Uber COO Andrew Macdonald Predicts the End of Car Ownership and Driver's Licenses Within 20 Years
Key Takeaways
- •Uber President and COO Andrew Macdonald predicted that in 15 to 20 years most people will neither own cars nor hold driver's licenses, relying instead on autonomous vehicles, bikes, scooters, and public transit.
- •Macdonald argued that personal cars are highly inefficient assets, sitting idle 98% of the day while depreciating and incurring insurance and operating costs, with new vehicle prices up 30% over the past six years.
- •Uber sold its self-driving unit, the Advanced Technologies Group, to Aurora in 2020 and now partners with companies such as Waymo and Waabi to host autonomous vehicles on its platform.
- •Uber CEO Dara Khosrowshahi has forecast that the majority of Uber trips could be fulfilled by robots within 15 to 20 years.
- •The transition is already underway, with Uber paying drivers to train AI models and Lyft paying former drivers to clean autonomous vehicles that are replacing some rides.

For generations of American teenagers, turning 16 and earning a driver's license has been a rite of passage—a first taste of independence. But according to Andrew Macdonald, president and chief operating officer at Uber, that milestone could soon become a relic of the past.
"In some future world, maybe not five years, but 15 or 20 years, everyone's going to be like Harry—nobody's going to own a car," Macdonald said in a recent episode of the 20VC podcast hosted by entrepreneur Harry Stebbings.
"Nobody's going to have their driver's license because you'll be able to get around. And I think bikes and scooters will be part of that. I think autonomous vehicles will be part of that. I think public transportation will be a big part of that, but I don't think you need to own a car."
Such a shift would be dramatic for a country where car ownership has long been synonymous with the American Dream and where the vast majority of households own at least one vehicle, according to U.S. Census Bureau data. But with new vehicle prices having climbed 30% over the past six years, Macdonald argued the economics no longer add up for assets that sit idle most of the time.
"The individually owned car is the most inefficient asset that anyone owns, and certainly at any level of price point," Macdonald said. "It sits idle 98% of the day. It's depreciating. The ongoing operating costs are actually high—even if you're not driving it, you're paying for that insurance clip."
The transition could also prove lucrative for Uber itself. Although the ride-sharing giant abandoned its plans to build its own fleet of self-driving cars—it sold its self-driving unit, the Advanced Technologies Group, to autonomous-vehicle startup Aurora in 2020—it has increasingly positioned itself as a platform for autonomous vehicles, partnering with companies including Waymo and Waabi to bring their vehicles onto its network. That demand-aggregator role matters for Uber because autonomous fleets need high ride volume to stay utilized, and Uber's app supplies millions of riders who already use it to get around without driving.
Uber's CEO calls Macdonald an 'execution machine'—he says these two principles drive his success
A Canadian native, Macdonald graduated from the Ivey Business School at Western University in Ontario in 2007 and began his career as a consultant at Bain. After dabbling in entrepreneurship in the early 2010s, he joined Uber in 2012. Today, he is the company's longest-tenured active employee.
Stebbings said he recently asked Uber CEO Dara Khosrowshahi, who joined the company in 2017, what makes Macdonald so effective.
"People really like him, but he is an execution machine," Stebbings recalled Khosrowshahi saying. "And he is very good at driving people."
Macdonald said there is ultimately no secret formula for success, but two principles stand out. The first is building trust by making decisions based on what is best for the company, regardless of whether the stakes are big or small.
"You're not always going to get the decision right," Macdonald said. "But if people know that you're filtering on that, then I think that builds followership and trust over time, and then you can move people because if you're pushing on something, they know it's because you genuinely think it's the right thing to do."
The second is possessing deep knowledge of the business. After 14 years at Uber, Macdonald said he knows ride-hailing "better than anyone in the world."
"Those two things together, I think, are pretty powerful."
Fortune reached out to Uber for further comment.
AI is already disrupting jobs—and Elon Musk predicts a future where work is optional
Macdonald's prediction that technology could eventually upend how Americans get around—and even eliminate the need for a driver's license—is not the only eyebrow-raising vision for the future of work and daily life.
The cost of an Uber ride may matter far less if Elon Musk's predictions come true. The world's richest man, who has his own ambitious plans for Tesla's humanoid robots, has argued that saving for retirement could eventually become pointless as AI-driven productivity creates unprecedented abundance.
"My prediction is that work will be optional. It'll be like playing sports or a video game or something like that," Musk said earlier this year at the U.S.-Saudi Investment Forum. "If you want to work, [it's] the same way you can go to the store and just buy some vegetables, or you can grow vegetables in your backyard. It's much harder to grow vegetables in your backyard, and some people still do it because they like growing vegetables."
Uber CEO Dara Khosrowshahi has offered a similarly ambitious forecast for his own company: a future in which human drivers are no longer needed for most trips.
"You can imagine the majority of our trips being fulfilled by robots of some kind," Khosrowshahi said on The Diary of a CEO podcast earlier this year. "Probably not 10 years from now, but you go 15 to 20 years from now, you're going to start getting there."
That future may sound distant, but the disruption is already taking shape as autonomous vehicles roll out across many major cities. Uber is paying drivers to train AI models, while Lyft is paying former drivers to wash autonomous vehicles that have begun replacing some of their rides. The pace of that rollout—and whether regulators, insurers, and riders embrace robot drivers broadly enough to make car-free living practical—will shape whether Macdonald's 20-year vision becomes reality.
This story was originally featured on Fortune.com.