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Was part of the Chicago tech scene that Eric recalls from earlier days. observed
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But there will be a wave, just like we saw with Uber and mobile, where like Uber was not like, that was a mobile thing. It was the idea of GPS and everybody's phone and it was cheap and available and accurate. That was like a wave two manifestation of mobile. And, you know, that, that was the one you wanted to bet on.
I mean, Uber is the classic example, but I, there were so many examples where we went into something and I was like, well, the TAM isn't that big. How big could it get? And they just completely reinvent a market.
I remember when he did the investment in Uber, it wasn't obvious at first. In fact, we hadn't immediately committed, but then we ultimately committed and we committed 100K and they came back. I think Eric came back and said, I've only got 95K. And there was a moment there where you could have said, well, our minimum at that time was 100K. Sorry, guys, we're not going to do it. And thank the almighty Lord that, you know, Eric had the good sense to say, well, we're going to break the rule and we'r
there was a moment in time in 2020 where the headlines were that Uber would never be profitable. It was a failed business model. It will never make money. And here's a business that's going to do 6 billion in free cash flow.
Every one of these companies, literally from Uber, they're growing their top line without growing their headcount all the way to the largest of the Mag 7.
we want to bring a lot of value to you as it relates to the booking experience... I want the value to carry into the market. You book a hotel in San Francisco. We go through your email if you open up for us, and we already collect your information on your flight. We pre-book an Uber to the airport. We pre-book an Uber from the airport to your hotel because we already know where you're staying. And ideally, when you get to the hotel, we know you're approaching the hotel. Either we give the front
the more you interact with our platform, the more services you have, the more you interact with those services, the more you come back. So, more content meant more retention.
the first year of membership is a year where we lose money on you, but we're going to make money on you two, three, four years from now.
I think drones for food and other grocery are going to start hitting real scale over the next two to five years.
If delivery is done with a drone, and instead of a 25-minute to 30-minute delivery, you get habituated. The magic is a 10 to 15-minute delivery. Cheaper, faster, better.
We think that over a long period of time... we think the lucid midsize that they are building for us and neuro together, it'll be a $60,000, $70,000 car. At those kinds of prices, you can actually bring the cost of transportation down for the population. And what we see is as we bring the cost of our services down, demand goes up.
we have a partnership with basically every AV provider... we're in a great position to make sure that we are the largest amalgamator of AV supply, just like we are the largest amalgamator of transportation services around the world.
drivers in Austin and Atlanta, where we have two big partnerships with Waymo, drivers on the Uber platform, they're making more money. The number of drivers joining the platform is increasing because it looks like AVs are actually adding incremental demand to the platform.
I don't think it's going to be black or white, which is, do we only compete or do we only work together? We think there's going to be an amalgamation of business models.
But at the same time, we are able to drive more utilization for them when their cars are on our network.
So I think what's incredible is what's magical now is going to seem normal to all of us 10 years from now.
AVs that are on our network are 30% or more busy than, let's say, 1P AVs who aren't using our network.
We just announced a billion-dollar financing line with Santander for EV fleets and AV fleets.
It's very early, but it's moving very fast. So we've got over 30 partnerships now with incredible partners like a Waymo to a Neuro and Lucid to an NVIDIA that is building not just compute and sensors, but also a software driver now to companies like Wabi and Wave, Wii Rides of the World, Pony AIs of the World.
to rebuild it from the ground up, that's much harder. And that's where I'm coming in and really pushing the teams to think about processes from a first principles standpoint and the impact of AI on those.
we are the AI-native company or ML-native company in terms of where the technology has come from, it's been occurring all parts of the business.
Obviously, the challenge of opportunity now is the rise of AI, both as an internal tool as to how we build. ... I've never, ever seen a pace of change so fast.
there was a lot of talent inside of Uber
the company lost trust with stakeholders, with regulators, with the public
I think fundamentally was strong
the business itself was very dynamic, hugely competitive
We are shaping how the world moves. We're a huge part of people's lives. We've got over 10 million couriers and drivers on the platform.
It seemed pretty chaotic and pretty difficult.
Uber is a company that has impact on the world. It's important. It's in trouble.
I wish more of my investments and companies would get sued because when you're getting sued it means you're doing something right ... so yeah I'm not worried about it at all uh it's a tremendous service and it's absolutely operating within you know all the regulations just they had an unfortunate naming
I really wish I had is Uber cabs I and that's a service that I would definitely use and I just was busy with a bunch of stuff and I wasn't paying as much attention but I really like that business I invested in that that was an open Angel Forum great great great business
the cities do not have jurisdiction really over us
The truth is you're just sending them a customer.
And all the drivers I've spoken to say they love it. Yeah. They're making more money from it.
I'll tell you that I'll tell you when I realize it's going to be a billion dollar company.
72% of all dispatch calls on a Saturday night to yellow cab go as no-shows.
are you raising money for this? I have to angel invest in this.
we'll have high-end products and we'll have like you know cheaper products right so like you can get an iPhone that's really expensive that has all the memory all the action and you can get you know you can get an iPhone last year's matter last year's you can get the three three 3GS right and so we're going to do the same thing
We are going to dominate every city that we go into
I think it's a billion dollar company.
You wind up getting a bunch of investors. Top tier angel investors.
the bottom line is that you know the you know there are incumbents in any market space who have issues when new guys come in they lobby you know local government to sort of take the you know take them out right.
the city of San Francisco and the state of California said shut down, right? Because here's a cease and assist order. Shut down.
So actually, you want to bring Lincoln Town Car Service down to the top half of taxi service. We're going to price discriminate. So, we'll have high-end products and we'll have like, you know, cheaper products, right?
We are going to dominate every city that we go into.
It's 90% cheaper than a Lincoln Town Car. But you get a Lincoln Town Car.
I push a button on my iPhone or Android or even SMS. I push a button and in five minutes a car appears. I can see it coming to me. Um when it arrives, I get buzzed. I Uber has so on the map it shows you a car coming to you. A car coming to you on a Google map basically and it tells you how many minutes the driver's name and my billing information is already in there and my phone number is in there so I can text with the driver along the way. phones in all the cars so we see the exact route was t
I think this is your billion dollar company. I'll be totally honest. I'm an angel investor so I'm kind of biased but I mean I I I I agree with you. Yeah. I think it's a billion dollar company.
we raised an angel round from Mitch Kore from Lo snow St um Travis kalanick from Uber
uber did premium pricing on new year's and there were a bunch of people who complained you know who didn't complain the people who got their cabs on time and who have the money to spend and they wanted they didn't care if they spent 25 50 75 or 100 for that crosstown trip because it's all the same amount of money for them because they're worth a million dollars and 25 or 100 doesn't make a difference you want to have a product that caters to those people
uber is an example like would you premium pricing on Downer's and there are a bunch of people who complained you know who didn't complain the people who got their cabs on time and who have the money to spend and they wanted didn't care if they spent 25 50 75 or 100 for that crosstown trip because it's all the same amount of money for them because they're worth a million dollars and twenty-five or a hundred dollars they make a difference you want to have a product that caters to those people
What a fantastic product. The utility that you get from it. Does it exceed the one or two times that you may get overcharged or the one or two times that the car shows up a little late? Right. Does it? Of course, by a long shot. I think so. By a long shot.
it looks to be a very successful company
I tried the service and I fell in love with it
look at like Uber or exec you know they're using like people who otherwise won't be working can go to an asworth of work and earn 20 bucks or whatever it is right hyper efficiently hyper efficiently
Uber had the same issue around on I guess New Year's they double the price or triple the price so that they you know the drivers who do double and triple their prices what are they going to do they have the same exact issue so what's the lesson there for you guys you have to just do a massive job communicating it yeah I think we'll look again at you know is it so I think the issue is that the person who booked the hotel didn't uh actually see the message right so that was an odd situation that y
if you piss off an EV Williams now or a Travis cnick you're not going to get that opportunity when they do the next company and people remember right
Travis is an unreasonably fast moving person you know which is perfect for Uber right I mean tra like Travis will show you the expansion plan and it makes me nervous in the and I'm like oh my God no really and and and yet he just crushes it he executes on it he he realizes he has hired the best people in the world to go out and execute on that stuff guys like Ryan Graves who who go and make that stuff happen and so again Travis has a different Gene than I do
full disclaimer I'm an angel investor in Uber Uber is saying they're going to go up
I think, if he was just own up to what they were doing, I wouldn't have a problem with him.
he does have a mission type approach, and I think it's genuine.
they came out later and said, 'Well, if we hadn't done that, they would have driven to someone else.' Oh! So it was not about getting them on the road. It's about taking that money yourself.
That's the thing with Travis, he digs in his heels. And uh... And his done this holding how corrupt everyone was, 'We would never do back-room deals.' What does he do? [He] turns around and does backroom deals.
I think the surge price was, in general, genius. I think doing it in a national disaster... [is not].
I think it's disingenuous. Don't pretend you're Robin Hood, when you're delivering expensive cab rides.
Look at who we've been the most brutal on this year. Uber, backed by Menlo, which is... and a couple of others, who are also investors in us.
you need to have some outliers that are huge and you need to I have that with Uber and some others
now Uber's copying them
the biggest deal that we've had to date is about $700,000 ... this was a major consumer brand um and it was uh a very big uh sort of vote of confidence
so right now the percentage of people that actually on average put in their email address and claim is 22%
so the engagement for us is I think we're actually underpricing ourselves sometimes but the dollar for us is right now the average going rate
we we set the bar higher ... you can't have more than two points in the last three years uh this is pretty strict ... there's no criminal background check um and then the driving record checks for taxis and limos are much less strict um so you can have many more points and and many more violations so you've set the Benchmark higher
we're we're doing different experiments to um to correct the fact that there are times when uh demand is higher than Supply
I think the the average ride is about uh 122 or $13 um and you can do you know two rides an hour um if you're available for that so $25 an hour $30 an hour not uncommon in the system
there's several thousand we haven't released an official number but there's several thousand
we've gone from about 50 to 140 people um in terms of the staff
there's a massive demand for transportation for affordable safe and and efficient transportation and and it's working
I think Uber has done a fantastic job with the professional driver
difference between Lyft and Uber Lyft is a company people feel feel an emotional connection with Uber is a mercenary transaction
I don't feel like I can trust Uber as a company because I find them I find their behavior mercenary as a company
I think all these Services lift sidecar and Uber have a much higher Benchmark for like letting people into the service based on background checks then actually the well the background checks AR work
there's people t increasingly people saying that they're your Uber pickup and the license Plate's wrong and so in some cases the license plate just isn't updated and some cases they are the wrong car
I think Uber has a lot of big risks to its business right now I think a lot is breaking down in terms of um in terms of ratings in terms of quality control of drivers there are cases where they're too aggressive and they're kicking people off and that's driving a lot of uh Behavior that's pressuring Riders and setting up a weird dynamic in the car
my whole life rule is don't be a dick and that guy is just a dick
we do everything from a 100K seed check all the way up to Uber which we wrote $254 Million check into
it's all the things we like crazy founder super disruptive uh uh makes a lot of money I mean it's it's it's just um they've they've got big bold plans and I think that if you take a look at the way that plays into some of our strengths and some of the connections that we can make on the the Google side yeah uh you know whether it's maps and traffic or you name it um self-driving cars I'm not saying they're working on that I'm just saying that those are things that you could see yeah Partnerships
I think people look at on demand as Postmates and Uber yeah I mean they they do
we we we share I believe six investors with Uber you know you mentioned David earlier uh there's a lot of others it helps us it helps us tremendously yeah
Amazon last week on 60 Minutes showed their drone delivery which was kind of BS
Google introduces a way to compete with Amazon Fresh which is a same day grocery service from Amazon that they offer in Seattle and maybe soon also in San Francisco
if all Postmates is forever is the 7-Eleven or the express lane at a supermarket then that is still a big enough market that is totally fine for us
85% of our delivery volume is from restaurants so I I in a lot of ways I couldn't care what Amazon or Google are doing in regards to groceries and Reta out stores
I think an Uber driver can make 400 bucks a day
Postmates doesn't require any Merchant integration that is the most beautiful thing we've ever done
we charge a delivery fee and we share that with the Postmates and the Postmates get 75% from the delivery fee and then we charge a service fee on the purchased items
the average order size in total uh is around $52 if you if you look at it in that includes the delivery fee and the purchase price the purchase price the average is $36
we had people come back and come back a lot and and we had that very early on um we we we always had this idea if if you build something that lets you form a habit then that is very strong and so people came back more and spent a lot more money and a lot more money on Postmates
Uber I would argue is enabled by mobile. That's not a that that is not possible without the iPhone right or Android
Just like Uber, you had all these state and local regulations that governed how you could sell real estate in these things and the all the agents had their unions and they fought it tooth and nail
Uber is certainly disruptive, but it's disrupting by being better.
he's an empire builder.
they're driving a billion dollars of run rate spend right now and it looks to me like they're growing at 50 plus% on a billion dollar run
that company's on Fuego.
I thought it was awesome. I thought it was absolutely awesome. $21 million a week.
I think I spent $1,000 on Uber last month myself.
I was really skeptical of it.
people are going public with much less revenue than Uber.
it's a little more fun when you do see product market fit and you can feel it get out there and you can watch it grow.
we are getting to a point where we're starting to compete with public transportation in terms of cost and quality.
you want to focus but you want to innovate. ... as you build up a really strong management team, like a really just, you know, guys that can really crush, like guys and girls, um that can really just crank. Um you are able to do more and that's that's what it comes down to
the room to grow is it feels limitless, but that's when you see a company the size of ours growing, you know, at the the speed that we're growing, um it just means there's a lot of room to go. I mean, it eventually has to slow down. It can't go forever.
New York taxi, right, is doing I think it's right around 700,000 trips per day. ... And you saw our global numbers, right? We are just scratching the freaking surface. Like we're just getting started.
we're in most major cities in the world
we're going to be in Saudi Arabia real soon
we're we're we're closer at 80 cities at this point
the only thing slowing us down at this point or the one of the main things slowing us down is getting enough cars on the road, enough drivers with enough cars.
vehicle financing was one of those things we did.
a good portion of the of UberX that's happening is remember we have taxi in San Francisco as well. So we're doing taxi and then those drivers are like well let's um you know those drivers are basically moving over saying look I can pick my hours I can build a business and I'm going to make more money right and it's obvious.
the number of trips we're doing in San Francisco is larger than the number of trips that are being done by the taxi industry.
when we're paying drivers $100 million a week, right? When we're paying drivers $100 million a week, like think about the impact
we're growing 20% plus month over month. Um right now 20% month over month on a $20 million number.
first 10 guys I called, three of them hung up, ... three of them were like, you know, I'm interested. Let's meet. And if you're cold calling and three out of 10 were like, let's meet, that's pretty good. You're like, we got something.
This is an awful large amount of money. $20 million a week going through the system and this is from October.
one of the things we're rolling out is, um, a feature where in the app you see surge pricing, you're like, I'm I'm not interested, right? You basically can say, look, just send me a push notification when the surge comes back down to 1x.
If we cap that surge or, you know, we make it so surge doesn't happen, we won't get those crazy headlines. But what we will get is what I call dark energy, which is people just won't count on us for being reliable
If you don't have an option, then we're losing because then we are the same as the taxi companies. We need to provide a reliable ride when you can't get one.
Our goal is to get the cheapest ride possible. Why? Because we are trying to become a mainstay in the transportation space. You don't do that by charging more than you have to.
the highest trip that was ever paid for was 9.25x on New Year's Eve.
The drivers are pretty excited about search pricing. Yes. They love search
everybody who knows the story about search Friday knows I'm of course it works
the industry itself is making sure that we can't come.
Miami has been the toughest is that we're not in Miami.
What a great entrepreneur. What a great company.
Travis Kalanick who is the founder, co-founder and CEO of Uber which I'm actually lucky enough to have been an investor in he showed it to me when he first made the app and I said hey can I invest in that? Hey good decision Jason
with Uber I think you're saying people are saying Uber is a responsible company they do take safety seriously they are being responsive so I think once The Regulators get comfort with that it's very hard to um stand on laws
the backlash from the user base came back up and surface a dialogue that's saying why are you concerned to begin with should be about safety and transport
it's this kind of like you know ask forgiveness not permission sort of attitude and you can push that too far but I think um they've really walked that line I I I completely admire what they've done there
the real Revolution that's happening is happening outside here in New York City is happening outside of Manhattan which is I live in Queens uh you've lived in Brooklyn our life has changed completely absolutely 100% because of Halo because of Uber X and because we're able to actually Halo cab as opposed to um which you could never do in the 80s or 90s
I use Uber constantly I also use flywheel which is the taxy app because sometimes it's faster and I I love that the cab industry in San Francisco is sort of rally around flywheel so and would they have done that would they have become more client Centric without Lyft and Uber you know uh sort of I don't think they would have
Uber X is banned from LAX Los Angeles airport
I think we'll see more of this um but again I don't think it's going to totally derail um you know these companies over the longer term
full disclosure I am an investor in Uber
Seattle City council voted to cap Uber X not Uber black cars I think lift and side guard to 150 drivers at any given time 450 total also issuing 200 taxi licens to traditional cab companies
I say the same thing about Uber and the cab Commission I mean these things are too popular in the cities that I don't think that a type of Regulation that wipes them out is is really an imminent threat.
that's Uber too cuz Uber was competing not against taxis it was in one way it's competing in San Francisco and other cities against cars car ownership car ownership people are not owning cars so the market is huge
how do you own a city right like because that's what I think uh speaking of uber that they did particular well is like hey when we decide we're going to do Chicago we're going to do Chicago
so for Uber you need you need a certain Baseline of liquidity like two cars won't cut it right you need a a lot of cars yeah
you need a parking spot like this is the thing that people didn't realize about Uber certainly when I invested in Uber none of us ever thought in the first you know couple of months or year that it would actually not be a replacement for taxis but really be a replacement for car you that was the big I mean that's why this is a a unicorn company and like so so Transcendent
transportation is a big market and so even a very very small piece of that market is still a very fundable uh you know attractive business to invest in
Uber's kind of open people's eyes that Transportation can be a good business
it's it's bridging uh the virtual and the and the real world right it's it's a way for you to um you know physically relocate yourself uh through whatever you know other piece of technology you're using um that's kind of a big deal
has there ever been a more high-profile launch of an API than Uber launching their API I mean like definitely not I've never heard of an API being like rumored about for months in advance
they're also launching uh a couple of tests they released the API which I think people saw um and and actually Travis talked about on the show with Partners like Open Table Trip Advisor United Airlines and then they just launched today Uber fresh in Santa Monica which is a twoe test to see um if people want to buy $1 Ines I guess similar to sprig or whatever
I think Uber's you know an aggressive company clearly they've been successful because of it I don't see anything here that's like wrong at least I drives up to demand for drivers and more drivers enter I mean this is not a zero sum game uh this is a dynamic dynamic Market Marketplace but become successful uh then the the prices for drivers go up what's wrong
if if they're not doing anything that's illegal and I I don't think they're doing anything that's immoral based on the uh on the headline I mean this is this is hard ball competition but so far nothing I've read uh crosses the line
just like Travis said every single uber driver like I would get into that car and feel safe
I used to pay you $125 port with uber on pay charge you 60 it goes yeah you know what I'm actually making more more money but you have this huge margin but in the middle and that that is like the sweet spot for marketplaces to jump in and say this is what we're gonna play we're gonna charge the clients less we're gonna give the caregivers more we're gonna give the the supply side more and that's that's where you have innovative technology
we take ... 15% of the kind of the golden number for a lot of marketplaces
we have an automated billing we hit the credit card we do an ACH transfer right into the ... caregivers get paid within 24 hours of their shift
we manage all the scheduling and the payments for you
thumbtack and uber like in its ability to scale and solve problems for people
It's going to be so easy for them. And I think really the issue is people have hacked Uber already to do UberX to say, go pick up my stuff. Just call the driver. Hey, I'm getting ordered three pizzas. Can you go there? Wait. Start the meter. Come here.
I think that they've figured out that we really make the big money as being the platform, not just, there can be the platform for obviously not just us and driving us around, but absolutely like the delivery system and all these others. And they built the technology. It can be used very well. And others are trying to build, but just Uber has the best network of the whole thing. They can figure out their legal issues. They got the liquidity. It's going to be so easy for them.
They're clearly well positioned to do certain things, but the market's going to be much bigger.
I think there's an interesting question of whether Uber is going to be the sort of logistics delivery network for these other players built on top two. That'd be interesting.
I'm an early angel investor in Uber. But they're doing a couple of trials, I think. They have a moving trial somewhere. Some food stuff. They're doing food in LA. I got inside information, not from them, but from one of the restaurants, that it was off the charts.
Travis unleashed the Uber API on the world. The Uber API he was talking about from the beginning, all of us were, you know, kept quiet about it. But the Uber API has been the concept since the beginning, is anybody could put Uber into any application in the world.
