Uber

“The number of companies that are actually killed by competition is so small, right? Like the story is, oh, I need more money to like me. And then look, it happens like Uber, Lyft can like slug each other to death. You know what I mean? Like there are places wh…”

“Like, whatever have turned into, like, it's explicitly okay to break the law. And I think, actually, the turning point for that is none of this stuff. It's Uber. Yeah, for sure. It was Travis who took it from, hey, like, we're playing games.”

“Then you have the mobile era companies, which are really the max is like a hundred billion dollars, right? Like Uber is the biggest, right? Of like that native wave there.”

“Uber's a shitty company until they get rid of all the drivers, and then it's actually kind of an interesting company.”

“We thought we had Bill Gurley's cell phone. It turned out we had his gatehouse phone. So upon calling it, our reporters in our newsroom were just calling it, and he thought we were hiding in the bushes.”

“Mobile was like the next wave. That produced companies like Uber with like a hundred and sixty billion dollars in value, but not like trillion dollar companies.”

“OnlyFans to AI corny stuff is very similar to like Uber drivers to self-driving cars.”

“We do know also a lot of people in the city that require that their kids use Waymo versus using Ubers.”

“They have Uber black colored ones, and they're driving all over Austin, along with many other species of self-driving cars, and it actually puts San Francisco to shame. Like, Austin feels more innovative than San Francisco.”

“Uber and Meta are actually doing on leaderboards right now in their engineering departments.”

“The average Uber driver is worse than the computer at driving”

“So the CTO almost, almost bragged about blowing through the AI budget in the first few months of the year. Then the COO over the weekend in a podcast said that I think that this led to a bunch of internal meetings and that he, this is Andrew McDonald, did not …”