Uber Eats, every mention
25 scenes · ← back to Uber Eats
tap a year for its mentions
every year anyone Dara Khosrowshahi 18Ben Gilbert 5Packy McCormick 1David Rosenthal 1
Verbatim, from the transcripts: the passages where Uber Eats comes up
Uber CEO Dara Khosrowshahi · Acquired
- ▶ 1:36 Ben Gilbert And they have two businesses, as many of you know, that complement each other nicely in eats and mobility, and they've divested anything hardware, international, or that's too far in the future or speculative.
- ▶ 8:31 Dara Khosrowshahi But it was a huge accelerator as it relates to our Eats delivery business.
- ▶ 22:30 David Rosenthal Rides and eats.
- ▶ 22:43 Dara Khosrowshahi There's a much larger crossover, and we can actually use Eats almost as a recruitment tool.
- ▶ 23:04 Dara Khosrowshahi And because of eats, you don't need to get your car inspected.
- ▶ 24:28 Dara Khosrowshahi We did take a big step post pandemic once Eats got to size to merge all the teams together, the technical teams together, the marketplace teams together, a single earner team, et cetera.
- ▶ 24:41 Dara Khosrowshahi When Eats was small, it needed its own dedicated teams.
- ▶ 24:45 Dara Khosrowshahi Because if you had one team doing rides in Eats, like all the attention would go to rides.
- ▶ 24:59 Dara Khosrowshahi Eats is the recipient, you know, so the rides business has most of the audience, and generally we move more people from rides to Eats.
- ▶ 25:08 Dara Khosrowshahi So it's a, it's a almost free customer acquisition tool for, for Eats.
- ▶ 25:14 Ben Gilbert It's your largest customer acquisition channel for Eats, right?
- ▶ 25:54 Dara Khosrowshahi You know, all of it sounds great, but the fact is that whatever pixel that you put on the rides app to promote eats is taking something away from the rides app, right?
- ▶ 26:17 Dara Khosrowshahi There's a bunch of machinery that you have to build to do this stuff successfully and for the benefit that eats gets to be significantly larger than the detriment that rides gets and to not get in the way of the rides experience, you know,…
- ▶ 26:45 Dara Khosrowshahi And then, you know, if Eats has this new customer acquisition, uh, source, every year, new customers for Eats account for less than 10% of the business, of the overall business, because it's a big repeat business.
- ▶ 27:33 Dara Khosrowshahi And then on the right side, there's proprietary supply coming over from EATS, again, compounding.
- ▶ 54:50 Ben Gilbert This, uh, expand internationally, leverage the fact that you're sort of the leading global player, generate cash, use it to compete domestically, eats, feeds ride sharing, which feeds, you know, you can sort of use this flywheel.
- ▶ 55:04 Ben Gilbert Of the three pillars today of ride sharing, Uber Eats, and freight, and divesting everything else, all the autonomy, all of the self, I guess self-driving cars is autonomy.
- ▶ 57:29 Dara Khosrowshahi And on the Eats side, obviously it was about food and kind of the general expansion of that business, but it's really about getting into the other categories, getting into grocery, liquor, et cetera.
- ▶ 57:47 Dara Khosrowshahi If you think about Eats, there's a marketplace offering.
- ▶ 57:50 Dara Khosrowshahi You come to Uber Eats and Eats is bringing you demand.
- ▶ 1:25:12 Ben Gilbert If you could only own Uber Eats or Uber the transportation business, which one would you rather own?
- ▶ 1:25:20 Dara Khosrowshahi Also, Eats is a transportation business.
- ▶ 1:30:02 Dara Khosrowshahi There's a team that runs the Eats app and the team that runs the driver app.
- ▶ 1:30:53 Dara Khosrowshahi And the amount of time that they're spending on the app, most of Uber employees, myself too, like order rides all the time, order eats all the time, you know, you get in, get out, et cetera, but a driver will be spending four hours, five…
Not Boring (with Packy McCormick) - Extended Cut · Acquired
- ▶ 33:45 Packy McCormick And I think part of that is probably what became Uber Eats ultimately is these people kind of are moving around the city on, on their bikes, but we had a slider in the Uber app where I would call, hopefully there was somebody nearby.