The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 15 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Deng: Uber Reserve is a $5 billion high-margin annual business
“And last I heard from folks internally, this is like a five billion dollar a year business now. And we're the highest margin ones.”
Uber signed approximately 15 autonomous vehicle partners over the past year
“Over the last year, we have signed about 15 partners.”
Uber's surge pricing was manually managed by city GMs until 2013
“Surge pricing for actually quite some times, probably all of 2012, certainly, 2013, probably, I don't know when we necessarily switched was very much a human in the loop system or a very manual system where GMs in every city would control basically the paramet…”
Kansal: Every NYC yellow cab is hailable on Uber
“In New York City, by the way, every single yellow cab is hailable through the Uber app.”
Uber has eight million worldwide drivers, doubling its post-COVID count
“Now we are worldwide at about an eight million number, and we were probably close to half of that when we were just out of COVID.”
Kansal: Uber completes 33 million trips every single day
“We do thirty-three million trips every single day”
Kansal: Uber operates in roughly 15,000 cities across 75 countries
“We are in about 75 countries today. It's roughly about 15,000 cities”
Uber had 30 times Lyft's revenue and headcount around 2014
“Pretty early on at Lyft, this was 2014, 2015, maybe Uber was basically like 30 exercise. They had 30 times more revenue, more people, more liquidity, like everything you can think of, right?”
UberX was named after a temporary placeholder in early financial models
“Uber, Uber X this product in the early days was going to be all hybrid and had a bunch of different potential names. I was not personally driving this. This was someone else on the operations team, but they dealt the model for What this product could be, and t…”
Larson: Uber operated under a strict no-cloud policy in 2014
“At Uber, we only used our own data centers. We didn't use the cloud, and this has changed since, since the era I was there, but in the, like, 2014 era, no cloud, and we had a strict no cloud policy”
Perri: Blake Samick established product operations at Uber, Stripe, and OpenAI
“The head of product operations at Uber and the person who started it, Blake Samick, is a case study in our book, and he also did it at Stripe, and he does it at OpenAI”
Johari: Early Uber subsidized drivers and distributed event coupons to bootstrap demand
“To take Uber as an example, right? They would walk into New City. And one thing that, that, you know, Uber was Kind of commonly known for doing this was back in the days when really Uber black was the only service is they just hand out coupons for free rides a…”
Yandell: Uber used a 'T3/B3' review system requiring 3 constructive critiques
“We had a system called T three B three, where during reviews or pulse check-ins, you'd have to say three, Positives about your manager and three constructive pieces of feedback for your manager.”
Yandell: DoorDash was in fourth place when he joined as Uber surged
“When I joined DoorDash, we were getting our tails kicked. We were in fourth, fourth place in the space. Uber had just launched food. And rocket to market share leadership.”
Uber's viral stunts like puppies on-demand originated from decentralized city teams
“That was, by the way a example of like fully distributed. The benefit of having those early petri dishes someone a local marketing manager is like, Hey, this would be fun. It would be really fun and the platform can support it. And those promotions were fantas…”