Uber, every mention
144 scenes (2025), the whole family · ← back to Uber
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every year 2025 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
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 38:26 Matt Fitzpatrick I think of our business like Uber. 2 times in the scene
- ▶ 47:58 Harry Stebbings Is this a market where, you said like Uber and Lyft, is this a market where there's one and two players and they take the dominant market share and then there's everyone else?
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 7:47 unnamed speaker Is to build an Uber app that does everything, but the execution level here from revenue, from stock price up to it and 20% from just becoming almost a meme app for kids to becoming a trusted app for, for adults.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 37:02 David George Like I would say TikTok is maybe the exception, maybe Uber.
- ▶ 55:46 David George I mean, you remember what it was like for Uber to enter. 2 times in the scene
20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
- ▶ 41:03 Harry Stebbings I will take an example, which is a benchmark selling their position in Uber.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 42:45 Harry Stebbings Not only the winner though, Rory, I think actually market dominance in a way that Uber and Lyft is. 2 times in the scene
Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud · 20VC with Harry Stebbings
- ▶ 2:02 Tarek Mansour Like when you see this shift in consumer behavior, I mean, you've seen it in Airbnb with the host and Uber with riders.
- ▶ 3:51 Tarek Mansour Like, and we've seen this a bit like with DoorDash and Uber Eats, right? 2 times in the scene
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 12:50 Jason Lemkin I mean, I mean, back in the day, Uber losing, Twilio losing Uber as a customer, 12% of its revenue gone.
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 39:30 Harry Stebbings It's Duolingo, it's Uber, it's Shopify, it's Facebook, it's insane, and you, honestly, it's not discussed much, which I find strange.
- ▶ 46:12 Tim Ferriss I talked to a couple of people who were doing advising, and I figured out how to begin stepping into advising, and ultimately, with Shopify becoming an advisor when they had whatever it was, 10 or 12 employees, and then becoming an advisor… 4 times in the scene
- ▶ 48:24 Tim Ferriss Uber was the biggest outcome for sure.
- ▶ 59:36 Tim Ferriss Uber's Series A or something like that.
Thinking Machines Co-Founder Joins Meta for $3.5BN, Industry Venture's $665M Acquisition · 20VC with Harry Stebbings
- ▶ 52:39 unnamed speaker It's just like Uber, right? 2 times in the scene
Are Burn Multiples BS in an AI World? & Sam Altman Needs $1TRN of Energy · 20VC with Harry Stebbings
- ▶ 23:33 Jason Lemkin Um, I remember when Sequoia called it the, sorry, who did Uber buy?
20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon
- ▶ 37:35 Harry Stebbings When you project forward this market, I always kind of try and think about market makeup and composition, like your Uber and Lyft style market or a much more even distribution, maybe a little bit more like cloud where you've got three or…
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.
Lovable CEO, Anton Osika: The State of Foundation Models, Grok vs OpenAI, and Replit vs Bolt · 20VC with Harry Stebbings
- ▶ 25:08 Harry Stebbings You could never have foreseen the market expansion that would take place.
20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From Stockholm with Max Junestrand
- ▶ 39:14 Max Junestrand Well, it's like the Uber and Lyft situation a little bit, right?
20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
- ▶ 15:05 unnamed speaker I was like, no more deals, less than my Uber bill.
- ▶ 35:03 Harry Stebbings That can buy some Ubers.
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 13:50 Miles Dieffenbach And you look at some of the, the most incredible companies that have ever come out of the venture asset class, Airbnb, Uber, SpaceX, Amazon, all struggled mightily to raise their seed round.
- ▶ 24:15 Miles Dieffenbach I mean, when I first heard of Uber, I thought it was the stupidest idea I've ever heard. 2 times in the scene
- ▶ 1:25:12 Miles Dieffenbach Uh, you've got Gotham who was, you know, COO, CFO of Uber.
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 22:21 Harry Stebbings Uber started off with shit margins. 2 times in the scene
Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale · 20VC with Harry Stebbings
Figma’s IPO: The Full Breakdown & Why Melio’s $2.5BN Acquisition is “Discouraging” · 20VC with Harry Stebbings
- ▶ 42:45 Rory O'Driscoll And, you know, you, you, you can look at Mandela and you can say Uber, you can say Chime, and you can say Antropic.
20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become Extinct with Cem Kansu, CPO @ Duolingo
Chime IPO: Are IPOs Hotter Than Ever? · 20VC with Harry Stebbings
- ▶ 26:24 unnamed speaker Um, yeah, the one canonical example, as you say, Jason and consumer is Uber, which is why it attracts such attention. 3 times in the scene
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft · 20VC with Harry Stebbings
- ▶ 0:10 Larry Aschebrook We made a ton of money on Lyft, and we lost money on Uber.
