taxi market
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Apr 16, 2026 by Benedict Evans · across every show →
Everything said about taxi market, oldest first
Apr 16, 2026 neutral
Evans: Uber's TAM Was Far Bigger Than the Taxi Market
“There was a valuation professor who notoriously did an analysis of Uber kind of 10 years ago, where he said, you know, the valuation of Uber should be based on the fact that its TAM is the size of the taxi market, and this is, I'm going to work out the size of…”