount of work to make sure But it actually works on stage. Now I will say there's an internal reason and an external reason to do this.

37:44 Uh, the external reason to do this is You have to tell a story. One of my other um Beliefs. Is

37:53 Which I may not have shared before is No one actually really cares about the feature that you want to talk about. People are way too busy. You're obsessed about your product. You your products are your life, but for your end users, your products are maybe

38:10 ten minutes of their life once a week. So that Life does not center around your product. Bape. Don't get.

38:18 How do you make them care? You have to tell a story. And that story comes from actually showing the product in action. Rather than a lot of slideware and pictures. So that is my belief. that I don't want to have hubris about my own product.

38:32 I need to be able to tell a story about how an end user will actually get value out of that. That's my external reason. For why I insist on live demos. My internal reasons for why I insist on a live demo is While it is a lot of work.

38:47 I think it creates A certain level of rigor Ahead of time. Before the product is ready to launch. Because if it is going up on stage.

38:57 It has to work. And two, what You know, you may ask the same person who asked you this. It creates such a sense of pride amongst the product team and the engineering team to actually see their product live on stage and now it's in on video and it will stay forever.

39:14 to see the product that they put their blood, sweat and tears into. Actually working. I think that's a huge moment of pride, and I take it as personal responsibility to make sure that I can help sort of bring that moment. But yes, leading up to that is a lot of work.

39:28 A lot of stress. Uh Okay. That was a great answer. Today's episode is brought to you by Coda. I personally use Coda every single day. to manage my podcast and also to manage my community.

39:41 That's where I put the questions that I plan to ask every guest that's coming on the podcast. That's how I manage my workflows. Here's how Koda can help you. Imagine starting a project at work.

39:52 And your vision is clear. You know exactly who's doing what and where to find the data that you need to do your part. In fact, you don't have to waste time searching for anything, because everything your team needs from project trackers and OKRs The documents and spreadsheets lives in one tab. All in coda.

40:08 With Coda's collaborative all in one work space, you get the flexibility of docs. The structure of spreadsheets The power of applications. And the intelligence of AI. All in one easy to organized tab.

40:20 Like I mentioned earlier, I use Coda every single day. And more than fifty thousand teams trust Coda to keep them more aligned and focused. If you're a startup team looking to increase alignment and agility. Coda can help you move from planning to execution in record time. To try it for yourself, go to coda.io slash Lenny today and get six months free of the team plan for startups. That's C O D A. Io slash Lenny.

40:43 To get started for free and get six months of the team plan. Coda.io slash Lenny. I'm gonna shift our conversation a bit to general career advice. Uh, I've got a bunch of questions. I actually asked the community, my uh newsletter Slack community what to ask you. And they had a few really good questions that wanna run by you. So

41:02 One is just What are some of the most impactful and uh recurring pieces of advice that you share with early career product people. that you find most helps them get unstuck. And most helps them move to where they want to move in their career.

41:19 One is Go to a job. Where You can Ship.

41:26 Multiple products. As fast as possible. Comes back to cycle time. Where you can Let's say over a period of two to three years.

41:35 You can go through three to five product cycles. As fast as possible. Because you want to put that Under your belt. Don't worry too much about how you show up in a room.

41:46 Don't try to spend too much time on being the smartest guy in the room. Just Define the product. Work with your engineering, with your design team, with your data team. and ship that product, rev that product, iterate on that product, ship the next product.

42:00 What you will find as you do that over you know, over those Two three years. Three years later, you suddenly realize that Wow, I've actually shipped a lot. And the other thing that I strongly believe is

42:13 What makes a great product manager is not the five amazing strategic ideas you had over those three years. It's the thousand micro decisions that you made. Not the five macro decisions that you made, but the thousand micro decisions that you made.

42:30 Where should I put the button? Should I put the screen there or not? What should the copy say? Do I launch this product in Atlanta or in New Jersey? You go through these and what you want at the end of that is

42:42 You'll start developing an innate sense. Off. Judgment. So you want to increase your cycle time to be able to get to judgment as fast as possible. Because when you make a similar decision the tenth time, You don't even have to think about it.

42:56 It just happens. And we you know Constantly talk about Experimentation versus gut or data versus gut.

43:04 As you progress in your career, you want to develop that gut as fast as possible because in my opinion, That's what differentiates a good product manager from a great product manager. That they have developed. some extra level of gut and they are able to make the correct decisions because of the experience that they have had. Or over that time.