- ▶ 2:17 Larry Aschebrook Uh, you know, what about, um, early Uber? 2 times in the scene
- ▶ 29:31 Larry Aschebrook But that fund also, but by the way, that fund also had, um, Lyft, Uber, um, um, uh, SpaceX, um, Instacart, um, Impossible Foods, um, uh, the list goes on and on of companies. 2 times in the scene
- ▶ 30:38 Larry Aschebrook Yeah, Uber comes, you know, we, often in our thesis, we'll back two businesses trying to attack the same thing. 7 times in the scene
- ▶ 1:04:45 Larry Aschebrook To then having your Uber driver shop for your groceries. 3 times in the scene
- ▶ 1:32:35 Larry Aschebrook We didn't know yet what Uber was gonna be. 3 times in the scene
Duolingo Co-Founder, Severin Hacker: How AI Impacts the Future of Work and Education · 20VC with Harry Stebbings
- ▶ 1:04:34 Harry Stebbings Is it like Uber and Lyft where Uber takes 90% and everyone else takes 10% and that's duo and everyone else? 2 times in the scene
- ▶ 1:11:40 Severin Hacker You know, like it could be Airbnb or Uber at the time.
- ▶ 1:15:08 Harry Stebbings I always fall back to no great entrepreneur was stopped by regulation though, which is like Travis wasn't stopped by regulation with Uber, uh, Elon with SpaceX wasn't stopped by regulation. 2 times in the scene
- ▶ 1:27:44 Severin Hacker You know, Facebook got that one, or Uber, Airbnb, they probably got some of those.
- ▶ 1:51:51 Severin Hacker I say like, um, you know, I used to say like, like an Uber driver.
20Product: Figma CPO on How Figma Builds Products: What Works, What Does Not | How Figma Does Testing and Product Reviews | The Future of Design, Engineering and Product with Yuhki Yamashita
- ▶ 0:18 Harry Stebbings Previously, he was head of product at Uber overseeing the core rider experience used by millions globally.
- ▶ 11:44 unnamed speaker So KPI trees is something that I learned actually at Uber, where you say, okay, you have this metric, but what does it ladder up to? 2 times in the scene
- ▶ 12:27 Harry Stebbings What product messaging slash story are you most proud of from Figma or Uber, and what did you do well from it? 2 times in the scene
- ▶ 12:51 unnamed speaker Back from Uber, I was working on the redesign of our Rider app, you know, going into upfront pricing.
- ▶ 50:38 Harry Stebbings Before we do a quick fire, I do just want to touch on the Uber experience, because it is fascinating. 3 times in the scene
- ▶ 51:52 unnamed speaker The most profitable parts of the business at the time was our Uber Black business.
- ▶ 51:57 unnamed speaker People were worried that when juxtaposed against the cheaper UberX or Uber pool prices, that would take a hit.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
- ▶ 10:25 unnamed speaker You can get, you can get food delivery in 15 minutes, groceries, you can get anything on Amazon, you can get Uber, Airbnb, your life is amazing.
How LP Deployment to Venture Will Change in 2025 & Are Endowment Funds in Trouble? · 20VC with Harry Stebbings
- ▶ 1:02:35 Harry Stebbings Is it an Uber and a Lyft or is it a Salesforce and a HubSpot and a lots of CRM plays and a Viva also for a specialized industry and much more fragmented?
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
- ▶ 8:41 Richard Socher You can't build an Uber app if people don't have internet everywhere, but you don't necessarily capture that value just like Vodafone and T-Mobile and like whoever don't get a cut of Uber working now, right? 2 times in the scene
- ▶ 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…
Benchmark GP, Victor Lazarte: The 3 Traits All the Best Founders Have · 20VC with Harry Stebbings
- ▶ 5:18 Victor Lazarte In 2010, building a mobile gaming company, building, like, any app company was a great thing, and, like, that's why you have, like, some mobile gaming companies that were successful, and other companies that were even more successful, like…
20Product: How Scale AI and Harvey Build Product | Why PMs Are Wrong: They are not the CEOs of the Product | How to do Pre and Post Mortems Effectively and How to Nail PRDs | The Future of Product Management in a World of AI with Aatish Nayak
- ▶ 15:52 Aatish Nayak An example with this is Uber. 4 times in the scene
Tom Hulme & Stan Boland: Lessons from Jensen Huang & How to Fix the UK Tech Ecosystem · 20VC with Harry Stebbings
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 7:58 Mitchell Green ByteDance, Pindo Doe, and Uber.
- ▶ 17:18 Mitchell Green Ok, forget the Ubers and Facebooks and stuff like that, but most companies would raise a hundred to three million bucks.
- ▶ 30:18 Harry Stebbings Because I go through your fun ones, dude, and it's like your Alibaba's, your Spotify's, your Uber's, fantastic companies, but all venture.
- ▶ 37:30 Harry Stebbings You know, as we said earlier, Uber and your Alibaba, these are incredibly cash-consumptive businesses, and now you fund businesses which are incredibly cash-efficient, lean machines. 3 times in the scene
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 45:15 Harry Stebbings In five years time though, is it Uber or is it like AWS and cloud? 2 times in the scene
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 30:07 Harry Stebbings But like an Uber, say, or a DoorDash or an Instagram are very cash-consumptive businesses versus a,
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
- ▶ 12:46 Niklas Östberg Same with France, I think both Deliveroo and Uber is making money there. 2 times in the scene
- ▶ 35:19 Niklas Östberg Uber and others entered the market and proved that you can start this business way later than we did, but, but we believe that the only way to build scale fast enough was to buy back then.
