Uber, every mention
101 scenes (2026), the whole family · ← back to Uber
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every year 2026 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
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 3:08 Rory O'Driscoll On the other hand, Uber blustered their way through, broke the laws, and eventually it was so popular that politicians folded, right?
- ▶ 42:05 Harry Stebbings Cheap, cheaper than, uh, Uber. 2 times in the scene
- ▶ 44:07 Rory O'Driscoll The fact, when you look how long it's taken Waymo, right, I actually think it does speak to the argument that they were right not to try and fund this thing at Uber for the last decade, right, to, because I just think it's, it's a very… 6 times in the scene
- ▶ 44:39 Jason Lemkin Um, if there is an issue, I take a Uber black, but, um, I don't have a car anymore in the, in the, in the bear.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 6:20 Harry Stebbings The challenge then becomes, and we had the president of Uber on the show, who was much more skeptical of the ROI that it generated internally.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 37:35 Jason Lemkin It's not just, it's not just Ubers of the world.
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 0:11 Harry Stebbings He's the president and COO at Uber. 6 times in the scene
- ▶ 1:30 Andrew Macdonald (Mac) No one's been at the company longer than me at this point. 7 times in the scene
- ▶ 4:17 Andrew Macdonald (Mac) And so I think I have been too short termist on certain issues like membership, Uber, Uber one, for example, I was running the mobility business. 6 times in the scene
- ▶ 4:17 Andrew Macdonald (Mac) And so I think I have been too short termist on certain issues like membership, Uber, Uber one, for example, I was running the mobility business. 3 times in the scene
- ▶ 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
- ▶ 10:47 Andrew Macdonald (Mac) I want to stand up, and it's a mobility service that we're going to offer through the Uber app. 3 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.
- ▶ 16:01 Andrew Macdonald (Mac) You can get trains on Uber here in London. 3 times in the scene
- ▶ 18:52 Andrew Macdonald (Mac) Um, then that's going to be the business, and that's going to be how people get around, and if Uber, uh, doesn't have autonomy on our platform, and we will, uh, we will, we will, we are investing actively and aggressively to bring it to… 7 times in the scene
- ▶ 21:37 Andrew Macdonald (Mac) I mean, when, when we ultimately, uh, divested ATG, which was our internal autonomy group, 4 times in the scene
- ▶ 24:03 Andrew Macdonald (Mac) The third piece is Uber's so global, right? 3 times in the scene
- ▶ 28:05 Harry Stebbings You were at Uber when you did Uber China, right? 7 times in the scene
- ▶ 28:05 Harry Stebbings You were at Uber when you did Uber China, right? 4 times in the scene
- ▶ 34:48 Andrew Macdonald (Mac) Let me give a little bit of backstory on this, because Uber had two big AI headlines in the first half of this year. 2 times in the scene
- ▶ 45:27 Andrew Macdonald (Mac) If you took everything Uber does today and held it static and said, you know, in five years you're going to need more or less people, I'd say, well, we could do everything we do today with less people in five years because of the power of…
- ▶ 47:05 Harry Stebbings I think you put Uber in the less, um, penetrable by Frontier Labs. 8 times in the scene
- ▶ 54:26 Andrew Macdonald (Mac) Look, I mean, I think it's, so first of all, I'll say, like, Uber has been on this journey, right? 5 times in the scene
- ▶ 1:01:37 Harry Stebbings When I saw that, I was like, whew, they've got balls at Uber. 5 times in the scene
- ▶ 1:06:59 Andrew Macdonald (Mac) I, I think, um, for me, like, first of all, I think they're both excellent in, in their own domains, and I think Dar is exactly, was exactly the right leader for Uber when he came in, and continues to be exactly the right leader for the… 6 times in the scene
Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
- ▶ 13:56 Harry Stebbings I just interviewed the president of Uber. 2 times in the scene
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
- ▶ 0:10 David Frankel This may just be another Uber, another Suno, another Shield AI. 2 times in the scene
- ▶ 4:49 David Frankel And to me, that's code for this may just be another Uber, another Suno, another Shield AI.
- ▶ 25:23 Harry Stebbings Dude, like, you know, you had Coupang, you had Uber, you had Trade Desk, you've got Shield, you've got Suno.
- ▶ 31:53 David Frankel Some kind of framework is really, really necessary, and I credit my partners over the years with that, of saying, we may be writing bigger checks, but above that post-money valuation, it's really not our opportunity anymore, and you can…
- ▶ 33:21 David Frankel Like if we'd followed on in Uber, Coupang, Shield, you name it, if we just followed on,
- ▶ 36:02 David Frankel If we did Uber at Series A or if we did Suno at Series A.
- ▶ 41:17 David Frankel If you look at fund one, we always talk about the, you know, the, the trade desk and the Ubers and the coupons.
