Uber, every mention
40 scenes (2021), the whole family · ← back to Uber
tap a year for its mentions
every year 2021 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: Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust, What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture
- ▶ 0:27 Harry Stebbings He's widely recognized as one of the greats in venture, having worked with Grubhub, Nextdoor, Uber, OpenTable, Stitch Fix, and Zillow, to name a few.
- ▶ 14:13 Bill Gurley It's easy to become valuation agnostic to a certain extent because you've seen if you hit a winner, if you hit a snowflake, if you hit a Uber or whatever, it ends up being a hundred X more than where you are today, so you become…
- ▶ 22:26 Michael Eisenberg But ultimately it's that one that you hit or two that really go through the roof, you know, Uber or Snap or whatever it is that matter or Wix.
20Growth: Top Growth Lessons from the Early Facebook, Twitter and Quora Days, The Most Important Question to Ask When Building Your Growth Team, How To Test For True Candidate Depth and Quality When Hiring for Growth with Andy Johns, Venture Partner @ Unu
- ▶ 12:44 Andy Johns If I'm building a new marketplace, I'm going to be looking at the heads of growth from the Ubers and the Airbnbs.
- ▶ 26:44 Andy Johns I can imagine that at a business like Uber, there was a lot of this sort of, hey, stay off my lawn conflict between teams.
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.
- ▶ 20:13 Will Shu And I think that, you know, Uber, you know, has been a great competitor, you know, ever since they got into this business, you know, we compete in various markets. 6 times in the scene
- ▶ 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: Chris Sacca on Coming Out of Retirement To Unf**k The Planet with Lowercarbon, How Chris Evaluates His Relationship To Money Today, Why We Have Bred a Generation of Ass**** Kids, Do VCs Provide Any Real Value and The True Unfiltered Opinion on Faceb
- ▶ 0:26 Harry Stebbings Founder and chairman of Lowercase Capital, one of the best performing funds in the history of venture capital, with a portfolio including the likes of Uber, Stripe, Twitter, Instagram, Twilio, Docker, and many more incredible companies.
- ▶ 11:13 Chris Sacca I once, we were in an Uber meeting talking about how there was this, you know, like, I mean, you see articles about this driver hurt somebody. 2 times in the scene
- ▶ 48:56 Chris Sacca They're able to get loans and debt earlier in their life cycle than, you know, I think Uber was like a fifty billion dollar company before they were able to borrow money instead of diluted financing.
- ▶ 52:39 Chris Sacca When I wrote my checks into Uber, they were too big, quote unquote, for my fund. 6 times in the scene
- ▶ 1:05:11 Chris Sacca But Crystal's been, you know, she was there in the room to hear the Uber pitch and decide we should do the deal and has been an instrumental part of everything we've ever done at Lowercase. 4 times in the scene
20VC: The Two Largest Changes in the Investing Market Today, Why The Scarce Resource in Venture is Access & Why Investors Are Acting Mostly Rational and Upside Scenario Planning Needs To Change with Anton Levy, Co-President @ General Atlantic
- ▶ 0:31 Harry Stebbings If that was enough, though, Anton's also enjoyed board positions, either as a board member or board observer, in companies such as Uber, Mercado Libre, Klarna, and Meituan, to name a few.
20VC: The Opendoor Memo: Keith Rabois on The Origins of Opendoor from a Conversation with Peter Thiel, Why Cash is Not a Competitive Moat for Startups Today and What People Misunderstand About Black Swan Events in Real Estate and How it Impacts Opendoor
- ▶ 20:12 Keith Rabois Second, and related to that, we built insanely dumb idea of building like a distributed team, like in local markets, which is the bad idea taken from Uber was never a good idea in the first place. 2 times in the scene
20VC: Investing Lessons From Rounds In Peloton and Square, Why Great Investing is Stock-Picking and Sector Penetration & The Next Decade in Venture, Is Tiger's The Right Model with Hans Tung, Managing Partner @ GGV Capital
- ▶ 6:14 Hans Tung This is the same, even true for companies like Airbnb and Uber and so forth, all started around that time.
- ▶ 12:56 Hans Tung So if you believe that's the case, and that's the only key thing you have to bet on, whether this has become big or not, if you believe that is a substitution of gym membership and enlarging the pie, and you can argue for those that miss…
20VC: Marcelo Claure, CEO of Softbank Group International on Lessons From Investing $1BN Per Week with Masa Son, How Softbank Could Have Up To 8 Companies Go Public in LATAM Alone Next Year & How Softbank Analyse Both Deal Pricing and Competition Today
- ▶ 13:50 Marcelo Claure I mean, meeting ByteDance, meeting Travis in his early days at Uber, you know, there was always an interesting meeting.
- ▶ 19:01 Marcelo Claure For example, in the past, we invested in Uber, but we invested in every ride sharing company in every continent.
