Uber, every mention
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every year anyone Travis Kalanick 57Benedict Evans 40Marc Andreessen 33Ben Horowitz 26Natasha Tiku 16Alex Rampell 16Chris Dixon 15Balaji Srinivasan 15Erik Torenberg 12Angela Strange 12
Verbatim, from the transcripts: the passages where Uber comes up
Why Investors Are Rethinking Everything for the AI Era
Travis Kalanick: How AI Will Transform the Physical World
- ▶ 0:04 Travis Kalanick People said, are you pissed off about Uber? 3 times in the scene
- ▶ 1:49 Travis Kalanick This is a continuation of a lot of the awesome things we did back in the Uber day.
- ▶ 2:25 unnamed speaker For Uber, the bit represents our technology. 6 times in the scene
- ▶ 4:33 Travis Kalanick Uh, I think I'm making a lot of the folks that are at Uber, they're like, we're tired of it. 2 times in the scene
- ▶ 18:22 Travis Kalanick So like, of course, go back to 2014 Uber. 2 times in the scene
- ▶ 24:00 Ben Horowitz I think it, I mean, you, you'd have to do the counterfactual if Travis was still running Uber, uh, because 7 times in the scene
- ▶ 28:14 Ben Horowitz Talk about how you're different as a founder building atoms than you were building Uber in terms of what have you changed? 16 times in the scene
- ▶ 41:03 Travis Kalanick She was head of Uber Eats, uh, Japan.
- ▶ 46:14 Travis Kalanick This is a couple of companies before Uber. 3 times in the scene
Garry Tan: New Rules for Founders
Building a Company in Stealth | Travis Kalanick with a16z
- ▶ 0:00 Travis Kalanick We know what Uber's 2017 was like. 2 times in the scene
- ▶ 1:38 Erik Torenberg oh so close to partnering up at Uber in 2011. 2 times in the scene
- ▶ 2:13 Travis Kalanick Uber started at 2010. 3 times in the scene
- ▶ 9:56 Ben Horowitz That kind of got off to a very, very difficult start, you know, largely because of Uber.
- ▶ 12:52 Travis Kalanick That kind of just was the extra texture on the Uber experience, at least for me.
- ▶ 13:22 Travis Kalanick Well, what I would say is there's one middle piece to this, which is those who are obviously in the tech industry, like we know what Uber's 2017 was like. 6 times in the scene
- ▶ 17:11 Travis Kalanick That was sort of coming in on, on Uber and trying to constrain it, if that makes sense. 3 times in the scene
- ▶ 21:19 Travis Kalanick so I had a buddy who started a thing right near the end of my Uber tenure, um, 3 times in the scene
- ▶ 21:46 Travis Kalanick We got Uber, we got Uber Eats up in 2015. 2 times in the scene
- ▶ 35:01 Travis Kalanick So look, the, the vision for digitizing the physical world for me started at Uber. 6 times in the scene
- ▶ 40:37 Travis Kalanick And, you know, folks like, you know, folks like Uber, other partners across different categories were like, were interested. 4 times in the scene
- ▶ 51:56 Travis Kalanick I realized this at Uber too, is that I think it may was maybe, maybe Bezos was the guy to sort of really go there, which is, uh, the only constraint to your imagination is management capacity.
- ▶ 53:26 Travis Kalanick Once you get the foothold, the beachhead, whatever, and it's working, you can start going, you go Uber rides, then it's Uber Eats, then it's Uber Autonomy, then it was Uber Freight, then it's like Uber AI Labs, like, you can start letting… 2 times in the scene
- ▶ 53:26 Travis Kalanick Once you get the foothold, the beachhead, whatever, and it's working, you can start going, you go Uber rides, then it's Uber Eats, then it's Uber Autonomy, then it was Uber Freight, then it's like Uber AI Labs, like, you can start letting…
- ▶ 53:26 Travis Kalanick Once you get the foothold, the beachhead, whatever, and it's working, you can start going, you go Uber rides, then it's Uber Eats, then it's Uber Autonomy, then it was Uber Freight, then it's like Uber AI Labs, like, you can start letting…
- ▶ 53:26 Travis Kalanick Once you get the foothold, the beachhead, whatever, and it's working, you can start going, you go Uber rides, then it's Uber Eats, then it's Uber Autonomy, then it was Uber Freight, then it's like Uber AI Labs, like, you can start letting…
- ▶ 57:08 Travis Kalanick The founder of Uber is now the CEO.
