The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Khosrowshahi: Uber Eats is as big as DoorDash globally
“Uber Eats is actually as big as DoorDash on a global basis, and so when we think about Uber, we think globally, right? And we are the global leader along with DoorDash.”
Khosrowshahi: Kareem and Transplace acquisitions are or will be major hits
“I would say probably Kareem or there's a, we're pretty early on in terms of development, but a, an acquisition that we made in with Uber Freight Transplace, which really runs the logistics outsource logistics function of a lot of companies out there. Both of t…”
Khosrowshahi: Uber will focus exclusively on software moving forward
“I will tell you right now, based on everything I see, we're going to stay squarely in software, because we're really, really good at it.”
Khosrowshahi: Travis Kalanick will lead dark kitchen success if anyone does
“He has a, he's built a dark kitchen company that we do work with, and I think it's the biggest dark kitchen company out there, so if anyone succeeds in that area, I think it'll be Travis.”
Khosrowshahi: Uber completed two billion trips in the previous quarter
“Now in this last quarter, two billion times a quarter.”
Khosrowshahi: Uber lost 85% of volume overnight while losing $2B
“You know, we lost 85% of our volume overnight, and the business was already losing two billion dollars.”
Khosrowshahi: Uber provides income to over five million earners globally
“You know, we are an incredibly important entity in terms of Transportation and cities in terms of earning power for over five million earners.”
Khosrowshahi: Postmates backend integration enabled aggressive cost cuts for Uber
“While Postmates as an app is still in the app store, they've got millions of loyal customers, all of the backend is essentially being served by our infrastructure, which allowed us to save pretty aggressively as it related to the cost side.”