43:22 Uh another way to to label what you're describing as product sense. Which is something a lot of people are always told they should be building and are very unsure how to go about building it. And what I love about your advice here is this is how is you Find a place where you could just ship. Over and over and over.

43:38 And that keep that cycle time down. And there's almost like implicit advice here is If you're working at a company that Takes a long time to ship. This probably not a good place to be starting your career.

43:49 That's that's right. Another question from the community. This is from James Conway. He asked that. Okay, you so you've been a product for about twenty five years, something like that at this point, right? That's right. Twenty twenty four years. Twenty four years.

44:04 Twenty four, okay, almost twenty five. I'm almost there. Oh man, that's a long time. Okay, so The question is what's remained constant throughout your career? in product and

44:15 Do you think that constant will hold even as AI starts to change the way that we build product and build teams? I think there are many things AI is changing and AI will change. Even if I you know. Or did I work on the uh twenty four years ago, or how did I uh do product management twenty four years ago.

44:33 is different than product management today. The way we write PRDs, the way You do design the way you make decisions. The fact that you have access to data today. didn't really exist twenty four years ago. The only data that you had was surveys and those surveys took six months to run and for data to come back and now we have

44:51 instrumentation and telemetry and everything that we ship and we can analyze data. So I would say things have definitely evolved. With AI, things are just gonna change even more rapidly. I'm already seeing on a weekly basis, we are introducing a new way of doing things. And if you look at A typical product cycle. All the way from doing market research and user research to

45:13 writing the first draft of a PRD to doing the first draft of Marks. doing user research and even storytelling that we talked about. How do I actually tell the story about my product? AI is making all of that much, much easier. And I think that transformation is gonna happen very fast. What has not changed? What has not changed in those twenty four years.

45:33 Is You having to understand what your end users want. And I know that's kind of the cliche of product management. Like, yes, of course, I have to understand what my end user wants. I think it is harder than we think. I think it takes more

45:47 than we typically do to actually Really get your finger on the pulse of, you know, what your end user feels and I think that That has stayed constant. I think that is the holy grail. Not just to understand one archetype of an end user. I mean at at Uber here.

46:04 Not only are we operational in seventy five different countries Even in a single country like the US. We have different kinds of end users. Whether it's you know demographics, whether it has socio economic status. And for us to internalize what do end users want.

46:21 AI will definitely speed it up. But for a product manager it is gonna stay Constant. The one thing I do think product managers need to be aware of is

46:31 The importance of Knowledge. is going to stay it's gonna continue. But the importance of judgment and as you mentioned, product sense.

46:42 And the gut feel. It is gonna become even more important in the world of AI. And as a result of that, we need to im increase that Or reduce that cycle time even more so we can develop that product sense and chart.

46:55 Uh, sort of along those lines there's a question I got from uh I don't know if he's the C T of Uber. Uh CTO of part of Uber Pravine, who I believe you work with at Uber. Yeah. Okay. Uh so the question here was

47:08 Ask him what he hates from engineers. Does that ring any sort of bells? I think I think Lenny, that's a trick question. He wants to get me into trouble. I'm sure it's a travel, let's do it. But let me Let me uh I'll I'll tell you, I I actually I actually know the answer to this question.

47:25 What I hate about engineers is When we work on a project. And they say Yeah, I can't do anything because I do not have a PRD from a product manager. Now while

47:38 I consider that to be important for my job security and a PM's job security for a PRD to be required. I also think that The best engineers are the ones We actually don't need to start with a PRD.

47:52 They can have a whiteboarding session with a PM, with a designer. They should have just an equal seat at the table in terms of what we are going to build. And then they co create. They should co-create and they should write a document together and they should just build. One of the things that some people like about me and some people probably hate about me is I'm very boundaryless from an art perspective in how I operate.

48:16 So if someone has a product opinion, it doesn't matter whether you're in the product org or the ops. team or customer support or engineering or design. I think everyone's opinion matters and is valid and I welcome that. I welcome their participation. I don't care about our boundaries. No.

48:33 I at the at the same time, I will have an opinion about hobby message out products. I will have an opinion about, you know, maybe some engineering architecture to the extent that I understand that. Or I will have an opinion about an ad campaign or how we operationalise our product. So In that spirit. Uh, you know, what I hate is If we are blocked because a certain document was not written to the nth degree of uh specificity.

48:58 Uh I love that you uh answered the question. That's great. And I think what's also interesting along those lines is it's a lot easier now to write a a good version of a PRD slash one pager with AI tooling. Where you kind of just like, here's what I want to build, help me craft it into something very specific that we can use as a product requirements document. And you have so many tools now.

