membership or rewards program

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 17, 2026 by Andrew Macdonald (Mac) · across every show →

Everything said about membership or rewards program, oldest first

Aug 17, 2026
Insight
Variable-Cost Model Makes Uber's Loyalty Perks Uniquely Difficult to Build
“The beauty of our model is we're primarily a variable cost model, right? It means when demand drops, great, our costs scale down with it, but it also means that we just don't have a fixed capacity to give away, and so it just makes the challenges for building …”
Andrew Macdonald (Mac) Aug 17, 2026 ▶ 9:54 Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
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