Uber Eats, every mention
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tap a year for its mentions
every year anyone Harry Stebbings 9Oscar Pierre 8Dara Khosrowshahi 7Jason Lemkin 5Scott Gorlick 3Bastian Lehmann 3Andrew Macdonald (Mac) 3Tarek Mansour 2Simon Borrero 2Jeff Jordan 2
Verbatim, from the transcripts: the passages where Uber Eats comes up
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 7:56 Andrew Macdonald (Mac) Part of it is because actually that you get some Uber Eats benefits with your membership program too. 2 times in the scene
- ▶ 14:23 Andrew Macdonald (Mac) Every new product wants to be featured on the masthead of Uber Eats or wants to be in the product selector for rides.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 8:36 unnamed speaker And I would argue Uber in many ways is a static product, Uber, Uber eats and everything.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 1:48:57 Cliff Weitzman You can't even drive for Grubhub or Uber Eats or do Deliveroo because you don't have a phone and phones get stolen in those situations too.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 2:50 Jason Lemkin Should Uber invest in autonomous driving, which it needs to, or should it invest in Uber Eats, which is on fire?
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 28:52 Jason Lemkin Well, I mean, the most simple one is that a new competitor can decide whether Uber Eats or DoorDash is the right thing for Uber Eats, DoorDash, or Direct. 4 times in the scene
Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
- ▶ 3:51 Tarek Mansour Like, and we've seen this a bit like with DoorDash and Uber Eats, right? 2 times in the scene
20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi
- ▶ 44:22 Jason James I think also their key insight was when the suburbs, they got there first, beat, you know, Uber Eats to do that, and so they, like, won in a really, really big way, which then gave them room to be able to expand into other verticals.
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 13:25 Richard Socher Going to Yelp for a restaurant review and then going to, if they really care about the weather because they are into flying sports or something, going to a specific weather app like Windy, then they go to a specific app like Uber Eats to…
Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
- ▶ 0:43 Harry Stebbings Do you see DoorDash and Uber Eats as your biggest competitor today?
- ▶ 12:34 Harry Stebbings You've got Deliveroo, you've got Uber Eats and Just Eat them. 3 times in the scene
- ▶ 51:03 Harry Stebbings Do you see DoorDash and do you see Uber Eats as your biggest competitors today?
Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
- ▶ 0:09 Oscar Pierre Nobody believed in our story, you know, a bunch of kids from Barcelona beating the Liberos and the Uber Eats of the world.
- ▶ 7:33 Oscar Pierre No, we were launching maybe like two or three years after Deliveroo and Uber Eats launched.
- ▶ 13:16 Oscar Pierre The CEO of McDonald's in Chicago, uh, sends a message to all the countries, uh, and says, Hey, we, we have to go into delivery and we have one exclusive partner, which is Uber Eats. 2 times in the scene
- ▶ 17:01 Oscar Pierre Nobody believed in our story, you know, a bunch of kids from Barcelona beating the Deliveros and the Uber Eats of the world who were always like one step ahead in fundraising, right?
- ▶ 23:16 Oscar Pierre So when we, when we finally closed the round, um, every single time we were like, fuck, like we, we either over invest and we shorten our, you know, uh, our runway or Uber Eats and Deliveroo will kill us in all of our markets.
- ▶ 1:00:40 Oscar Pierre So for some reason we were the only company, uh, that, uh, the administration went against in Spain and our competitors who are from, yeah, the U S over each, uh, there's
- ▶ 1:04:29 Oscar Pierre Uber Eats is still ahead because we launched too late, but we're gonna get there.
Brian Tolkin, Head of Product @Opendoor: How to Hire the Best Product Teams | E1257 · 20VC with Harry Stebbings
- ▶ 14:53 Brian Tolkin And so, or in, you know, Uber's case, even more extreme is you do what Uber Eats was, which was like a totally separate app, a totally separate org and totally separate, separate everything.
Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
- ▶ 31:47 Shervin Pishevar Billions of dollars to be able to, uh, expand around the world, um, and that led to the market share that, that Uber has today, with Uber Eats, with, with, uh, Uber itself.
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 28:30 Mike Hudack It turned out to be really easy, because when I got there, again, this is a difficult, you know, in this kind of form, I need to be careful about the way that I tell these stories, but, you know, it was, um, Uber, Uber Eats was in London,…
- ▶ 39:24 Harry Stebbings Is there anything that you learned from, you, you very rightly did, I think described as like a knife fight in terms of, you know, Uber Eats versus delivery.
Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
- ▶ 33:19 Scott Gorlick In, when we launched Eats, it was growing really fast, but if you look at DoorDash versus Eats in the US, the market share is pretty pronounced. 3 times in the scene
- ▶ 37:33 Harry Stebbings Why did Uber Eats lose to DoorDash?
Bastian Lehmann: How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN | E1137 · 20VC with Harry Stebbings
- ▶ 16:32 Bastian Lehmann Uh, more what they want to and what they can do with Uber Eats. 3 times in the scene
Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
- ▶ 54:27 Mike Shebat So on, on Uber eats and door dash, people want different cuisine types.
Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
- ▶ 1:09:15 Brian Balfour I think DoorDash is probably another one where they had to frickin' work for it, uh, and they took on some people who had advantages that they did not have, like Uber Eats and, and other ones.
Dara Khosrowshahi: How I Became CEO of Uber; Uber Eats vs DoorDash; The Postmates Acquisition | E994 · 20VC with Harry Stebbings
- ▶ 16:07 Dara Khosrowshahi We built our Uber Eats business essentially organically from a rides business. 6 times in the scene
- ▶ 37:05 Harry Stebbings Your parents didn't have Uber Eats delivered to their door every night?
- ▶ 44:46 Dara Khosrowshahi It allowed us to come out lean and mean and focused, uh, allowed the Uber Eats business to really expand in extraordinary way.
Frank Fillmann: How I Boosted Revenue by $500M at Salesforce; Tips for Hiring Salespeople | E992 · 20VC with Harry Stebbings
- ▶ 56:03 Frank Fillmann But in the enterprise space, I think like one thing that we would do is we build like a big executive briefing and we would send Uber Eats gift cards to everyone who would be a part of that briefing.
a16z GP Jeff Jordan: The Ultimate Guide to Two-Sided Marketplaces | 20VC #966 · 20VC with Harry Stebbings
- ▶ 51:50 Jeff Jordan I did not anticipate, uh, uh, Travis getting capped at Uber Eats. 2 times in the scene
Martin Escobari: How to Invest During a Recession; Negotiation Tips; Developing Markets | 20VC #948 · 20VC with Harry Stebbings
- ▶ 12:05 Martin Escobari Launching UberX and UberEats and all the, all these, all the extensions that, that Uber did, and we missed it.
Emil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941 · 20VC with Harry Stebbings
- ▶ 50:03 Emil Michael So even if you think Instacart's a fifteen billion dollar business, I think we could have built a sixty billion dollar business globally on that, on top of Eats, which was another, another 60 to a hundred billion if we'd won DoorDash, and…
- ▶ 56:50 Emil Michael And if money's too tight, maybe we wouldn't have gone into Uber Eats.
20VC: Deliveroo Founder Will Shu on The IPO This Year, The Rise of Quick Commerce and The Fierce Competition with Uber Eats
- ▶ 19:51 Harry Stebbings You know, Uber Eats came and they came hard.
- ▶ 23:08 Will Shu So people were like, I remember this well, Brexit had just happened, and then Uber Eats said to every country in the world.
20VC: Rappi Founder Simón Borrero on Growth vs Profitability, Capital Efficiency, Raising $1.7Bn as a LATAM Company and Why Uber Eats Did More To Help Than To Hurt Rappi
- ▶ 19:12 Simon Borrero Thanks to competition and to Beritz, for example, they came, and of course, they had already the tablets for restaurants, and they sent the order, and the restaurant accepted the order, and we had nothing when they landed. 2 times in the scene
20VC: The Memo: Sequoia's Alfred Lin on Why Chasing GMV Leads To Bad Behaviours, How To Approach Competition and Capital Efficiency & The Core Importance of Understanding the Difference Between Input and Output Metrics
- ▶ 37:04 Alfred Lin He didn't care whether it was on DoorDash or it was on Uber Eats or on his competitors on Postmates.
20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
- ▶ 38:07 Bill Gurley Uber eats as well.
20VC: Benchmark's Sarah Tavel on Why Chasing GMV Will Lead To The Wrong Direction, The 2 Crucial Tipping Points For Marketplace Adoption, Why UGC Plays Are Like Marketplaces & How To Determine Between Existential and Non-Existential Risk
- ▶ 18:09 Sarah Tavel You had DoorDash in particular that was able to raise an incredible amount of capital, and they were competing against Grubhub and Uber Eats, both of whom were at that point public companies, and then were being evaluated by a completely…
20VC: The Chainsmokers on Raising Their First $35M Fund and Entering The World of Venture, Dealing with Vulnerability and Insecurity Today & How Music and Venture Compare; The Similarities and Differences
20VC: Why Facebook Will Be The Company To Succeed in Crypto, Why Founders Should Be Actively Angel Investing & Commonalities of Great Leadership From Mark Zuckerberg to Mark Pincus with Darian Shirazi, Founder & CEO @ Radius
- ▶ 21:42 Darian Shirazi That ended up being, it seemed a good opportunity initially, but then sort of didn't after the Uber Eats competition that came about.
20VC: Why You Should Build Your Investor Team Like A Sports Team & How To Leverage The Abilities Of Your Investors Effectively with Ted Blosser, Founder & CEO @ WorkRamp
- ▶ 14:01 Ted Blosser Or you look at Airbnb, where they're rolling out their new flight booking service, or Uber, who's investing heavily into Uber Eats.
20VC: What Makes A Great marketplace Founder, The Key Metrics Marketplace Success Is Centred On & 3 Ways To Prove To Investors You Are A Domain Expert with Karthik Sridharan, Founder & CEO @ Kinnek
- ▶ 11:23 Karthik Sridharan Do they have Uber Eats?