Uber
includes Uber Eats
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Nov 28, 2024 by Erik Schluntz · said 55 times in 29 episodes since 2023 · across every show →
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brought up most by Shawn Wang (10), Jake Cooper (5), Erik Schluntz (3), Erik Bernhardsson (3), David Hsu (3), Youssef Rizk (2), George Hotz (2), Emily Glassberg Sands (2)
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2026 15 mentions in 7 episodes 2 per episode
- The Agent-Native Cloud: 3M Users, 100K Signups/Wk, Data Centers, & Death PRs — Jake Cooper, Railway
- Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
- Simulating Humanity: from Generative Agents to 8 Billion Digital Twins — Joon Sung Park, Simile AI
- The Agent Cloud: Databricks’ Bet on the Future of AI — Matei Zaharia and Reynold Xin
- GitHub’s Agent Era: 14x Commits, 200M Developers, Copilot’s Next Act — Kyle Daigle
- FPV Drones -The Next War Is Already Here — Yaroslav Azhnyuk, The Fourth Law & Noah Smith, Noahpinion
- ⚡️ The best engineers don't write the most code. They delete the most code. — Stay Sassy
- every mention in 2026, scene by scene →
2025 14 mentions in 11 episodes 1 per episode
- The Agents Economy Backbone - with Emily Glassberg Sands, Head of Data & AI at Stripe
- ⚡️Anthropic vs Cognition on Multi-Agents: A Breakdown with Dylan Davis
- [AIEWF Preview] CloudChef: Your Robot Chef - Michellin-Star food at $12/hr (w/ Kitchen tour!)
- AI to AE's: Grit, Glean, and Kleiner Perkins' next Enterprise AI hit — Joubin Mirzadegan, Roadrunner
- ⚡️ Ship AI recap: Agents, Workflows, and Python — w/ Vercel CTO Malte Ubl
- The antidote to AI fatigue — Answer.ai Solveit
- Personalized AI Language Education — with Andrew Hsu, Speak
- The AI Coding Factory
- 3 more episodes that year, every mention in 2025 →
2024 18 mentions in 7 episodes 3 per episode
- The Four Wars of the AI Stack - Dec 2023 Recap
- The new Claude 3.5 Sonnet, Computer Use, and Building SOTA Agents — with Erik Schluntz, Anthropic
- Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
- The State of AI in production — with David Hsu of Retool
- Agents @ Work: Lindy.ai (with live demo!)
- State of the Art: Training 70B LLMs on 10,000 H100 clusters
- The Accidental AI Canvas - with Steve Ruiz of tldraw
- every mention in 2024, scene by scene →
2023 8 mentions in 4 episodes 2 per episode
- RAG is a hack - with Jerry Liu of LlamaIndex
- Generating your AI Media Empire - with Youssef Rizk of Wondercraft.ai
- Ep 18: Petaflops to the People — with George Hotz of tinycorp
- The "Normsky" architecture for AI coding agents — with Beyang Liu + Steve Yegge of SourceGraph
- every mention in 2023, scene by scene →
Everything said about Uber, oldest first
Nov 28, 2024 bearish
Schluntz: High vehicle costs make Waymo's per-car profitability doubtful
“Those cars are expensive. It's not about if you can hit profitability, it's about your cash conversion cycles. Like is building one Waymo, like how cheap can you make that compared to like how much you're earning sort of as the equivalent of what an Uber drive…”