49:19 You know, we do a lot of brainstorming, we do whiteboarding. you could actually convert summaries of those conversations into the first draft of your PRE. Ah, so there are many tools available now. So I don't think PMs or engineers have any excuse. to be blocked because of lack of PRD. All right. Amazing. I wanna ask you Uber questions. I think there's a few that a lot of people think about when they think of Uber today.

49:42 The first is it feels like there's just this big elephant in the room of What does it become a self driving emerges. You know, we see all these self driving cars around, Uber's historically been drivers, people driving cars. What is the vision of where Uber goes in a world where self driving becomes more and more of a thing?

50:00 Yeah, I mean it's definitely a big area of conversation internally, externally. Uh so absolutely agree with you on the importance of it. If you rewind back the clock. We actually had our own self driving unit. And during Covet we decided to divest of it.

50:16 And we decided that we're gonna take a partner oriented approach, and that is the approach that we have taken since then. Over the last year we have signed about fifteen partners. In fact, we just announced Another partner earlier this afternoon. uh called May Mobility.

50:33 Uh so we have been announcing many, many partners when it comes to A Vs. Uh and I that that now that's our strategy. Now what does that actually mean? What do these partners do? What we are building is we are building a hybrid network. The hybrid network has a hybrid of human drivers. Uh and A V.

50:53 On the same network. And we work with partners. We have a set of APIs that we have built. It's a very rich set of APIs. And we have partners who basically integrate with those APIs and get access to this hybrid network, this hybrid marketplace. And let me explain why that is beneficial.

51:11 These cars are expensive. These are assets that need to be utilized. And if let's say a city has Five hundred A. V. When it is

51:20 ten thirty AM on a Tuesday mid morning. We know that demand is going to be really, really low. And you may have a lot of these vehicles actually sit underutilized. Whereas when it is

51:31 Friday evening at six PM you don't have enough cars to fulfill the demand that you will have at that point. If any of these partners try to operate that service themselves. It it can definitely work. But you gonna leave either customers dissatisfied?

51:46 What are you gonna have under utilization? So our hybrid network really allows them to equalize that. Because when you don't have enough cars We are able to send drivers to fulfill that demand. And then given that demand density that Uber brings, we are also able to utilize all the vehicles even if it is ten thirty AM on a Tuesday.

52:05 So that is the value proposition. of our network. We are big believers in autonomy. We think autonomy is going to lead to more safety. It is going to take some time. Uh so as we project out, we don't know if it is gonna be five years or ten years.

52:21 till it sees a certain kind of scale across the world, across many, many cities. We are uh in about seventy five countries today. roughly about fifteen thousand cities, so There's a huge you know, geographical landscape are for us to capture as well. But

52:37 That's our strategy. And so far we recently launch launched in Austin with Vemo. And that's been going really well. Uh and we have launched uh You of course have Phoenix with Vemo. We're gonna be launching Atlanta soon.

52:51 We've also launched internationally in Abu Dhabi. With our partner We Ride. And then there are many more launches that are gonna come down the road. So uh very excited. And by the way, I talked about Mobility. delivery has something similar. So we have

53:04 Sidewalk robots with the with many uh with many partners Who in a downtown area For a short distance delivery I'm actually doing thousands of deliveries today.

53:15 Oh wow. I've seen those robots, they're very cute. I I never I always like wonder how they get to the where they're going. But clearly it's working. The Waymo thing I've totally noticed that Waymo basically in some form has decided to move away from their own app in many cities, and Uber is how you get a weight mo, which I don't think a lot of people understand.

53:32 So what I'm hearing is essentially the strategy is just be the super app for getting around and getting food. And Uber drivers are a part of that. And part of that is autonomous vehicles. And is the idea over time it will stay that way. There will always be a need for

53:48 humans to drive cars. For a long time. I will answer that in two ways, actually. I think for a long, long time there will be a need for humans to drive cars. There are pickup and drop off spots that A Vs can't go to today.

54:02 Um There are going to be regulatory uh hurdles that we you know, have to get across before A Vs are everywhere and so on and so forth. Second We have a

54:15 Mission. to make sure that we can provide a great earnings opportunity on the Uber platform. Today that is fulfilled by Driving. People.

