Uber

includes Uber Eats

7 statements across 7 episodes · 2 bullish · 2 bearish · 7 people on the record · first statement Sep 21, 2021 by Max Chafkin · said 110 times in 57 episodes since 2021 · across every show →

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brought up most by Alex Kantrowitz (46), Ranjan Roy (9), Gil Luria (6), Casey Newton (6), Emil Michael (5), M.G. Siegler (4), Kara Swisher (3), Ed Zitron (3)

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2026 43 mentions in 23 episodes 2 per episode
2025 37 mentions in 18 episodes 2 per episode
2024 12 mentions in 9 episodes 1 per episode
2023 10 mentions in 3 episodes 3 per episode
2022 7 mentions in 3 episodes 2 per episode
2021 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Uber, oldest first

Sep 21, 2021 negative
Opinion
Silicon Valley's disruption culture roots in 1980s right-wing campus activism
“I think a lot of the kind of some of this kind of cult of disruption stuff that we see in, in, in Silicon Valley, probably best epitomized by like Uber or something, I think kind of has its roots in right wing activist politics, the right wing activist politic…”
Max Chafkin Sep 21, 2021 ▶ 11:22 Unraveling The Mystery Of Peter Thiel — With Max Chafkin
Jan 13, 2025 bullish
Prediction Not checkable as stated
Rhee: Mobile apps will not disappear because companies will not unify
“Actually, I don't agree that apps will disappear, and here's why. If you have a four, let's say you have a 30 different apps, in theory, you don't need 30 apps. You need, maybe, if all these vendors and companies work together for one single app, that can do e…”
Sokwoo Rhee Jan 13, 2025 ▶ 17:15 The Future of AI and Entrepreneurship, According Two Leading Innovators
Aug 8, 2025
Disclosure
OpenAI Tested GPT-5 With Uber, Amgen, Cursor, and JetBrains Pre-Release
“We've worked with large enterprises and small startups and the entire spectrum in between on testing these models and GPT-V specifically before release. And we get a lot of feedback from companies like Uber and Amgen and Harvey and Cursor lovable you know JetB…”
Brad Lightcap Aug 8, 2025 ▶ 23:50 OpenAI COO Brad Lightcap: GPT-5's Capabilities, Why It Matters, and Where AI Goes Next
Oct 13, 2025 neutral
Insight
Roy: AI compute subsidies dwarf the 2010s VC-subsidized Uber era
“Us as consumers are benefiting right now because no one actually has to pay for it on the other end. And this kind of makes the like, 20 tens VC subsidized Uber rides look like, you know a quaint memory where we're just able to get all this benefit as computer…”
Ranjan Roy Oct 13, 2025 ▶ 24:59 AGI or Bust, OpenAI’s $1 Trillion Gamble, Apple’s Next CEO?
Nov 17, 2025 neutral
Insight
Luria: The AI chatbot market is not winner-take-all
“Unlike Uber and the rideshare market, which lent itself to winner takes most or winner takes all, chat is entirely not like that. Because I could have the same conversation with Gemini, and Meta is going to give me the tools to do this, and Grok is going to gi…”
Gil Luria Nov 17, 2025 ▶ 44:36 AI Bubble Special Report: Debt, Depreciation, and Losses — With Gil Luria
Mar 12, 2026 bullish
Prediction Not checkable as stated
AI chatbots will become memory-sharing authentication layers, not super apps
“Maybe you're not ordering an Uber through ChatGPT, but any other product you can authenticate through, and it can borrow your tokens, it can borrow your memory, it can borrow everything that it knows about you from ChatGPT. I think that is probably more of whe…”
Olivia Moore Mar 12, 2026 ▶ 20:26 AI’s Unpopularity + Competing With ChatGPT — With Olivia Moore
Jul 9, 2026 negative
Assertion Supported
Uber exhausted its entire annual AI budget in under six months
“And we also know that Uber, of course, spent their entire budget in less than half a year.”
Alex Kantrowitz Jul 9, 2026 ▶ 2:07 The Real ROI of AI Tokens — With Dallas Dolen
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