Uber, every mention
42 scenes (2022), the whole family · ← back to Uber
every year 2022 anyone Jason Calacanis 343David Friedberg 85Chamath Palihapitiya 63David Sacks 50Travis Kalanick 38Cyan Banister 12Dara Khosrowshahi 11Brad Gerstner 8Gavin Baker 7Bill Gurley 7
Verbatim, from the transcripts: the passages where Uber comes up
E109: 2022 Bestie Awards Live from Twitter HQ
- ▶ 1:46:59 Jason Calacanis I'm going to go in a similar fashion as Chamath and Sachs and go with the money losing CEOs who have dedicated themselves to free cash flow and to getting to profitability from the last cycle, Airbnb and Uber were the money losers. 2 times in the scene
E106: SBF's media strategy, FTX culpability, ChatGPT, SaaS slowdown & more
- ▶ 27:57 Chamath Palihapitiya Jason, when you, when Uber went public. 4 times in the scene
- ▶ 1:37:32 Jason Calacanis Uber and Tesla have all this data of the data being collected by, you know, the, uh, phones or the cameras in the cars.
E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
- ▶ 0:04 Jason Calacanis Oh, Uber had a big week, so this is the Uber Montclair crossover hat.
- ▶ 40:27 Jason Calacanis Gig workers are about nine percent of the workforce and Uber and Dara had, um, 3 times in the scene
- ▶ 49:52 Jason Calacanis And then because their stock prices are so depressed right now, maybe even a mid cap one like a Twilio or an Uber or an Airbnb, if they were cut costs and then start buying back their shares, which some companies have been doing. 4 times in the scene
E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
- ▶ 34:25 Brad Gerstner You know, SoftBank funding all of these rideshare companies around the world to compete with Uber meant that Uber, even though they're a market leader, did not have market leadership economics, and so the ringing out of the system of that… 2 times in the scene
- ▶ 50:32 Jason Calacanis I invested in Uber, Thumbtack, and, um. 3 times in the scene
- ▶ 1:23:48 Jason Calacanis Uber has stayed out of this because they don't have as much exposure because the number of rides in California is a smaller percentage of their overall revenue. 2 times in the scene
- ▶ 1:29:24 Chamath Palihapitiya Whereas if you go to California, you have to pay 60% tax, but then, you know, you could be an angel investor in Uber, you know, and all of a sudden take 25,000 and turn it into a hundred million, which is un ungodly.
E100: Reflecting on the first 100 shows, fan questions, nuclear threat, markets, Amazon & more
- ▶ 41:35 Jason Calacanis So total value is distributions, like, hey, here's your Robin Hood stock, here's your Uber stock, here's cash, plus the net asset value.
E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
- ▶ 49:32 Jason Calacanis People might actually go back to work and Lyft and Uber are reporting that the driver shortages are over.
E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
- ▶ 15:58 Chamath Palihapitiya Atlassian, Tesla, Uber, Google, Airbnb, Uber, Instagram, WhatsApp, incredible businesses that have created tremendous value.
E92: Adam Neumann's second act, a16z's $350M bet, housing policy, Inflation Reduction Act & more
- ▶ 9:37 Jason Calacanis Just like they say, take an Uber, just like they say, Google it, uh, just like, you know, any other verb that we talk about.
- ▶ 56:55 Jason Calacanis Uber.
E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
- ▶ 6:11 Jason Calacanis Essentially, you can think of SoftBank as like a holding company of a bunch of different assets, including Alibaba, previously Uber and all of this vision fund stuff. 2 times in the scene
E90: Twitter subpoenas, market overview, Pelosi's Taiwan visit & more
- ▶ 24:03 Jason Calacanis I don't know if you're watching, but Uber, you know, obviously I'm still a big shareholder, had a massive print, and other companies have been doing equally as well, Apple included.
E88: First principle politics, China chaos & outlook, state of private/public markets & more
- ▶ 1:10:32 David Friedberg Do you think we would have had any concept of people being Uber drivers, or people, um, uh, you know, creating crafts and selling them on Etsy, um, or- YouTubers, content creators.
- ▶ 1:21:51 Jason Calacanis Everybody knew Airbnb and Uber were winners.