- ▶ 51:03 Harry Stebbings Do you see DoorDash and do you see Uber Eats as your biggest competitors today?
- ▶ 51:50 Niklas Östberg So it's going to be hard for a door dash or Uber or, or somewhat sustainably make bad investments, um, because they can.
- ▶ 1:02:00 Harry Stebbings I mean, listen, I had Oscar on the show and he mentioned obviously the intense regulatory pressure that he's under from the Spanish government and it not being applied to, you know, bluntly Uber and foreign competitors.
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions" · 20VC with Harry Stebbings
- ▶ 11:36 Harry Stebbings How does this market play out in terms of Uber, Lyft, or actually multiple providers all kind of distributed evenly?
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.
- ▶ 1:30 Oscar Pierre And I saw how Uber launched in Atlanta and how big and how big it scaled, like it was, and the impact it had on, on all the students in the, in the campus. 2 times in the scene
- ▶ 1:41 Oscar Pierre So I said, why don't we build the Uber for errands?
- ▶ 3:31 Oscar Pierre Um, I, I Googled, built an X for Uber.
- ▶ 7:33 Oscar Pierre No, we were launching maybe like two or three years after Deliveroo and Uber Eats launched.
- ▶ 10:12 Oscar Pierre It's, it's like Uber, right?
- ▶ 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
- ▶ 13:33 Oscar Pierre Uber. 3 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.
- ▶ 27:32 Oscar Pierre Meanwhile, I hired, um, I hired someone that came from Uber that had been doing expansion there.
- ▶ 33:50 Oscar Pierre Now you looked at Uber, they were at least 2 times in the scene
- ▶ 58:50 Harry Stebbings When I look at the market that you operate a lot of time in, it seems that Uber have a lot of freedom to do what they want to do, and you maybe don't.
- ▶ 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.
Adarsh Hiremath @ Mercor: The Fastest Growing Startup in Silicon Valley | E1261 · 20VC with Harry Stebbings
- ▶ 26:04 Adarsh Hiremath So, you know, I briefly talked about Uber and just going back to that example, right? 2 times in the scene
- ▶ 32:00 Adarsh Hiremath So one is the network effect of a marketplace that you might see in a labor marketplace like Uber, uh, or a marketplace like Airbnb, where
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- ▶ 11:04 Jonathan Ross And if you had built Uber back when we had, um, uh, internet, it wouldn't have worked because you'd book a ride, you'd go somewhere, how do you get home?
- ▶ 39:51 Jonathan Ross Um, and so as far as we know, we're the only ones that are actually making money running these open source models because with the open source models, everyone's sort of competing with VC dollars, trying to take market share Uber style,…
Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259 · 20VC with Harry Stebbings
- ▶ 17:44 Solly Solomou So even in our interactions to date where we've got the likes of Ubery sponsoring one of our biggest formats, Snap Wars, there's an aspect of consultancy in that, and that consultancy for us is that understanding of millennials
Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- ▶ 38:35 Sridhar Ramaswamy Mobile did produce truly new things like Uber and Lyft, but I would say that generation of companies had already smarted up to the world that platform disruptions were, um, were going to be a pretty big deal, and this is why you see these…
Brian Tolkin, Head of Product @Opendoor: How to Hire the Best Product Teams | E1257 · 20VC with Harry Stebbings
- ▶ 0:03 Brian Tolkin Upfront pricing for UberPool.
- ▶ 0:10 Brian Tolkin You open the Uber app, you say, this is where I'm going, and it was just like, okay, and then based on minutes and miles, the cost would post hoc calculate until we built upfront pricing where you'd see that beforehand.
- ▶ 0:41 Harry Stebbings Dude, I spoke to so many people that worked with you at Uber, and I heard that you were instrumental in the China Pool Uber launch, which allowed Uber to compete directly with Didi in major cities. 4 times in the scene
- ▶ 0:41 Harry Stebbings Dude, I spoke to so many people that worked with you at Uber, and I heard that you were instrumental in the China Pool Uber launch, which allowed Uber to compete directly with Didi in major cities. 2 times in the scene
- ▶ 1:58 Harry Stebbings From that time with Uber in China.
- ▶ 2:12 Brian Tolkin So in our case, um, we are trying to do matches, um, between two riders for, for Uber pool.
- ▶ 4:18 Harry Stebbings What was the worst product decision you made at Uber and how did that impact your mindset going forward?
- ▶ 4:24 Brian Tolkin Uh, back in the early days of UberPool, um, uh, the way you accessed the product was a sort of this, um, subset of UberX. 5 times in the scene
- ▶ 12:48 Brian Tolkin Uber was in a land grab for many, many years, right? 4 times in the scene
- ▶ 14:48 Brian Tolkin So Uber and Opendoor have an advantage where you can do this geographically by city, right? 2 times in the scene
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