Uber, every mention
78 scenes, the whole family · ← back to Uber
tap a year for its mentions
every year anyone Ted Seides 13Savneet Singh 7Nat Frazier 4David Rosenthal 4Chris Sacca 4Chris Dixon 4Avichal Garg 4Anthony Scaramucci 4Patrick O'Shaughnessy 3Jon Harris 3
Verbatim, from the transcripts: the passages where Uber comes up
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 54:00 Jonathan Wang It was the same analysis that we looked at when we said Airbnb was not going to do to hotels what Uber did to taxis.
Fundraising Mastery: The Tao of Kimmer – John Kim (EP.503)
- ▶ 16:49 John Kim (Kimmer) That the Uber that I took here is not going to get into an accident, that there's a professional driver.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 56:17 Ashby Monk You see people be like, we're the Uber for X, or we're the SpaceX for Y.
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 41:46 Alex Sacerdote It could be negative for some companies who are selling cars that don't have good technology, or maybe some people think it might be bad for Uber.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 40:02 Jay Ripley For a while, I remember in 2016, 17, every person you met with was like, I was in the serious seat of Uber, and my track record is 42 times money, and you're like, okay, great, where do I sign up?
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 1:06:46 Tim Sullivan It turned out one of them was Twitter and one of them was Uber and whatever else, and wow, these guys are really good. 2 times in the scene
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 42:12 Ben Forman If you think about something like, it'd be almost like if Uber paid drivers in the early days with shares of Uber, as opposed to just actually giving them cash, and then they feel more ownership in the network, and they're participating in…
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 25:01 Anthony Pompliano I just happened to live in San Francisco in 2012, and all my friends were starting companies, and one of them was named Uber, right?
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 4:25 Ted Seides When you think about the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton might come to mind.
Ricky Sandler - Evolution of Long-Short Equity Investing (EP.414)
- ▶ 30:21 Ricky Sandler 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…
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 59:11 Mike Maples, Jr. Uber was in the market.
Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
- ▶ 26:03 Graham Weaver And usually that's because they did Uber in that fund or something.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 33:52 Chris Dixon I remember people trying to do things like Uber before Uber, before the iPhone, and there were all these location-based services before the iPhone. 2 times in the scene
Gary Sernovitz - Inside the CIO Seat (EP.357)
- ▶ 34:13 Gary Sernovitz This VC firm had IPO that went bust, one of these home delivery meal companies, and then had an Uber for babysitters, which was a great, great win. 2 times in the scene
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- ▶ 26:34 Muthu Muthiah I work for an organization whose mission is to make kids better today and healthier tomorrow, and it's also meaningful in terms of doing it in your own community, because I take a lot of Ubers from the office when I have local meetings,… 2 times in the scene
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 9:30 Michael Carmen After the great financial crisis, companies like Uber and Airbnb and Peloton and many, many others were seeking capital from a variety of opportunity sets, and that included the mutual fund companies like ourselves and the Fidelities and…
- ▶ 11:37 Michael Carmen Today, but now you're seeing companies, whether it was Airbnb that went public at sixty billion plus, or Stripe that just did around at fifty billion dollars, or Uber that went public at fifty billion.
Don Mullen –Single-Family Rentals at Pretium (Capital Allocators, EP.324)
- ▶ 21:44 Don Mullen And I came back to the executive office of Goldman Sachs and said, I think this is going to be a very big business because almost all the houses in the United States that are rented are more fragmented than car services in the country,… 3 times in the scene
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 4:51 Ted Seides Chris founded Lowercase Capital in 2010, making seed stage investments in Twitter, Uber, Instagram, Blue Bottle Coffee, and Stripe, among many others.
- ▶ 36:06 Chris Sacca It was each time, and I think we benefited from that, was Uber and Twilio and Twitter all have nothing in common. 4 times in the scene
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 23:07 Ashby Monk There's Lyft, Uber, there's Amazon, there's DoorDash, there's all this stuff that exists as a function of GPS.
Coach Paul Assaiante – Leading People to Greatness (Capital Allocators, EP.307)
- ▶ 24:40 Paul Assaiante Although these kids figured out how to use Uber Eats and get 20 pounds of Wendy's, and one of the boys walked up to me and he said, Coach, I think you might be overdoing the stoicism thing.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 45:39 Anthony Scaramucci And DoorDash and Uber Eats is thriving.