- ▶ 21:30 Marcelo Claure The same way Uber disrupted the taxi drivers, we disrupted the venture capital industry.
20VC: The Lyft Memo: Floodgate's Ann Miura Ko on Why Successful Seed Investing Is Not Investing In a Company But The Development of a Set of Secrets, Whether Capital Is a Defensible Moat Today &How Startups Should Approach Competition
- ▶ 16:06 Ann Miura-Ko At the time, like Uber was this black car service.
- ▶ 20:45 Ann Miura-Ko Some of it was also when will Uber come into what we're doing, right? 3 times in the scene
- ▶ 24:36 Harry Stebbings Before the show, and he said about kind of the competition from Uber and its impact on financing strategy. 2 times in the scene
20VC: Mike Lazerow on Why How You Operate As a VC Is More Important Than Who You Are and What You Have Done, Why Boards Are More Important for the Entrepreneur than Investor & How The Best Entrepreneurs Prep Their Boards & Extract Value From Them
- ▶ 38:21 Mike Lazerow Kevin Systrom and Travis from Uber and, you know,
20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
- ▶ 0:26 Harry Stebbings David also sits on the board of Current, Greenlight, and WorkRise, and prior to Andreessen, David spent seven years growth investing at General Atlantic, where he invested in the likes of Airbnb, CrowdStrike, Opendoor, Slack, and Uber.
- ▶ 3:43 David George Companies like CrowdStrike, Uber,
20VC: GoPuff's Rafael Ilishayev on How GoPuff Has Been EBITDA Profitable From Day 1; The Unit Economics Behind GoPuff, With Intense Competition What Happens To The Food Delivery Space & What It Takes To Launch, Grow and Maintain New Markets
- ▶ 27:42 Rafael Ilishayev The pattern recognition at the time was we are not Uber or Airbnb's model.
20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
- ▶ 6:28 David Tisch If anybody owned one percent of Facebook, one percent of Uber, like, .1% of Coinbase, your math works.
20VC: The Roblox Memo: First Round's Chris Fralic on The 17 Year Journey to Build a $41BN Market Cap Company, Why It Is Way Harder To Increase Ownership Across Rounds Today & What Happens Post SPACMania
- ▶ 9:01 Chris Fralic And it turns out that fund had Uber and Square and Roblox in it. 2 times in the scene
- ▶ 22:33 Chris Fralic With twenty-twenty hindsight, you could look at what you might have done for the best outcome, and I think different firms have different takes on that, different partners inside of funds have different perspectives on that, but if you…
20VC: Benchmark's Peter Fenton on The Single Question That Defines The Art of Early Stage Venture, Marketing Timing Risk, Why The Oversupply of Capital Is Good & His Biggest Lessons from 12 Years On The New Relic Board
- ▶ 11:44 Peter Fenton But that was the kind of feeling you had when you ordered your first Uber and certainly the feeling that I think developers have when they deployed New Relic on a Rails application.
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
- ▶ 19:57 Harry Stebbings When you look back, and when you think today is a leader, do you ever struggle with self-doubt when you're thinking, fuck, we're competing with Uber, it is a capital intensive business to run, 2 times in the scene
20VC Special: The Real Estate Fintech OGs on Why This Is Not The End For The Bay Area and What Can Be Done To Solve It, The Pros and Cons of Working with Corporate Investors and How Leading Their Teams Has Fundamentally Changed in a COVID World
- ▶ 15:49 Assaf Wand You want people to grow a company in a certain speed in Google, in Uber, in Facebook, in whatever, and the big guys, in smaller guys, people that specialize just between fifty million dollars to one hundred and fifty million dollars, and…
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: Evernote & mmhmm Founder Phil Libin on Why We are Beginning a Multi-Trillion Dollar Restructuring of the World, Why Shortcuts are the Biggest Mistakes Startups Make & The Future of Video and The Unbundling of Zoom
- ▶ 29:33 Phil Libin Evernote and Uber and Airbnb, right, came around that we, like, invented what the new thing was.
20VC: Bill Gurley and Howard Marks: What Happened In 2020? What Can We Expect Looking Forward to 2021?
- ▶ 0:29 Harry Stebbings High yield bonds, and convertible securities, and joining Howard, who better to have than the one and only Bill Gurley, general partner at Benchmark, one of the most successful funds of the last decade, with a portfolio including the likes… 2 times in the scene
- ▶ 14:38 Bill Gurley Oh, autonomous driving is going to get rid of every Uber driver.
- ▶ 37:55 Bill Gurley And, you know, at a micro scale, that's things like Uber, where if I have three hours to kill and I need some supplementary income, all of a sudden I can just log into my app and all of a sudden I'm making money.
- ▶ 38:07 Bill Gurley Uber eats as well.