- ▶ 1:06:07 Travis Kalanick I, I started seeing that on rides at Uber, 5 times in the scene
- ▶ 1:11:23 Travis Kalanick A problem creator might be like, ah, like creating a problem might be like, hey, let's do Uber in China.
- ▶ 1:13:47 Erik Torenberg And so, if you, if you had still been running Uber, um, you know, in this other universe, or some of the vision that you have here with atoms, would that have been, you know, could you have gotten to mining with, like.
- ▶ 1:14:22 Travis Kalanick That's the future of Uber Eats too.
- ▶ 1:19:11 Ben Horowitz Like the Uber and Atoms. 2 times in the scene
- ▶ 1:20:39 Travis Kalanick Entrepreneurs that are coming up since the Uber time.
- ▶ 1:28:11 Erik Torenberg So, we were talking offline, you were saying when you started Uber, um, you, you know, worked with people who would choose to work with you.
- ▶ 1:30:59 Erik Torenberg And if you're joining now, you're joining both with the benefit of having, you know, uh, all the lessons you've learned and things you've proven out with cloud kitchens, and of course, Uber before that, so almost two decades, but early…
Why Physical AI Is the Next Frontier | The a16z Show
- ▶ 12:47 Qasar Younis There's more resistance to Ubers, to DoorDashes.
- ▶ 37:34 Qasar Younis There was a huge, like, and then it, it comes and we, by, by oh seven from the iPhone launch, like it's like four years when you get Uber, Instagram, WhatsApp, Snapchat. 2 times in the scene
- ▶ 46:16 Qasar Younis Actually, what it is, is those people that used to work at McDonald's, now DoorDash and Uber.
- ▶ 56:48 unnamed speaker So you were talking earlier about how, when, you know, um, the technology got, got so good in mobile that there was a wave of these companies, you know, Uber, WhatsApp, Snap, you know, Airbnb, et cetera, that emerged in quick succession.
The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
- ▶ 35:41 Benedict Evans But again, we're in 1997 and I'm trying to predict Uber and Airbnb and
The Founders Who Left Tesla to Rebuild America | a16z
- ▶ 20:28 Turner Caldwell Um, and the, the software space, um, you know, a lot of the underlying optimization algorithms that we're writing for our plants, they look very, very similar to, uh, the optimization algorithms that are in dog walking apps and, uh, Uber…
How to Reorg After AI Changes Everything | Block's Owen Jennings on the a16z Show
- ▶ 20:08 Owen Jennings For the past 10 or 15 years, everyone's used to a static UI, a rigid UI, you tap through the UI, everyone has the same, everyone's Uber or Lyft or Cash App or whatever looks the same.
Inside The Life of Silicon Valley's First Athlete Investor | Magic Johnson
- ▶ 29:40 Earvin "Magic" Johnson You know, um, you heard about too late between the Ubers and all the deals like that, that you say, wow, you know, ah, you had an opportunity, but you just, ah, didn't pull the plug, I mean, you didn't pull the, the, the string to write…
AI Markets: Deep Dive with a16z's David George
- ▶ 46:44 David George The customers of our portfolio companies to be the modern thinking ones, you know, the door dashes of the world, um, you know, the Instacarts of the world, the Ubers of the world, then the very, very old school stodgy companies.