54:24 And you know, delivering food or delivering groceries. But that list is gonna continue to expand. And we want to make sure that we offer more and more earnings opportunities on our platform. I mean

54:35 Even me going back to dog fooding. Uh about I think about a year ago I also started Picking up groceries because now we have a a pretty large grocery business and

54:45 I have gone and I've carried crates of water up a flight of stairs and delivered that to the doorstep and You know, and there are more things that we will do as well. We have a partnership with Walmart Where you know We may send a courier who may pick up

55:00 fifteen different you know, bags and delivered it to fifteen different homes. So the need for human drivers on our platform or human earners, I would say is just gonna continue to increase because we're gonna have multiple earning opportunities. For them over time.

55:15 I love that visual of you carrying up big jugs of water to some random person's house. I think they tipped me well. I think that was a good tip. By the way, what do you do with the the money you earned from this? Does it you just keep it or it's like it goes somewhere? It's uh so

55:28 We have a policy. That the money actually is not kept by us. we refund it back to the riders or to the um To the uh uh to the eaters, yeah. And you just how do you how do what do they see when they get this refund? They're just like enjoy.

55:45 Actually that's a good question. I think they see the the the I don't think that it says that you know, this is because it was del delivered by an Uber employee. It's a good question. I should go back and see what it says. But we do refund it back to the doc footing right here. Yeah. Okay. Another question that uh that I want to touch on is

56:03 Uber, it feels like Uber was one of the first companies to take profitability really seriously. I remember Dara Men tweeting or sharing this insight during COVID, I think, of just like investors in public markets are now valuing cash flow.

56:18 profitability, we need to change the way we operate. And you guys have clearly done that. It must have been a pretty hard thing to do. For a company that was used to just, you know, like famously all these companies raised a bunch of money. Scale like crazy, blitz what is it, blitz scaled, as the Reed Hoffman called it.

56:34 And then making a big change like that. Uh I imagine was very hard. What was that experience like just kind of switching cultures from just raise money, go crazy to Profitable cash flow. Sort of business.

56:47 I think it was Awesome. I I I think it was a great, great period because Uh If you're taking inefficiency out of your system And you're taking the dollars you saved.

57:00 back into the business or back into the end user's pockets or the driver's pockets, that's just a great feeling. And As you said, doing that is not easy. It's actually very, very hard. But that's where real innovation actually kicks in. Let me give you an example.

57:14 One of the ways that you would take In the delivery world. is to batch trips together. So when a courier is delivering from point A to point B

57:26 Maybe they can deliver Two packages. They pick both of them up at point A. And they deliver them to point B and to point C and point B and point C happen to be close together. And there we just delivered a lot of efficiency with the Courier's time.

57:40 And now you multiply that by a thousand different ideas that we may have, both in the mobility business as well as the delivery business. And it's a grind, Lenny. There was a grind in terms of How do we take inefficiency out of something like that, which is our core marketplace logic. How do we take inefficiency out of

57:57 How we do promotions. How do we take inefficiencies out of support costs, payment costs, background check costs. There are many, many pockets. And some of that required building new paradigms and building new software

58:11 And when you actually save that money and you're able to put that back into the business and become a profitable con company so that you don't go under and your stock price goes up. That actually feels very, very rewarding. So I I think that Uh Dara has done an excellent job driving that. And I think the company has done an excellent job responding to that.

58:31 And I feel That that still goes on today. Yes, we became profitable about two years ago. And now, you know, we are driving great margin quarter over quarter. But the spirit of making sure that our core is solid.

58:46 In terms of efficiency It continues to feed the system. And continues to allow us. to then make more bets that may be outside of the court. I imagine a lot of companies are going through this same sort of experience now, trying to cut costs, try to be efficient. The government, you know, the US government's going through this.

59:03 Uh it's very difficult to do well without, you know, c cutting things that are really dear to people. Especially like at a product company. big bets that are gonna maybe pay off in the future. Big innovations, things people are really excited about. Is there any for people trying to do this at their company

59:19 Do you have any tips, like I don't know, one or two tips to do this well to keep Morale up? to not lose sight of big opportunities in the future. Anything there. Yeah, I think uh We divested out of two big businesses which were our self driving unit as well as What we call Uber Elevate.

59:34 uh which uh and we divested out of both of them during Covid. Covid was a very special time for us, if I could use that term. uh our mobility business dropped by eighty percent overnight. Uh and I think that Dara and the leadership team actually showed tremendous leadership during that time. Uh and one of those was to make those those calls to to drive a start of those businesses. Now

59:58 I think an important part to remember is You could be on the Quest. to just drive profitability and you may lose your

1:00:07 site on new growth bets, as we call them here, and how do you do that? So I I have my framework on this, which is I think of

1:00:16 Ar portfolio As concentric circles. the center of that concentric circu the core is our core product. We do Thirty three million trips every single day.

