Uber, every mention

10 scenes, the whole family · ← back to Uber

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every year anyone John Collison 6Ben Thompson 4Eric Glyman 3Tobi Lütke 1Sundar Pichai 1Matt Huang 1Henri Stern 1

Verbatim, from the transcripts: the passages where Uber comes up

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The economics and trends of the restaurant industry, with Tony Xu of DoorDash Apr 21, 2026 · 1 mention

  • ▶ 0:43 John Collison You know, Uber and Lyft and ridesharing, Instacars, you guys, all of the, the kind of magic wand apps that made your iPhone useful for bringing things to you and kind of manipulating the wider world.

The history and future of AI at Google, with Sundar Pichai Apr 7, 2026 · 1 mention

Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara Mar 17, 2026 · 3 mentions

  • ▶ 1:52 John Collison And secondly, I feel like the Silicon Valley standard that people sometimes trot out as a criticism is sort of the PayPal, Uber early days model where you start doing the thing and maybe retroactively a structure is put on top of it, but…
  • ▶ 13:19 Matt Huang So to John's point on PayPal and Uber and asking for forgiveness, there were other prediction markets operating, uh, and showing real usage, uh, offshore, and so I'm wondering how much did that help demonstrate that election markets…
  • ▶ 44:50 John Collison In the early days of Uber, it wasn't bad for the taxi business because it was just excess capacity and, you know, it was serving unmet need.

Ramp founder Eric Glyman on the many ways AI is changing corporate spending Feb 17, 2026 · 3 mentions

  • ▶ 38:15 Eric Glyman You can, whether it's on one card or 10,000 cards at once, build in a kill switch to say, okay, uh, we've signed this new deal with this merchant, uh, we're only on Uber, uh, we are no longer taking lifts, and anytime someone goes and… 3 times in the scene

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media Feb 12, 2026 · 4 mentions

  • ▶ 2:43 Ben Thompson Well, here's a problem though where tech has made it worse, I would argue, as a tourist, which is, ah, Taiwan is arguably the greatest Uber Eats market ever, because there, there's amazing options. 4 times in the scene

Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy) Nov 4, 2025 · 4 mentions

  • ▶ 17:27 Henri Stern 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 like paying out and then the relationship ends because the bank now owns the user, they can…
  • ▶ 31:16 John Collison And so, are you saying that your vision is that there's much more of that, where you can plug in the crypto equivalent of a bank, again, this is like a total TradFi analogy, but you can plug in the crypto equivalent of a bank core into a… 3 times in the scene

Tobi Lütke is still captivated by internet commerce, 20 years later Oct 6, 2025 · 1 mention

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