Uber, every mention
19 scenes (2022), the whole family · ← back to Uber
tap a year for its mentions
every year 2022 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
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