Uber

“And for strategic reasons, Uber can't really work with Tesla because then Tesla would have All of the information to their sensory data, and Uber would have none of that, so they'd be kind of losing all of the information about their cars.”

“And the retailer, the retailer's not gonna do seven integrations for one hour shipping. They're not gonna do a separate integration for Uber, Postmates.”

“We're working with companies like Uber, like Google, Facebook, and what they're telling us is that they want more.”

“He's got deals with Uber and Major League Baseball, for example, which is totally cool.”

“I don't think it's that different from other consumer tech businesses that you think about. Like, if you think about even Uber, for example, right? They spit up 10 times the amount of technology and services and tools for the driver sides, right? Not just that…”

“And there are Ubers and Lyfts out there, and it's very inconvenient because it's to the discretion of the driver whether they're going to take you or not.”

“If we think about it, Chewy.com is in the world of Amazon. They're doing amazing. Rover is in the world of Airbnb. So if those guys can do it, then yeah, Spot On has a space in Uber and Lyft's world as well.”

“UberX is a tough business. UberBlack is not a tough business.”

“Uber and Lyft are more like 20, 25%.”

“One thing they're doing that Uber is most definitely not is Aparna is giving a hundred percent of the fare to the drivers.”

“So currently we're not on demand. We have a two hour booking window, and that's because we have to get enough drivers on our platform in order to be on demand.”