Uber, every mention
31 scenes, the whole family · ← back to Uber
tap a year for its mentions
every year anyone Brad Gerstner 31Bill Gurley 24Thomas Laffont 2Apoorv Mehta 1Ali Ghodsi 1
Verbatim, from the transcripts: the passages where Uber comes up
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 27:49 Apoorv Mehta The, the, the analog that is most common is the Uber and Lyft of the 2015 era.
AI Enterprise - Databricks & Glean | BG2 Guest Interview · Bg2 Pod
- ▶ 27:40 Ali Ghodsi It ended up being, you know, things like Facebook for friends, and things like Airbnb for rentals, and Uber for your cab industry, and, you know, Twitter, and so on.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 2:25 Bill Gurley You know, the Uber DoorDash wars and all this, they're bigger than that, and so I think it's part of, we've talked about it, I think it's part of a systematic trend where investors are aware of network effects, they've watched companies…
- ▶ 52:57 Bill Gurley When, when I was going through the, the Uber lift wars and, you know, we'd be in board meetings and look at these burn rates and all this money we're spending, you talk about whether or not to raise another round and certainly thought…
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 30:55 Bill Gurley I mean, I saw, you know, through the Uber and Lyft situation, I saw a precursor to this, but this, these,
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 19:47 Brad Gerstner So has Uber.
- ▶ 1:05:09 Brad Gerstner Um, you know, and then you see companies like TSM and NVIDIA and Microsoft, Oracle, Booking.com, Uber Dash, they're at all time highs, but not withstanding the fact that they're at all time highs, you have Tesla down over 20% on the year,… 2 times in the scene
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 21:08 Thomas Laffont It has blips here and there, the deep seek moment and others, but the resiliency, to me, Bill, it does remind me a little bit of when Uber got started, right? 2 times in the scene
- ▶ 48:23 Brad Gerstner Every one of these companies, literally from Uber, they're growing their top line without growing their headcount, all the way to the largest of the mag seven, but AppLovin has done as good a job as anyone.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 37:45 Bill Gurley That there, there, like, are still contingencies on whether the full conversion from a non-profit to a for-profit happens, so I think there's some stuff, if that's true, there's still some stuff to play out, but, you know, one thing I… 3 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:32 Bill Gurley And so, um, if, if, if this is a, one of these situations where people think it's winner take all, just like we had with Uber Lyft, and they're gonna go hard,
- ▶ 41:38 Brad Gerstner Ma, enter Masa back to Lyft Uber, and, you know, Masa is rumored to be leading, you know, a very big round, forty billion dollar round, you know, with a lot, which we saw they announced it at the White House.
BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America · Bg2 Pod
- ▶ 39:34 Brad Gerstner They would seed it with a very small amount of money that would be a rounding error to the federal government, but really be a four or one K from birth where companies have already raised their hands from Uber to Dell, Oracle to Nvidia,…
Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 29:54 Bill Gurley You've got Uber, who's got this huge network of users. 3 times in the scene
- ▶ 37:08 Brad Gerstner and I saw in Uber, right?
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:00 Bill Gurley I, you and I were, were deeply involved in the Uber situation, but you know, when you start losing a billion dollars a year, or even I would say, twenty million dollars a month, um, you're very far away from profitability.
Ep14. Public Market Volatility, AI Air Pocket, $GOOG Ruling | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 39:30 Bill Gurley You and I lived through this with, with Uber and, and the Vision Fund and Masa and all the money and DoorDash got all the, and it, and it really perverted the market.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 15:59 Brad Gerstner Right, the soft bank effect, weapons of economic, you know, destruction, you know, we certainly led to excess competition in the ride-sharing space, and so what it did is it slowed down and prevented the natural order of things, the… 2 times in the scene
- ▶ 29:50 Bill Gurley Like, and that marketplace companies like Uber wouldn't exist and all this stuff. 2 times in the scene
- ▶ 44:42 Bill Gurley Now there's a question, like that kind of thing can go too far, like in the example of scooters and Uber, where, where everyone thinks that it's going to be disruptive and it won't.
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 50:49 Brad Gerstner And Elon, I thought, elegantly put this, you know, we're going to be both Uber and Airbnb. 3 times in the scene
- ▶ 1:00:26 Bill Gurley I could put the link in there, but he, he implied that, um, he also attacked the VCs and said they were going about it all wrong, but he, he, he implied that the AI was now in its Uber phase where the, you know, the, talking about Uber and…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 41:55 Bill Gurley As both being earlier investors and Uber.
- ▶ 47:32 Brad Gerstner Well, one of the reasons you invested in Uber is that as Uber grows, the power of the network effects gets even bigger. 11 times in the scene
- ▶ 56:27 Brad Gerstner Or you can go on the Uber Eats app or the DoorDash app, um, and order a burger.
- ▶ 58:27 Bill Gurley The cost per mile of insurance for Uber in the U S is dramatically higher than the rest of the world. 6 times in the scene
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 37:29 Brad Gerstner Uber's talking about SBC as a real expense.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 19:44 Bill Gurley Could you put a, could you, what would it cost to build a five camera device to put on top of every Uber?
BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03 · Bg2 Pod
- ▶ 38:04 Brad Gerstner I said, book an Uber going from, but it was able to do it. 3 times in the scene
- ▶ 48:16 Brad Gerstner I'm going to be able to order my Uber.
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 24:53 Brad Gerstner Things like Meta and Uber and NVIDIA, they all had massive pullbacks. 2 times in the scene