Uber, every mention

19 scenes (2024), the whole family · ← back to Uber

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Verbatim, from the transcripts: the passages where Uber comes up

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▶ 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,…

▶ 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?

▶ 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.

▶ 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.

▶ 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.

▶ 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…

▶ 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

▶ 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?

▶ 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.

▶ 24:53 Brad Gerstner Things like Meta and Uber and NVIDIA, they all had massive pullbacks. 2 times in the scene

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