UberX

5 statements across 3 episodes · 2 bullish · 2 bearish · 3 people on the record · first statement Oct 2, 2023 by Phin Barnes · said 39 times in 12 episodes since 2016 · across every show →

Mentions by year

brought up most by Scott Gorlick (19), Brian Tolkin (5), Andrew Macdonald (Mac) (3), Shervin Pishevar (2), Phin Barnes (2), Aaron Hirschhorn (2), Ooshma Garg (1), Martin Escobari (1)

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2026 4 mentions in 2 episodes 2 per episode
2025 8 mentions in 3 episodes 3 per episode
2024 19 mentions in 1 episode
2023 2 mentions in 1 episode
2022 1 mention in 1 episode
2018 1 mention in 1 episode
2016 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about UberX, oldest first

Oct 2, 2023 bullish
Insight
Barnes: Analyzing Initial Market Size Causes Investors to Miss Market-Expanding Founders
“When you get stuck thinking through that and working through the hundred reasons why owning the black car market isn't worth it, then you miss That Travis would figure out UberX.”
Phin Barnes Oct 2, 2023 ▶ 44:18 Phin Barnes: The Services Model of Venture Capital is Broken, The Best Founders Do Need Help | E1067 · 20VC with Harry Stebbings
Aug 30, 2024
Assertion Partly supported
Uber initially let Lyft launch first to absorb local regulatory risk
“And what a lot of people don't know about Lyft is when we started launching UberX, we let Lyft go first, and we had a policy that said, hey, if Lyft launches in a city, we are going to wait 30 days to see if the law enforcement comes after them, and then we're…”
Scott Gorlick Aug 30, 2024 ▶ 17:44 Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
Aug 30, 2024 negative
Assertion Supported
Uber's unit economics worsened in 2014 due to intense market competition
“Even though we were in 2014 and the business was five years along, like, the unit economics as we launched Hooper X and had more competitors actually got worse over time because you started spending so much money to acquire drivers, to acquire riders”
Scott Gorlick Aug 30, 2024 ▶ 11:38 Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
Aug 30, 2024 positive
Disclosure
Uber offered free UberX rides throughout South by Southwest 2014
“So, what we decided to do Was we decided to do free UberX for all of South by Southwest.”
Scott Gorlick Aug 30, 2024 ▶ 25:13 Scott Gorlick: How Uber Acquired 1M Drivers & The Uber’s Expansion Playbook | E1196 · 20VC with Harry Stebbings
Jan 13, 2025 negative
Assertion Supported
Pishevar: Kalanick's six-month regulatory delay cost Uber 30% market share to Lyft
“Travis Basically for six months was like, you know, telling the taxi commission, the city, government, like, you know, hey, these guys are illegal, like, well, you know, why are you allowing it, et cetera, instead of launching it, you know, as well which was l…”
Shervin Pishevar Jan 13, 2025 ▶ 20:06 Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245 · 20VC with Harry Stebbings
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