- ▶ 1:03:51 Anthony Scaramucci Although I did miss Uber. 3 times in the scene
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 16:47 Ted Seides So another one in the public eye this year with super pumped was Uber and Travis.
Matt Brown – Tidal Wave of Capital for Alternatives from Retail (Capital Allocators, EP.272)
- ▶ 31:32 Matt Brown It's a bit transformational, like Uber kind of transformed how we think about getting into transportation, Airbnb, and how you think about renting an apartment.
- ▶ 39:23 Ted Seides When you think about these platform businesses, some of the ones you mentioned, even an Uber and Airbnb, a lot of them end up being winner take all, or maybe there's one or two.
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 41:16 Brent Montgomery It used to be if you were moving to LA, and you wanted to be an actress or an actor, you would go wait tables, and then more recently, you'd be driving Ubers.
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 51:10 Avichal Garg So the analogy here is Airbnb versus let's say Uber. 4 times in the scene
Regan Bozman – Defensible Moats in Crypto at Lattice Capital (Manager Meetings, 34)
- ▶ 7:53 Regan Bozman They eventually rebranded to Handy, building an Uber-like platform for home services, especially home cleaning.
- ▶ 34:39 Regan Bozman With things like eBay or something like Uber, liquidity begets liquidity.
Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
- ▶ 27:18 Chris Dixon So if you take something like Travis Kalanick building Uber at that point, the infrastructure was good enough that he depended on GPS. 2 times in the scene
Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)
- ▶ 36:44 Andrew Milgram They want to know if we want to take a look, and I looked at him and said, that's the worst idea I've ever heard, and I say, you know, they're aware of Uber, I presume, so we put it down, and three, four weeks later, he came back to my…
- ▶ 38:57 Ted Seides What did you find in that research process that confirmed in your eyes that there was some base business where clearly there was this threat of Uber? 5 times in the scene
- ▶ 43:03 Ted Seides So the last time, you know, I remember this is goes back a number of years ago, but there was a point in time when these medallions, maybe it was pre Uber, just went through the roof and people were levering up to buy them.
Renata Quintini and Roseanne Wincek – Renegade Spin-Out in the Supercritical Stage, Venture is Eating the Investment World 11 (Capital Allocators, EP. 242)
- ▶ 40:31 Renata Quintini She actually was at eBay, PayPal, and then she went to Uber Eats.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 22:54 Arjun Sethi We did growth in data science consulting for Snapchat, for Uber, for Airbnb, all these companies. 2 times in the scene
- ▶ 1:01:38 Arjun Sethi But 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.
Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 19:34 Fabrice Grinda I mean, think of Uber or Airbnb, right?
- ▶ 40:06 Fabrice Grinda 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.
- ▶ 44:46 Fabrice Grinda So you could think it's a misallocation of time in a way, because 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.
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 44:01 Ben Gilbert The Airbnbs, the Uber, they had been private for a decade and were looking and saying, maybe we should be private for even longer, and they were raising huge amounts of capital in the private ecosystem because the skeptical view would be…
- ▶ 58:41 David Rosenthal As an example, take Uber. 4 times in the scene
Justin Fishner- Wolfson - 137 Ventures (Manager Meetings, EP.25)
- ▶ 7:04 Nat Frazier I remember one of the interesting case studies was an investment they made in Uber. 4 times in the scene
Bill Trenchard - First Round Capital (Manager Meetings, EP.23)
- ▶ 4:49 Ted Seides Bill joined First Round after starting five companies and led First Round's investments in Uber, Flexport, and Lending Home.
- ▶ 23:04 Bill Trenchard The most notable one being Uber, which was obviously a fantastic outcome.
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 39:33 Kyle Samani Everyone in the world, both in the United States and outside United States has seen what the internet and the iPhone has done, Uber and Airbnb and all these apps.
- ▶ 1:00:06 Tushar Jain It's a business model innovation in the same way that Airbnb or Uber are business model innovations. 2 times in the scene
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 20:25 Savneet Singh Look at Lyft and Uber. 5 times in the scene
- ▶ 33:17 Savneet Singh I've got to have Uber Eats.
