Uber India has run the race and stayed the course. Can it change the game?

How does the India head of a global, category-creating giant view its future in arguably its most complex market? In this candid episode of Two by Two, we sit down with Prabhjeet Singh, the president of Uber India and South Asia, to deconstruct the company’s biggest strategic challenges and ambitions in the country. Prabhjeet breaks down Uber’s “barbell strategy”—a delicate balance of serving both premium customers with services like Uber Black and cost-conscious users with affordable options. We dive deep into the evolving competitive landscape, moving beyond the traditional Uber vs. Ola duopoly to discuss the disruption from players like Rapido and Namma Yatri, who are challenging the commission-based business model. Prabhjeet addresses how Uber navigates this complex environment, including the tricky regulatory and taxation issues that create a non-level playing field. The conversation expands to Uber’s grander vision as a multi-modal platform, not just a ride-hailing app. Prabhjeet reveals a surprising insight: Uber’s courier service is now one of its fastest-growing verticals in India, born from a “hack” during the pandemic. We also explore innovative new revenue streams, from the recently launched Uber Teens for secure rides to a fascinating new feature allowing driver-partners to earn extra income by completing AI-based micro-tasks during their downtime. Finally, we touch upon the long-term future, discussing the viability of self-driving cars on Indian roads and the constant push-and-pull of regulatory innovation. This is a rare, unfiltered look into the operational and strategic engine of Uber India as it navigates growth, competition, and its own evolution. This episode of Two by Two was mixed and mastered by Rajiv CN, our resident sound engineer. If you liked this episode of Two by Two, please share it with your friends, colleagues, and anyone else who might be interested. And if you have thoughts on the discussion, we’d love to hear from you. Write to us at twobytwo@the-ken.com ( twobytwo@the-ken.com ).