Uber

includes Uber Eats

16 statements across 12 episodes · 5 bullish · 3 bearish · 11 people on the record · first statement Feb 13, 2017 by Guy Raz · said 214 times in 82 episodes since 2016 · across every show →

Mentions by year, the whole family

brought up most by Guy Raz (141), John Zimmer (6), Susan Tynan (4), Mark Lawrence (4), Jasmine Crowe-Houston (4), Leah Solivan (3), Jenn Hyman (3), Jeff Lawson (3)

tap a year for its mentions
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081520162017201820192020202120222023202420252026episodes it came up in
0037.561520162017201820192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 3 episodes 1 per episode
2025 31 mentions in 12 episodes 3 per episode
2024 17 mentions in 9 episodes 2 per episode
2023 36 mentions in 7 episodes 5 per episode
2022 23 mentions in 9 episodes 3 per episode
2021 17 mentions in 10 episodes 2 per episode
2020 12 mentions in 9 episodes 1 per episode
2019 7 mentions in 6 episodes 1 per episode
2018 40 mentions in 9 episodes 4 per episode
2017 26 mentions in 6 episodes 4 per episode
2016 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Uber, oldest first

Feb 13, 2017 bearish
Assertion Supported
Over 200,000 riders deleted Uber in 2017, causing a Lyft business spike
“Kalanick has since left that group, but before that happened, more than 200,000 riders deleted their Uber accounts, and all of that has led to a spike in business for Lyft.”
Guy Raz Feb 13, 2017 ▶ 34:18 Lyft: John Zimmer
May 1, 2017 positive
Disclosure
Troy Carter Was an Early Investor in Spotify, Uber, and Slack
“Yeah, yeah, Spotify, Warby, Uber, Lyft, Dropbox, Slack really great companies that we're proud of.”
Troy Carter May 1, 2017 ▶ 38:58 Lady Gaga & Atom Factory: Troy Carter
May 28, 2018 positive
Disclosure
Carter Was an Early Investor in Spotify, Uber, Dropbox, and Slack
“Spotify, Warby, Uber, Lyft, Dropbox, Slack really great companies that we're proud of.”
Troy Carter May 28, 2018 ▶ 39:21 Lady Gaga & Atom Factory: Troy Carter (2018)
Nov 29, 2018 neutral
Disclosure
Zimmer: Lyft instructed employees not to gloat during Uber's crisis
“We told our team, this is not a time to gloat, and we mean that, and we meant that.”
John Zimmer Nov 29, 2018 ▶ 8:59 Lyft's John Zimmer At The HIBT Summit
Nov 29, 2018
Assertion Supported
Zimmer: Lyft had $100M and months of runway when Uber raised $3B
“We woke up one day, it was about four or five years ago, and Uber has raised three billion dollars, and we had a hundred million dollars left in the bank, which is a lot of money, but only a few more months left, and now you have this Crazy competitor who want…”
John Zimmer Nov 29, 2018 ▶ 4:51 Lyft's John Zimmer At The HIBT Summit
May 6, 2019 neutral
Assertion Supported
Tynan: Taxi Magic Launched an iPhone Taxi-Hailing App Before Uber
“It was called Taxi Magic that was actually had an iPhone app to hail taxis pre Uber.”
Susan Tynan May 6, 2019 ▶ 11:19 Framebridge: Susan Tynan (2017)
Sep 27, 2021 positive
Disclosure
English drove for Uber to experience customer ratings before rating Lola staff
“Before I inflicted that upon our customer service people, I wanted to show that, okay, I'm happy to get rated. I want to see what it feels like to get rated. Being an Uber driver was the easiest way to do that because you get real-time feedback in the driver a…”
Paul English Sep 27, 2021 ▶ 1:09:46 KAYAK: Paul English
Apr 21, 2022 neutral
Opinion
McKelvey: Public market narrative completely shifted after Uber's IPO
“If you look about what did the market want, it completely changed after Uber's IPO. And all of a sudden there was a shift in terms of the market narrative.”
Miguel McKelvey Apr 21, 2022 ▶ 9:12 HIBT Lab! WeWork: Miguel McKelvey
Jul 7, 2022 bullish
Disclosure
Donnel Baird: BlocPower will forfeit profitability to scale for IPO
“Over the next two to five years, as we prepare to like go public and IPO, we will not be profitable. If I'm doing my job, like we will be investing in R&D and expansion, just like Uber did, right? Or Airbnb or any other tech company, because we want to take th…”
Donnel Baird Jul 7, 2022 ▶ 34:16 HIBT Lab! BlocPower: Donnel Baird
Apr 3, 2023 negative
Assertion Partly supported
Uber grew to account for a quarter of Twilio's total revenue
“So they were growing to be like a quarter of our revenue. I'm like, that's actually a problem. That's not something to celebrate. That's actually something to worry about.”
Jeff Lawson Apr 3, 2023 ▶ 59:19 Twilio: Jeff Lawson
Apr 3, 2023 positive
Assertion Supported
Lawson: Uber was an early Twilio customer for ride arrival texts
“You know, like one of our early customers was Uber, and they came to us and said, well, actually, we want to let you know when your ride's arriving. Can we do that with Twilio? We said, of course you could. And they, like a day later, rolled out the first vers…”
Jeff Lawson Apr 3, 2023 ▶ 40:37 Twilio: Jeff Lawson
Apr 3, 2023
Insight
Lawson: Enterprise software providers must know budget owners when spend scales
“There's a budget owner somewhere who's spending now millions and going on tens of millions of dollars on our services, we at the very least have to know that person really well. And that was the transition that we had not really made, because we were taken a l…”
Jeff Lawson Apr 3, 2023 ▶ 1:00:48 Twilio: Jeff Lawson
Apr 3, 2023 neutral
Assertion Partly supported
Uber had roughly five employees when Twilio won their business
“Uber, when we won them as a customer, I think the whole company was about five people.”
Jeff Lawson Apr 3, 2023 ▶ 52:26 Twilio: Jeff Lawson
Nov 4, 2024 neutral
Assertion Not publicly verifiable
Bark Co-Founder Carly Strife Was Uber's Thirteenth Employee
“She was the 13th employee at Uber.”
Matt Meeker Nov 4, 2024 ▶ 28:38 BARK: Matt Meeker
Feb 13, 2025 negative
Assertion Supported
Chang: Uber Eats and DoorDash take up to 50% of restaurant margins
“So with margins becoming thinner and thinner in the restaurant industry, we find our original strategy of delivery becoming highly unsustainable with delivery apps like Uber and DoorDash taking margins specifically in the city up to 50%.”
Sean Chang Feb 13, 2025 ▶ 8:32 Advice Line with Travis Boersma of Dutch Bros
Jun 16, 2025
Assertion Supported
Field: Coda, Notion, Microsoft, and Uber were early Figma customers
“So, early customers like Coda Notion, Microsoft, Uber, MindBody, you know, there was a bunch that, that started to really use the platform.”
Dylan Field Jun 16, 2025 ▶ 45:53 Figma: Dylan Field
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