Just like I back Travis ten times.
if I'm in the mood to just hang out and go in the back and look at my phone and and like answer emails I go to Uber
what's the biggest hit Uber okay I was preed adviser with Uber so that's that's a big one
it's going to change the world particularly in the United States because we're such a driving culture and a very profound way
I think Uber especially in major cities is changing the way people feel about car ownership right and the self-driving stuff I think like all aspects of computing will be here before we would anticipate because things always change faster than we anticipate
I love Uber and the eventual self-driving car and that whole wave of services I think that's really really exciting especially being a prisoner in San Francisco
the company now just needs to say this was phase one of the company and now we're gonna move into phase two and we're just gonna stop trying to survive we're just gonna focus on making a great product and building a great culture
it's much safer to be in an uber than any other car
the company needs to and the management needs to just take a deep breath here and say hey we kind of have already won that set of battles
massive success massive growth unlike anything we've ever seen in silicon valley
the company has had to fight every day of its life for survival
i don't think they're ethically flawed and i don't think travis is either
the aggressive nature of the company is absolutely necessary in the business that they are in and that is probably why they have been and will be successful regardless of how many of these like pr flaps come on
there is a supposed god view where you can see people moving around in traffic yeah and this makes it super scary because oh my god uber knows people's location and what if they misuse that data
emil michael who is an executive at uber senior vice president he's not like a nobody at the company he's a senior person um was lamenting according to the story in buzzfeed how journalists um are just savaging the company or being super difficult you know being super hard on the company and he hypothesized what if we um hired a bunch of journalists for a million dollars and uh investigated journalists you know and put them under the same sort of scrutiny that i was put under or we were put unde
uber has lost the benefit of the doubt because you have a long history of what i have in publicly called mercenary behavior and it starts with surge pricing during hurricanes and it ends with god view and in between you have resistance to you know handicap accessibility because they don't want to give up any data and you've got you know really aggressive ruthless behavior you have all those revelations about the competitive uh the competitive tactics used against lyft like hiring people to call
I just read Uber hire the guy who did Google Shopping Express, I think.
if Uber comes out with an API, you could just have them drop it off for four bucks or three bucks and the city would be better.
So now Uber is bigger than the market it was replacing, so itself, I think.
I mean, in the early days of Uber, none of us – I was an early investor – none of us actually considered it would increase the number of taxi rides. We thought it would just be a better taxi ride. Right. And certainly nobody thought it would replace car ownership, which it may not – it's replacing car ownership for some people, and it's definitely getting rid of the second car for many people.
a similar thing with you know Uber yeah right and you see the um your Uber is arriving yeah your Uber is arriving now and you know and all those companies Lyft and and Airbnb and all these companies who have this use case of I'm going to coordinate a bunch of human beings like at scale using software right that's the whole on demand economy in many ways yet when I am am trying to facilitate a transaction between those two it turns out that Communications is critical right in fact in some ways Yo
Uber investor and and apparently they're worth $40 billion right now which is wonderful
I watched the episode when Travis was on and he was in two cities and you said to Travis um I think this you know could be a billion- dollar company
it doesn't matter if you're watching this show tomorrow or in 6 months or a year, there's always going to be a recent flare up. Like you kind of hope they grow out of it, right?
you're going to see great things from Uber and you're going to see a different company in terms of I think the wartime company is going to be the warm company. The 1.0 is now becoming the 2.0. They are so focused and this was happening 6 months ago with veterans, jobs, food. They're really working on how do we give back and they're going to do it so well.
They have to pick the fights and they have to act a little magnanimous now because they've won.
They've won. And what I mean by one is they're not going away. They're going to have a great business. They're going to have a great outcome for investors. They've made a great product the world loves.
That company has had to fight for its very survival day in and day out for years. I.e. we were all rooting three years ago, two years ago for Uber to come to our city, for Uber to get through. They were the underdog. And I've seen this happen many times. when you're the underdog, people are rooting for you. And people were writing tens of thousands of letters on Uber's behalf to get a cheaper alternative for people to move around their cities in Washington DC, Boston, wherever, everywhere. Fight
I don't get involved in the public discussions of the companies I invest in because it's really annoying if you're the founder of the company to have me jumping in and speaking for your company. ... I have no control over a company. I own way less than 1% of Uber. And so on a real number basis, it might be a lot of money, but on a percentage of shares owned, it's a very small number.
at the very beginning like look it says one click car service this is actually from the the this is the first picture ever posted to Uber's blog so how they're like marketing themselves back then you know oneclick car service you know get started um you know and then they used to run their own Groupons like they were running Deals they had to like really do all this stuff to say Hey you probably need a ride and you know we're going to run discounts we're going to do everything else
Uber is incredible now like I need to get somewhere like I was a little bit late here because I was like oh I can keep running late because I'll just call an Uber and it'll get me here right on time
it's very similar to to Ubers or lifts it's give 25 get 25
it works really well for Uber that's because they have a killer product
if you look at the messaging of some of our most popular apps right now these are ones I just went and pulled that are like super super clear like uber Tap a button get picked up in minutes it's just like straightforward of what what it's doing for me
I've seen people turn down Twitter Zinga Uber and thumbtack over valuation issues in those cases all four of those companies had people turn them down overvaluation and then later of course turned out to be very wrong
I invested in Uber and thumbtack in Combined because I invested in those companies had like five four or5 million each in valuation
whether it's the Ubers or the Snapchats they're probably still undervalued astonishingly as it may seem right and and um please please say that one more time Uber is undervalued please that's right CU you own some shares right
Aubra is using the blockchain so the Bitcoin infrastructure uh to create uh a network of uh of uh tellers around the world that are connected by smartphones so kind of like an Uber for um for um remittance and and uh cash transfer across borders
it happened to me with Uber and thumb tag like I wasn't even a minute into these companies and goala too I was just like God this product is so gorgeous I I got to give this person money
I mean I'm I love the service as a user. I think that's a big miss for us.
Uber is is a a great great business. I I think in terms of one of the leading businesses in the on demand economy, which is a big theme for us. ... Uber is just a spectacular business.
is there a large cost for say using more than one driving or more than one of the transport ation apps no there's not uh for either side driver or passenger can both use Uber lift whatever no problem
uber is generally has a very strong sentiment index but if there's a big bout of regulatory concern or something like that we will see a dip
shervin as we know was the B round investor for Uber MH Bill Gurley was the A- round investor and I was the angel investor
I had this great moment in New York where I called an Uber and it was like 12 minutes and I was like what the [ __ ] 12 minutes this is [ __ ] crazy then I like had to catch myself and I was like oh if I was calling if I was trying to get a cab like I lived in New York it can take half an hour to get a cab and getting on the subway can take time and sometimes the subway you have to wait for the next train because there's so many people on it like I got to check myself here like 12 minutes pretty
that's why Uber's beating lift so much and then side car is having all kinds of problems cuz sidecar is you know 15 minutes to get picked up and lift is seven and Uber's three
they're really the key metc for them is how many minutes to get picked up
if they start the pitch with uh we're going to you know um start this great company it's a company that you know helps you get a taxi really fast on your phone and the great thing is for every you know taxi ride that you take we're going to give one to somebody in a developing country I'd be absolutely not interested in that business because what I find is when people have that like stuff early on in the business before they've perfected the business it it's it's almost like we're going to be do
before Uber people still got to their final destination they just hated the experience
with Uber you say well how would they have stated that building a black car for the everyday person how would they have stated that to us today as investors would they have been able to convince us that that was going to be a 1010 billion company and this is where the challenge is right there's friction between those two points of I want to State something really simply and I want it to be clear and I wanted to be focused but at the same time I have this huge bar that people are trying to get me
you have a surge in large rounds for big, well-developed, relatively mature companies, Uber, Airbnb, and so on. Those rounds tend to be led by what you might call nontraditional investors. So, hedge funds, private equity firms, mutual funds as opposed to classic venture funds.
I kind of feel like you know the system has been so archaic and so broken up until 5 years ago when Uber and other folks sidecar lift everybody just started attacking this and now you look And a person can leave their house here in San Francisco and they can say, "You know what? I'm gonna drive my car and I'm gonna drop it off with one of these, you know, valet services like Lux or the other one, right? 20 bucks. Yep. Okay. There's one cost and I got to pay my 50 bucks a day for the car or whate
But all of a sudden now they're picking up three people. They're dropping off three people in a passenger car. So you don't know if you're the first, second, or third person to be picked up. You don't know if you're the first, second, or third person to be dropped off. So all of a sudden your 20 minute regular chariot commute can be 18 minutes, 26 minutes, 32 minutes. It's all over the place, but still better than the the crummy bus.
I won't name names, but the ride sharing companies Uberpool and Lift Line and Lift Line, it's a little annoying. It's very unpredictable what the route Yeah. will look like.
We're going to lower the bar beginning next week because we we realize that once we get the route out there, the spike in ridership goes out. Seeing is believing for people. Got it. So, in just seeing it in the abstract on a website is one thing. When people actually see the chariots on the road and people smiling and spreading the word in their communities or at the workplace, um, we see ridership spikes.
So, um uh when they learned about roll my route, he got all of his people and the entire community behind this and within two weeks we rolled a route for uh for these for these employees. It was fantastic. And so now they have this 12minute commute from Embaradero Bort up to to Fisherman's Wararf Levi Plaza and it's delightful and it's it's fantastic.
So you're the same price basically. Basically if you if you're using our monthly on a power b regular basis 20 bucks extra. It's not that big of a deal. Not at all. Get your own seat. Guaranteed a seat. Absolutely. It's a van. There's no standing room. That's right. There's no standing room. Yeah. So, you're guaranteed a seat for an extra whatever it is. 23 bucks. Ridiculous. Absolutely. And you can use your commuter benefits.
I think based on my portfolio companies that they start to know like oh we know who this company is we know who Uber is or Thumbtack or whatever and they kind of go a little bit faster but they don't say they do that but my portfolio companies report they do that's once you already have it in the store you're talking updates updates and even if the updates take 10 days to clear some of the people who are well known they seem to go a little bit faster but Apple claims they don't do that my experi
so you have an Uber then you have a lift and a side car you have a sprig you get a spoon rocket Etc yeah a lot of copycats
as an early angel in Uber I'm an Uber customer okay uh and I I don't uh trade flight with Uber so you know from a customer P perspective yes yeah
both those companies have raised tons of money it's hard for me to imagine they'll both win so in the winter TI all markets where there's a big money battle there could be a sinkhole for one of them
I love Uber I'm a big Uber customer I can't imagine life without it around the world
Uber should be opening up their data and and they did yeah
the algorithm is designed to maximize customer satisfaction so for example what drives surge pricing right now is um how long to get a car
this is actually a great innovation in the labor market
they have solved that supply problem largely
when you know Uber wants more drivers they raise the price it's brilliant and people hate that but they obviously accept it
it does seem that there's a large contingent of Uber drivers or any just take Uber out of the picture lift Uber R sharing drivers that want to work on demand they change their like 75% or something change their weekly average by like more than 25% a week they really want to do that
safety is something that you can never be too good at so we're we're always working on improving that
we do believe that that we're one of the safest options in in almost all of the Cities
even when you talk about the more diverse products we have if we talk about food delivery for example it's much harder to deliver that autonomously if the the driver needs to come in and deliver it so it would be quite easy for us to make it an option in the app but I would have thought it's a long time before it's it's the only option
we obviously want to to invest in this area as one of the the front of Technology but like case is saying it's probably a long time before um you don't need drivers at all in in the vehicles
Uber has 50 employees on the project
they recently in San Francisco made food a tab on the actual top of the app
Uber has this you know huge logistical um you know uh infrastructure um on a global basis
SF mun officials have told me that they support it because they don't have late night public transportation that can meet the needs of people who are like janitors and they can go take uberpool and afford it it's six bucks
I took Uber pool almost exclusively last week because I've been thinking about going one car less um and I have to say it is absolutely transformative
Uber pool and Uber lift line and then so this one they don't make any money off of it it's just people that makes it legal in China so again that's like a way for them to get to know The Regulators a little better
Uber Uber's big thing has been it takes what its competitor does and it does it better
Uber is they have an API they have a bunch of Partners building on top of it and they're also expanding and they have Uber Eats and they have you know now Uber events Uber commute
Well, I think if you're doing something that's fundamentally local in nature, it makes a lot of sense to nail the model in one location, one city, one geography, and then scale it from there. Because there's no point in scaling a model that's just fundamentally broken. So, you might as well take your time you know, dialing it in in one location and then scaling it. Um in terms of what I think made Uber unusually um you know, grow unusually fast, um I mean, the guys inside the company are going t
instacart and Uber really put in people's mind that there's just somebody waiting there to take your order
if we take a company that's all very present of Mind Uber or Tesla we can take both of those companies and look at how did they get to Uber pool how did they get to the third gen Tesla which I guess elon's going to show next year according to the reports the $35,000 car or the $350 ride they got to from the $140,000 Roadster the $660,000 model S right and the Uber Lincoln Town Car for $100 then the Uber X for $35 then Uber pool and then eventually now the commuter pass which is something they've
now you look at Uber today there are so many people who are full Uber full Uber like I don't own a car
we at in the early days of uber we already had those data points that showed us like if we get you into that ride 2.3 times you're a rider for life if we can get the price down to this Tipping Point then you'll never not use us again
he realized which is so impressive to me about TK is he realized that getting a the Uber was as valuable as the next car the time it took to get your car ... the ability to get a car in under X minutes was really what it's about
he got so much venom over search pricing over such a long period of time and he stuck to his guns about it ... he just knew it was good business and that they were going to use it anyway
look at what TK has gone through with search pricing
I mean think of what TK is doing at Uber now with pool he just knows that the demand is there such that he can lower the price still afford the drivers that make that much more money just got a data Advantage
obviously stuff like uber that I think is still on its way it could be a thousand X fund it's 500x now is that right I mean that's again you're just clutching at straws right now I love it I'm I'm triangulating here this is like a car Swisher style it's not it doesn't suit you that well I'm just very excited pres the presump question
I invested in the first round of Thumbtack and Uber and um you know that was a $9 million valuation he goes well we're only asking for 10 it's one more I said I didn't finish my sentence it was 9 million combined for the two companies five and four
people said wow that Uber thing it's worth $50 billion that's going to that gets people's hearts racing and saying hey I can do that why don't I go start a business
in 2016 I think you want to have both a switch is flipped on in other words be like uber or a thumbtack where they're making a portion of the transaction every month and they have modernization on
you can take a lift line or an Uber pool for four or five bucks and get halfway around your city and it's basically $2 more than the subway
Uber's problem in getting there in eight or 10 years is just that in 8 or 10 years we can go to full level for autonomy in 80 to 90% of city states run by the cities themselves and I think that's their biggest risk
I think if any company is going to break that it's either slack or Uber um I think specifically in Uber's case uh it's probably more likely that it gets there first
it's probably one of a few companies it Uber there may be a handful of others that truly control their Destiny
I do truly believe they're a net positive for the world.
And in that regard, Postmates and Uber probably make me the most proudest.
Uber employs thousands and thousands of people in ways that were never previously possible. So if you think about the flexibility that people have when they work for Uber, it's just amazing.
I think Aman owns 30 million shares of Uber as an example. Yesterday he started talking about Uber and it being underpriced. The CFO got involved. Daro was getting involved. They had their results uh which were spectacular again, but the stock is still, you know, frozen in the 70s.
and even with Uber they' they've learned this because when they started I think they really thought they were an app they thought they were a marketplace now in our building in Washington DC they have two floors they've hired dozens maybe even hundreds of people who are dealing with with policy and in some countries like Germany and South Korea they're out of business yeah the countries have have basically not allowed them so in this country they were able to win because it was lots of local bat
We haven't seen one impact.
Um Uber now is doing Uber Eats as a separate app.
The problem with all these voice interfaces is that they don't know who's in front of the device. So we're using my company, Newair, to say proximity to the Alexa means that the identity is Dave. So when I call an Uber, it goes to my account, et cetera.
I'm most famous obviously for being the third or fourth investor in Uber. I got super lucky in that case.
the concept of uber at the beginning was a way to get a Lincoln Town Car faster a car service they didn't have ride sharing necessarily in mind I mean they were ambitious but they didn't have that and they certainly didn't have Uber pool in mind nor an Transportation API so as time has gone on those things have been added to the vision but if they had pitched me Uber pool as the idea my feeble flawed human brain would have said wait I'm going to share a cab with people and you're going to be abl
I hit Uber as a scout
I hit Uber as a scout so the two most successful Angel Investors I think in their whole Scout program
Saudi Arabia puts billions of dollars into Uber, and then Uber is allowed to operate there
Well, American internet companies would be zero.
And Uber was trying to be a U.S. internet company that could succeed in China with an understanding of how big the market is. But they don't need China. And perhaps given where the market value is or where the valuation is, China is viewed as essential to improving that valuation. So you get 20% of the market leader as an investment. Feels pretty good to me.
Just the amount of pressure that these companies were coming under from their board and from their investors to get a deal done. I mean, all of their money was getting spent against each other, burning billions of dollars for market share in China, a rapidly growing market, still a fairly nascent market when it comes to ride sharing.
And certainly in the case of Uber, China and Jet, there's a lot of evidence that, look, this was burning a lot of money and you're just really lucky that a strategic – that somebody viewed you as strategic in order to give you a big price.
Not significant by Uber standards, but by most investors.
They have half of my stake, which is de minimis in the grand total of Uber's value.
So that means that, so Sequoia has a significant Uber stake.
It's a lot of money if it ever comes in. What are the chances? Uber's a pretty good bet. Probably go public eventually.
the Ubers of the world the lifts of the world and even the insta carts of the world they started to um think about hey when does this become profitable
the success of Airbnb Uber Dropbox it created a little bit of um what would you call it when everybody suspends disbelief a bubble
when you use something like Uber or Airbnb they're watching you how often you come back how many seconds you're on a page what you click on where your mouse goes the level of detail is insane
just like it's the goal of uber to be a transportation logistics company rather than to be a cheap cab service
so too has been unbelievable
it is interesting how one investment can change everything in your career and you really have two life-changing ones I think um Twitter I mean there's others but Twitter specifically and uh Uber are just two massive massive wins
the relationship with Travis that led to our investment there
there have been deals I've locked into Uber I knew it like I knew it right off the bat I knew that team I knew that product I knew I could be helpful I knew it was going to be Global I just knew it I can't say that about Twitter as as much as I think I was ahead of the rest of the world on Twitter I was behind EV and ahead of the rest of the world and that's what allowed me to amass such a big ownership stake but with Uber from the very first day I knew it and I went conses deep into that stock
what if the drivers of uber own 50% of the company then yes they're doing R&D for the robotic cars that will replace them but now they own that company
Uber's I mean Uber's working on it anyway so I just want to make that really interesting point
how far are we from having an Uber where you get picked up by a quadcopter type thing? Very far. Very far. Why far? because it's uh there's just too much responsibility and and then too many rules in the sky.
I'm super happy for Mike Jones and I I felt the same way when I read about Uber's $65 billion valuation
And even though I agreed with the policy perspective from Uber that I don't think fingerprinting is helpful or a useful tool in this particular case, they spent a lot of money and lost the political fight because they just pissed everybody off.
Uber was, in particular, I think the one that, unfortunately, really kind of bungled the whole public relations thing like they've done over and over again and really just, you know, they went from them being the upstart and the taxi companies being the man that they're trying to put down, they became the man trying to oppress, you know, enforce their rules here.
the part that they we haven't figured out yet like the last three percent like which is snow rain like all the really really hard stuff it's really really hard
some of the stuff like uber saw in Miami there was a rule that like they were in several governments they had written rules that you couldn't have a car show up within a two-hour window of when it was ordered right by law
we think that there's gonna be I think some good resolution there
uber with travis's I think third or fourth major company I knew when he did scour and when he did read swoosh I think register which was a 30 million dollar exit scour was a 250 billion dollar lawsuit so he kind of trend in the right direction in that regard
if you took just one ride in uber or gasped stayed at someone's Airbnb for as little as an you would have done so much more research than many folks who invested in those two companies
for uber or Airbnb where they created or at least transformed their markets it was harder to do research what Ford and your local car service did have little to do what with what uber was doing
I think it's an easier technology problem to solve and they're on freeway they're for the most part they're on highways
I heart Logistics I think it's very smart to get into I mean this yeah this is entirely within like the whole thing is logistics this is like an entirely Mak sense as a growth out of uber Freight but like no this to to makes total sense and it positions them for when um despite all the cers when uh the self-driving technology for trucks and Freights becomes more mainstream which will probably happen sooner than for self-driving cars
I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight which I would never use I'm not shipping a container but I would use Uber Freight X or Uber Freight pool right
whether it's Uber or um SpaceX have started to talk publicly about offering liquidity to their earliest employees knowing that people from years 1 2 3 in years four five and six will be fully vested
there are some companies that just have such an obvious business model they charge from day one an example of that would be Uber or Airbnb taking a percentage of everybody's transaction
my Uber position my Thumbtack position became worth 200 million
it's a 99% chance the company's going out of business and a 1% chance it's Uber or Thumbtack or one of these you know breakout successes
when Travis came up to me and said hey can I show you Uber cab I said can I invest and he said do you want to see it I said yeah you can show it to me wa wait wait wait I'm going to ask you all about Uber in a second let's not but anyway that's when I switched my thinking
in many cases Uber made it easier for Lyft and some of the other people to operate. Sure. They came right behind them. They ran through the walls and that other people could then come through.
super aggressive person fighting the taxi like industry. All of these like everything just started to line up and I'm like you need that kind of guy Right. to run the company.