- ▶ 1:40:12 Jason Calacanis I, yeah, I mean, this is where, like, they could buy DoorDash, Uber, Lyft, those kind of real-world services, Airbnb.
E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
- ▶ 30:01 Chamath Palihapitiya It's not as if you and I, David, didn't want to go out or use DoorDash or take an Uber or watch a movie in a movie theater.
E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more
- ▶ 33:04 Jason Calacanis You're not allowed to buy a share of LinkedIn or Uber or Airbnb, even though you stayed in an Airbnb, we were an Airbnb host, you're too stupid to buy Airbnb shares when it's private.
E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
- ▶ 1:32:45 Jason Calacanis The fact that our Ubers, you know, and our Lyfts or whatever are coming with giant Suburbans with one person in it is just ridiculous.
#AIS: Palmer Luckey on Anduril
- ▶ 7:05 Palmer Luckey It's a year that Uber was under a federal investigation for its workplace culture immediately after a board coup that ejected much of the leadership.
#AIS: Bestie AMA with Valor's Antonio Gracias
- ▶ 36:36 Jason Calacanis You know, uh, I invested in, um, Uber, Thumbtack, and Calm for fifteen million dollars combined.
#AIS: The Lanby's Tandice Urban on solving healthcare's customer service problem
- ▶ 5:38 Tandice Urban We'll, like, request a non-talkative Uber because we don't feel like chatting with the driver, or we'll leave a very scathing Yelp review for a restaurant, but when it comes to this service,
E83: Market slide continues, and how to address Uvalde
- ▶ 41:09 Jason Calacanis Why, why would somebody like Dara at Uber
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
- ▶ 41:32 Bill Gurley I'm talking about like, I'm talking about Uber and Lyft and like hundreds of billions of dollars of money raised in the private market and shot onto the playing field out of a cannon. 6 times in the scene
Elon Musk: Twitter's bot problem, SpaceX's grand plan, Tesla stories & more
- ▶ 19:44 Chamath Palihapitiya And an Uber competitor. 2 times in the scene
E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
- ▶ 16:07 David Sacks And they closed their deal with Uber the day before Dara's memo came out saying, we got to be really focused on cost cutting.
- ▶ 1:09:57 Jason Calacanis Uber Dara said, we're going to look at hiring as a luxury, it's probably not going to happen.
- ▶ 1:23:01 Jason Calacanis Google, Uber.
E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
- ▶ 14:50 David Friedberg I mean, J Cal wrote a book called how I made a hundred million bucks from whatever you invested, um, in Uber.
E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
- ▶ 32:11 David Friedberg But on the other hand, the whole pro founder model led to the, the WeWork and Ubers of the world that, you know, I think.
E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
- ▶ 1:09:49 Chamath Palihapitiya To help build the enterprise value of a startup, let's pick our favorite startup like an Uber, but not invest in their equity before they go public. 2 times in the scene
- ▶ 1:15:16 David Friedberg I'll get one, I'll actually get one Ubered over to you.
- ▶ 1:24:11 Jason Calacanis Sachs wants to know why they don't just use DoorDash or Uber Eats.
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
- ▶ 8:34 Chamath Palihapitiya Uber is down 60%. 3 times in the scene
- ▶ 19:44 Brad Gerstner Maybe one or two of them do, but when you have DoorDash and Uber that are free cash flow positive, that have strong brands and that can redeploy those profits back into compete in those markets, I think it's very tough.
- ▶ 33:24 Jason Calacanis Brad, when we saw at the peak of the pandemic, some leadership, I'd say, you know, seasoned or well informed leadership, Airbnb and Uber come to mind, cut their staffs massively.
E64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
- ▶ 59:04 Jason Calacanis How about when Uber goes to 15? 2 times in the scene
E63: Insurrection indictments, human rights in the US and abroad, groundbreaking MS study and more
- ▶ 1:19:12 Jason Calacanis A recruiter in year two, or they were an Uber driver be able to buy Uber shares, or if they were an Airbnb host be able to buy Airbnb shares as a private company will change the entire complexion of upward mobility in the United States and… 2 times in the scene