The AI Opportunity that goes beyond Models
- ▶ 41:38 Alex Rampell Great answer for Uber. 3 times in the scene
Ben & Marc: Why Everything Is About to Get 10x Bigger
- ▶ 19:57 Marc Andreessen We just see more and more examples where the mistake that we or others make is, oh, this must be a, you know, the market for Uber and Lyft must be the market for taxi cabs, right?
AI Eats the World: Benedict Evans on the Next Platform Shift
- ▶ 6:00 Erik Torenberg Whereas they look at something like mobile and say, Hey, you know, there were big companies like Uber and snap and, and, uh, Instagram and WhatsApp, but these were,
- ▶ 29:27 Erik Torenberg And, and on, on mobiles, you know, some of the new use cases, you know, we're, you know, getting in strangers' cars, you know, we mentioned Lyft and Uber or,
- ▶ 47:51 Benedict Evans We also don't have YouTube or Uber. 5 times in the scene
The Unicorn Founder Who Delegated Everything.
- ▶ 9:10 Jonathan Swanson You can do it on a date, between lunch, you know, in the Uber.
- ▶ 51:07 Jonathan Swanson Um, you know, I've, back in the Uber versus Lyft, uh, really scaling war days, I remember emailing Logan a question, um, probably to come to one of our dinners, and he just responded war mode.
Why AI Moats Still Matter (And How They've Changed)
- ▶ 46:10 Erik Torenberg Some argue that, you know, mobile was, was ultimately sustaining in that although there were, you know, net new companies and use cases that were, you know, a hundred billion dollars like Uber and Airbnb, et cetera, that, uh, you know, the… 3 times in the scene
Robinhood CEO: Making Everyone An Owner
- ▶ 9:20 Vlad Tenev You know, he juxtaposed sort of like Uber the name and it's like, ah, it just sounds like this company that's gonna get slammed hard by regulatory scrutiny.
- ▶ 14:08 Vlad Tenev And when I moved back to San Francisco, it was around the same time that Uber had launched black car.
Seeing The Future from AI Companions to Personal Software
- ▶ 19:46 Eugenia Kuyda And then, of course, people figure out, well, you know, there's some, something special about this being a mobile, mobile app, and maybe GPS and connectivity, and things like Uber and Tinder came out of the whole new categories of apps.
Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
- ▶ 26:53 Kevin Rose Like when we, you and I were at GV and we did the Uber investment, how many startups did we say that the book, I'm the Uber for this. 4 times in the scene
- ▶ 1:20:25 Kevin Rose I think the lossy nature of it, and for people who don't know what we're talking about, like a lossless would be every word verbatim recorded in a diary somewhere that is, you know, one hack away from our personal conversation and the Uber…
How Kong Was Born: APIs, Hustle, and the Future of AI Infrastructure
- ▶ 15:26 Augusto Marietti Sunday at six a.m. to go for a walk, ah, to decide to invest or not, and he knows I'm a night hall, and, and he just Sunday at six a.m. to go to, go down to Palo Alto, which I had, I had to rent a zip car, there were zip cars, there was no…
- ▶ 18:35 Augusto Marietti But it never became this Airbnb or Uber of APIs.
Software Finally Eats Services - Aaron Levie
- ▶ 55:54 Erik Torenberg When we look at mobile, there were big companies built, you know, like Uber and WhatsApp and Instagram and TikTok, but the biggest beneficiaries were Facebook and, and, and Google.
Chris Dixon on How to Build Networks, Movements, and AI-Native Products
- ▶ 1:54 Chris Dixon Things like Uber and Venmo and Stack Overflow, as you mentioned, and just, you know, sort of revolved in a bunch of these networks as, as the internet evolved.
Is Non-Consensus Investing Overrated?
- ▶ 19:37 Leo Polovets And if you look at like the Airbnb, you know, Uber, like 2000 tennis era, it's kind of the opposite, right?
- ▶ 31:38 Martin Casado The story for autonomous vehicles is, is that even after the industry's put a hundred billion dollars in it, a hundred billion, the unit economics are still, you know, let's call it on par with Uber.