1:00:29 And if you think of a typical Uber trip or an Uber delivery There is a multi point failure possibility all the way from you opening the app Do a driver accepting her doing the pickup, doing the drop off. And you getting a a receipt, and then similarly there are a number of steps on the eat side. And we obsess over making sure

1:00:50 That that core is as flawless as possible. And also to our point about profitability is as efficient as possible as well. So imagine taking even one cent of efficiency out of thirty three million trips every day. it just the numbers just really start to add up. So you have to make sure that you're spending You're paying a lot of attention to that.

1:01:11 As I go out and dog food, I am dog fooding the core mostly and making sure that it is swallowed as in my own little way. And if you're spending enough attention on that, then you get the license. to expand out of that core and start to think about other growth path. By the way, this is where Uber Eats came from back in the day. This is where Uber groceries come uh from, which is now a very large business for us.

1:01:34 And on the right side Uber reserve. Uber fourteens, which is something I launched a couple of years ago. Ar focus on Axis.

1:01:43 And there are many other growth pets that are now in the billions of dollars, you know, in total That's where it came from because we are making sure that the court is being paid attention to and it's giving us the license to sort of go out of uh of that in that concentric circle. There's another area of Uber that it feels like is shifting a bit. So historically, I know a lot of people that have worked at Uber over the years, or Uber has this reputation of being very data driven.

1:02:07 very like ruthless with Uh A lot of what you've been talking about is feels like the opposite of just like anecdotes and like experiences, empathy. So let me ask you this question.

1:02:19 What's something that you as a company as a leadership team chose to do that was not what the data was telling you to do? Could be a future, it could be a whole, you know, big bet. that ended up being successful. I have a f I have a few, and each of those could have gotten me fired, Lenny. Uh it was that sort of gut based. Uh I'll give you I'll give you a few of those examples. When I joined, I was working on safety.

1:02:44 And you know, safety is a big issue on the Uber platform. was a very, very big issue back in two thousand seventeen. We had not sort of built enough software. Safety in the physical world. Um, so while safety in terms of incident reduction, look at the number of incidents you're having.

1:03:01 And then you just just like a growth. hacking a project. You just drive that number down. Needing to do whatever you can. I said in addition to that

1:03:12 We also need to incorporate a lot of functionality and features and UI in the product, both on the rider side and the driver's side. Which is delivering a sentiment of safety. Making sure people feel safe. You know, ninety nine point nine percent of our trips are totally fine from a safety perspective.

1:03:30 But that doesn't mean that people are not concerned. So we in addition to driving down the incidents We also have to develop a bunch of features so that they feel safe, and that actually Helped a lot because we started hearing from our users that oh we measure something called safety sentiment.

1:03:47 And that safety sentiment has been going up a lot. So I would say that was sort of back in the day that I drove. Da Another crazy one was I push the company to work with taxis. If you look at my resume, I work at a comp I worked at a company called Flywheel.

1:04:04 Which is a taxi app company. And so I spent three years there. That's what got me into transportation or being interested in transportation and eventually ended up at Uber. And Uber and taxis have always had an issue with each other. We all know the history. And I was saying, No, we should actually launch with taxis. If now if you look at the data

1:04:23 The data will tell you that the number of taxis is going down. that the taxis are not very reliable. the taxis have antiquated software in them. The taxi drivers may not want to provide the same level of service.

1:04:36 So on and so forth. And There's a little bit of a gut feel and I said no. Look. There are

1:04:44 Drivers. who want to make money, who do not always have enough demand. We have a lot of demand. If we put the right incentives in place, we will be able to create a structure where we can work together productively. And today in the US, I think we operate taxis in about ten to fifteen different cities. In New York City, by the way, every single yellow cab

1:05:04 is hailable through the U. Uh, and that is generating, you know, a pretty large amount of revenue for us and we have taxis all over the world as well. So that was probably another one where the data just didn't support my uh my gut decision and The last one I would say is Uber for teenagers. There are so many reasons to not do that, by the way. Uh you go talk to parents like I am never putting my teen in an Uber.

1:05:28 Uh And if you talk to the risk people in the company they're like we're not gonna put teenagers in our cars and there's a lot of liability I happen to be the father of a Sixteen year old and a twelve year old.

1:05:40 And I can tell you That one of the biggest problems uh in our household is kids transportation. I'm like How can that not be a problem?