Uber had a really big chance of being a unicorn and I'll tell you why. It it it's uh So, I've I've been very negative about taxi medallions for a long time.
if you look at Uber, Thumbtack, Postmates, all of these, Manolo, etc., are companies that believe that if they create this thing, people will behave in a totally different new way than they ever did before. Wow. Which is risky. Never heard this, uh, risky. heard this thesis. It's fascinating because for people to change their behavior significantly, Yeah. it must have been some much better solution. It must must be some colossally more efficient process or more delightful in some way. Right. Um,
very famously, she invested alongside myself and a number of other lucky investors in Uber and Thumbtack, two companies that became worth billions of dollars.
uber is a perfect example Travis is known for being a strong personality
what's really gonna happen with self-driving cars and uber and lyft is one of two things they're either gonna have to figure out a bunch of very very hard math about how they're going to keep incentivizing human drivers to be part of the mix ... or we should be pushing for interoperability ... enabling hooks in our platform so that anybody with a self-driving car can provide a la Airbnb through our platform
there's been a lot of discussion in the media about how self-driving cars will make uber and lyft much more profitable ... if you actually think about it a little bit the essence of the on-demand model is that the two sides of the marketplace scale in tandem ... all of a sudden you go with self-driving cars you're gonna have to have enough cars for peak ... if you're owning them all yeah
they actually augment their workers ... if you compare an uber or lyft driver to a taxi cab driver ... they don't have this magic Sixth Sense ... The critical mass of drivers is possible also because of the augmentation provided by Google Maps ... that's part of the secret of the business model
uber pick that up a year later ride-sharing
they worked with the black cars that was just a luck that was luck you know that was where these guys started the business and that was actually a better market for this to take off
they have had to build a critical mass of drivers and a critical mass of passengers and so a big part of their expense of course has been actually building the matching marketplace
you can have a company you don't always know what the result is you only know the result in the long term but you have to assess it you know like our uber and lyft simply borrowing from the future with this inflated valuation and the steady-state endgame will be that they will be a profitable sustainable company well they at some point flame out or will at some point have to raise their prices or you know and break the model but meanwhile they have this incredible currency where they can just sw
as we see it with uber taking their time Airbnb taking their time drop-offs taking their pressure
I knew enough about all three of those businesses to know as a consumer I loved the first two
one of the reasons people are using more ubers than taxis is because they're a lot cheaper yes they're more convenient and they're more cheap
ride-sharing now is bigger in a lot of markets than the taxi business yes so that means that an analysis of uber and lyft and sidecar and some of those early players could never have been accurate because the market had not yet manifested itself with people going full uber and no longer owning a car
I mean I'm sure with uber there were times Travis and I had critical discussion about surge pricing or other things in the early days that were important discussions to have
the story of uber or Yelp they both figured out some playbook that they were able to perfect in San Francisco and bring cities
I know I never had a board seat at uber or thumbtack or some wealthfront any of those early investments and those founders always would call among all amazing investments by the way
this happened with Google and uber
Waymo's doing great uber is doing great even in the if that's the worst-case scenario for the love of God please bring me more situations like that it's my top investment rightly so
I don't have great insight into what's going on operationally which again is probably a sign they're doing a pretty good job one thing I've noticed just as a user is that prices have gone up pretty dramatically over the course of the last six to eight months I feel like you for my purposes they've gone up I would say 60 to 70 percent
one of the most remarkable investments ever and one of the greatest dramas ever
uber as an investment represents one of those all-time investments there are you know maybe seven to ten of them that we could you know reel off of the top of our head over the last 20 to 30 years so this is one of them and it certainly looks like it's the most dramatic
I think Uber is a really good example what they That's a change in leadership, but The change in leadership gives you a reset.
goober just went from my understanding and Google as well when from having two safety drivers in the front seat to one and the complaint from people who are in these self-driving tests in Arizona is it is monotonous and boring because these are so good and it's very difficult to watch this ... clearly this person is not looking at the road they're bored looking at the road looking down one one thousand two one thousand three one thousand four one thousand five one thousand oh my god I just count
the example I would give is uber didn't have over x over pool uber II it's uber messenger uber bikes and uber black town cars on day one every year or two they added one of those features and after 10 years it was like oh they have a collection of different services you can get on ruber great and you could absorb one at a time every six months and understand yeah ok no that's fantastic
uber has to go public according to the Masayoshi Son deal or in that new deal that happened in the board structure they have to go by Nate 2019
in the case of uber you may have read that Masayoshi saan from Softbank put out a tender offer which means an offer for a certain price to buy shares from uber shareholders some of those uber shareholders sold him some of their shares at a 50 billion dollar valuation and for people who were early investors like myself I wouldn't say if I did or didn't sell but I've always told people that if you got in early and you can sell at a very high valuation you might want to sell a little bit that's not
another business that has removed friction is uber when you got it in uber you didn't need to tell the driver your name because your name was in the app and he didn't or she didn't need to tell you your their name because it's in the app you didn't need to take your credit card out or - and pay them wait for change and do a tip because they took tipping out they since added it back as an option which I agree with but it's kind of a polarizing issue I know but you do never take your credit card o
you actually have a compelling alternative to owning your own car
they predict they know that there is a game tonight at the Oakland Arena ... they put a couple of cars yeah they create marketplace incentives for that to happen
supply positioning is a core strength of uber
who better to do that the nuber which has a huge amount of trip falling in these cities
you're getting a next-generation transportation system that people been talking about for ten years which is through one app being able to book a car book a bike the true multimodal experience
this is great for consumers
they would put whoever was running the local city in charge of the local city and this led to a little bit of friendly competition between cities but also a lot of innovation
it was a very strategic decision
the amount of empowerment the people feel and yeah ownership is really incredible
the maniacal focus on consumer experience and efficiency of that business yeah he's second to none
the level of execution the company is very very high
there is no other partner that could have offered us that network in terms of policy and market access and on-the-ground ops talent
that's been Uber's mantra for quite a while is being willing to disrupt yourself
this is the one-two punch that Uber needs
I was so happy when I saw this
anecdotally I've talked to several people that said that they their usage of uber has gone down considerably that's what I hear about introduced to jump
I think it is part of what drove the interest from uber is that the average tripling so to speak exactly the average trip length for our products 2.6 miles so at that point that's really this isn't replacing walking trips that's a that's a car trip that's very from I understand pretty similar to to trip lengths of uber uber and lyft as well yeah so it's definitely pushing some some folks you know with something that would be a 12 or $13 per X ride is now $2 and you're having fun while you do it
one of my early angel investments uber has purchased jump bikes and jump bikes is one of the most loved bike sharing services in the world it has taken over San Francisco people are going crazy for it and today hot off the heels of that incredible acquisition by uber which benefits me and also my guests and also society at large
consumers after using uber or an uber X would be likely to try over pool but they might not be likely to try lyft line or uber pool if it was the first thing that was launched by uber and lyft right you've been in the app you've done 95% of the features like yeah maybe I'll try this pool thing and see if it's for me exactly I mean now I mean maybe that's crazy right getting in a car with some random person right yeah would have been weird not that long ago but now it's normal
I have a friend who just came back who worked for uber and he left and I said why and he said because I've been there you know for years and yeah and I'm fully vested and I said isn't there refresh and he said not enough
think many people actually would choose you know to drive for uber as a career there are some who will but not many
uber is doing a great job this is an ad read I'm not just talking about but I was at the code conference and I was really great to hear Dora the new CEO speak and I really like what I'm seeing he's doing a great job and here's some great things that you've probably seen recently with the television commercials they've created a Safety Center where you can learn about driver screening they're getting that all dialed in the community guidelines and everything they're doing to ensure everyone can m
in the six unicorns trust me with uber I saw many different share prices and you look at it and go well am I ever going to be able to change my shares and the last round for uber back to my CEO shoe sign I think he paid 32 or 33 dollars a share the people who bought those shares in the first round that guy did eight pennies for the shares so I could make myself a little good in an Excel spreadsheet and mark it up but the way I look at the world is until that turns to cash it doesn't exist
this is late stage and what it's really messing with if anything is the IPO process some people would argue this is a private IPO they took the IPO process which normally would involve retail investors and pension funds and they just made it a private event where the sovereign wealth essentially the country of Saudi Arabia gets to own and do the IPO for uber or Airbnb or whoever he does next
uber did a ten billion dollar secondary at a fifty billion dollar valuation and they bought shares from existing investors
hey everybody let's talk for a minute about safety and responsibility and technology startups owning owning safety and security and using technology to keep drivers and riders safe well as you know I love Oberer and uber is moving forward and I love what I'm seeing out of this company that has done such a great job spreading point-to-point affordable transportation to everybody and uber has just created a safety center you may have seen in the app it is amazing in the safety center you can desig
Uber's being super transparent and they're super focused on making the service safer and safer and more delightful these are just excellent steps taken by uber and I am thrilled about it as an uber power user and an investor
when uber came out in the United States they only went after the high-end market the high sliver which was Lincoln Town Cars what we called in the States black cars the really fancy ones with the that are really expensive then they created uberx then they created uber pool now they're doing bicycles and eventually they'll do scooters and then yeah they'll hold your hand while you walk across town they're going all the way
we all know people need rides it's an established market so the only behavior you have to change if your uber or the only change you have to change if your Airbnb is convincing people yeah you can get in this Toyota Prius that you don't know the driver of and it's their personal car and it's not a yellow cab that was the hurdle they had to pass
the average bird trip is about a mile and a half if you're also it's a little too far to walk you know and people don't like to bike ... if you're gonna go a mile two miles you could call an uber or lyft and that's gonna cost you like several times more
I think what bird has to do is just keep executing and you know they're launching more cities they have to stay the leader in the space that they invented
uber team uber is working hard and they are moving forward and improving the rider and the driver experience they're extremely focused and they now have a new pickup experience yes one way they're doing it is with these new features and they take the stress out of your pickup using pickup notes in the uber app you can share a note with your driver on how to spot you like letting the driver know what color shirt you're wearing or if you're wearing a baseball hat you can also choose a color to lig
I invested in uber in 2008 and you might have read that you can sell some shares in uber to Masyaf asan and other people over time maybe I did maybe I didn't or maybe it goes public next year the market then peaks and people are able to get some liquidity
companies like lyft and uber while they have made mistakes in the past they have huge operational capabilities in terms of like actually being able to deliver a solution that meets the needs of the most citizens at scale
for some companies like uber for example historically that's worked which is you just show up you go nuts and people love it and then you do have to fall out later
jumps now owned by uber
it's gonna be brutally hard for you to get venture capital from people on what they're gonna perceive as a low margin business sure that's gonna be easy to replicate that's the negative spin VCS take on this and they're not wrong I mean stuff gets made in Shenzhen and gets knocked off right
what uber did going from city to city was they created a playbook and then they found people who matched a certain profile in each city
companies like uber and ritual have all done slightly different approaches but what do you think the best way for us to scale
uber which had the you know huge issue of a boss in an IT department in an open marriage harassing a developer is just like in slack or whatever in their chest last it's just like really I mean like this polyamory thing and Silicon Valley's is like literally I read about it in Bear topia thought it was fascinating it's just so ridiculous it's like you're just not married you're dating we just call what it is like you came up with a fun word for it but like polyamory does not mean you get to hara
I think uber is going to buy one of these companies and then have jump also probably pursuing it take two swings at bat but I think it'll become a subscription-based service right so I think people will pay 20 bucks a month to have unlimited Birds or unlimited scooters to put it that way
I have a pretty regular influx of uber employees sharing with me their next idea really asking for angel investing
lifts filing may have been sort of a pre-emptive move ahead of uber and uber was really the one perhaps like calling the timing line
they've already signed a partnership of lime to offer lime scooters and app that was the first step that they took with the jump before the acquisition
with the jump acquisition though for 2019 I'd take a closer look at over and in that same sphere lift we have yet to see Oberon lift really put their foot down and compete aggressively with a company that is not offering a car service yes in the early days they they quashed other ride-sharing services but apart from restaurant delivery they haven't really branched out above that and your site it kind of saying then so uber is the company to watch in 2019 because if they do put their foot down oh
it's hard not to give bird the credit for 2018 they pioneered this model they were one of the first people to build on top of Xiaomi in segways hardware to commoditize and democratize this type of a vehicle it's it's hard to understate how impressive that their ability to grow is over the last year
Square. Execution risk. Uber. Execution risk, right?
when we found home care, we kind of hit it cuz it was uh very large industry, but very fragmented. The product was really uneven across the country. And we felt like we could make home care really great.
there are 45 million people over the age of 65 today. In 25 years, they're going to be 80 million people over the age of 65. People over the age of 80 are going to triple in that time period from about uh 10 million to 30 million.
there's a $30 billion industry where people get care in their homes. The demand is there, but the current state of the industry is pretty bad. The current product is pretty bad. If you can make it a lot better, people will come.
it reminds me of the criticism of uber in the early days which was oh my god you have to deal with people you have to deal with drivers you have to acquire driver supply oh you have to acquire customers ... a lot of people said no to investing in uber and investing in Airbnb because they both had to with humans drivers and hosts but look at the reward Airbnb got for doing the arduous work of onboarding hosts
I compared Trump to uber which actually turned out to be even a better comparison and I realized at the time but I think Trump like a very strong founder who has great strengths and incredible weaknesses has some great strengths
my biggest investment uber has a lot of money took a lot of money from in two rounds what they took it from The Saturdays directly then they took it from Massa who took it from the Saudis right and I didn't sit well with me
when uber needed drivers one of the gating factors was them having a car so getting them a car to drive for uber X was a key issue now in ubers case my understanding I actually heard this secondhand so I don't have it with my first-hand knowledge they would buy supply from existing car companies so they would go to a new city and they tell a cab company hey can we buy this many hours from you right so you could sort of artificially do that
we just want to whatever that happens we want to provide the best mapping and localizing technology and with a fraction of the cost
it's just why ooh BRR lyft and Tesla are really interesting companies when it comes to mapping because they actually have millions of cars on the road now right and they have the destination people want to go and the starting point that's something that other people may not have
Boober went for black cars then they went over X then they went and now they have jump bikes jump bikes are $2.00 rubra pool is $4 over X is $8 uber Lux is $15 $20 and over blacks $40 they got the whole stack they didn't start with the scooters or the bikes they started with the Lincoln Town Cars sure they had cash flow so that money was coming in so charge 800 have half the people say that's too expensive if two out of three people are not saying that's way too expensive you didn't do your job
then uber came out but Wilbur has so many you you don't rat around the ubers you know and the reason you don't route around it uber is because uber is only taking twenty twenty five percent so there is a point at which the the rake the take from the marketplace is so great that people begrudge it and try to route around it
if you get in an uber in the early days or if you were taking even carry car service before that our music car service and you're paying them a hundred and twenty five dollars for an airport job I would always get the name of the person and the person would always hand you their business card so they could route around their cab company
all the you know the ubers and Pinterest and Airbnb and zahl chose this architecture that was kind of built around these real-time streams
I have these people who are completely intellectually dishonest on Twitter and they're like look this driver made $1 an hour and I'm like okay why would they continue doing that when there's a million other jobs out there when Louis they and they're like nope they made $1 I'm like it's gotta be a mistake like what are you talking about like oh okay this person asks for a refund and the driver you know had to refund the money whatever but then they're also like oh a driver chose to work Saturday
companies not making money for a decade or five years or losing money forever that that's not what typically happens that might have happened with uber or lyft or post mates in this environment
this is a big controversy say with uber and lyft now they're saying oh my god they're subsidizing the rides well if you think about it over left if it was one or two dollars more per ride would it make any difference on consumption probably very little because people are not going to walk in the rain you know the habits been formed
we've been working incredibly hard for many years to help make goober into the kind of company that we can be proud of and Dara has done a fabulous job in many many ways it's evolved the culture here
by that test the original uber would not have succeeded so we're in the situation of we're about to make a pile of money off something that we've now learned we wouldn't do again
we learned so much about these gig economy marketplaces from uber positive and negative so a number of the subsequent investments that we made we were looking for companies where the workers who are contractors in some cases employees and others really had a path into the middle class had the possibility of rising wages had benefits
uber and lyft drivers I wish they could have participated deeper in the equity and the cap tables and it's just illegal because of the current accreditation laws for those people to buy shares and private companies
what this does not include uber this is net of uber is a was uber it would be a hundred percent return strategies mine right stratospheric
created a large swath of gig economy work that I think is responsible in a lot of ways as a backstop against unemployment
uber has done a huge amount of work to improve relations with drivers but it is by no means done
the company still has a bunch of work to do on that (paying a living wage and benefits) but we as a society have a bunch of work to do also
uber and you know ride hailing services just changed all that yeah I mean just you know period on the work side it's a kind of interesting paradox driving for uber is can be and often is a great second job yeah and problematic is a first job
a lot of the good that came out of that company was it increased the number of transportation options for communities that didn't have access to them
I'm not planning on taking it too seriously at least for six months to a year to see what the markets do with the stock
they eventually bought uber calm and in that example they gave equity for it then when they realize the equity was gonna become worth so much they they gave them a hundred thousand in equity they wound up by giving them buying back the equity for eight hundred fifty thousand that company I think was Warner Music or one of the music companies owned uber.com that company got eight hundred fifty thousand dollars in cash they had originally had a hundred in equity they sold it back to Ober for a fif
they had ten designers they're refining the uber logo I don't remember when they did their whole rebranding but they had one design team working on just the rebranding one design team working on the existing branding and so you might be spending a hundred thousand dollars or two hundred fifty thousand dollars on branding when you're a Series B company
uber taxi was a horrible logo it looked like it was made on like a really learn what's that microsoft word or paint no it looked like somebody had hacked it together who had two hours of design experience
the uber secondary that Masayoshi Son did was from on the Nasdaq I know because I sold some to him
we now have um 15 million monthly active users in 190 countries. were used in like 80% of Fortune 500 companies like just it's grown pretty rapidly and it's 500,000 paid users I read.
it valued the company at $2.5 billion dollars which makes you not only the most successful founder since Atlassian in Sydney. It uh makes you I think one of the first companies to hit this kind of valuation in such a short period of time.
uber is low transaction size but frequent so it's there okay that they're low transaction other you know Airbnb is higher transaction size lower frequency that's okay too on the margin I'd actually take the higher frequency
in ubers case it's very simple average wait time we talked about that seven minutes if Burgett Stu hound you an average wait time there's one minute you know almost never happens but they do I think in some cases have like two three minute average wait times in certain cities and in neighborhoods that's late that's beautiful right they see their users I talked to the person who designed their routing algorithms for over and that was so important for them because they said every minute that they
they also knew they were in a race right and they use this thing that you know called blitzscaling right that there's a whole book about they said people will only kind of not suffer that pain of the three minute switching cost if we're just the obvious winner
the one thing about uber for example people think that it's easy to just switch between uber lyft or another ride-sharing off but let me ask you this let's do a count of hands raise your hands if you have the uber app on your phone okay keep your hands up if you have the lyft app on your phone almost everybody has their hands up for both now keep your hand up if you currently have and it's logged in with payment credentials another ride-sharing app on your phone right now almost every hand went
uber as you saw they just their proprietary method it's not so proprietary but they just got really ahead of how to sign up those drivers they sent kind of looking at yelps model of Community Managers that have now lots of companies have copied this but uber was one of the first to kind of look at yelps playbook and replicate it it was controversial at the time it was internet companies weren't supposed to hire people in every market but Yelp did and the nuber followed suit and they've hired a r
the head of growth at uber this guy named Ed Baker at the time in the early days I was talking to him about a partnership with Yelp and I said hey we can drive a bunch of new users for us and then you can do this we were talking about going back and forth he said yeah I don't even need new users I'm the head of growth he was like a growth lead of Facebook at one point he said I should be in charge of getting new users but I don't even care about getting new users I just need drivers if I get dri
as uber got a lot of density and then uber X really took off the price was so low and in the entire country basically besides this small part of Manhattan taxis were not ubiquitous ubers network effects were really strong
the early days of uber this was very obvious the writers care about the drivers a lot more there are a lot more there was a lot more demand for writers in the early days of uber than there was a supply of drivers
With Travis and Garrett, like especially with Travis cuz Garrett's kind of quiet, but Travis is not. You could really tell he was like, "Okay, well here's how we're going to do that. Here's how they're going to react."
