Uber, every mention
34 scenes (2018), the whole family · ← back to Uber
every year 2018 anyone Harry Stebbings 532Shervin Pishevar 56Andrew Macdonald (Mac) 53Dara Khosrowshahi 39Scott Gorlick 38Emil Michael 36Jason Lemkin 33Brian Tolkin 29Cyan Banister 26Adam Grenier 22
Verbatim, from the transcripts: the passages where Uber comes up
20VC: Monzo's Tom Blomfield on The 3 Phases of Startup Scaling, The Secret To Building a 1.2m Community with No Advertising & How To Use Boards As A Tool To Instil Operational Excellence
- ▶ 10:00 Tom Blomfield And I mean, led by Uber, clearly a lot of other companies.
- ▶ 16:30 Harry Stebbings Is this a winner-take-all market with one dominant player, like maybe an Uber mic
20VC: Why Warm Intros Are Mostly Dumb, Why Ownership is Built On First Check and 4 Crucial Elements To Make Cold Inbound Attractive with Leo Polovets, General Partner @ Susa Ventures
- ▶ 24:04 Leo Polovets I think everybody talks about if you invest in Uber, then the seed price doesn't matter. 3 times in the scene
20VC: Ryan Caldbeck on Why The Business Model of VC is Broken, Who is To Blame, How The Best Funds Will Use Data Intelligently Moving Forward & Whether We Are In A Consumer Bubble Or Not?
- ▶ 11:48 Ryan Caldbeck I just struggled to see how data could be used to have predicted Uber in 2009, 2010. 2 times in the scene
- ▶ 23:40 Ryan Caldbeck I don't think we'll ever have an Uber that will have an
20VC: The 2 Core Roles Played By The Best Seed Investors Today, What To Look For In Potential Co-Investors & Why Seed Funds Can Grow Ownership in Their Best Companies Across Rounds with Ron Bouganim, Founder @ Govtech Fund
- ▶ 8:37 Ron Bouganim So you've had, of course, the PayPal mafias of individuals that invested, you know, after PayPal, but there's been a number, you know, the Facebook mafia and Twitter and now Uber and others.
20VC: First Round's Phin Barnes on How The Best Founders Optimize for Learning Per Dollar Spent, What Makes A Truly Special Founder/VC Relationship and Why Pattern Recognition is Another Term For Intellectual Laziness
- ▶ 0:13 Harry Stebbings And so with that, I'm so thrilled to welcome Finn Barnes, partner at First Round Capital, one of the most prestigious and successful early stage fans of the last decade, with a portfolio including the likes of Uber, Square, Warby Parker,…
- ▶ 19:45 Phin Barnes And the basic math is even if you invest in Uber at a five million dollar post versus a fifteen million dollar post, the return that you generate is three X, like the basic math still holds.
- ▶ 31:36 Phin Barnes For me, when I think about the next 10 years and the five to seven massive venture outcomes, right, so these are the Facebooks, the Ubers, the Airbnbs of the venture industry, my belief is that of those five to seven, somewhere between…
20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
- ▶ 6:38 Rebecca Kaden Is the combination of new technology, and then the right moment in mass consumer adoption, and so that's what got us Facebook, and that's what got us Google, and later on, that's what's got us Uber, and if you think about that, it's not…
20VC: Benchmark's Sarah Tavel on Why Investing Success Lies In Small Markets Adjacent To Very Large Ones, Why You Have To Be Judicious On When To Pay Up vs Be More Price Sensitive & Why Crypto Investing Is Like The Early Days of AdTech Investing
- ▶ 0:18 Harry Stebbings So with that, I'm thrilled to welcome back Sarah Tavill, general partner at Benchmark, one of the world's leading VC funds, with a portfolio including the likes of Twitter, Uber, Snapchat, eBay, WeWork, Yelp,
- ▶ 13:26 Sarah Tavel And that is the bet that we will make time and time again, because, you know, when you think about many of the biggest unicorns that, that I think about now today, all of those companies look small in the beginning, you know, Airbnb,…
20VC: Lessons Learned Scaling PillPack from Seed to Amazon Acquisition, Why Investors Should Spend More Time Assessing Human Capital Risk Taken by Founders & The Right Way To Think About Capital Efficiency in Scaling with David Frankel, Managing Partner @
- ▶ 0:30 Harry Stebbings So with that in mind, I'm thrilled to welcome back David Frankel, managing partner at Founder Collective, one of the leading seed funds of the last decade, with a portfolio including the likes of, check this out, Uber, PillPack, Coupang,…
- ▶ 13:47 Harry Stebbings You've backed many a unicorn, though, in non-obvious markets, including Uber. 3 times in the scene
20VC: What It Takes To Found and Scale A Global Venture Firm Like Lightspeed, 3 Ways Firms Do Not Succeed in Generational Transition & What Makes The Truly Special Board Members Like Jim Goetz with Barry Eggers, Founding Partner @ Lightspeed Venture Partn
- ▶ 10:56 Barry Eggers You look at the Ubers of the world, and some of the guys who are, you know, the electric bike companies and scooter companies, and anything that requires so much capital is just hard to get into that kind of a position.
20VC: The Commonalities In The Makings Of Truly Great People, How Silicon Valley Will Become The Home For Crypto and Frontier Tech Once Again & Why Games Are Such A Good Tool To Understand Human Motivation with Daniel Gross, Founder & Pioneer, Head of AI
- ▶ 29:19 Daniel Gross , I guess I invested in Jump, which got acquired by Uber, and that was a funny story. 2 times in the scene
20VC: Why Founding Your First Company Is Like Learning Through A Thousand Paper Cuts, The 3 Core Phases to Product Adoption and Why Valuation Obsession Must Change In The Valley with Armon Dadgar, Founder & CTO @ Hashicorp
- ▶ 24:59 Armon Dadgar It's like the number of Fitbit for dogs and Uber for Ikea assembly is, you know, disheartening.
