Uber
includes Uber Eats
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Nov 4, 2025 by Henri Stern · said 17 times in 7 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Collison (6), Ben Thompson (4), Eric Glyman (3), Tobi Lütke (1), Sundar Pichai (1), Matt Huang (1), Henri Stern (1)
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2026 12 mentions in 5 episodes 2 per episode
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- The economics and trends of the restaurant industry, with Tony Xu of DoorDash
- The history and future of AI at Google, with Sundar Pichai
- every mention in 2026, scene by scene →
2025 5 mentions in 2 episodes 3 per episode
Everything said about Uber, oldest first
Nov 4, 2025 positive
Stern: Embedded accounts allow every company to build a neobanking arm
“Beyond that, there's a reality which is, you get to have a relationship with your user that's much longer lasting. Ostensibly Uber has done this where Uber drivers get financing for their cars via Uber, but now any company can really do this where instead of l…”