Like Travis and Garrett with Uber or Zach with Facebook. It's like this is happening or you with Path.
just like uber said hey the original tagline was everybody has a private driver yeah and the concept of Travis's original idea was like wouldn't you love to have your own driver that was like an elite concept that somebody would come pick you up and take you somewhere and you sit in the back and just mellow out and read a book or check your email everybody's private driver how do you do that well you have to lower the cost in order to expand the pool of potential absolutely anybody can be a chau
you know uber black uber X or were pool uber eats not ubereats $1.00 in profit weber pool 50 cents in profit uberx 2 dollars in profit whoever black 20 10 dollars in profit you got to go top-down yeah not bottom-up
back to the uber black which has come up three or four times founders underpricing and then signaling to investors that you don't care about profitability you're not a marauding capitalist we're running capitalist the tip of the spear is something highly profitable the next thing is profitable the next thing is lower margin but more people so you're doing it the opposite way you're trying to build the base you know the the back of the spear you need that sharp tip get me the sharp tip and then I
if you think about what is uber or lyft the value is just I'm in this location I want to be in that location for six dollars or four dollars or whatever it is nobody really cares they may complain about the smell or the car or the stains or the air fresheners or the seven air fresheners two on each vent that is absolutely a plague this is crazy it's like wow this car smells let's put seven air fresheners around every vent and make everybody hasn't have an asthma attack it's ridiculous but anyway
I think that the lyft and uber a lot of people ask me because the stock price is down what I think seems to me that private market investors like myself and large hedge funds and the ones who put a hundred million dollars ... they want you to grow yeah and they're willing in their very deep experience to see you have a loss perhaps even on every transaction or on some transactions in order to keep the growth going to become the lead candidate
I think the early days of the economy and uber it was definitely you know a clash and conflict and you might think maybe they were not doing too much enough in the early days but I think today as public companies and has safety has become the top priority for for those platforms we've seen a lot of investment innovation and so we'll check a bit with also with other initiatives they've started to do you know the most in depth possible background checks in the US they're doing the rescreening the
uber a lyft losing 50 cents or so a ride pretty easy to cut costs and raise prices and get there right you cut 25 cents in costs in the business provide and you add 50 cents each right now you got a really profitable business
Austin went frickin crazy when they kicked out... uber lyft was like okay... we're out peace out and people went bonkers and that's really when you know you have that great product market fit
there were people who sold ruber at the 4 or 5 billion dollar valuation who were in the 5 million dollar round and it was like well this is a really big lift here you know I'm no pun intended but I'm a thousand decks on my investment you wouldn't be a thousand deck so you lift investment obviously the second-tier company but putting that aside if you were on the uber side of the day and you would and so he got that massive lift and uber and you didn't get an uber lift and lift but putting that a
whenever people get super excited because companies like uber are making over ten billion dollars a year people get a little ahead of their skis Airbnb these companies are amazing and then a couple companies slip in and people get a little delusional they suspend disbelief and you get a thorough no sore a we work on the margins
an example would be when I first saw our uber Travis was showing it to me and the taxi it was called uber taxi at the time and the first thing he said to me is it's gonna be called uber calm but it's not gonna be called taxi because you're not actually getting a taxi right so there was this sort of he almost preempted the discussion around we're not gonna call a taxi we know that's the bad name but he just had to get some domain started also on the map instead of the car facing the right directi
it's actually kind of interesting that lift actually wound up catching up in some cases and some markets because they had such a disadvantage capitalized for so long
David sax from crafts calls it real world virality so his his concept was well if you're looking at you know if you the way most of us found out about uber was somebody ordered an uber and we jumped in it with them were like oh you have a driver and it's like I have my own personal driver right yeah in an app ya know and it's sort of spread that way
which companies have network effects it's pretty much the ones that you know about that you believe in the ones that you respect the ones that are having impact these companies over the last 25 years have network effects at their core
by the own data that these platforms publish what they show is year after year the fraction of workers on the right sharing or we are doing it for fewer hours and a smaller fraction of it is doing it on a full-time basis so the way to think about these on-demand platforms in particular is as the best source of secondary income ever invented
I think uber lyft post maids you know thumbtack have created some sort of a safety net for this gig economy job and those people are now choosing to not take jobs at Starbucks or Target or Walmart that are shift based
the economics when it's a commodity its price race to the bottom and that makes it brutal and like you know they even found a way through it but it's a huge challenge
I think uber taught people the wrong lesson everything became the uber Forex and it's sort of this like oh it just should be on-demand you click and then it's done it's magical and that over-applied a user experience to categories where that was not appropriate
what uber and lyft are doing is getting you a car now it happens require a driver to get you from A to B but the point is that it's transporting you it's a capital asset this is why the experience is a commodity you don't choose the driver you want you say pick me up here I'm going there done and they just send you somebody
when I invested him the two more success will come and save us in thumbtack and uber you know they were nine million or ten million
you would go to a customer is way mo or uber a customer yeah exactly are both customers they are both customers got it and you could say that it's public knowledge yes okay so they're both customers
you know Travis and Oubre and everyone else who basically moved the ball forward with like saying like let's take all these stupid laws and just ignore them I'm like let's go like let's do cool stuff like that's God's work
I picked ridesharing cuz I think you're right i think the gig economy is a representation of ride-sharing it's truly amazing i mean like moving away from this sort of binary you're employed or unemployed it's just such a movement away from stupidity
I think part of the reason we have low unemployment in this country is because of the gig economy and I think the reason we have rising wages is because the gig economy gives entry-level workers the ability...
I'm personally biased a little bit being the third investor in uber and making a career out of it but I will say I think actually these two things are not disparate if you look I think part of the reason we have low unemployment in this country is because of the gig economy and I think the reason we have rising wages is because the gig economy gives entry-level workers the ability...
uber black is highly profitable uber X is profitable is we're pool profitable I'm not so sure maybe they break even maybe they lose a little Boober eats and doordash and post mates they were all losing money losing $2 per order delivered
you saw Luber go down from maybe a peak of what forty five dollars forty seven dollars all the way down to twenty five dollars and now it's coming back... because austerity measures darah is cutting staff that are unnecessary or redundant he's getting focused on profitability
uber when it started had one service uber black it was the nice Lincoln Town Cars it was meant for executives going to and fro airports or from meetings who could afford $100 50 to $100 I'd black Lincoln Towncar type service they did not launch with uberx ... they started with one thing now why did they pick that thing well because it was massively profitable the most profitable segment of all of uber services is the uber black service because it's the most expensive and it's targeted towards se
uber now cutting cost massively getting out of money losing businesses did 1.7 million deliveries and rides lost like a billion so they're losing something in the you know whatever twenty five cents per ride why is everybody convinced that their business is broken if they could simply raise prices like Amazon did twenty five cents or fifty cents right which would make no difference in consumption or a little to no difference I just think it takes time for these things to play out
you're an investor in uber right like I'm not going to convince you that uber is a predatory exploit poor people
I think it's provided a massive safety net for society of an entry-level job that anybody can do at any time to make money
I saw another stat is it's basically a hundred percent of drivers churn every year or something like that
I just heard a stat that was 90% of all the uber drivers in New York they work full-time
I think these companies are continuing to be unprofitable because the real product that they have for example getting chauffeured around is a high-end luxury product that people just can't afford at the scale of its current use that maybe there's a great uper that's a two billion dollar company or an 800 million dollar company
this is desperation when you have some it's kind of like why would anyone ever get a payday loan you know what the interest rates are in payday loans they're outrageous why would anyone ever do it this is a multi-billion dollar industry when you have an asset like a car and you need cash sometimes you will look at that equation and gonna do you know what it may be I'm deferring maintenance that maybe I'm running down my asset but that's tomorrow today I need 80 bucks so I'm gonna drive for uber
I think now that Lieber is doing that they they they pay for that time I don't think they pay for the wait time and there's a minimum now with a fifty cents an hour or whatever fifty cents a mile fees so I don't think you're correct in that they're making under what would be minimum wage in any case
uber and lyft are majorly contributing to congestion in cities to to traffic because forty percent of the time spent working for these apps are spent without passengers in the car and that 40% of that hours they're not being paid for that hours
no one is taking home after expenses 12 to 20 bucks an hour there's been numerous studies on this basically everything hinges on the fact that you convince cake workers to run down the assets that they have you convinced them to run down the asset like their car the fur maintenance defer depreciation basically not dealing with any of the costs of actually you providing the service
companies like uber or doordash or any of these other atrocious companies who essentially have built their wealth off exploitation and violation of of people and misclassification as as contractors instead of workers
1.7 billion people are using this
these idiots professor Galloway or whatever that [ __ ] you know no skin in the game Galloway has to say he's out there spouting off that uber is not a real business it's like you're an idiot
it would be unbelievable in two years if uber had better Eva damages or you know always almost why would it be unbelievable just because I think herb is pay was you know low contribution margins but the volume is insane
what does Dora do he's like yeah okay you don't want us to grow at the highest possible rate okay yeah well we can change the prices and we can get out of markets that aren't profitable ... all of a sudden is like Oh we'll be profitable in eight or six quarters four quarters three quarters like and then the stock pops
the press is like were lost 33 cents a ride they lost 52 cents a ride on one point seven billion rides ask yourself if you had to pay 40 cents more or 60 cents more wouldn't you do that ... of course you're not changing your behaviour
if you let's just say you were losing if you take out all those investments in the core business a couple hundred million you just raise prices is anybody's behavior gonna change it in uber if it's 20 cents for 20 20 to 50 cents more 10 20 30 cents on a short ride a dollar or two dollars from the airport the behavior doesn't change and even if you did hypothetically change for the bottom five percent who cares it just springs to instant profitability
the public markets say uber can never be profitable and you and I with the inside information you and I who've been involved with a company for a long time know exactly how easy it is to make this company profitable yes you're doing 1.7 billion rides and a quarter 2 billion rights and a quarter you lose a billion dollars half of it we lose a billion and change and half of that as a self-driving it and you know there's an investment obviously in the food category and investment in some other thin
I think door - is worth 10 or something less private round was 1313 and lubbers worth 60 or 50 or 60 whatever the coronavirus discount is right now probably a good time to buy and that's not investment advice that's just reality probably good time to buy any of these stocks if you think they're gonna be here in ten years
Travis had the khutba to say I'm gonna go win in in China and I think in the end it worked out
we needed to have a mobility play in the largest market called the United States and at that point in time there really only two players there was uber and there was left and yes there were dozens of smaller players but not masa style and if you're the vision fund you don't need to play in second and third tier assets and so we really wanted to invest in uber
we really wanted to invest in uber it was a very unusual dynamic large
I invested in Robin Hood uber thumbtack data stacks and this calm column for a thirty million dollar valuation yeah combined
I was the third investor in uber
just because I won with uber or calm or Robin Hood and I saw traits and those founders does it mean that applies in the future
that mistake actually is one we had repeated a couple of times including at YouTube where we thought that they were gonna yes they would perish from ignoring rights yes the sword would drop down and just behead them
I thought it was a great product pay you know emailing money seemed awesome but they were completely completely oblivious to regulation and I thought that's gonna kill him
there have been some movements by some companies uber especially I think do you talk about paying some people if they have this infection to stay home for two weeks as a way to protect their both their user base and their drivers but a couple weeks of pay for a fraction of the uber driving population isn't enough
to introduce a service like that where there is you know lobbies and medallions and all these things you did need a force of nature to grow you know that quickly and of course there was also an Achilles heel to that you know going you know too far and not necessarily listening to concerns employees had and other things like that
if uber is doing you know their best at least better than taxis to you know safety and scrutiny and all that stuff you know screening then it's just a more efficient model
I think it was a Paul Graham tweeted time which is the harder you fight against uber the more corrupt your government is yep which i think is pretty clearly summed up
with uber like had to be extremely analytically driven because it's it's really easy to just send people to the wrong place so they had just incredible GPS based analytics to dispatch drivers to the right place
you see it now with cloud kitchens nothing's gonna stop that kid
Travis is a force of nature you get the sense that you're never going to have to worry about some robach that Travis is not going to get through knock over go around lift over his head and body slam over his knee and crack in half
this is a super unique property you know really impressive like the way they ran the data and as we all know Travis is the force of nature
the growth rate you know you could look at month or month and it was you know twenty thirty percent growth per month with which was still a you know pretty high-end service as black cars right and his bonkers
it was growing virally people were just talking about it you get to the place oh my god it was amazing you'd given rise to each other there was this you know give one get one get a ride give a ride free take a ride free for your friends so it was growing virally and then the revenue per customer was it just immediately replaced all of your taxi spend
I went from this is too pricey to just that was consumer perfection you know for this particular use case which is I am at point-a I need to get to point B it's a use case that everybody has all the time that that experience basically could not have gotten better
I think you were very early in Ober as an angel we led the B round which felt like a high price at the time that's 300 million right yeah for being in you know four cities with a black car service right yeah people thought you were very dumb for doing that investment
there's no substitute for living the product and I was on the second floor of a flat in San Francisco and had pushed the button by the time I walked down the street there was a car there waiting you know get in no tip it was just this incredibly magical experience
others transportation sector obviously we're both you know investors in uber like you know that's obviously been affected dramatically because people are getting around a lot less
uber and lyft and door - it's created like a ton
no Enterprise company in this sort of era of technology in the last 15 18 years has become as big and as successful as consumer companies consumer Internet companies have you know zero distribution cost zero marginal cost they don't have to pay for the content if their Facebook or Instagram these companies have all the characteristics of a successful viral loop for a long time they don't have to do any paid customer acquisition either totally and the network effects are unbelievable in these bus
uber had this as well where who took Lincoln Town Cars VCS and VCS were like this is better than my assistant calling and getting me $150 card because it's only $90 and I could watch it come and I don't have to talk to anybody so I think that's what they had is VC product fit
I saw in Rohan honestly yeah pretty amazing but why does it have product venture capitalist fit like there's so many venture capitals inside of it investors and they're so addicted to it that I said this is the greatest example of product a venture capital fit I've seen since Lux or uber for that matter yeah because you know VCS would take Lincoln Town Cars they wouldn't take taxicabs so they understood uber immediately right there's like they were the first users here
could you ever see an uber and lyft merger what would need to take place for that to happen that will never happen because it would not make economic sense for either party and would not be allowed by regulators it would be just seen as I think in today's climate as non-commercial and I think that's good for everybody it's good for consumers
they're leaving markets if they can't be number one or number two which in fairness was Travis's original position
in terms of buying up the competitors I think that's something that naturally occurs and because uber is the number one player in the space naturally the consolidation will happen with them first
I think what Darr is very good at is making people not pissed off about uber and maybe stopping the wartime culture that that company had
I think they'll outperform something like Disney or Netflix I believe that there are a high growth stock
you have a manager in Dora who is doesn't have founder authority he's not the founder of the company he came in he's a hired gun and so he has to keep his job and he answers to a board that means he can't make a crazy aggressive move without getting the buy-in of that board
maybe there need to be a much bigger rental center in Tahoe or maybe there needs to be a much bigger rental center you know way out in the East Bay and you know somewhere in Stockton or Modesto where those people can get in they don't need a car full-time but it's not feasible for them to take a scooter her bike or even public transportation or an uber from that distance
you know this hurts going bankrupt during all of this is it feels to me like that's a group that maybe doesn't need to exist anymore because ride-sharing is so strong Micro mobility is going so strong and car ownerships getting easier and easier and there's such a vibrant competition there there's so many options available who's going to Hertz who's going to Avis
the rating system is also a rip is in fact a feedback between customer and company
with uber the real killer was the map again there's another billion-dollar business okay the map which fundamentally changed psychologically your experience of waiting for a car even if it didn't reduce the duration at all just knowing it's on the map knowing where it is reduces the anxiety and delights you
that is essentially what happened tragically with the uber and the bicyclist crossing the street in the middle of the night not at an intersection and the safety driver was on their phone tragically you have a double fail there
every uber out there with an app on the phone it's collecting some amount of data and could collect more
uber's business is profoundly complicated
you wind up having a obviously Google winds up having a super contentious relationship with
I think you put 500 million into Uber at some point or 250 million into... I think that kind of eight or nine of the investments I did alone have generated, you know, billions of returns. Uber, Nest...
I was like, slow sales cycle. Like, the U.N. is not the best company. It's okay.
I said, I would love to donate to this, but I don't think I can put my LP's money in it.
I met Keller when he was delivering blood on Fix Wings, and I said, you know, hardware is really hard.
I really love, you know, Zipline and all the innovation they've managed to do there.
I'd seen it when they were doing the drops over – for medical and things like that and loved the technology of not having to land.
But if you look at a company like Uber, when they were deploying, they took a, and I think Netflix had a similar approach, which is the general manager in this city, this geo location is in charge, here's their budget innovate, you got your you're the CEO of, you know, Uber or Netflix, Norway, Las Vegas, whatever the geo is, and go for it, spend the money how you want to spend it.
i started selling 10 20 of my uber position you know and now i'm just like i i don't see a world in which uber is not number one at ride sharing and either number one or number two at food delivery and so why would i sell the rest of my position i just don't see it
nobody really thought that a company like uber or airbnb i think those are our two biggest hits each nobody really thought at the beginning that those could become a global phenomenon as fast as they did
I was gonna say he taught me in a great lesson around that. Like, when he first started Uber, and he and I were at a party at the first round capital office, and he told me the idea. And I was like, dude, the taxi lobby is gonna fuck you. There's no way you can break through those guys. It's a brilliant idea. But there's this really insurmountable barrier between you and success. And he was like, I'm a fighter, and I'm gonna kill them. Correct thing that I didn't. The thing I didn't quite unders
All right, listen, he's indefatigable, indefatigable, and he is resilient, and he's super pumped. And he's brilliant. And he's a great leader. And he's relentless. And he's driven. I mean, so many great qualities.
So think about Uber, when Uber first started, you know, if you went to somebody on the streets of San Francisco in 2005, and said, Hey, you can push a button on a phone, and a car will show up and take you wherever you want to go. And you don't have to pay for it. And it's a clean car. And it's fast. And it's all rated. Everyone in the streets will be like, Oh, my God, can I have that? How much do I have to pay for that is so powerful.
They just started doing that. I find myself going to the app now going to Uber Eats to order soda or drinks and they bought drizzly and etc.
And my favorite is actually not from Instacart, but it's what Uber did in the early days. They would send people to like sporting events, right? These huge events, right? Thousands of people leaving the stadium that all need a ride. And they're, they'd be like, do you need a ride? Here's an app you can try to get you a ride home. Wouldn't that be great? Yes. Press a button, get a ride. Right. Things that don't scale. Don't have to pick up the phone. You know, completely manual, but hugely powerf
that's the second part of, I think being good at this job is just knowing like, if this team is truly special, this product is truly special. And if it's going to stand the test of time, something stand the test of time is really, really interesting to see that like Airbnb and Uber and even coinbase, which I thought like, huh, I wonder if that one's gonna stick around. Like, you know, uh, a lot of these things have staying power.
the most likely winner here is the one that has like the closest to the uber model and what that really what what does that particularly mean is that the massive capital expense is taken on by the owner of the vehicles okay explain that if you're trying to build a network from scratch and you're trying to own all the vehicles right those numbers become very big very quickly you're spending billions and billions of dollars on the vehicles owning those vehicles maintaining those vehicles and doing
and then uber and lyft have the option of the vendors who just want to sell their vehicles into a network of buying those vehicles and there are many at scale folks you know whether it's volvo or toyota you know more about this than i do who will have these available and they don't want to run their own network they want to sell into the existing networks is my thesis
i think he'll just get as many rides as uber over some period of time but i don't think it's actually taking away from uber lyft i think it's just taking away from people driving any service driving themselves and that's what's going to go away as car ownership is going to go away to car rentals
what's happening is it's not taking away from uber or lyft in my mind it's taking away from car ownership and public transportation as well as the dog fight between the ride sharing services
the way uber did this famously was they went to some mid-sized cab companies when they
they hand the person their bag and they get back on their phone and pound out some messages got the earpiece in and you know they're not going after like the family you know on a budget spirit airlines and coach you know looking to get a minivan and save money and you know that kind of thing right and they want to add three extra people even though it can only fit five it was critically important for uber to do that because those customers were profitable from day one massively profitable uber x
perfect example uber went after lincoln town cars the highest and highest margin elite service bc ceo showing up the airport with the person at you know baggage claim with their name and they you know they walk up and they get out of business class and
that's why uber and airbnb feels similar and clean and solid and trustworthy um if uber and robin hood and airbnb and mercury bank or wealthfront didn't feel as tight as they do people wouldn't trust
dara from uh uber has a similar thing like when it broke 100 billion he got some great you know slug of equity
to make this brass tacks you know uber hasn't added employees like i think their net new employees is flat for three years so you know people leave people get hired but just net net i think it's three years flat i think airbnb is very similar but those companies are growing at 20 or 30 percent revenue so if your revenue is going up 20 30 percent year over year and your headcount stays the same how is that efficiency happening well software businesses should be efficient but i think a big part of
a company like uber which i track a lot uh for obvious reasons they've had a flat number of employees for like three years while growing 30 percent right
everybody remembers lindowski who was pardoned by trump eventually was doing self-driving at google waymo i believe came to uber he came he had a cd-rom or a thumb drive or whatever it was with a bunch of documents the management at uber said get that the hell out of here we don't want that liability they basically fired him i guess or disconnected from him took away his offer he went to jail right jail with a j-a-i-l
anything? Like, instead of identifying an object, like, how about you don't collide with it? Or you have a much simpler system that, that has very simple rules about things you must not do.
