Uber

“One of the reasons why the best companies have founded directly after recession has nothing to do with like pricing. It's just that you get people like Airbnb or Travis from Uber where they're just like, I have no other option. So my pain threshold is stupidly…”

“So we're partnered commercially with Uber and with Delta for example, to be able to integrate our service seamlessly into these different consumer facing Products that will allow anyone to allow anyone to get a ride basically when they want to.”

“And he said, oh, we just closed around your shares are worth twelve million dollars.”

“If you have a product that people are really passionate about and you have the right means to mobilize them. You can turn your customers into political advocates and be big, powerful entrenched interests, right? Like I might've deployed that really well, and I…”

“I've made a lot of investments since Uber and some of them have been really successful. None of them are Uber, and I'm never going to gonna make as much money as I did on Uber and anything again.”

“I was like, we should buy Lyft. He's like, we should crush Lyft.”

“I have a personal view that I've developed, which is actually the size of the TAM is irrelevant. So I never listened to whenever an entrepreneur will pitch me a TAM, I really don't think about the TAM. I think about two things. I think about number one, Whatev…”

“You know, we got almost fifty million members.”

“So we actually have a relationship with Joby, and we're hoping now to get Joby on Uber as well, once those flights actually start carrying passengers.”

“The fact that we are a complete platform allows us to grow faster than our competitors and be more profitable than our competitors as well.”

“Most of our growth is going to come through building new great products versus going out and buying stuff.”

“And the cool thing is now with AI, we can have AI agents essentially look at searches, et cetera. What are the most common requests? Customer service, same thing. When we get calls, all of that can be summarized and can be put into what could be a potential ro…”

“Tip your driver, although that doesn't affect the ratings, that's just, you know, self-serving and helping our drivers.”

“What we saw is people who are using courier were hacking the system and they were like asking couriers to go to a store for them and buy something for them and I'll pay you back. And when we saw this, we're like, wow, we can actually productize this. You know,…”

“So we believe we have a platform strategy with AVs in that just like we want every safe human driver on the platform, we want every safe robot driver on the platform, whether it's a Waymo or a Zoox or it's a WeRide.”

“So we announced actually now making hotels available on Uber.”

“And we're gonna add verbos.”

“Consumers who use both services usually spend three times more. They're much more loyal to the platform.”

“Our developers are all using Claude and actually Codex is pretty cool as well. And developing, we're seeing the number of diffs per developer go, go up. We've seen the number of lines per diff go up as well, so there's a lot of input going in, and there's a lo…”

“Now Uber eats is, Just as big as our rides business.”

“I wouldn't be surprised if Eats is bigger than rides 10 years from now.”

“We will work with an open AI so that an open AI agent can essentially get an Uber for you as well.”

“We brought Uber to Bill Gurley.”