- ▶ 42:50 Leo Polovets You can also do like more investments that like, you know, a fraction of the ownership and then each investment maybe moves the needle less, but you have a higher chance of hitting like, you know, the type of the year, the Uber of the year.
- ▶ 47:44 Leo Polovets Where you start with, you know, like no buttons on the iPhone, or you got like Uber instead of taxi, it's a stranger driving.
Ben Horowitz Shares the a16z Origin Story & Plans for the Future
- ▶ 30:52 Erik Torenberg There already is a, that's the, uh, the Uberflex is Uber.
Steven Sinofsky & Balaji Srinivasan on the Future of M&A, AI & Tech
- ▶ 15:09 Balaji Srinivasan The actual regulator of taxis is Uber or Lyft because they have real-time tracking.
Dwarkesh Patel and Noah Smith on AGI and the Economy
- ▶ 7:58 Dwarkesh Patel If you just look at the example of Waymo versus Uber, I think previously you could have had this thing about people will be hesitate to take automated rides.
Tech vs. Media: Balaji Srinivasan on the Battle Shaping Our Future
- ▶ 7:57 Balaji Srinivasan Uber is the network.
- ▶ 1:12:21 Balaji Srinivasan They didn't want another trillion dollar company, certainly not a libertarian one.
- ▶ 1:32:35 Balaji Srinivasan Sometimes it's money where there's like, you know, uh, for example, at Uber, like the VCs there wanted money and, uh, Travis didn't want to sell or IPO.
The Future of Software Development - Vibe Coding, Prompt Engineering & AI Assistants
- ▶ 16:15 Martin Casado And then, um, you know, and it, by the way, meanwhile, of course, we saw consumer being disrupted by mobile, right, with the rise of, like, the Ubers and the Lyfts, you know, the Airbnbs.
The State of Consumer Tech in the Age of AI
Marc Andreessen Reveals His Biggest Wins and Mistakes at a16z
- ▶ 10:04 unnamed speaker Uber and Lyft almost merged at one point.
- ▶ 15:13 Marc Andreessen You know, 2010, 22,009, 20 10 was kind of the pivot we now know, which was, you know, the rise of Uber and Lyft, the rise of Airbnb, the rise of Tesla, the rise of SpaceX.
Where Crypto Meets AI with Chris Dixon & David George
- ▶ 34:20 Chris Dixon It just, and whether it's network effects, brand, I mean, you know, we see it play out over and over with these, uh, you know, like Uber and Lyft, people had all these debates, I remember all these debates, like there aren't really network…
How Andreessen Horowitz Disrupted VC & What’s Coming Next
- ▶ 58:09 Marc Andreessen Um, and probably the first two of those, you know, that really, you know, kind of made this clear for me were, you know, Uber and Airbnb, right? 4 times in the scene
Autonomy is no longer a moonshot—it’s a market
- ▶ 8:55 Qasar Younis The Waymo stuff is really a true, you know, it's like a ride-sharing product that ultimately is kind of a replacement for Uber for more than anything else.
Automating Developer Email with MCP and AI Agents
- ▶ 13:24 Zeno Rocha This is a designer that works at Uber, and he was telling me how, like, for the past two weeks, he didn't open Figma.
Why AI Voice Feels More Human Than Ever
- ▶ 15:18 Steph Smith It's kind of like, you know, the Uber, Airbnb, you know, I'm not gonna, no one's gonna wanna stay in a stranger's house, you know, drive in a stranger's car, and then what do you know?