Right. This was not a complicated scene. This is one car and, you know, one person. And if that car had made any different decision, the collision would not have occurred. So this is, we're not in the world where, what you see from these platforms is trying to solve subtle problems like floating bags. What you need is- It's not a floating bag problem. This was like a major object going across the road problem.
in Uber from $4 billion to $80 billion. So that would have been a 20X on millions of dollars. In other words, tens of millions of dollars, if they had just held on for five years. So it's really easy
Because you don't want to be the person who sells all of their Uber at $4 billion, which somebody did. And Uber's worth $80 billion at the time we're talking about this. So that person got millions of dollars five years before I did. But they missed the big run-up
I mean, I know that sounds counter and great on Dara for addressing it quickly, uh, if there even was an issue.
This is like a, not even a speeding ticket, but good on the FTC for being vigilant about these things.
Um, and I think because the stock went up over these two or three days, um, which probably has, you know, a lot to do with the overall market rally this week when Trump back down from tariffs.
Dara's got an exemplary record here and they should, my feeling on the FTC when they do these things is they should give a correction period, um, so that these things can be resolved.
And Dar is known for being like up on the up and up kind of guy, right? Like he's the one who got Uber back into London. He's always working on these hygiene issues. He's really considered about this. So I was kind of shocked that they brought this, but I'm okay with them bringing it. Like anything that's, you know, if somebody does a dark pattern or gets close to it, this is what I think the FTC should be doing. Not blocking M&A, but making sure that anti-competitive practices like dumping prod
You know, sometimes these things are more, um, sloppiness than intent, sometimes it's explicitly intent. So I'm going to give them the benefit of the doubt because I found it really quick.
So I had found the unsubscribe button. And I found the Uber One area where it showed I'd save $1,600 on 87 Uber Eats orders and 154 rides. Now, that's what my savings were. So it looks like I'm saving five bucks on every ride and 10 bucks on every delivery.
So I think Uber One is a great product. Perhaps I think they may be, without knowing the fullness of the case, maybe when they first launched it, it was a little bit buried.
But when I see like Wall Street Journal, and it's impossible to unsubscribe, I've talked about it here countless times. I hate this stuff. It's infuriating.
So obviously, I'm long Uber, you know, I don't have to state that.
The FTC, the Trump FTC is suing Uber. Now, the allegation I'm going to quote is that Uber charged consumers for its Uber One subscription service without their consent, failed to deliver promised savings and made it difficult for users to cancel the service.
the companies that are successful now are going to be able to start going Publix in year five, six, seven, eight, as opposed to what we've seen, which is, you know, Uber and Airbnb waiting until years 10, 11, or 12. So if we can have that happen, the capital and the monetary velocity will increase and we'll see investors who invested in an Uber becoming liquid in year six or seven or Airbnb as opposed to 50% longer.
Buy yourself a house or two, put some money in Amazon, Uber, Tesla, other great companies, Apple, Disney, Netflix, companies you have a relative assurance will be here in 10 years, because Bitcoin might not.
uber owns a large percentage of dd because they shut down their china business or they should say they sold their china business to dd and uber owns something like 15 percent of dd which you know hey that's over 10 billion dollars what a great job emil and travis did in making that deal with dd i mean that's just a ton of money to get for selling your company and not having to work on it anymore in that region
It's what happened with Uber and DoorDash in terms of their network of drivers and restaurants. Once that flywheel gets going, how do you stop it? It's kind of impossible.
I could see Coinbase, Airbnb, Uber, DoorDash. I could have seen Slack and certainly Robinhood. I could see all of those having a 10 to 20 X in them.
Sometimes you get people who hit two or three, I've hit three or four really big ones. And they kind of define your career, Robin Hood, com, Uber, these things are career defining, I've gotten very lucky to hit, you know, three plus in a decade, you know, there'll be more, you know, down the road.
phones and payment services if you didn't have gps on your phone you couldn't see the taxi coming to you and the taxi wouldn't know where you were and uh you couldn't connect each other so there was an sms thing called taxi magic where you could text somebody your address and then they would come get you and it was fraught with problems etc it was gps the smartphone that enabled that product
So when Lyft and Uber faced the pandemic, wasn't like they had to pay the leases on the cars of their drivers, because those were those drivers, uh, primary cars for their life.
as an early investor in Uber, I was watching this and then Airbnb, I wasn't in, but those were asset light, they're growing like crazy.
it is more efficient, just like ubers allowed people to use cars that were sitting in garages for 96% of their lives, and they use them for another 30% of the time. That's good for society, you don't have to make as many cars, that's better.
my greatest investment of all time, Uber, a transportation company.
Each of those investments really quickly started to pay off that 15 billion.
You know, if any of those things take off across the entire network, that cost can be spread out against the 15 billion or something that was invested. The paid in capital to Uber. I think at one point was like 15 billion. That 15 billion people were like, Oh my God, it's never made its money back. It's like it made its money back with the DD investment that threw off like six or 7 billion.
You're going to need to have a high utilization rate because they're going to get paid no matter what, which means the wait times have to go up because you can't have people waiting for a ride with Uber because it's a marketplace.
You have to understand the competitive landscape. The drivers want to maximize their earning potential. If you want to drive on a Friday or Saturday night, you have to deal with drunk passengers who might, you know, puke in your car or might be obnoxious. And you have to give up your Friday and Saturday night with your family, your loved ones. And so in order to get people to give up their Friday and Saturday night to drive Uber, you need to incentivize them or Lyft. If Uber if Lyft takes that o
Exactly. And so Uber had to explain search pricing to people.
I think everybody, uh, looks at, you know, look at the profitability of a business like ours. And of course you'd be interested in like, well, maybe we should get into that area too. Yeah. Um, that would not surprise me in the least. Um, we obviously we have a ride capability. We have, if you don't like to use a ride, uh, service, you could actually rent the car. We have that too, which I believe I'm sure that, uh, Dara's looking at that too.
the one you'll know is kareem which was bought by uber and uh you know i met the founder c-a-r-e-e-m it's like a super app and so um it was bought by uber and then they uber i think uh sold back like the non uber parts of it in the name
Uber is profitable. Nobody ever said that would happen.
Uber is in a dogfight with nannies, housekeepers, uh, Apple, Starbucks, pick the retail, Walmart, Target, they're all in a dogfight to who, for who can pay five times minimum wage, federal minimum wage, which is admittedly like seven or something.
I wonder if there's a point in which the prices have to come back down and the margins compressed a little bit for, for Uber across its, its different products. I'm not sure. It's just something that I'm thinking about as we watch the GDP numbers and overall health of, uh, of us.
there's an interesting tension between a tight labor market and consumers having enough cash to spend on Uber eats and the markups and stuff that it comes with and the economy
I think there's going to be a third leg to this stool or it could be a four leg stool, but they are, uh, experimenting with, uh, like a task rabbit like service. There was a new story about it. And I think that this could be the ultimate Uber one, which is you open your app up and you say, I need an assistant. I need a $35 an hour or a $50 an hour person to help me with stuff, domestic office, whatever it is.
There was a lobby of people saying, don't do eats. It's a low margin business only do ride hailing be just be good at one thing, right? Have excellence in one vertical is a lot of times the typical advice, but then it turned out, you know, if you have the resources, you know, sometimes having a counterbalance where if Monday, Tuesday, and Wednesday, I'm staying home and okay, I'm going to cook Monday, Tuesday, Wednesday, Thursday, but I'm going out the other three nights of the week. Well, Uber
So Uber definitely also got dinged. I mean, we all stopped taking, I mean, I think I actually deleted the Uber rides app from my phone because I didn't need it for two years. Yeah. Uh, but then if you, if you look at the continuing performance, once people went back outside, I mean, it's night and day does not seem like an unfair way to put this.
look at how long it took Lyft to recover to its pre COVID revenue number. And then look at the, the different curve you see with Uber and then the acceleration points.
if you look at the revenue chart between Uber and Lyft, and I'm guessing that this is going to be a case study at Harvard and Stanford at some point is just the divergence of the revenue. Yeah. Pretty spectacular.
Lyft does one thing in one country. Uber does many things in many countries and unsurprisingly they're doing better now because they're more diversified on their product and geographic sense.
And I'm not surprised because whenever I use Uber eats, I somehow managed to pay an extra $9 in associated fees on top of delivery and then tip. And I know that that is why Uber is making so much money. So you are welcome, Jason, for all of my custom. And, uh, I'm just really happy to see the amount of implied consumer demand here implies a healthy American consumer, healthy global consumer. So not a lot of negatives, frankly, just feels pretty good.
And so I almost read it and was like, nothing here is blowing my mind because the company is just healthy. Now there's no longer like a, Ooh, what's going to happen. It's just, yes, there it goes.
the funny thing about this quarter is it was good, but it was boring because it was another quarter of solid growth, good cashflow generation. Um, you know, the net income number feels very solid for the company is.
I think Dara's done a great job as Uber CEO to take a company with a lot of potential and a lot of good bones and turn it into a cashflow generating machine. So to me, the question mark over Uber's viability has been answered very clearly in the last year.
his last company, uh, which they said would never get profitable has now turned into a money printing machine.
I think Uber is a really good analogy for that. When you first use an Uber or you first use DoorDash, it was so dramatically different than calling on the phone and getting an order before that using movie phone to buy tickets or Amazon prime.
i look at the percentage of gross bookings that come from uber one members and for example with eats is getting to that 50 mark and it is it's priced the same exact as our competitors and we have more content which is there's you not only get delivery benefits but you get mobility benefits so over a long period of time we think that'll be a winning uh strategy
we do have a global work platform it's better than any other work platform and what we found is the more uh flavors of work we can offer someone the more engaged they get with our platform for example in india it's actually pretty cool we have some of our drivers now um working on artificial intelligence labeling right work from home or drive for uber during the day really you have a mechanical business in ai labeling yes high quality mechanical turk business that we're building it's a nice litt
who would have thought that uber would now be powering new york city taxis but that's a very natural adjacency for us
the majority of the growth that you see for example in our mobility space we have a bunch of new verticals taxi reserve uber for business low-cost high-capacity vehicles all of these businesses have been built in the past five years it's about nine billion dollars worth of gps that literally has been built in the past five years by our engineers by our product folks etc
And now Dara is being weighed. What are the earnings? What's the free cash flow? How many shares are you buying back every quarter? That's the story that Wall Street eventually gets to.
anything that's adjacent when we add it we're starting with a hundred million credit card active accounts or maybe it's 200 million now i'm not sure how many active they had the last quarter so if dogs is a market and and having dog friendly cars you're just going to see when you open up uber
I did the same with Uber, uh, you know, and I, I, I haven't talked too much publicly about it, but I was able to sell some back to the company, you know, in like 30 some odd dollars a share years before it went public. Um, now that seems like a stupid trade when the stock's at 70 now, but you gotta remember that was eight years ago. I put that money to work. That money has done more than Uber has in that time. So, you know, there there's two sides to this coin.
So there have been major questions about the quality of the revenue at Uber quality of the revenue at Robinhood. And so we had to really look at that and say, this is actually a high margin business or not. And then I just did a back of the envelope at some point where I was like, well, they did a hundred million rides and they're losing a dollar a ride. So, you know, or whatever they were losing 50 cents a ride, losing $50 million this month. Whoa, it's crazy. Um, but then I was like, wait a se
One was user adoption and just how maniacal users were about the products. You know, when it came to LA, you know, people were like, I'll never work in LA. And then, you know, you talk to 10 executives who use it. They're like, there's a game changer. So, you know, and the press never understood the company. So you just ignore the press and embrace the users.
You knew Uber was a winner in year two or three, just based on, I knew it based on the addiction level that I saw amongst users.
if uber had been bought or airbnb had been bought you know you'd be sitting here with probably a 10 billion dollar 20 billion dollar exit as opposed to whatever they're trading at now 100 150 billion
this is not just a replacement it's also it's gonna boost the total tam for uber so i guess if uber nails the self-driving use case this feels like a 2014 conversation uh if uber nails the self-driving use case man their market's huge
uber reported 7.6 billion dollar trips this is 2022 data
whoever wants to win is either going to have to build an at scale competitor to uber and lyft and doordash or sell to doordash uber and lyft i think half of them are going to do the latter
I'm obviously uh still a big shareholder at uber and believe in the company
So you nailed it. The entry price matters, um, when I invested in Thumbtack, Uber, um, uh, data stacks, you know, all unicorn companies, they were on average four or $5 million evaluations for their seed rounds today, those same seed rounds would be probably 15 million.
Things got a little bit less cash consumptive and now it just kicks off cash.
Oh yeah. Because Uber's cash burn for years was astronomical. And then Dara took over and some changes were made operationally.
according to Bain and companies scale insurgent, uh, demarcation, which is 10 billion in annual revenue and a billion in operating cashflow. Only two companies they say in the last 20 years have been built that meet that threshold. And they are meta and Uber.
There's only been maybe two or three companies in the last cycle that had extraordinary returns. Uber, Airbnb, coin base think are the three that when LPs look at them, stripe would be another, but that hasn't been liquefied yet.
it took a while but uber was able to get there right in an incredible fashion
it's worth 20 now billion i still have my shares and then uber i still have a lot of shares and it's worth 160 billion but like that list of companies that get worth above in this example 40 billion you can count on two hands
Uber, Robinhood, Calm are amongst the ones that I've hit that have gone supernova. In fact, Uber is considered the greatest investment over the last decade or two in Silicon Valley.
And then they started using it for commuting where they might have previously taken a bus and they said, well, I'll go point to point because I can afford it because it's eight bucks.
What I learned from being an early Uber investor was that we were comparing it to cab rides, but then it quickly exceeded the number of cab rides.
Uber went from a money losing machine to a money printing machine.
from an Uber, Uber perspective, if you already have 150 million users, uh, being able to upsell a much bigger ticket item compared to these more ticket items, I think, you know, those are simplest way to put the pros and cons for this.
From an Uber perspective, um, Barra has been quite clear. You spoke at the conference, uh, that Dara spoke last year at our conference that I do both on stage separately, that he likes the idea of a super app. Obviously knows travel very, very well. is not just a deal maker, but also a really good leader, understand how to create synergies and, and, and motivate people to do, um, things profitably.
And then what Uber did was they cold called drivers. They went to Google, they found livery companies, Lincoln town cars, but they used to call black cars and they just ground it out. Boom. And sometimes I think they even took rides and said, "Hey, I'm with the company Uber. Here's how it works. Can I show you the app?" And I think they bought that inventory. They said, "Hey, we'll give you a minimum of $500 a month for five rides guaranteed. And we'll pay it to you, you know, for just having th
Uber's up like four bucks right now. I just noticed before I got on air because, uh, the robo taxi is being delayed in some way, who knows what's going on. And now you've got this like existential thing. I mean, this is like panic inducing for Tesla shareholders, Lyft shareholders, Uber shareholders.
i think there's enough money in this that if you know it's much better for uber to not make the self-driving technology and for self-driving folks to not try to replicate what doordash and uber have already built and just sell into it
uber obviously is really leading the charge they have eight av partners now way more obviously is on the right side doing a lot of um incredible work beyond the delivery side the largest uh on the platform
i notice a lot of restaurants are now driving people to their website so they can use the white labeled version of doordash or uh the white labeled version uh uber eats and they eliminate the the service fees
we don't make a consumer app so we're not competing with uber they're the perfect uh mechanism for customers to go order food why would we make that ourselves
in a way uber is helping us bootstrap the platform so that there are lots of robots out there and then other folks can step in and also uh use the same robots and uber is still a a large shareholder in the company if i recall correctly they are yeah uber and nvidia are two are two largest shareholders
uber our first partner they pay per delivery to their uh drivers so we charge them per delivery and this fleet that we have for uber is actually shared
our delivery robots we have a contract with uber to deploy 2000 of them which we are doing next year so we could be the largest autonomous fleet in the country next year
and then later on uber invested in the company as an extension of that series see
this is um a massive achieve achievement uh to be able to do that at once i think he is also maybe he's always been let the results you know speak for themselves and the results at uber since they got to profitability raised the prices and you know basically uh scaled to such enormous uh and obviously i'm long i'm still long the stock um although i'm diversified so it's not like an acute thing for me or a religious thing you know he's just letting the fact that they became a money printing machi
So both parties are benefiting at the same time.
actually, you know, become a headwind for Uber because in the markets where Waymo exists, San Francisco primarily, they said they were growing. So the number of rides is growing even with Waymo taking some amount of share in San Francisco proper.
So Jason, the way that I read this is that Uber and its current form today is healthy and kicks off mountains of cash. Just a solid business.
So yeah. So, uh, Uber launched Uber cab in 2010 and then Uber eats, which was Uber fresh to begin with, launched in August of 2014 and then went standalone in 15. So four to five years. Perfect.
but you had to get the third part, the restaurant inventory online, a lot of work. So they left it to DoorDash for a little while and then they launched a second one.
the Volkswagen Uber deal is going to have people in the cars and it won't go driverless until 2027 to have time, Jason, to get it right.
Waymo is probably feeling like, oh my God, Uber and Volkswagen, they have a deal. Okay. Is Uber going to be the neutral platform?
Tesla announces something, Uber goes down, Uber announces something, Uber goes up. Waymo announces something, Uber goes up, Tesla goes down.
This is incredible news for Uber. Uber is really up on the news.
Uber was not criminally responsible in the crash.
Elaine Herzberg was her name. This incident happened in 2018. The first recorded case of a pedestrian fatality involving a self-driving car.
If they're the number two car maker and Uber has the largest ride sharing network, you put those two things together and they took the right approach.
they're going to do robo taxis with Uber. I believe it's an exclusive, but even if it's not, I had said earlier, like, listen, there's like 20 people working on self-driving. Let's assume half get there. Now you got 10 people get there.
I'm still along the company. I have exposure to everything else. I got exposure to Waymo, I got exposure to Tesla. I got exposure to everything.
I had bought some Uber at $30, not like from the seed round, but I just knew it was so undervalued just from knowing the company so well. I bought a bunch of 30, sold it at 75 or something to offset the loss, the gains from that with the losses from that.
Uber was always valued at a magnitude of, you know, a lift. Uber, DoorDash was always at a premium to Postmates, just scale and the leader always gets a premium.
Aurora, I think Uber, Dara used to be on the board and Uber owns a big stake in it
Uber really does have a hand in every single pie. And you know what? I was a little skeptical of their strategy because I thought they should have their own technology. They were going to lose out. But frankly, if they're friends with everybody, how can they lose? They literally have the entire market on their platform. So seems like it's working out for them. Quite the roll-up strategy from a major company.
they added two more full self-driving partners. So now they're up 12 or something between the little robots doing burrito delivery and it's obviously a global business. So they'll have, I think, you know, Dara's pitched a pretty good product to all the AV makers, which is you don't have customers yet. We'll give you 75% of the revenue. We take 25. We'll take as many cars as you got.
they, they announced two more partnerships last week. $86 and one cent.
It's Uber hitting $84. I'm in a good mood, boys. 88's my number.
we get more results we have good results now we need to get to great so that was what he said about the um in work thing
uber now is saying back to the office but three days a week and previous employees who were remote yeah no more remote you still have to come to the office three percent it got a little con uh testy i guess on a all hands meeting
currently ride sharing is one percent of rides here in the united states or slightly less and then globally it's less than one percent so i believe we get to 30 of rides 20 to 30 of rides in 10 years is my estimate but good for the uber team
naturally wall street hated it and sent the shares down a couple of points
all of the self-driving partnerships i mean you mentioned volkswagen just this year uber ubers also announced deals with pony ai we ride momenta may mobility uh waymo and nvidia so like that's all happening simultaneously
they also did the volkswagen deal they're now up to like 15 partnerships with on autonomy companies the volkswagen deal is going to be the game changer i predict volkswagen is the number two car producer in the world we're going to need 10 to 20 million cars per year for a decade to put a dent into the number of rides people want to take
robo taxis would they get killed by robo taxis and i think people answer that question with waymo is having a spectacular time in austin with uber the utilization of ubers in austin is 99 more utilization than human drivers
this company has geographic distribution and obviously i'm talking my book here but they have geographic distribution they have business resiliency because they're in multiple business lines freight rides food and delivery
uber q1 revenue 11.53 billion 83 cents per share in earnings monthly active customers 14 growth year-over-year trips 18 14 revenue growth year-over-year 17 in constant currency and the company had 1.8 billion in net income 1.9 billion in adjusted ebitda and this blew my mind free cash flow in the quarter of 2.25 billion up 66 year-over-year
uber had their earnings they crushed it again uh almost to an all-time high woohoo
which kind of tells you something about both how hard it is to get customers and build a network effect and how much of a network effect Uber currently has.
they created this like very elegant product for daily commuters which means uber believes daily commutes are coming
at the last uber uh demo day they did a week or two ago they have a new system where you can say this is my commute this is the time i leave and then it sends you active alerts hey um if you're gonna if you normally leave between 7 30 and 7 45 here's the cost the cost is going up the cost is going down and this is when you should leave
i i think in this case it will not be winner take all it will be three winners take most and those three winners will be waymo tesla and uber that's my belief
uber eats and doordash are like we don't want to be in that business that's going to be a lot of work to stand up all these things and traffic is going to do a better job
uber sold famously big question if they should have still juries out they sold their autonomous because they said hey there's going to be 15 providers of autonomous to be a commoditized service it turns out it is going to be a commoditized service
uber's got you know 20 000 cities and 150 million or 250 million customers whatever it is and 30 million of them are uber one we we don't need to recreate the wheel here let's have them let's go into their distribution system their network
Stable coins, you probably saw Uber. Dara was talking about maybe having, using stable coins for currency fluctuations between their different markets. So I think the idea would be, you know, if they have dollars in South America, in Europe, in Euros, et cetera, in Japan, wherever,
why would we sell any shares in these companies if their management is extraordinary and the products are extraordinary? They'll be here in another 10 or 20 years.