1:05:50 And how can if if anyone is going to solve a transportation problem, shouldn't that be Uber? Yeah, so How can we build a product? So I started with Let's just build a product that is gonna solve every single one of these problems that parents have. uh in terms of safety

1:06:05 So he launched that two years ago. It's been growing really, really well, and in fact. In California for several reasons we had to turn the product off. And I get emails every single day from parents in California about Why did we have to turn that product off?

1:06:19 I would say a lot of the growth pets that we actually make may not have the best data, you know, supporting them. But as long as we understand intrinsically what the end user wants and the problems that we Need to fix.

1:06:33 I think you have to kinda go with your gut and I would say When it comes to transportation, we still have not solved a lot of problems that people have. And so that's all headroom for us. Very cool.

1:06:46 On the uh taxis point, uh I've always thought like taxis are like great in so many ways. They just know exactly how to get places. They're so like They're like very knowledgeable. And it just gets it done. It's not like the most pleasant experience. But they're very good at what they do. And so I think it makes so much sense to integrate it. Reminds me also my wife always jokes, there's all these startups that like come in, disrupt the whole industry, like Airbnb is another example. And then they end up just kinda providing the same service.

1:07:11 Oh okay, cool. Now we got taxis again. Here we go. Exactly. They're very efficient. They know the city like the back of their head. Yeah. Especially in in the in the UK. They're all knowledge thing. Okay. I'm gonna take us to a couple of recurring segments on this podcast. The first is AI Corner. Is there some way you've figured out how to use AI

1:07:30 In your work. Some AI tool to help you work better, to help you work faster, to get better work done. I would say the team is using a lot of tools now. The team is using Tools to uh build

1:07:43 Initial prototypes. uh initial mocks, I I should say. the teams using um That for user research to be able to process information as well. What are some of the tools, if you can name them? We're using both chat GPT as well as Gemini uh quite heavily in the company. We have, you know, close relationships with uh with both the companies.

1:08:03 Specifically, I end up using chat GPT a lot for summarization of documents. That's one thing. I mean All of us have too much to read and we don't have enough time. I've not used Notebook LM yet. I know a lot of people who have started using it and that is the next thing that I'm going to use. Just

1:08:22 To be able to build an audio podcast based on a bunch of information that you can consume. I think that's awesome. What I've been doing is I have been using chat GPD and Gemini. To summarise long user research document. Some of these reports they are fifty to hundred pages long.

1:08:38 I will never have the time to read them. That's really making me much, much better acquainted with Yeah. This is what riders in South Africa feel, and this is what what's happening in Brazil. This is what's happening in Korea. So that's

1:08:51 has been a huge enabler. The second thing that I've really, really started liking is The deep research feature. The deep research feature in again both Gemini as well as chat GPT

1:09:03 What it You know, you feed them a prompt. You actually present a pretty hard the other day I was um we were thinking of a driver feature. It's a driver feature that has been discussed a lot in the past. We still don't we haven't done it. I just asked Chad GPT deep research

1:09:19 Here's the feature, this is how it would work. Can you let me know if drivers will like it or not like it? Is there anything we can change about that feature to be able to for the drivers to like it? And it presented me an a an answer, which I would say It's an

1:09:34 Amazing research assistant. And it's absolutely a starting point for a brainstorm with my team with some really, really good ideas. So I think that that is making us Not just more product. Yeah. I think it's actually gonna make us better at our jobs. That is an incredible use case.

1:09:50 Essentially it's a thought partner on strategy. And helping you find gaps in your thinking. And I think for Uber it's easier'cause These uh These uh crawlers can learn a lot about what Uber is for some products. They won't know as much, but

1:10:04 Uh Clearly there's some something you could do there, whatever your product is. And by the way, it's cool that you guys give access to JetGPT. A lot of companies don't. Like a lot of companies only have Gemini here. Something like that. Okay. I'm gonna take us to another corn uh corner on the podcast. I call a fail corner.

1:10:20 And what Fail Corner's about is People come on this podcast, they share all these wins. Cool, taxis worked and teens worked and safety worked and look at this s we got profitable. Everything's just going great all the time. But in reality that's not how it goes. Is there a story you could share where something went wrong, something didn't work out the way you expected in your career, and what you learned from that? I still have a

1:10:41 When I think about it. I don't end up calling it a fail. Uh, but absolutely, you know, y you you could call it a fail because the product didn't work or the business didn't work and so on. I was at Palm a long time ago. Uh Palm, you know, developed the Palm pilot. Uh and then it went into the phone business.