- ▶ 48:59 Savneet Singh We've got people that left Google from Uber from blacks.
Matt Brown – Democratization of Alternatives at CAIS (Capital Allocators, EP.214)
- ▶ 22:14 Matt Brown Uber is trying to reinvent the way we think about taking a taxi or transportation.
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 25:58 Jeff Hausenbold Google, or Uber, or Shutterfly, or eBay, or Amazon, we take much more hands-on roles in advising, coaching, and being part of the growth of those companies.
- ▶ 46:06 Jeff Hausenbold Didi in China, Rappi in Latin America, which I led, GoPuff, Uber is now doing really well.
- ▶ 52:59 Jeff Hausenbold Every industry, Netflix versus Hollywood, Tesla against Detroit, Uber against the taxi and limousine companies, Airbnb against the hotel industry.
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 51:44 Seth Ginns Tell me how quickly that network bootstraps and just crushes Uber or Lyft in the markets where it's operating.
Chris Dixon – The Future of Blockchain at a16z (Capital Allocators, EP.172)
- ▶ 4:28 Ted Seides At various spots along the way, Chris was an investor in BuzzFeed, Uber, Venmo, Hotel Tonight,
Joel Greenblatt – Common Sense for Value at Gotham Capital (Capital Allocators, EP.165)
- ▶ 1:00:14 Joel Greenblatt And they can be rated like Uber drivers and Airbnb rentals.
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 48:00 Matthew Granade You want to think about Uber.
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 55:22 Ted Seides A lot of times when people think about venture capital, you think about the humongous, well-known winners, the Ubers are a very different business.
- ▶ 58:04 Ash Fontana Now, there are a couple of ways you can invest in this trend, like you can buy real estate and rent it out to these cloud kitchens, these kitchens that just cook in one place and then distribute everything through Uber Eats.
Scott Kupor - Andreessen Horowitz (First Meeting EP.07)
- ▶ 44:39 Scott Kupor Notwithstanding the fact that valuations are higher, the end market opportunities, the market size opportunities for these companies are just much greater, right, because unlike 98, 2000, where you have a hundred and a hundred and fifty…
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105)
- ▶ 52:51 Jon Harris One that I'm worried is actually gonna be taken away from us, because Uber just announced that they're no longer gonna allow people with low scores to use Uber anymore, but 3 times in the scene
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 46:15 Patrick O'Shaughnessy And it's the simplest explanation of this would be like a two sided marketplace like Uber or Airbnb. 3 times in the scene
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 32:57 Matt Levine Uber still burns money. 2 times in the scene
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 9:11 Manny Friedman Just as important on your investment if it's successful, whether it be a real estate, whether it be a business, whether it be Uber, whether it be Facebook, whether it be the newest AI company, we're not going to tax you on that investment…
- ▶ 36:05 Manny Friedman You're probably going to have lots of people, lots of funds who want to give you money, and raising money, raising capital is the honey that starts all of it, is the catalyst that makes it work, and if Uber can't raise money, if Amazon…
Thomas Russo – All About Google (Capital Allocators, EP.90)
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
- ▶ 10:01 Michael Schwimer They, they, they get to drive Ubers, which is much easier way to make money for the, for the upcoming season.
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 49:55 Ross Israel We, if I can summarize the opportunity, we've seen Uber where there's been excess capacity in the car fleet.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 24:22 Paul Johnson There were, there was at least a dozen times where I literally wanted to get into a, a Uber and come up to his house and beat him within one inch of his life.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 40:18 Scott Malpass You know, I mean, Uber, who's had their share of, of, you know, public relations challenges lately, but they could go get as much capital as they wanted.
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
- ▶ 32:00 Dan Schorr And I think the second thing, not unlike Uber is people want to be in early, you know, people want to be the guy that got in or the woman that got in early, the people that got in early.
- ▶ 44:50 Dan Schorr You know, Travis at Uber's had his own challenges lately.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 40:54 Chris Douvos You know, you look at, like, Uber and Fitbit and, you know, some of these great companies that were, like, you know, kind of tinkered ideas.
- ▶ 52:49 Chris Douvos That's almost cliche, where I'm from, but if you look at it today, you know, the largest transportation company in the world, Uber, you know, doesn't own any transportation assets.