- ▶ 29:39 Steph Smith I mean, we talked about apps like Uber, where it's like, you know, you have to get the customers quickly, and you maybe have to blow a lot of cash to get there, but you, you know, you rein that back in later. 2 times in the scene
How AI is Reshaping Labor Markets: A $Trillion-Dollar Opportunity Explained
- ▶ 34:32 Alex Rampell Um, what's interesting is things like Uber or Facebook where
How Waymo Is Using GenAI to Build a Better Driver
- ▶ 26:46 Dmitry Dolgov For example, in Phoenix today, uh, we have a partnership with Uber, uh, and Ride Healing, both in Ride Healing and in Uber Eats, where, so in Phoenix we have our own app. 2 times in the scene
- ▶ 26:46 Dmitry Dolgov For example, in Phoenix today, uh, we have a partnership with Uber, uh, and Ride Healing, both in Ride Healing and in Uber Eats, where, so in Phoenix we have our own app.
- ▶ 27:04 Dmitry Dolgov Another one is through the Uber app. 2 times in the scene
Marc Andreessen & Andrew Chen Talk Creative Computers
- ▶ 30:49 Marc Andreessen And by the way, even mobile, like there were some new mobile companies like Uber and Lyft and Airbnb.
The Future of Prosumer: The Rise of “AI Native” Workflows
- ▶ 11:48 Olivia Moore Like, sometimes when I'm writing a blog post, I want to start it in typing, and then, you know, I come back to it five hours later, or maybe I'm in an Uber, and I have a thought, and I just want to be able to voice dictate that.
Jeff Sloan (Global Payments): Placing Multiple Bets on ‘Mosaic of Solutions’
- ▶ 14:31 Jeff Sloan And we kind of run in the background, much like an Uber, the payments is kind of behind and Uber eats the payments is kind of behind the wall and is in the background and you just know it works.
- ▶ 14:31 Jeff Sloan And we kind of run in the background, much like an Uber, the payments is kind of behind and Uber eats the payments is kind of behind the wall and is in the background and you just know it works.
- ▶ 17:26 Jeff Sloan Hey, I need the ability for, for customers to order this stuff kind of online, order on your phone, order from your iPad, whatever it is, have it integrated into DoorDash, you know, Uber Eats, et cetera, and have it all be, have it all be…
The Future of AI Is Amazing
- ▶ 2:56 Martin Casado Now, if we go 20 years later, we've invested seventy five billion dollars as an industry, and while we do have autonomous vehicles on the road, and they're great, and they're solving real problems, the unit economics are still worse than,…
Rebuilding the California Dream
- ▶ 10:52 Jan Sramek And so if you, if your team members between the two offices want to go and see each other, you don't have to do, um, Uber, TSA, airport, plane, delayed plane, airport, Uber, get to the office in Austin or Denver or wherever it is, but you…
The Declining State of Higher Education
- ▶ 1:16:26 Marc Andreessen Um, and so adjuncts, professors, including adjunct professors, have a rating the same way that Uber drivers and Airbnb hosts have a rating.
Big Ideas 2024: The Consumer AI Battleground Moves from Model to UX with Alex Immerman
- ▶ 9:45 Alex Immerman My colleague Jamie Sullivan would say it's the difference between being one of the hundreds of compass apps in the app store and Uber using the geo locations of a smartphone to build an application that wasn't possible before and for which…
- ▶ 10:36 unnamed speaker I love that Uber example. 2 times in the scene
- ▶ 16:02 Alex Immerman Beyond that, much like Uber and Snapchat could not have been predicted when the iPhone came out, we don't know what gen AI will bring, but we're excited.
Tony Robbins on the Future of Health & Longevity
- ▶ 1:17:28 Tony Robbins And I said, hey, look at what just happened, you know, in the, you know, the world financial crisis, the number of jobs of people just driving Ubers, taxis, and trucks.
Welding Yourself to Early Customers with Marqeta's Jason Gardner
- ▶ 10:20 Jason Gardner And when we started talking to the food delivery companies like DoorDash and Postmates and then became Uber Eats and eBay had our product, that's when we started to really see the value that we were providing. 3 times in the scene
- ▶ 16:05 Jason Gardner Uber Eats and Uber still our customers.
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