1:11:00 Uh some of your listeners may have used them, some of your listeners may be too young. Do remember. And then do there was a period of time when it was really blackberry and pump. or the sort of the two smartphones on the market, especially here in the US. And then Apple announced the iPhone and then soon thereafter Android uh was announced by Google.

1:11:20 And it took us a long time to respond to that. It took us maybe Three, four years to respond to that. And in the end, you know, HP bought bum. uh are we did not have the level of skill

1:11:34 uh or the level of hardware quality that we needed to have to be able to effectively compete with the With the likes of Apple. When you are going through the motions, when you are actually in the moment You don't always realize what's gonna happen. You also think that oh

1:11:50 we will be able to recover and we will be able to compete But I think there are many, many things that I learned from uh from that, uh, and I always, you know, keep that very close to my heart. In consumer markets. If you are player number three or player number four, it's a little hard. Because

1:12:08 The two top players are gonna compete with each other so ferociously that it's v especially if they're scale players like Apple and Google. It's difficult for number three and number four. to be able to keep up with that unless you have a very, very unique angle. So

1:12:24 And the way I use that now is I am Lenny always paranoid. About the number three or the number four player or the number two player. Умен іновати ідея. who may try a different strategy, who may try a different go to market. I just never take the status quo for granted.

1:12:42 So that's sort of You know, uh one learning And I think the second learning is Speed and hustle and resilience.

1:12:49 Uh, after Palm, I spent time at a couple of startups. I mentioned Flywheel, which was a taxi company, which is also not able to scale. But what I learned through through through that uh period is That hustle? And sense of urgency. is extremely important.

1:13:05 So when I think of My portfolio of skill sets right now. Really? There th that's portfolio that I have developed from a lot of failures over my career And those are, you know.

1:13:17 I would say Sense of urgency because you need to move fast. Because status quo can never be taken for granted. And second is resilience. Because

1:13:27 Times will be hard. And things will be difficult. And you just have to power through them. And you have to keep building for their end users through that.

1:13:35 And the times will change. So I would say those are the things that I've learned and uh those are my failures. I can see where this motto of ship ship ship Came from. There's absolutely a causation there.

1:13:48 Sachin, is there Anything else that you want to share or leave listeners with before we get to our very exciting lightning round? I can talk a little bit about how I think about I think I've talked a lot about end users. But I cannot talk about end users enough. Um

1:14:04 Offering my unique take which may be Completely flawed, but that is my unique take. I'll I'll offer I'll offer this. Which is I don't think our relationship with our end users is reciprocal. And

1:14:18 Which means when I wake up in the morning All I'm thinking about is how can we make our products better for our end users. When end users wake up in the morning, all they're thinking about is I have to do this at my job. I have

1:14:33 Many complexities, many problems in my life. And that's what occupies their mind all the time. They're not thinking about you, they're not thinking about your product. As much as that may be You know, a hit to your ego. However

1:14:46 For those and I'm talking about let's say Uber Right. for those fifteen minutes in the day when they do think about your product That is your opportunity to Absolutely dazzle them. Like give them an experience that they will not forget.

1:14:59 Or it will be so seamless for them that they don't have to think about. So next day when they're again going to work. They just opened the Uber app. Just be as as muscle memory. But do not expect their life to be centered around your product. Their life is complex. All of our lives are complex. You're just trying to be a part of their lives.

1:15:19 You're not trying to take over their lives, you never will. I love this advice. There's a There's a book that I uh loved that Uh Is for writing.

1:15:28 And uh the title is Nobody Wants to Read Your Shit. Yes. And that's e applies exactly to products. Mark Andreessen has this quote where I think it's um Everyone's time is already allocated. They don't have time for your product. They have stuff to do in their day. And to hit that bar is very high.

1:15:46 And so I think that's a really important reminder. Thank you for sharing that. With that we've reached our very exciting lightning round. Uh I've got five questions for you. Are you ready? I am. Number one.

1:15:57 What are two or three books that you have Recommended most to other people. Maybe a boring answer, but uh uh these are the books I believe in. I recommended the Steve Jobs book by Walter Iseicson. I have recommended uh Elon Musk book.

1:16:13 I have I have read the Ashley Wance one fully. I'm in the middle of the water one. And I have recommended Hard Thing About Hard Things by Ben Horowitz.

1:16:24 Um these are the three books. Uh I think that There was a period of time in Silicon Valley Uh, maybe ten years ago, and maybe this is still true. But everyone wanted to be Steve Jobs.

