Uber
4 statements across 3 episodes · 0 bullish · 1 bearish · 3 people on the record · first statement Nov 11, 2021 by Ramez Naam · said 18 times in 13 episodes since 2021 · across every show →
Mentions by year
brought up most by Shayle Kann (4), Seyed Madaeni (2), Ramez Naam (2), Astrid Atkinson (2), Steve Letendre (1), Saloni Multani (1), Nick Woolley (1), Matt Rogers (1)
tap a year for its mentions
2026 6 mentions in 4 episodes 2 per episode
2024 1 mention in 1 episode
2023 4 mentions in 3 episodes 1 per episode
2022 4 mentions in 3 episodes 1 per episode
2021 3 mentions in 2 episodes 2 per episode
Everything said about Uber, oldest first
Nov 11, 2021
Naam: Uber, Lyft, and WeWork burned more capital than cleantech
“If you look at, you know, some real darlings of The tech VC world, companies like Uber, or Lyft, or WeWork, you see companies that have burned through an enormous amount of capital, far more than most cleantech companies ever have or ever will.”
Nov 11, 2021 bearish
Naam: App-based software businesses have weaker moats than hard tech
“We used to believe that, or companies like, again, I'll say Uber or WeWork, we thought, oh, they have natural network effects, they're gonna have a gigantic moat but it turns out switching costs for consumers are actually pretty low, and maybe lower, And some …”
Jun 15, 2023 neutral
Madaeni: Non-domain engineers miss battery physical constraints just like LLMs do
“Batteries can't charge and discharge at the same time, and it's rather obvious to us, but the same applies if we bring a software engineer out of, as an example, out of Uber, where they've never heard about energy problems, can't distinguish between megawatts …”
May 28, 2024 neutral
Faruqi: Dynamic electricity pricing operates like Uber surge pricing during critical grid shortages
“Dynamic pricing says, well, but on a hundred to 200 hours of the year, the system, the power system has a critical condition. There might be outages because there's a shortage of supply, and therefore in those few hours, 100 to 200 hours, we have to have even …”