- ▶ 44:47 David Frankel Every company I invest in, I invest in with the hope, right, that it could be another Suno or Uber.
- ▶ 52:17 Harry Stebbings Did you do a good job of sell down on Uber? 3 times in the scene
- ▶ 1:02:07 David Frankel Two seconds later, ask the Uber to go to Amtrak, go to Penn Station instead.
- ▶ 1:24:14 David Frankel Goes back to Uber.
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 1:00:28 Nikesh Arora You know, why would I not have my agent talk to my DoorDash app or Uber app?
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 49:56 Rory O'Driscoll But going back to the thing, just a comment, the other fun fact, I mean, you just got to note the fun fact, which is Benchmark's best fund, one of the, I shouldn't say the best fund because actually the eBay fund was the best fund in the… 5 times in the scene
- ▶ 55:22 Jason Lemkin Hopefully, hopefully you've got an Uber in there, uh, and maybe, maybe, you know, maybe a WeWork that you cashed out and just time to move on, guys.
Mercor Head of Product on Revenue Concentration from Frontier Labs
- ▶ 8:42 Harry Stebbings And then you see Uber and Microsoft and some forms of
- ▶ 1:01:04 unnamed speaker But now I take Waymo more than I take Uber.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 9:59 Rory O'Driscoll And one of his biggest hates for the last decade and a half has, of course, been Bill Gurley from his time at Uber.
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 1:05:41 Harry Stebbings Is it like a cloud market where you have obviously Azure, AWS, GCP, or is it an Uber and a Lyft where one takes 90% and the others kind of fight for scraps?
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 59:58 Rory O'Driscoll I mean, Uber did with taxi regulation. 2 times in the scene
Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder · 20VC with Harry Stebbings
- ▶ 45:04 Harry Stebbings Do you agree with that when you have examples like Uber, which proves that a bad business model can turn good with scale?
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 23:02 Harry Stebbings We've seen Matter, Uber, Microsoft.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 29:22 Harry Stebbings Do you think it's like an Uber lift market or do you think it's an AWS, Google Cloud, Azure market? 2 times in the scene
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 17:13 Paul Erlang I had heard some stuff about how they invested in Uber, but I didn't understand
- ▶ 23:30 Harry Stebbings Uber and Microsoft have both put question marks around the productivity gains that come from AI tooling and engineering, saying they are questioning it.
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 16:05 Harry Stebbings You're seeing very different camps from your Metas and Ubers and Microsofts who put in budgets to your free for all be creative.
Flexport CEO: Two Questions Every Founder Needs to Ask · 20VC with Harry Stebbings
- ▶ 18:33 Harry Stebbings And you know, you're seeing Uber and Microsoft come out saying, yeah, productivity gains are kind of questionable. 3 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 1:04:53 Harry Stebbings Seeing some cracks in an Uber saying, I'm not sure I'm getting the productivity gains that I thought.
- ▶ 1:13:47 Aravind Srinivas You got, you got to let any, by the way, the people who are using our tools, like I had an Uber driver, I'm not even like making this thing up. 3 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:40 Harry Stebbings Do you think we will see meaningful productivity gains from the AI tooling that we're seeing, or is Uber's concerns validated?
- ▶ 18:12 Harry Stebbings Uber announced last night, I think it was, or yesterday, that they were having like a 1500 dollar budget. 2 times in the scene
- ▶ 44:41 Matan Grinberg I think there might be, there might be similar corrections to like this thing at Uber,
- ▶ 1:02:58 Harry Stebbings Is this an Uber Lyft?
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 24:37 Harry Stebbings Well, speaking of consumers not wanting to work soon, they won't have to, uh, Uber cuts, 23% of HR. 7 times in the scene
- ▶ 33:25 unnamed speaker That one, that one, I think, I think the folks that hate benchmark from Uber, I think they deserve to hate benchmark.
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute · 20VC with Harry Stebbings
- ▶ 1:01:57 unnamed speaker Uh, you can compare it, uh, when Uber, uh, started growing and in many places there was the pushback, right?
Anthropic Files to Go Public | Cognition Raises $1BN at $26BN Valuation | The 996 Work Ethic · 20VC with Harry Stebbings
- ▶ 0:29 Harry Stebbings And then finally, Uber and Microsoft now pessimistic on the productivity gains from AI.
- ▶ 34:36 unnamed speaker I can imagine a scenario where people put a pause on, and I just saw, I think Uber announced today, they're just going to give everyone 1500 bucks a month, which is about the right amount, um, on what we're seeing in terms of averages. 3 times in the scene
- ▶ 49:11 Jason Calacanis And I don't think Uber is like one of the greatest software shops out there. 3 times in the scene
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 22:59 Brendan Foody And so that's the large distinction of how we're powered by a talent network in the same way that Uber is powered by a driver network, but that's not the end product, uh, in the same way as some of those marketplace businesses.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 7:15 unnamed speaker Well, the Uber COO says no, right? 7 times in the scene
- ▶ 8:36 unnamed speaker And I would argue Uber in many ways is a static product, Uber, Uber eats and everything.