20VC: The Metrics That Matter In Early-Stage Consumer, Why Moats Matter More Than Brand Today and How VCs Deal with S*** Hit The Fan Moments with Jason Stoffer, Managing Partner @ Maveron
- ▶ 5:35 Jason Stoffer I think there are certain companies like Uber and WeWork, which were able to use capital as a blunt force object to build a business.
20VC: ClassPass CEO Fritz Lanman on Betting His Career Facebook Would Be A $10Bn Company, Lessons From Travis and Uber on Scaling A Global Marketplace & Whether Growth and Capital Efficiency Are Mutually Exclusive
- ▶ 24:38 Fritz Lanman I called up the guys, Emil and Travis at Uber and asked them, you know, what is their opinion?
20VC: Elad Gil's High Growth Handbook on The Commonalities of The Truly Great CEOs, How To Hire The Very Best Execs, Why Cash is A Defensible Moat Today & The Pros and Cons of M&A and IPOs
- ▶ 40:10 unnamed speaker And for a true breakout company, sometimes that gets a little bit overstated because as you've seen, Uber and Airbnb and a few other companies have been able to raise literally five or ten billion dollars in the case of Uber more than that. 2 times in the scene
20VC: Lessons From 2x $Bn Exits in Trulia and lastminute.com, 3 Leading Indicators That Suggest Potential Marketplace Success & Why We Are Going To See A Fundamental Change To The World of VC with Pete Flint, Managing Partner @ NFX
- ▶ 10:34 Pete Flint And you see that in some ways in kind of Uber and Lyft, where the enabling technology was mobile, but then really the, the sort of economic transition of, and the impetus enabled those businesses to scale and become very profitable.
20VC: The 4 Key Skills All VCs Need To Be Successful, How To Build, Maintain and Scale Your Network in VC and What is The Process Through Which VCs Build Conviction in Opportunities with Max Motschwiller, General Partner @ Meritech Capital
- ▶ 26:32 Max Motschwiller Funding times of the consumer decacorns that are out there, the Ubers, the Lyfts, the Airbnbs, the Snaps, the Pinterest, the Spotifys, those series A's were all done pre-二零 12.
20VC: From Sequoia To Accel To General Catalyst: What Makes The Best Board Member & The Hiring Methodology To Attract World Class Talent with KAYAK & Lola Founder, Paul English
- ▶ 9:39 Paul English and so I just sat in the back of an Uber and 2 times in the scene
20VC: What John Doerr Taught Me About Great Investing, Why Not All A Rounds Are Post-Traction and Why Despite Overfunding, There Is Still Gaps In Venture Financing with Trae Vassallo, Founding Partner @ Defy.vc
- ▶ 29:39 Trae Vassallo So, you know, Uber Lyft drivers having something like this in their car, its impact on insurance rates is going to be important.
20VC: The Core Lessons From Building a 150 Startup Angel Portfolio, Why Founders Who Angel Invest Have Such Strong Advantages and Why The Lean Startup Makes Less and Less Sense Today with Adrian Aoun, Founder & CEO @ Forward
- ▶ 18:25 Adrian Aoun The scooters in San Francisco this week, and everybody figuring out how to regulate them or not, whether it's Uber, whether it's all these industries, and like, I would love to figure out better ways to adapt regulation more quickly, but I…
20VC: Why The Days of Spray and Pray at Seed Are Over, How To Compete In A World of Sequoia Seed Funds & Why Price Doesn't Matter with Dan Scheinman, Angel Investor @ Zoom & Arista Networks
- ▶ 21:25 Dan Scheinman Because no amount of mediocre kind of deals can make up for missing Uber or whatever, Zoom or Arista or whatever you want to say.
20VC: Andy McLoughlin on The Benefits of Backing Unsexy Businesses with Non-Obvious Founders, How To Distinguish Between A Good Bridge Round and A Bridge To Nowhere & Whether VCs Really Do Add Value?
- ▶ 7:39 Andy McLoughlin Five years ago, SoftBank was just this kind of curiosity making random deals, but, you know, with the announcement of the Vision Fund and, you know, the huge investments into Uber and everything else that they've been doing, we were just…
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, How and When To Think About Growth Teams, The Right Way To Think About Network Effects & Scaling from Phase 1 To Phase 2 of Startup Life with Anu Hariharan, Partner @ YC Continuity Fund
- ▶ 14:32 Anu Hariharan Now play the same thing on Uber and Lyft. 3 times in the scene
- ▶ 18:16 Anu Hariharan Uh, you know, Uber had a growth team, which then later on merged with a product team.
- ▶ 20:45 Anu Hariharan Some companies like Uber, where people use the service, you know, four times a week could probably do it sooner because they actually do have a lot of data within six months, but others like Airbnb will have to wait longer. 4 times in the scene
20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
- ▶ 15:40 Crystal Huang I think you should probably, there's almost this bifurcated market, right, in that, yes, you know, they'll take inspiration from ideas that have succeeded here, and then they'll, you know, deploy those ideas in China, but the deployment is… 2 times in the scene
20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital
- ▶ 5:56 Harry Stebbings We've seen the likes of kind of Uber, Go, and Retreat, and we've seen many others try and make it out in China, and then we, I'm not sure if we've seen China come to Europe so much. 3 times in the scene
- ▶ 20:20 Hans Tung I see that Airbnb, Uber were rapidly expanding in Europe and elsewhere and eyeing China.