Uber

“You know, I think what it does is it provides air cover. So that let's say, you know, a developer builds a thing and they're in some meeting where they're saying, oh, how did you build this? Yeah. And they say Twilio, if you have name recognition, even though …”

“It's pretty important to recognize what level of investment your customer's willing to give you, right? And to calibrate that. If you're Uber, it's about 30 seconds, and maybe 10% of the time. If you just spent a million dollars on our enterprise software prod…”

“If you're a B to B SaaS, if you're a B to C company with strong global network effects or fear of, ah, local copycats taking over the market, you might move a lot more aggressively internationally. That was Houzz. That was Airbnb. That was Uber. Ah, less is th…”

“One B player in a team can lead to a lot of C players quite rapidly and making those calls early, and keeping the bar high, and only entering a market once you've found that A player, I think is probably key to their expansion.”

“At one point they were opening a new city every three days.”

“I mean, it was, I remember it was like six figures a month was the revenue that we were getting.”

“The crash here of being taken down actually didn't really matter. What mattered is the reputational hit and damage that Slack took on, where we had to spend the next three years convincing enterprises that we were, in fact, enterprise ready, despite what had h…”

“Four years later, we won Uber back. This is a big moment for us. It took time, but we earned it when Slack was ready, when the product had matured, when the infrastructure could handle the scale, and when we were ready to staff them, and the timing aligned for…”