I'm never selling a share of Uber.
ubers essentially taking a loss on certain rides to drive demand subsidizing drivers subsidizing riders etc building a marketplace when does intelligent subsidy go from marketing effort to oh my gosh you're just torching capital
whatever idea you have for an on-demand company they had it six months ago and they decided to move it down on their runway after getting to the 9 000 10 000 11 000 city which is more important than your idea to do you know uber for dry cleaning
when uber pool came out and lift line came out if you were in your 20s in san francisco that was lifeblood that was the best thing in the world we were all broke we loved it
now they have this uh these routes in manhattan where every 15 minutes an uber bus goes by and it's five bucks you get on and off and you give up the last you give up door to door which you gain uh 50 discount and then everybody in new york city is talking about uber shuttle
when they started uber pool or lift line a lot of us were like is that a good idea because that five dollars a ride six dollars a ride and it was like yeah we're going to try it the cities love it and it didn't work it's worth trying right
uber's app which they're doing in atlanta and in um austin
uber has teen accounts already
tesla's robo taxis are going to become an actual competitor to not just waymo but also uber
i personally did it with uber right when masayoshi san was offering to buy shares in the 30s now it seems crazy with uber at 90 that i sold in the 30s i feel great about that trade because i bought a house that doubled in value during that time so then the truth is with the time value of money maybe i left uh you know a third of 15 of my investment it just doesn't matter what does matter is downside protection
you can set up an Uber teen account now ... you get to watch your teen in an uber you get selected with the most reputable drivers with the cleanest records yada yada and you ... pretty pretty great solution right yeah
Maybe you should buy a self-driving company. And they've invested in $10 or so. And so they're investing hundreds of millions of dollars as well.
Dara takes over. People think, oh, I guess ride sharing is never going to be profitable. And then he starts putting up, you know, insane profits and then just announced last week he's going to do a $20 billion buyback, which is 12% of the company.
If they do, it's probably an opportunity for me to buy more. And so I think these are very strong companies. I'll stick with them.
I think Uber is going to be a $200 share within three years. So I'm keeping both of those positions on.
Uber shelved their own effort. You know, Lyft had an effort. Like these are really, really capable, very strong companies that have recognized this is very difficult to do.
obviously Uber had a tragedy in Arizona where they had a safety driver who decided instead of doing their job, they would play Candy Crush. And they just overestimed the technology that led to Uber pausing their program.
Like Uber shut it down exactly as you said, Jason, because at some point Dara made a strategic decision that it didn't make sense for ATG to be an Uber-owned effort and that Uber should partner, right?
Whereas the Uber accident, you know, arguably that was, you know, some fault of the combined operations that Uber was running. And yet Uber would not have been shut down for that, right?
And eventually Dara decided he would go with partnerships and sold that unit. And that's what we're discussing here today.
But I think to your point, Jason, this hits the Uber Black and the Uber XL. And honestly, as you said, it's an incredible vehicle. So it not only hits those bars for today's current service with Uber, but I think it's going to far exceed them.
So knowing what I know about Uber, this partnership seems to be not the two-door robo-taxi that Elon's building, et cetera, or UberX. This is an Uber Black offering.
But it's really those five years of driverless operation that has given us confidence and gave uber confidence that, you know, we really do have a maturity in the technology that allows us to deploy in this very, very aggressive timeline that you mentioned, which is late 2026.
they did a massive partnership with, uh, a car maker and this self-driving company. So it's a kind of a three-way.
If you know Uber, you know, they used to have a self-driving arm that eventually got sold off, but now they are back partnering with Lucid and its gravity SUV and EV and Neuro's self-driving technology.
I'm an investor in a taxi cab company. You may have heard of Uber and, uh, still hold a decent size position.
airbnb and uber come to mind cut their staffs massively they use that crisis to reset their cost structure and get to profitability quicker those were money losing businesses for a long time
when you have doordash and uber that are free cash flow positive that have strong brands and that can redeploy those profits back into compete in those markets i think it's very tough
But what they really want is meaningful work and a large opportunity. They want a big, audacious goal. And that's why, you know, going to work at Uber or going to work at Tesla or, you know, some portfolio companies like mine, like Blockable or Calm, they really have an easier time recruiting people because they're like, Oh, we're taking on housing. Oh, we're taking on people's anxiety and mental health. These things feel great for people, right? It feels great. Oh, we're going to allow people.
Uber is a marketplace, they take a percentage of every ride.
they would open up Uber and try to figure out how it worked. And it would say, you know, put in your location, get a ride.
Now you're gonna be better than a Lyft and Uber and a yellow cab.
these are problems that are incredibly, incredibly acute. In other words, they're intense, and they're real, and they're hard. So if you want to compete with Uber or superhuman today, you're going to have
As a result, consumer experience metrics have improved towards pre COVID levels, with completed trips ETA close to 4.5 minutes at the end of October.
active US mobility drivers in Q3 were up nearly 60% year over year and improved through October, I'm reading a quote, with 10 consecutive weeks of driver growth since the end of August.
we were able to mobilize ultimately millions of people to weigh in on Uber's behalf over a period of a couple of years, and that's how we won
every policy output is shaped by a political input and that's it. You have to assume that every decision made by every politician is solely based on reelection and nothing else. And if you understand that you could then impact the decisions they make. So we think about it. If you're a politician, all things being equal, you raise money from taxi, you do what they want, right? Because that's, that's how you kind of raise money. Then all of a sudden we're able to start sending thousands, sometimes
this was a seminal moment, I think in the history of tech startups, because previously making software, you know, it wasn't like you were running into the government or the real world all that often.
we sent an email from Travis to all of our customers saying, look, if you like this thing, you want to keep using it. We need your help. And the course of a week, 50,000 people organically, you know, reached out to the city council and said, I want this thing. And not only did we kill the bad bill, we passed our bill unanimously, including voted for it by the sponsor of the bad bill who then voted for us.
we could turn our customers into political advocates and use them as a countermeasure to tax these kinds of political muscle and lobbying.
sell my shares in square or uber or you know com.com or robinhood no I still believe in these companies like is there a better place for me to put my money no these companies are fantastic so I stick with them
i would put airbnb in there i put uber in there door dash is pretty overvalued uh you could put lift in there as a takeout candidate but i don't like buying this number two so i would say airbnb uber coinbase uh robin hood now i'm in two of those four names but that's what i do for a living
or if you bet on airbnb or you bet on uber when nobody else did you just all of a sudden get some disproportionate amount of credit for the founder and their team crushing it right it's like oh you know what you saw it before everybody else and it's like well i actually placed you know 16 bets as a sequoia scout i think 700k total and 16 bets and yeah like four of them five of them you know became worth over 100 million famously but like that is the model in what we do it worked out okay uh you
at the open angel forum when travis presented uber three of us invested and 19 didn't uh mark susten wrote a famous blog post about
the company because Uber was competing with grab. They were also competing with DD in China, they were competing in Russia, I've got the name of the company there. And instead of competing in a race to the bottom of discounting, Uber made a really smart move to partner with Yandex in Russia, grab in Southeast Asia, and DD creating just well over $10 billion, I think in value.
like lock in the 10x win? There's no shame in doing that. I sold Uber shares at, you know, 30 some odd dollars a share was able to buy a home. Well, you know, was able to put money into, you know, 529 accounts for kids educations and you know, sleep well at night.
I believe in Uber in years one, two, and three, you know, are you gonna believe it in years 11, 12 and 13? I do. I still have the same conviction about it. In fact, I have more because of the delivery business.
I believe in Uber, not crushed. But you know, I believe in these names, I believe in the companies, we have the products, the services, the teams. So I think in 10 year increments, there's no world in which I think Uber, Square, slash block, whatever it's called, Jack, and Robin Hood will not be bigger companies 10 years from now.
they lost less than 90 cents a ride or whatever it is. It's like, you think if the rides were 90 cents more, people would stop using the service, people are like, yeah, I was like, Okay, then the pandemic happens. What happens? The rides double. And there's no, with the exception of people not wanting to ride in Ubers, people still use the service, right? They didn't lose, they doubled the price, they maybe lost 10% of the user base, the bottom people using lift line, and Uber pool, right?
Uber was building on top of what Amazon had proven, which is, if there's a huge market, capture the market, don't worry about it burning. I think, you know, Uber had burned total in their life, like eight or $9 billion. And they had created even in the markets where they sold off DD, Grab, and in Russia, those portfolio have that where else to index in those markets, I think they had generated something like $12 billion in value. So if you just look, forget about Uber's core business, where they
if you're Uber and you've invented push a button, get a car, everyone in the world wants that because everyone else who doesn't have that is like, Oh my God, why is there no Uber here? I want Uber. Yeah. And sometimes when your market is big enough, that's years and years and years of losses to get that distribution out into the market.
your Uber numbers, world class, like hitting the ball out of the park times 1000. Beautiful, beautiful strike on that ball. And it just sailed. Like it left the park, it left in universe. It was a beautiful, beautiful ball. Still down. Unbelievable.
So yeah, I do think, uh, you're going to see, uh, Uber, Lyft and DoorDash be the beneficiaries of this technology because there's a group of people who want to compete with those startups. Then you have a group of people who want to sell to those startups. So which is a better combination? The fact that Uber owns a piece of Aurora, is that the one that spun out? So they have that as a possibility, then they have everybody else who wants to sell to them. So you'll have some people, I think Pony A
if uber actually changed their position on the work classification issue and said we're going to make all of our drivers employees then by definition those drivers can't drive for uber and for lyft like they can with their independent contractors when that happens because the point you just made jason drivers are going to pick wherever the bigger market share is that's going to be uber basically absolutely everywhere once they start shifting over look the network effect can run in either directi
if you're going to want to make peace with these cities um allowing one app to have everything in it and kind of not threatening their ultimate demise uh to ride sharing was kind of like an olive branch of hey sure we'll send some of your traffic your way we'll make a little bit on it now you've got this more complete app because travis did always think about maybe buses would be in there or some public transportation would be in there so i looked at it slightly differently which was hey if we'r
if the company's whole success is dependent upon the original vision being executed you have to either leave the founder in there or replace them with someone who also has the same skill set and interest in doing that right when you replace them with the opposite personality and they're basically told don't do anything like the old guy did then by definition yeah you're shutting down the potential that you invested
when the board replaced travis they should have replaced him with someone equally aggressive and visionary and i think by putting dara in there from my perspective good manager seems like a nice man but the underlying vision that would have made uber a multi-hundred billion dollar company um took someone different to pursue he hasn't pursued that
if uber was able to deliver the value proposition that initially envisioned it wouldn't need to put taxi on there right that now effectively by equating everything what it says in a way is yeah we may not be that better after all
know while it was a smart move and the stock went up as a result of it it's also sort of an acknowledgement that the original uber vision didn't quite work or at least wasn't quite executed
Uber is planning to pilot long distance travel bookings in the UK. So what this means is you'll open up the app and instead of just being able to get food or order your groceries, get an Uber x get a Lincoln town car or Uber black, you'll be able to book your train tickets, buses, which are popular in Europe, obviously, and even flights according to a report from the Financial Times.
if you split the arrow with an uber investment you can hit a hundred million dollar position
because taxis suck. And then I expanded on that. But because taxis suck, three words was the reason I said Uber should exist. Now there were many reasons taxis suck. You couldn't get one. You didn't know where it was. You didn't know what the price was going to be of your ride. You had to handle money, you had to give a tip. They smelled bad, you couldn't rate the person they couldn't rate you. There was just all these issues with taxis, right? That we all had, there was a taxi line, there was a
that actually is direction correct i mean uber uh airbnb and others collected investors and it was very clear if you invested in uber you weren't going to invest in lyft and vice versa if you had invested in lyft you were never going to be on team uber
If Uber ends up breakeven on a net basis before the end of 2022 and shows a net profit early in 2023 and is trading at less than two times revenue. Yeah, this is not buying advice, but yeah, it could be, it could be the setup.
Uber clearly signaling, I think a couple of really interesting things. One is that they see the opportunity to take like seize this moment in time, which is like, look, there's a pullback. Nobody's in a ... we've been patient long enough, but we're not at a point where we can just continue to funnel money at this thing until you show us that you're willing to make the hard choices. I feel like if you consider the long, super pumped journey, we're now at the point we kind of knew we'd always be a
I like it. Um, so they really are saying we're coming for the we're coming for every version of a ride that you would get, whether that's flagging down a rickshot or a taxi in the street, calling a car in advance, calling every level of car, a big car, a small car, a crappy car, a fancy car and the taxi. This is something I think Uber could do a great job of.
saying that they are all in on, uh, potentially hailables and taxi, which is interesting.
He said, the least efficient marketing and incentive spend will be pulled back, we will treat hiring as a privilege. And big on marketing at Uber since the beginning.
Another interesting thing about delivery is that he was like, they love delivery, which surprised me, because I actually think delivery should be growing even faster.
He said, among other things, investors are happy with deliveries growth. Coming out of the pandemic, he really sort of differentiated between these two businesses and talked about the importance of them both is that they like this delivery thing. But now they want to know, quote, is delivery a good business? And why? What happens if we enter a recession, we need Rodara to answer both of those questions with undeniably strong results.
after earnings, which remember, we covered last week, they moved up because lifts were so terrible.
we just need to be in the bucket where people understand this can be profitable. And everybody knows Uber can be profitable, you've seen the prices go up, you've seen the wages go up, all the stuff they said would happen has basically happened. It doesn't mean it's going to be software level margins, but clearly, they could have free cash flow.
this shows you, you know, how tuned in Dara is as an executive, because he's done this before, what was he at Expedia before he was running. Yeah, I believe. So he really understands the highly operational businesses and Wall Street and how to, you know, manage customers, partners, you know, investors, employees, all that stuff.
the faith definitely is not there from the public market investors. And evidently, maybe even from the private market investors, Uber is down 60% from the mid pandemic high, even as people get back in cards again.
Uber is selectively hiring.
In fact, the people who sold Uber shares like I did to Masa and to some other people, that price was much higher than the current stock market price.
about as a logistics company, hey, we're going to do trucks, eventually, we're going to do food, we're going to do delivery, you know, we're going to do everything convenience stores, whatever needs to move from point A to point B, we're going to do it once we have this logistics network up, what else can people move from point A to point B is going to be the question. You know, we could do cannabis, we could do food, we could do food and cannabis, we could, you know, send you like, from a 711,
So how many $10 billion unicorns are there? So this is what the major LPs are looking at, when they examine our funds or other people's funds, what are the chances of you hitting another Uber? What are the chances of you hitting Dropbox or Airbnb?
imagine you are driving to your destination and it says there's a Starbucks or a fills, you know, coffee within two blocks, 150 feet of your destination. Would you like to reroute there and get a dollar off? This would be bonkers in terms of,
This is why Uber's becoming a super app. And this is why Uber, I think will become the number one super app in, uh, the Western world very quickly.
every time one of these controversies happened, you know what happened, Molly? More people used Uber. More downloads. Yeah. Every single time.
there was that mini delete Uber thing that did cause them to panic, and that forced a lot of change. There was like, I would say about five points of market share, you could contribute to like the peak chaos. If I remember correctly, as it was explained to me, like, maybe they lost five points to Lyft.
Let's see the current head of Uber Eats appeared to throw Travis under the bus a little bit saying, I regret some of the tactics used to get regulatory reform for ride sharing in the early days. Looking back, he said I was young and inexperienced and too often took direction from superiors with questionable ethics.
It reminds me of Uber. Move fast. Who cares what the regulators say? Because we're going to provide a service that consumers love. ... And that is also the Uber story.
congratulations to the team at Uber, past, present, future, everybody. Great job. And that's why I'm still holding a very large position in Uber. And I'm not J trading. I have too much of it.
the take rate for mobility 26.6%. In other words, if you spend $100 on Uber, Uber gets $26.60. That's up 8% year over year. And the delivery take rate, which again, they were in a massive discounting where you remember, that's up to 19.4%. So if you bought $100 worth of dinner for you know, you're six people or something. Yeah, $19.40 is what Uber eventually made on right and that's up 4.2% year over year
now mobility is 126% year over year and up 41% quarter over quarter, mostly airport bookings, which is it was airport alone was 15% of total gross book.
Uber's a lot of things are coming together in exactly the right way for Uber right now. And it does include the fact that airport bookings are back to pre pandemic levels, which meant that this quarter, mobility, you know, most of Uber's revenue in the pandemic has been coming from delivery. So bravo to Uber for having the foresight to see that delivery was going to be a big business, no matter what. Yeah, it kept this company alive during the pandemic, without a doubt.
I bought a little bit on the open market and even I am stoked.
Uber generated 382 million in free cash flow while doubling revenue year over year.
Uber can turn a dial and pick how much they charge for a ride, right? It's pretty straightforward.
I know Dara at Uber last year was buying a bunch of shares of Uber.
Uber, plus 1.5 billion, but only 1.2 x moic, they exited that position. In other words, the multiple on the invested capital. So they only made a modest return
first invested in Uber in 2018 and was a large, they were the largest shareholders at one point. But this would explain a lot of the downward pressure on Uber shares as well as that they were clearing that big position.
rest of their Uber holdings between April and July at an average price of $41.47 per share, for a gain of $1.5 billion. So it was still a very profitable trade for them.
Like Uber did, they can say we're going to do India, we're going to go to Japan, we're going to go to Australia, and we're gonna put a little bit of fuel in each of these rockets, we're going to do Uber freight, we're going to do Uber Vitals, we're going to do Uber self driving, we're going to do Uber pool. And they put a little bit of jet fuel into each of those rockets to see if they got escape velocity. Some did some didn't Uber pool probably didn't work. But it was a good experiment. Uber in
the optimal situation is to take the money at the high valuation, but deploy it slowly, which is in fact, what Uber did, Uber kept a lot of that money that kept building up the war chest. And that gave them the ability to work out all these issues and be the lat the proverbial last man standing last person battle amongst the on demand economy companies.
that's uber pinterest slack lift pinterest postmates it was that first wave in q2 2019
Uber was in private beta, they had two or three cabs on the road in a very simple app that was invite only, and basically no revenue. And it was four and a half or $5 million post money valuation, I think that actually was a price round. So yeah, they had very little traction. But what they did have were beautiful products that solve the specific problem with really dynamic founders.
i think at some point it would be absolutely fantastic when dar is done doing his great work and dar has been doing a great job if at some point dar wanted to move on for uber and cloud kitchens to merge and for the king to return the return of the king and i would be there for it uh that would be an absolutely glorious moment if it became uber cloud kitchens and travis was ceo again in a couple years uh that would be absolutely fantastic as an outcome
dar has been doing a great job
i think the company would be worth 25 more today of travis zone because i
now when you look at those businesses yes they did lose money but when if i say the word to you get a uh cab ride you say uber and i say get a desk share you say we work i say ride you say uber i say desk you know shared office you say we work the amount of money that was put into these brands uh has paid off massively and it will continue to pay off i believe that we work will continue to be like the gold standard in office sharing and i bet you all the money put in will be taken out at some po
uber was a very bootstrapped company what people don't realize is it was only uber black and the uber black service was highly profitable taking 25 percent of a 50 or 100 ride from the airport is a pretty great way to print money as opposed to doing uber pool for four dollars or uber x for twelve dollars those eight dollar ubers were the ones where they were maybe uh losing two dollars a ride the black cars they were making ten dollars per ride and that is why they got so well funded
so yes absolutely they could have uh they could have and not only could they have they did it was a really bummer of a time from 2008 to 2012 and people were not throwing tons of money and the tons of money came in that 2012 to 2022 period maybe 2015 is uh to 2020 is when it was kind of peaking so uh you absolutely could do it
in fact uber was started right after the financial crisis and people looked at uber as a way to save money
And then if you look at this Uber thing, you know, this is came out a while back. But you know, Uber, specifically, you know, I know this because I was, you know, obviously discussing this with the founders and the team, they have guaranteed minimum earnings, they have injury protection, they basically got ahead of this,
Uber, and Lyft, and DoorDash, we've all seen it, people will have two phones, so they can keep both ops up on the same time love an Android phone with Lyft or whatever. They can leave at any time and work for a different service. And most of them will take calls from multiple services depending on the spiff and that they give them the real problem here, Molly, which people don't understand is very nuanced, you have to pick one, you're not allowed to have two different modalities, or else you bre
Yes. And if you have one driver, you're, you know, DoorDash. The point is, if you have no drivers, you're not Uber, DoorDash or Lyft.
