Uber, every mention

11 scenes (2025), the whole family · ← back to Uber

mentionsepisodesper episode tap a year for its mentions

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

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▶ 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.

▶ 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…

▶ 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,

▶ 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

▶ 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.

▶ 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

▶ 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.

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