The Ledger
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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%.”
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…”
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.”
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.”
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.”
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…”