And if you look at what Uber did, Uber picked a third way to do this, they started giving people a contribution, if they worked more than 15 hours a week, this seems perfectly reasonable to me
like historically nobody would have looked back at that i think four years ago and thought uber and doordash would be head-to-head competitors
both companies are making money now and they both have significant user bases and people are addicted the product market fits there now people are looking at the union economics saying check that works and now we're out of the you know burn money free market environment so there's no choice but to be profitable you know if you got to lose 10 of your top line or customers to be profitable those businesses are going to do it and they seem like their top line and bottom line is growing at the same
this seems to be a delivery duopoly
people look at both uber and doordash as undervalued
Like you do not see people on mass protesting outside of Uber saying being an Uber driver is the worst job I've ever had. And, and nor do you see them quitting on mass and you see, you know, the opposite restaurants and hotels, unable to hire, like all kinds of companies unable to hire. And I do think there's a hundred percent a correlation between that, like the Amazon hiring, the ability to drive for any of these services and the labor shortage I suspect is related.
And there is a great job with that health insurance marketplace like that exists via Uber. Yes. Yes. Yes.
Yeah. It looks like, so in Q3, uh, drivers and couriers are in $10.8 billion, not including tips. And this is up 25% year over year.
Q3 gross bookings were $29.1 billion up 32% year over year. And this is really interesting growth bookings for mobility and delivery. We're exactly the same in q3. So to that point about people are taking rides again, this is not all and in fact, they may be taking rides to go out to eat and getting less delivery, right? Like it could be a takeaway from delivery and an ad to the theory, right, that they are as Dara always says, like, we're rain or shine. So when it rains, you order in and when i
72% revenue growth year over year. $358 million of positive free cash flow. Oh, finally cash. Is this a phrase? This is the first time this happened? I think they had some moments of it. It's the second quarter. So everything that Dara said he was going to do to cut the costs and make the thing profitable and turn the data data seems to be occurring.
I have a great deal of my net worth in this company.
People are going places in cars. It is occurring. They're traveling. They are taking Ubers to parties. Oh yeah. As we head into the holiday season, parties are back.
Uber stock was up as much as 16% yesterday after reporting 72% revenue growth year over year.
my other favorite company after Twitter, Uber had earnings and they were spectacular. And I get to do some dunking and have a little victory lap here. Finally, after a decade plus of defending this company, they don't need to be defended anymore. It's a great moment for me.
And back in 2013, I remember I had invested in a cab company called Uber. And Alphabet invested 250 million in Uber, then somebody who was in the self driving division of
I mean, look at Uber, right? There was, there was Lyft and sidecar and I met both those companies before Uber. Um, I knew the founder of Uber longer, but I took a sidecar after I'd invested in Uber and I was in a sheer panic. I, I mean, I called Travis and I was like, I just got it in sidecar and it let me pick the price I want to go Palo Alto. Um, and he's like, well, take a couple of rides. Let me know what you think. And, uh, then I took the Lyft ride sharing and I was in a total panic cause
And now that that's normalized a lot. Now these companies are making cashflow.
And the other thing that was weird. Okay. They're doing a billion rides. They're losing 50, they lost 500 million. They're losing 50 cents a ride. Okay. If they raise the price $1, would it impact consumption? No, it would just impact who got certain market share versus Lyft versus Uber versus sidecar. So they were in this crazy market share battle.
But if you use a Prius that's, you know, three or four years old for a ride sharing, you're going to do pretty well.
And it turned out to be $36 an hour. I think that was the number that Dara recently said. It was 36, 35, something like that an hour.
Yeah. What do you mean? Yeah, it's just, it's an overhang. It's an overhang of people believing that the drivers don't make any money. Despite the fact that drivers are continue to flock to the platforms and that it can never be profitable. Despite people are paying, people are seeing their own Uber eats and door dash bills and see themselves paying $25 in fees for 60 bucks in food. And they still don't believe it can be profitable.
These businesses are toast and it's like free cash flow, positive quarters.
And I would say just firsthand watching Uber. It created a five year period where people just never believe these businesses would ever be unit economic positive. And now finally people now believe it, but I think probably a third of the market still doesn't believe it. I still hear people on CNBC saying like door dash and Uber will never be profitable.
Uber is the going to be the last startup standing. Uh, and now they're getting the network effects. You see lift deprecating every quarter, just worse and worse performance.
it just changed everything
la became a different city because uber arrived
uber had that too because you had uber black and uber x and then you had logistics and uber eats right like it just kept going
i felt that way with uber
Uber is not replaceable. You could, you could connect it to open AI. You can say, Hey, go call me a car and all that stuff. But at the end of the day, that API interacts with drivers and vehicles. You can't replace that in a few days. So you have to build something actually defensible.
So it's been an amazing journey with Uber as my best investment in history.
I'm using Uber Eats, and taking Uber rides, at least 10 times 15 times a month. So I think I'm probably in the 40 or 50 a quarter 200 a year, kind of group as a family.
The average map see did 14 rides or food orders in the quarter, that's almost five per month, which is very impressive.
I think the really interesting part of all this is lifts demise. They are a shrinking amount of this industry and Uber... What they have is they have the majority now of app driven rides. And they have a strong presence. I think they're number two in the United States behind DoorDash in delivering groceries and food... So it's not quite a monopoly, but it's a strong position in those areas.
Record high free cash flow $549 million cash and cash equivalents and short term investments 4.2 billion for the team over at Uber.
Total gross bookings were 31.4 billion of 19% year over year. So you know, the revenue grew 29% year over year, but gross bookings grew only 19%, which means Uber's, you know, more profitable and charging more for their services.
Q1 revenue, 8.8 billion. That's up 29% year over year.
I always believe this company would start becoming a money printing machine. And thus that has happened.
I am still long Uber. I still have a large amount of holdings and the stock was up massively today because they had record high free cashflow and they beat on revenue.
And then Uber just showed it. They started hitting free cash flow. Dara's done a great job there.
And you watched Uber, you know, you guys had your media stuff you were doing for a little while, which you were passionate about. I remember, but like at a certain point, it's about the guests. It's about their experience and how many different projects could Uber do? They were doing micro mobility and that was interesting, but it was just such a minor, unprofitable piece of the business. They deprecated it, right?
the cab companies are the problem in this, we have to remove the cab companies, and then lower the prices and make it more accessible.
when Travis was showing me Uber... he was obsessed with the product... And his obsession on each of those details... And I would argue with him about this... And he's like, No, it's about friction, we want to reduce the number of steps. And you just saw that level of obsession.
Uber hasn't done a riff. They did it back during COVID, but they haven't done it since. But the revenue went up 30% or whatever it is, 20, 30%, and the cost stayed fixed. And that's what's made their stock grow in the free cash flow.
One of the amazing statistics that I heard was this is where food delivery has the highest margins. The food delivery service here is printing money. Why? Well, because people have big order sizes here, uh, they can charge more fees. The average customer here, uh, spends more money. Very interesting, you know, because you and I are both investors in Uber, but labor costs are cheaper. Yeah, I left that part out. And so you have this incredible, uh, opportunity there.
that Uber investment went 4,000 X, not 4,000, but you know, well over a hundred million dollars.
Of course, some companies will end up becoming a thousand X or 10,000 X in the case of Uber or Airbnb or Dropbox.
If you had put 5k into Uber and you had waited until the IPO, supposedly you would get $25 million or thereabouts, which is pretty incredible.
this thing is so viral
Well, look, I'm going to lean into a company that you are famously known for angel investing in Uber. Oh, yeah, I was in that one, I think. Yeah. And one could argue back then, someone would say the location API on an iPhone through iOS. Oh, you're just building a wrapper around that. Yes. Right. But that was a very important API. That API has led us to have Uber, Instacart, DoorDash, you know, a whole bunch of, you know, services with location kind of being at the core of it. But then they had
uber you know having his first profitable quarter
networks of real world stuff like airbnb and uber so they're very efficient
so you know airbnb very big pie google uber these are very big pies so getting a smaller slice of uber or airbnb at you know 80 90 100 billion or you know a small slice of google or apple obviously tesla these are worth a lot more
they'll make a great business having uh i'm sure their business model will be just like wordpress hey we got this open source project here uh or mysql we got open source project here but we have a for-profit you know so there's a dot org and a dot com right the dot com wordpress.com you pay for hosting but wordpress.com has to deal with wp engine which some people prefer over wordpress.com hosting you know so you when you open source this stuff you you create a bunch of competitors if it works s
i hope they make a model that really challenges the closed source models and the expensive models and drives price down
i would love to have him on the program let's let's book the ceo here but i'm rooting for them
great to see more american open source ai models a meaningful segment of the global market will prefer the cost customizability and control of the open source that open source offers we want the us to win this category too
but there is still lingering concern that china is going to develop the most used ai models if everybody decides open source instead of closed source is the future so this is sort of a hopeful attempt to uh remain competitive on that level
the company was founded in march 2024 by former google staffers including misha laskin who led reward modeling for deep minds gemini project and ianis and tanaglu who co-created alpha go
they raised two billion at an eight billion dollar valuation that's a massive 15x jump from the 545 million dollar valuation they clocked just seven months ago that's according to tech crunch
i think that um open ai is leaning towards um in the zillow integration um you could actually like go into zillow and zoom in on different maps and even click on the property like you would in zillow go through the photos so zillow kind of had the most full ui in chat gpt so i think it will be possible i think that you i think that it might become strained in chat gpt might become strained having all these different integrations um so i think that they will do that but only for a few apps i thin
so i was able to prompt chat gpt to create a playlist and it was able to create it in like 10 to 30 seconds it was pretty quick and then it had this playlist of um that i can bring that i can open from chat gpt directly into spotify
why would they launch it i guess i have my personal account here but why would they launch it not to business users first and give it to the free users it makes no sense this is exactly what google does it's so dumb it's the same thing they did with sora they bypassed the paid level and they just started giving it to people with invites for free no respect no respect for the subscribers i get no respect for putting my credit card in
Open ai has actually introduced integrations of various apps inside chat gpt so you can interact it's almost like the first level of agentic ai to come to chat gpt you can use chat gpt to actually effect changes and do things in various connected apps
now indispensable 800 million regular users around the world could we be looking at that kind of a future for sora
mark cuban has put himself in oh he now will let you anybody on sora can make videos with mark cuban but the clever wrinkle here most of the cameos include a promotion for his company cost plus drugs he actually got it so at the end of the cameo with him they actually bring up a little message saying you know visit cost plus drugs or promoting cost plus drugs
in six days my cameo generated over 1 billion views
jake paul the youtube influencer turned wrestler boxer uh he says that he is an open ai investor now he's been advising the sora team behind the scenes and that he agreed to be the first celebrity name image and likeness cameo user uh and so he goes you know this has been great it's been you know very helpful for him in promoting himself
but of course there's been a lot of controversy about the inclusion of real people there was a zelda williams robin williams daughter has publicly asked people please stop sending her ai generated videos of her dad it makes her very sad there was another controversial thing a lot of people are making offensive videos of stephen hawking in his wheelchair being blown up or thrown off of buildings people are as we mentioned on the show the other day people are making martin luther king say crazy th
it's been number one on the apple app store since launching
sora very much in the news hugely popular app it already hit one million downloads in just five days after launching that is very notably according to open ai faster than chat gpt hit the same milestone
And I think that's why Y Combinator, frankly, is being a little defensive. We had a couple of these brouhaha's coming up. They're kind of circling the wagons and attacking people. And, you know, it's kind of their vibe is to be a little cantankerous. But they're facing serious competition.
And you get more bespoke experience and a lot more energy on your startup. It's, again, not a dig to Y Combinator, but it's a bit of a factory. And I think that's kind of why people are saying, hey, maybe there's a better way.
all of these, I would say, including our program's launch, Accelerator, all a better option for founders now than Y Combinator. And that's not a dig at Y Combinator. I just put them in like the fifth slot now because I think you get a better deal economically.
So, you know, if you want to, like, send people their laptop and, you know, make sure you understand what they're doing with their computers and all that stuff, yeah, all that is kind of in this.
But they do HR, but it's more than just payroll. It's not just ADP. They'll also do, like, IT services.
That's why I felt like their 14.4X multiple felt a little bit low because, you know, Rippling is, you know, a $500 million valuation difference in roughly half the revenue.
According to reporting that I could find, it's much smaller than Deal.
They're both companies at scale, Jason, that could go public at will. So we look forward to those in 2029, I guess.
The Rippling ARR number was 570 million earlier in 2025.
So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average return. No.
And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The first question, who's participating from the Series A and the Series B? Is Sequoia participating? Are Benchmark participating? How much is available in the C? Is that a negative signal? If they don't, if they have a growth fund. Now, the growth fund is looking at the seed fund. So, if the seed fund owned 6%, and they didn't do the Series A, now the growth fund is looking at Uber
The only challenge is here, when you're a Sequoia CEO, you know, you then have to figure out, okay, which fund am I going to be in? Is the growth fund going to do this? Right. And it can be a little conflicted.
In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K to $3 million checks. They can put 40 of those investments maybe into the $200 million fund for about $5 million on average.
She was raving about Waymo in LA. Just raving about it. She's a complete convert and is never going back. And she is a normie. So to me, I think that as customers touch and see these cars in the real world, get to take a ride on them, it changes minds. I'm hoping. So I think you're dead on, but I'm less concerned than I was six months ago.
Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of their stock because people were like, they're going to get killed. So last year, search was going to get killed. As I said on this program and the other program, my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The answers are better. And if the answers are better and you solve problems quicker, you still have a cert
Tonebase, which is our how to learn classical music, an investment we made. Really great company. They're just crushing it.
Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analysts, so you're not going to hire 600 people. What happens to the 1.4 million people who work there? You employ 1% of the country works at Amazon. 1% of the country works at Amazon. And they're not growing anymore. They're not going to grow that staff anymore. And I would say they're probably going to redeploy to save face, to keep the guillotines and the let them eat cake memes may
you'll definitely save money i mean i think the if you just and you're probably on the the equivalent of the business tier on all products um and so you'll you'll end up saving money and the and the principle of it is to allow the products to spread and try to make sure that if you're a super fan of one of the products you can easily get access to the others as well um you know bundling is a topic that i've been um somewhat known for and spent a lot of time on i wrote i wrote a paper about it a
what i love about this is right now i'm playing three different people in your organization i pay for superhuman i pay for grammarly and i pay for coda happy to do so it's you know thousands of dollars a year each but i get uh plenty of value for those dollars but here uh you can get superhuman free with uh a little bit of coda and go and grammarly you can pay for pro and that's only 12 bucks a month um and you get grammarly coda and go or you can get business and i guess i get everything there
the predominant motion for us will be actually partnership
the company's going through a massive transition obviously the multi-product transition is a big one it leads to us having a suite of offerings that you can buy in a bundle
we've done the hard work to integrate right into your google doc so we show up with an underline under the perfect word when you're writing in a desktop app like slack we can show up right in the middle of it and tell you that you're about to schedule this uh this meeting and actually three of the people can't be there or you're talking about this customer and they're actually their contract is up next week not this week uh and so you you can you can bring all that information all the certain co
it's kind of operating system level information on the user which basically boils down to google with chrome os windows and microsoft and mac os at apple and you guys
we work in a million unique applications that's every web app every desktop app every mobile app you know many people know us from our chrome extension but we actually work in everything we'll work in you know word and slack and we'll work on like you said uh on the keyboard we can work in your phone as well and so that ability to bring that set of context to all your applications i think is very unique to our approach and i to be honest i don't think there's a lot of players in the market that
the other thing you said that i think is really important is what do people really love about grammarly it's that it works everywhere
we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there's a great set of first-party agents from us we're opening up the platform so many other people can do it today uh about a dozen other partners also launched their agents with us
the core uh ability that grammarly has is to bring ai directly into your surface and work right where you work and all of a sudden we can do that with a much broader set of use cases
we launched a new product we're calling it superhuman go uh it's launching today you can go give it a try it's our new ai assistant product it's a platform that brings your network of proactive and personal ai assistants directly embedded into your work
we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into super humans better versions of themselves
we're one of our unique approaches uh across the whole company but grammarly as our roots is that we are the ones that make people more human everybody else is trying to get ai to replace
the biggest product in the set is is grammarly it's definitely the one uh that touches the most um the broadest audience
makes you a better writer but you want to do more as a company so you are keeping that name but you're going to try to also have grammarly fall under the superhuman umbrella this is yeah i think that must have been a huge debate
now grammarly though is one of those great iconic names and you have tens of millions of people 40 million daily active users yes 40 million people who love grammarly
a much now that's a real decision you had to make very big superhuman is obviously a more expansive name okay we all want to be superhumans great it's a very aspirational awesome name when i heard that name from raul when he was starting the company i loved it they're not and i am a name snob i love that name
all right so we're launching uh three big things today we're launching a new company name we're launching a new product uh we call superhuman go and we're launching the new suite uh so each of them are are separate but they do tie together uh in an important way the company name we're changing from grammarly to superhuman
superhuman which my whole team uses day in and day out and we pay for and grammarly which my whole team uses which we pay for
the context is highly profitable company extremely stable revenue no investors two owners they can do what they want and they can pursue whatever they want
if you're at 37 signals they took a similar approach hey if you want to be here uh you're here to make great productivity software full stop and that's it and then here's an incredible pay package i think both companies just said hey if you want to opt out we get it
when you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who was a their only investor uh back in the day they can build the world they want to live in
they bought out bezos who was a their only investor uh back in the day
so they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it is um pretty reliable uh that those revenue streams people
this is a uh a little bit of a complicated deal i saw bloomberg was like this is convoluted and i just read their story on it um we are going to underwrite this uh we being uh the us government but we're going to be underwriting it with some amount of the um capital coming from japan uh and in return for their participation i'm unclear as to what they get but the us is going to get a 20 share in any dividends that come out of westinghouse above 17.5 billion yeah and then um if this does come to
so the us is going to underwrite about 80 billion dollars worth of new nuclear reactors with westinghouse and japan comes into this because if you recall jason the current trade agreement between our two nations involves some japanese investment into the us so some of that capital is going to flow into these nuclear reactors now it's not all just gifts from the government uh in exchange for capital from the us the us gets a 20 percent share in any dividends paid out by westinghouse that exceed 1
So it's very much like the public markets today. If you've got a company that has very low margins and very slow growth and you're up against Uber or Coinbase or Google or Facebook or Google or Amazon and people are looking at those companies and go, wow, these companies are growing revenue on big numbers with great products. And they have incredible margins and they have momentum and network effects. There's a flight to quality.
talk to all the OEMs, talk to Uber, talk to Tesla, talk to Waymo, Baidu. They all have plans to build millions of cars, collectively tens of millions and eventually hundreds of millions.
And Uber, Walmart, and Amazon have about 4 million people in roles that are applicable there.
Uber is one of my favorite companies in the planet because they demonstrated their ability to scale and to build great products. First in the rideshare market, then they figured out Uber Eats, and then they moved on to autonomous driving. And all of this was only possible because of a deep understanding of how to collect, label, understand, and analyze data. Now with Uber AI solutions, you can put the team and tools that turned Uber into one of the world's best companies to work for you, partner
having watched the amount of money, uh, that was starting to be invested from the region, specifically watching Uber raise from the region, I said, I need to get educated.
Uber has done 15 investments in every self-driving company other than Zoox and partnerships with other than Zoox and Tesla. So it's 15 people on one side versus those two, Uber plus those 15 versus those two players.
But this idea that Google search would go away and would just get run over and Google would just sit there and take it, or Uber or DoorDash will sit there and take it when a competitor comes, au contraire, mon frère.
Uber AI Solutions now works with enterprises around the world to source, label, evaluate, and scale real-world high-quality data for every industry, everywhere, so that you can focus on building the next big thing. High-quality data equals smarter and faster AI. Uber.com slash twist.
speculative valuations, you will see some, right? We had this figure, robotics was one that I think a lot of people said, that doesn't make any sense for me. $39 billion. They don't have a customer. And they said, oh, we have BMW. BMW said, oh, well, we're testing it. Then they became a customer. And you had that really good debate in the Wall Street Journal publicly and the founder coming out and showing the product to support the valuation. But that would be one where I would say, hey, maybe t
I'm sure after this announcement, 10 people called them and said, how do we get on the list? And so that's just going to be so nice for the founder.
I suspect he's going to crush it with this business.
Blake's very smart and very dogged.
I believe a lot of boom success is based on United pre-ordering some of these and paying for them.
technologies and tools that enable US and us to gather power efficiently is overall a positive thing. And so I'm excited to see where this goes.
one, he's a tremendous founder with a huge vision that's incredibly costly. That last part is the issue. We've got a lot of great founders. Not enough, but we've got a lot of great ones. And he's got a big vision. We need to see more big vision. But his vision was so big that funding it, I think, has turned out to be very challenging. And hardware takes longer than you think. There was another hardware company that was incredibly ambitious, that then started to do side projects and side hustles
And then since then, the company came out and said, hey, we're also going to take this jet engine we're building. We're going to put it into a box and we're going to take it around and put it outside of data centers to power them up. And they announced Crusoe as their first partner in this, 29 engines going their way. I think this is fantastic.