- ▶ 19:52 unnamed speaker DoorDash compared to Uber said, we make so much more money on AI. 3 times in the scene
- ▶ 29:31 unnamed speaker And I, I don't know if it's going to happen at the Uber scale, but it's going to happen all across startups, right?
- ▶ 1:10:29 Harry Stebbings Is this an Uber Lyft where one of the providers takes 90%?
- ▶ 1:24:28 unnamed speaker What the problem is with like, listen, there's the Uber issue where we spent too much on slop.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 15:22 Jason Lemkin It's not today when SAP and Uber CIOs are said we're out of tokens for the year, but I do think we're ahead of most right at our little team.
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?
- ▶ 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?
Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad · 20VC with Harry Stebbings
- ▶ 11:21 Amjad Masad And then when things kind of rationalize or Uber lift, when things rationalize, you, you kind of focused on your gross margins.
Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash · 20VC with Harry Stebbings
- ▶ 12:00 Jeffrey Wu I just saw that Bill Gurley was tweeting that, um, you know, paid marketing is, like, the worst form of marketing, and I'm just like, hey, Uber, like, he's most well known for kicking out Travis from Uber, and Uber burnt, like, tens of… 2 times in the scene
- ▶ 18:43 Jake Paul Um, spend as much time, like, in the weeds, but this is, like, something I've always loved since I was 1718 years old, and seeing, you know, in SF, the Ubers, and the Twitters of the world, and Postmates, and getting to see these companies…
- ▶ 59:44 Harry Stebbings Because we have Uber, and it's a city, and so.
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 12:27 unnamed speaker Remember the Airbnb was the sharing economy, and Uber was the, you remember the sharing economy?
- ▶ 18:15 Harry Stebbings Um, uh, Tranium now is nearly sold out, Uber among one of their biggest customers.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 6:12 unnamed speaker Cause you take the Uber lift struggle, right? 2 times in the scene
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- ▶ 5:09 Andrew Dudum So if you look at our team, um, you know, Yemi, our CFO, he was, you know, the divisional CFO of Uber during COVID.
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 35:34 Marc Andreessen You know, the example people use, which I think is legitimate, which I think there was a point when Uber was available for investment by anybody on AngelList.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 0:21 Jason Lemkin I think Travis Uber would be a trillion dollar company today because it would be five years ahead of where it is today.
- ▶ 49:09 Rory O'Driscoll So, as again, to remind the viewers, obviously, Travis Kalnick, the wildly successful founding CEO of Uber, famously terminated by the board, enduring feud with Bill Gurley, which can cycle back to the Antropic Pentagon discussion because… 3 times in the scene
- ▶ 51:55 Jason Lemkin The main thing when I saw the TBN interview, the main thing I thought was, um, if you were running Uber today, it'd be a trillion dollar company. 15 times in the scene
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 38:22 Gokul Rajaram I think Uber and so on are great examples where they just saw non-consumption markets.
- ▶ 40:44 Gokul Rajaram And you see, I mean, those are, I mean, Uber, I have to say, I don't know how, if they have raised price or not, but I know that they have basically changed the economics of how much they pay drivers over time so that their, their margins… 2 times in the scene
The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock · 20VC with Harry Stebbings
- ▶ 47:18 Jerry Murdock You're gonna miss being an Uber.
Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
- ▶ 28:28 unnamed speaker And the, and the only thing that's changed, so what's allowed, you know, they beat off four or five other big competitors to now have some kind of stable oligopoly with Uber order, and there was one other smaller player in the US, right?
- ▶ 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
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 43:22 Harry Stebbings Is it like Uber and Lyft?
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 17:28 Sebastian Siemiatkowski Is we actually built like our own Uber model, which means that we encourage today, we recruit our own customers, the most passionate customers that live in rural areas and so forth. 2 times in the scene
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 53:16 Mike Cannon-Brookes But the AI that's answering the question is as good as things you have written down.
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 12:35 Harry Stebbings Does that look more like cloud, or does that look more like Uber and Lyft? 4 times in the scene
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 1:08:55 Jason Lemkin Listen, I think it's fascinating because everything that Travis said in the early days at Uber has become true. 2 times in the scene
- ▶ 1:15:12 unnamed speaker Because the beauty of Uber is there's a reason they invented surge pricing.
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 43:13 Harry Stebbings If we, okay, actually a much better way to ask that is, is this an Uber and a Lyft? 4 times in the scene
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