The Ledger
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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…”
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…”
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…”
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…”
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.”
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…”
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…”