Uber

“We always will bring up in the meeting, we'll get the person to show us their Uber score.”

“Why is that? I'd argue that it was the cultural difference because they had all the same resources, they had the same people, and you had one culture that was so intense that was driven It treated every manager as a CEO of a business unit. You go run that, tha…”

“If you find Uber or Airbnb early, if that's all you do for the vast decade, you're probably going to do better than with my approach.”

“I mean, it's pretty insane how similar the marketplaces play out, whether you're in petrochemicals or oil sources workers or an Uber type marketplace.”

“I mean, think of Uber or Airbnb, right? If they tried to play by the rules, they probably, they would have never existed.”

“One thing that never changes, and we've seen that across every company, we've been a part of Uber, Facebook, Airbnb, Lyft, et cetera. The list goes on where we built a lot of these growth and data science frameworks is that their product market fit and how the…”

“We did growth in data science consulting for Snapchat, for Uber, for Airbnb, all these companies. And when I say that, I don't mean it to be facetious. Like we actually sent and built teams for them. We would do multiple offsites with them. We would actually b…”

“The profitability of a yellow taxi driver was superior to that of an Uber driver.”

“And so it was negotiating a deal with SoftBank, who in classic SoftBank fashion was saying, either you take all of our money or we're going to go invest it in Lyft and kill you.”

“Travis, I'd say it's just the most impressive executor I'd ever seen. I mean, anyone who builds a business model at its core is taking on the taxi and limousine commissions in every single city and winning the guy's got to be able to execute and be relentless.”

“Although I did miss Uber. Travis came to see me, And I think Uber had a 50 or a hundred million dollar valuation at the time, and I was like, wait, wait, what? This is an unknown black car. It's going to pick up my daughter. It's going to drive her around New …”

“What quants can't do is look forward, and how things will change over time, and so you learn the power of it, but also the blind spots, and so they can't see what next two, three quarters are gonna be, and so that led me to a conclusion where Zillow and Uber, …”

“If there are 5000 people in Silicon Valley writing these angel checks to entrepreneurs, Some of whom end up starting the Ubers of the world. You're gonna have a bell curve of outcomes, and somebody can be on the top end of the bell curve because they're really…”