1:16:36 And it They thought that they can just recreate being Steve Jobs. There was sort of this fever in the valley. And the reason why you want to listen or read that book is

1:16:46 You need to understand the context. of what makes up the entire person. Yes, the person part is important. But how they applied their own context to the products that they ship and they change the world. is important because not that I or anyone else can recreate what they did or what they're doing.

1:17:04 But Take the learnings from them and see how you can apply the same principles to your context. You're not gonna behave the same way that they did. You're not gonna build products the same way that they did. But you're gonna give it your

1:17:16 Absolute frickin' best. because that's what your end users deserve and you're not gonna compromise on that. That's sort of what my takeaway is and I think that takeaway is extremely strong in the books that I talk about and the Ben Hornovitz book. It goes back to my concept of resilience. We have some people have this

1:17:34 Really optimistic. view of how life is in the corporate world or in the product world or in the CEO. uh uh office It's not so. These are lonely jobs, these are hard things, and how do you persist through that? I I felt that that book was amazing at uh teaching teaching me that.

1:17:52 Amazing. Okay, next question. Do you have a favorite recent movie or T V show? My favorite recent TV show is Peaky blinders.

1:18:00 Bicky Blinders is on Netflix. It's uh it's based in the nineteen twenties and now they're in the nineteen thirties. I'm on season six. It's uh it's uh Irish family that's in a town town called Birmingham and they go through all these years. And they do all sorts of bad things, but again, it's an amazing story. So I highly recommend watching it. I I started watching it, but I I didn't stay with it. So maybe I gotta revisit it.

1:18:24 Do you have a favorite product that you have recently discovered that you really like? It is the product that makes me or evokes that emotion in me right now. is deep research from chat GPT. Because

1:18:39 I've never had a research assistant. And I keep going back to that research assistant and I think it's an excellent product. I'm sure it will improve further, but uh That would be my favorite part. More recently. Do you have a favorite life motto?

1:18:53 that you often come back to in work or in life. Yes, and my kids are sick and tired of hearing this from me now. Which is Just focus on the inputs. You have input metrics in life and in work and you have output metrics. You can't really control that.

1:19:10 Matrix. All you can control is inputs. Whether you're trying to lose weight. Whether you are trying to get Good greats.

1:19:19 Or become very good at high school sports. Or you're trying to ship a great product or you're trying to improve retention or churn or whatever. You can only control the inputs of focus on the input. I love that your kids are sick of that. I wonder what context you use.

1:19:34 With your kids. But anyway, final question. You shared a really good tip for how to not annoy an Uber driver. What about as a food delivery person, what can a customer of It's

1:19:46 uh do to avoid pissing off uh delivery a career. If they're delivering food to your home at night. Turn the porch light on. Because

1:19:59 They've just driven in the dark. They don't know your house. They're trying really, really hard to find your house. And after that they turn the flashlight on on their phone. And they're trying to find the door where they can place the food.

1:20:11 Just turn the light on. That makes so I've I'm super guilty of forgetting that sometimes. And you know, they also don't want to be like shot by someone thinking they're sneaking around. Sachin, this was incredible. Two final questions. Where can folks find you online if they want to reach out, follow up on anything, and how can listeners be useful to you?

1:20:28 Send me a message on LinkedIn. Um I will say that I've been guilty of not establishing an online presence and writing. Uh life and work have just taken over. uh I need to do a better job. Maybe your blog will, you know, or your your podcast will really help me with that. There we go. Uh But uh yeah, uh uh hit me up on LinkedIn. That's probably the best place.

1:20:50 And how can listeners be useful to you? Well, back to my dog fooding uh uh team. Send me feedback. Send me feedback. Hopefully everyone is an Uber user, whether it's Rides or whether it's Eats. Send me feedback of how we can get better. uh as as a product.

1:21:06 And the more detailed your feedback Uh the better it is. Uh, it's very easy to say this doesn't work or that doesn't work, but if you actually describe And say hey This is what happened, I was doing this and then this happened. This didn't make sense. This is how you can change it.

1:21:21 I think that'll be extremely valuable to me. Only forty page reports accepted. Just kidding. Sachan, thank you so much for being here. Thank you, Lenny. Thank you for having me. Bye everyone.

1:21:32 Thank you so much for listening. If you found this valuable, you can subscribe to the show on Apple Podcasts, Spotify, or your favorite podcast app. Also, please consider giving us a rating or leaving a review, as that really helps other listeners find the podcast. You can find all past episodes or learn more about the show. at Lenny's podcast dot com. See you in the next episode.