But how to miss by a mile and alternative look at Uber's potential market size. This is in 2014, this, uh, NYU Business School Professor Aswath, who's, I think, goes on CNBC a whole bunch, kind of respected, but he did his whole Uber is not worth 17 billion. And we kind of all laughed at this because he estimated the value of Uber at 5.9 billion. Now we, all the smart people who weren't in an Ivy League school or whatever, in the ivory tower teaching the course, we saw it on the inside. And here
when I did the Uber investment, the late stage, you know, I wanted to sell some of my shares to Masayoshi-san.
the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, you know, again, Databricks is a really good example.
You know, we've seen over the last few years that the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, you know, again, Databricks is a really good example. You know, the fact that that company has been able to compound its revenue at scale at the rate it has, and, and looking at how that's then driven the valuation of that firm is, is just incredible. And five years ago, nobody would have predicted that, you know, that's going to
just to underscore the Databricks growth numbers that David's talking about, the company announced a couple months ago that it's now over a $4 billion run rate growing at more than 50% year over year. And critically, David said that it has now a greater than $1 billion run rate just for its AI products.
in evaluating this type of deal, it's got a lot of the things we look for at our fund. Number one, you have a serial founder, which is great. I'm assuming that some members of his previous team, Brian joined him for this adventure, taking a guess. That's absolutely right. That would be the, a team that has worked together before. So those are two of the factors we look for. Third, this is big and ambitious, right? Like the total addressable market is anybody who wants to learn that's everybody,
I looked at the product, I knew the founder, I understood the metrics. So sort of made that bet, but it was competitive.
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Well, I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind up being 10 points, they'll be 10 times bigger.
Your AI is only as good as the data it's learning from. Every huge leap we're seeing in AI development is based on refining better data sets. And guess who came up with the ideal solution for your company? That's right, my pals at Uber. Did you all know I was an early investor in Uber? Maybe you heard third or fourth. And now Uber AI Solutions works with enterprises all over the world, helping them source, label, evaluate and scale real world high quality data for every industry. When you think
uber has ordered I think 20,000 of these already and this is uber black essentially so this follows the uber playbook Alex of starting with the high end and then going down the gravity so we're showing the Zooks here as well but the one we saw originally is the lucid gravity that is a six seater that's a big luxurious model x you know escalade competitor and it's a really nice car for an airport ride or a CEO you know somebody who doesn't mind paying for uber black waymo and fsd robo taxis model
So, a lot of these companies, like, even Uber, when they came to Japan or wherever, they grilled them super hard, right? Like, even if it's, like, an outbound, hey, let's chat. I want to chat with you about chat. I want to chat with you about Uber. Let's get on the chat. And they start asking questions. It's like, no, you got to, like, sell the company first. Get them excited. Right. Get them pumped.
And that's kind of what happened with Uber as well, right? Like, Dara, he didn't want the job. He was at Expedia for a while. And, you know, people kept, like, going at him, full court press. And then, yeah, like, really good recruiter. Really sold it to him, right?
one thing about Travis was, like, he put recruiting function as one of the frontline functions. You know, usually companies would put sales first, right? Because, I mean, it's a revenue driver. Right. But Travis actually, like, prioritized recruiting. So, like, operations function, obviously most important, but recruiting was, like, equally as important. So – ... Correct. He would spend time with the recruiting team, and, you know, he would give us an hour every week just with the recruiting fun
Yeah, so it was very challenging because, like, for example, the Uber interview process, right? It's very different. Like, you'll have an analytical exercise where you get, like, an online thing. You have to pass, like, certain marks, and it's a multiple choice, right? And as a candidate, it's like, hey, this is what you do first. Okay, sure. Like, maybe it's like a sort of like a logic test or whatever. Then you go through interview process. Then you have this deep dive where it's like a one-ho
Uber was really one of the kind of first companies in Japan to, like, offer stock to employees, in my opinion. And, of course, Uber was a – it is a generational company. There's not that many companies that's going to be like that. ... A hundred billion dollar company.
I joined Travis, like, Uber in 2015. So actually, back then, it was still, you know, it's a 4,000-people company, so it's still massive. ... Uber was a sexy brand in the U.S., right? But in Asia, it was still like, oh, it's like an illegal taxi company. What is this? Like, I don't want to get in strangers' cars. So it was, like, not as easy as you would think to recruit here.
I've been involved in a couple of them, Uber, which was quite humbling because I came here. Well, I've been coming here since the late 90s, but I remember post Uber, I just was talking to TK and then eventually Dara. And I was like, the cabs here are so good. The cab drivers are wearing suits and have white gloves on and they're clean and they're affordable and they're so respectful that why do they need Uber? Like, how do we ever penetrate this market? And they figured it out, but I don't think
when uber finally came to tokyo many people had heard of it before right so it's easier each city became easier
when uber launched uber eats on both sides they have the drivers so the drivers get more work in a marketplace dynamic and they already have the customers so what they've tried to do is create this uber one where they get people to use both products
I mean, and I think the specific example which you can turn into generalized advice is that your existing power users or people who love the product are the people that are most likely to be able to talk to and find other people that can love the product.
But give to get, that was of the moment.
They would buy ads to go to a landing page. In fact, my friend, who I introduced you to, he bought, my friend Nick, bought ads on Google that said, Uber is now in Los Angeles. Click here to get a free ride to get $25.
Yeah, definitely at times. There were groups of people that were hacking it. They would create landing pages and then drive SEM traffic against it to sell them.
Perhaps too well, yeah?
Give2Get worked pretty well for Uber. Yeah.
I mean, obviously with a high-frequency consumer product, you are inundated all week with people making feature requests or suggestions, and as the team got bigger, you know, people were constantly making suggestions to Travis. I mean, Travis was relentless about focusing on reliability. As you can imagine, if you take Uber to travel from your office or your home to somewhere in the city, and you take it there on a Friday or Saturday night, and then it gets to the end of the evening and you want
Every major advancement we've seen in AI really comes down to better and more refined data from autonomous vehicles, to humanized robots, to LLM chatbots that we use every day, day in and day out. And when models are trained on high quality, diverse, real world data sets, well, they get smarter and they get smarter faster and it's more reliable. That's why Uber has introduced AI solutions to help your company build great AI products on top of world-class data. Now, Uber has mastered the art of d
every major advancement we've seen in ai really comes down to better and more refined data from autonomous vehicles to human-eyed robots to llm chat bots that we use every day day in and day out and when models are trained on high quality diverse real world data sets well they get smarter and they get smarter faster and it's more reliable that's why uber has introduced ai solutions to help your company build great ai products on top of world-class data now obviously uber has mastered the art of
it's not taking, uh, any kind of notable market share from Uber Eats or DoorDash, I believe.
I think it's fantastic. I mean, it certainly validates the Uber strategy of aggregation of all these different players. I mean, they've taken a very long-term view on the industry that essentially this technology will be widely disseminated across many, many partners. And Uber seeks to become that Expedia of AV mobility. And I think adding another company like Zoox into the mix is further validation of that strategy. So I think it's fantastic.
Uber has invested in 20 different AV partners and they're doing AV rides, Zooks, etc. So I think it's actually twofold. Um, Waymo doesn't want to force people to go through the Uber app, which is what they're doing in the other two markets that are in business. I think it's Atlanta and Austin. And then I think Uber doesn't want to be limited to one partner. And I think it puts them on a competitive path. Eventually, if you have 5%, if you get charged 10% to get an incremental ride during a down
you'll be able to call it on the uber app soon
we're going to see that start to be deployed uh this year in supervised robo taxi trials starting in london tokyo and 10 other cities on uber
we brought an investment from um nvidia um qualcomm arm amd all the the big chip companies and then uber nissan mercedes celantis uh microsoft
This happened with Uber actually. I had one investor who said, why don't you sell the Uber software platform to cab companies? Can you convince Travis to do that? And I said to them, I don't think you understand the cab companies are the problem. They're taking all of the revenue. The drivers are getting screwed. Customers don't want to talk to some central dispatch. They just want their car to come as affordably and as efficiently as possible. Taking out all these steps in the, uh, process will
In fact, when I introduced Uber to 20 investors, 17 said no.
So let's take ride sharing. So it's certainly in, in the Bay area, it's a duopoly right now. Um, and that's because there's an asymptotic network effect. ... as long as the pickup time is three minutes or less. Ah. Commoditize. So there's a commodity type business. Well, there's a necessary scale. Ah. But then like, I mean, the definition of a network effect is that as each incremental user makes it better for every other user. That is true up until a point. Right. And that point for most people
So like people like to have the Uber debate with me. I'll give you an example. Um, oh my God, Uber drivers make $2 an hour. And I'm like, really? Uber drivers make $2 an hour. We have the lowest unemployment in the world. Uber, Lyft, Postmates, DoorDash are all fighting Instacart for delivery people, Amazon as well. And you really think people are going to work for $2 an hour.
of course without knowing all the nitty gritty details it's hard to make the right assessment but something must went wrong otherwise the cars supposedly should make a stop
it's like a Burger King. It's like a McDonald's. And the company that moves to a franchising model, and then figures it out, I think will be a huge winner. And that will be a very asset light, really operationally sophisticated, very well run,
I think franchising is a really, really smart business idea.
the people who created the problem are the ones that hate it the most, which are the investors, because they pile in the incremental dollars into the winners, trying to king make a winner through capital. And now what's happening is their rate of returns are basically getting taken away. And I think that in a weird way, that's also kind of fair.
the state is effectively capturing the excess return of Uber and Lyft.
this law will have very adverse consequences for their business.
the unit economics are going to be pretty shitty. And I just think we have to own that. And, and it probably what it means more than anything else is it's not a real venture kind of business.
it has huge operational implications and it has really terrible OPEX implications for a company
And what it really means is you've, if you were comfortable with a 60% or 70% reduction in the market cap of some of these companies, you'd be okay with AB five.
the brilliance of the uber model they already have the drivers out there so now when you log into your app my understanding is it's like if you want to have you know they gamify the uber app for drivers i think it's like you turn it on and it's like oh here's an uber eats ride here's an uber grocery ride and here's an uber x ride so now you think about the number of calls you can get the number of calls goes up
i find it hard to believe it was 150 no way no way this is like one of those weird numbers
as a consumer certainly and somebody who's interested in the economics of this it feels to me like leveraging the existence of lots of inventory and bringing it to people who want it is a much simpler proposition
the reason why i think not to um cheer for the home team but i think the reason uber's model works better is because walgreens already exists so they did a deal with walgreens ... i think that that's gonna be like it's gonna make uber go crazy because they have this asset light and they have everything at walgreens
uber eats or doordash as examples are asset light
I think that Dara is very good. I love a CEO who will come on TV when his stock is down like 20% shows a lot of great communicator.
but all you're talking about is a business model to book, you're not talking about a business model that's innovative or doing something disruptive.
I came here 2016 as Uber was imploding. Nobody would talk to me, right?
So the entire profit margin of Uber was competed away by stupidity. And you tweeted last week. And I noticed because Jason and I may have a little something on the line here, you know, with respect to Uber for the first time you tweeted after their quarterly earnings, maybe we're starting to see network effects show up at Uber. Because if you listen to the Lyft call, it was a train wreck.
my biggest problem of the past six years was hyper competition. Like finding a CFO. No, not just talent. I'm talking about like Uber and Lyft and like hundreds of billions of dollars of money. Raised in the private market and shot onto the playing field out of a cannon. That's brutal.
So back to your Uber, like, you know, mobile enabled it, but it's not like everyone went around saying mobile, mobile, but yes, like this amazing experience is now going to be delivered because there's this technology that enables it.
when i was a angel we owned under one percent of robin hood and uber but then we started to own two percent five percent ten percent of companies like com or superhuman or grin or fitbod
it's sort of like when we started uber x like you know we're still still love the main uber but we introduced something new because people might want to try that
it was always the greatest gift i think uber ever had
you do two billion rides next year you raise the price is two dollars all of a sudden you know this thing is going to be a money printing machine and of course here we are they raise the prices you know whatever 20 30 percent you get the economies of scale and here we are
i think it was always sort of like structurally this can make money we are choosing not to now so i never really believed like it'll never be profitable it's like there's profit on every ride it is how uber chooses to spend that that will change the direction
i think they kind of worked it out um and it's really wonderful to see um and i use uber a lot here and it's great it works great um and i don't notice the few bucks
it was very clear that once the habit was formed it didn't matter if an uber was eight nine ten or eleven dollars to ninety whatever percent of consumers
i think we just made the case and we won like they pulled it back
the winning idea came from someone on the comms team who was stationed in new york and her idea was to have a de blasio view so at this point in the app you'd sort of have a little slider at the bottom that you would choose uber x uber black whatever and there was one for de blasio and you would go to the de blasio view and it would you all the cars on the map would disappear and it would say eta 15 minutes because we sort of just thought you know the eta's at that point were like two minutes an
the challenge with this is that it's actually a death sentence but it's very hard to make people out in the world understand that
at this point we're getting 25 000 new riders every week we're loading a thousand new drivers every week like we are really going for it
from the very beginning we were kind of you know at least from the regulator's standpoint we were kind of like good little kids who filled out all the forms right and were kind of more responsive to them maybe than the average car base owner that was sort of operating in that system at the time
uber new york both in the beginning and still now is that it runs actually a a fundamentally different business than what uber does now everywhere else which i would call like ride sharing ride sharing being i have excess capacity in my car a few hours a day or a few hours a week or really whenever i want and i'll turn on the app and it'll be great in new york that system doesn't actually exist it is the black car system
it was in some ways like remote before there was remote um because most of the employees at uber were not in this in the san francisco office you know the new york was like uh like a hub i mean we had a big office by the end but it but it grew more slowly than uber globally and so it always had a tight feel and so i think maintaining the startup feeling on the city level was part of it and really finding a gm in each place who can be like mini ceo is the way he would talk about it at the time an
you know what i found about travis is that you know right away i got to know him i i've probably spoken to him on the phone um you know while i was in the role there we probably had a hundred phone calls over the five years maybe a little more zero of them were scheduled this is a guy who is who is so uh dialed in on the details of everything under him you know so there was that aspect of his leadership and also that he really encouraged me to be me and be myself and kind of lean into the way i
travis expanded outside of san francisco new york was the first spot and how that would typically work when they were expanding is launchers would go to a city and sort of set up the basic uh thing there get the first few drivers get the first few riders set up some infrastructure and then hire a gm i was actually i was in there within the first year there was a team of three who were brought on right before me and it didn't really work out and all three of them left and they hired a fresh group
i just tried uber and thought it was it was really neat and uh actually the the first time i tried using it was for an airport run at like 4 4 a.m or so and it actually didn't work i tried to request a car there were no vehicles available i didn't think much of it but later that day i got a note from them saying hey we saw you tried to use uber and it didn't work you know here's 10 bucks for the next time even though that feels like a typical like interaction now um at the time it did not feel t
it's anybody's uh game the self-driving space and uh if travis has cloud kitchens kitchens cranking like he does there is an opportunity here and uh the opportunity is fairly obvious uh to provide self-driving cars in order to deliver food directly from their kitchens
travis kalanick uh former co-founder of uber former ceo of uber and left the company under slightly acrimonious terms around eight years ago well now he might be teaming up with uber yet again because uber may help him purchase the u.s arm of chinese self-driving company pony.ai and i love this for like 17 different reasons before you talk though jason i want to say pony.ai stock did go up 12 on the news and uber picked up a couple points as well so the stock market seems to like it
softbank funding all of these rideshare companies around the world to compete with uber meant that uber even though they are a market leader did not have market leadership economics and so the ringing out of the system of that excess that grift that stupidity that's going to be good for the fundamentals of these business
uber drivers are now making 34 36 and listen i've been tracking how much they make from the beginning it was 15 then 20 and 25 so wages are increasing massively
I give it to Dara and Uber. When he took over that business, I think it was an $8 to $9 billion net loss in 2019. $5 billion EBITDA run rate right now. Incredible forecasting, incredible skill in forecasting the sensitivities in that business, by the way. Obviously, he's seen the market cap just this year grow from $50 billion to $126 billion as of today. So give it to Dara for the big turnaround. Product sucks, though.
They resolved almost all of the regulatory issues, including getting the taxis in London to be on the app, which was their big adversary, and they were going to get kicked out of London. And if you remember, this is a company that five years ago, the press and the fake news were saying could never be profitable and was going to fail. And now it is the most successful new startup in the last cycle, bigger than everybody.
I am going to talk my own book on this one and give it to Dara and the team at Uber. They got into the S&P 500, became profitable, planning stock buybacks.
i've sold slightly more than the majority of my holdings over the years to private transactions and then i held everything post going public and uh i'm still long uber
the problem is it was just too expensive i mean uber is still quite expensive and the most expensive piece of it is the human driving the car it's all that labor cost
uber and lyft seemingly are profitable because they find pricing power to raise prices
They went from my 75 million a week to profitable.
he's, he's done a decent job, solid job. Profitable.
we probably were around a billion. A billion. A billion and a half.
we had 20% of the overall entity, of the merged entity. But in order to do that in China, that's when we actually had to push our spend super hard because they had to be scared. So, I think at the peak, right as we were negotiating the term sheet, we pushed, we were burning, I think it was $75 million a week. It's a big number. Yeah. That was that. Yeah. And, but we knew we had the deal, but we only have the deal if they're scared. Right. This is a poker end. Our market share was skyrocketing as
the China war went global. And what I mean by that is the Chinese government, I think it was safe. There's some, I think they were called safe, it was like the sovereign wealth of China, CIC, there's like a few things like that. They started investing hundreds of millions and billions of dollars in all of our competitors globally to drain us of money so that it was harder to compete in China. They made Apple, and I'd love to have this discussion with Tim at some point. We had some interesting wo
So, yeah, I mean, it was a union problem, which is, it's very difficult to organize people who, in this classic area, which is very union organized called drivers, it's very difficult to organize them when they choose when they want to work. Their office is their own, it's their own, like nobody controls it. Like, there's just no control other than the control given to the individual. And so it was very disruptive to the union and their own business model. And so they had to cut it off at the kn
The average Uber driver during my, you know, let's say at the end of my tenure was eight hours a week. So they clearly like, it was clearly a side gig.
Any time we were doing surge pricing and our competitor wasn't, we knew we were gaining market share because somebody could just come to us to get a ride when in the other system they couldn't.
So surge pricing, there's another way to say it. Now, I called it surge pricing on purpose because I didn't want anybody to think we were trying to deceive them. Right. So we said surge pricing, like it's clear what's going on. But the other way to say surge pricing is called the lowest cost reliable ride. Because if surge pricing goes up too much, then you have drivers that aren't making any money. And by the way, they'll go to the competition. But if surge pricing is exactly, and by the way, i
Almost every city in the U.S. other than two, Portland, Vegas, we were number two in ride sharing for this reason.
each and every city we went to, we would wait for Lyft to launch. And then we would basically say to the city, we'd send them a letter saying, there's this really cool thing called ride sharing. This company called Lyft is doing it. We think it's great, but our read of your regs is like, it's probably not allowed. But if you don't enforce in the next 30 days, we're going to participate as well.
the brilliance of the Uber marketplace was, in many ways, tackling demand and figuring out a way to get drivers to come out on New Year's Eve, the worst night of their lives, to drive.
the Lincoln Town Cars were so brilliant, you know, because there were such high margins.
And you said, we're launching it next week. We got it. You know, it is disruptive.
we would have a pricing call in the early days of Uber, where you cannot put it up in the app until you pass the pricing call. The first 30 cities, I was on that pricing call.
the difference with food versus rides is that the infrastructure was already there. You had a bunch of cars that were 98% unutilized. And so, you just had to light it up.
We have the partnership with Uber because we think it's important for us to create an AV ecosystem around this technology. Like, this isn't going to be, we've created technology and we're going to figure out everything ourselves. Like, that would be foolish and very expensive and we'd never find ourselves profitable. But having companies that are experts in integration, having automotive partner, you know, we have, we're not building the car, having network partners, having fleet operating partn
And he's very worried that once this product scales, there's not really giving me a need for Uber anymore, right? Why would you need Uber if you can just summon the robot car directly or the robot driver, whatever you want to call it, right? Driver, car, whatever. I mean, doesn't this logically disrupt Uber once it's at scale?
We have a partnership with Uber in Phoenix. Why are we doing that? People are like, oh my gosh, I got my Uber Eats in a Waymo. Like, why are you all doing that? It's because we're building a driver.
And the UI is quite nice in Uber where it's rides and Eats right next to each other. I could see a third one, like hotels or travel, being right there. And all of a sudden, yum yum, you just get all that inventory right in there. And I frequently will book my hotel and I'll book my ride for the next day in advance on Uber. And I do those things. And then when I get to my hotel, I'm ordering food to my room. So I think this actually could work really well as a third tab in the app for travel. And
Now, I guess the claim is somehow you're going to be able to cross-sell the booking of a vacation or a hotel that you have to think about days or weeks in advance. It's just a completely different state of mind. I just don't think that there's much opportunity to cross-sell that. Or to use the technical jargon, I don't think the attach rate is going to be high.
This is why Uber is beating Lyft is the wait time. Oh, and the wait time is lower.
And this is, I think, the big mistake in this thinking is that that real estate is actually much more fragile than I think we all think it is. And I think a much better way to think about this is in the future, none of this UI real estate is actually worth anything. The question is, do you have a data asset that's valuable or do you do a service that's valuable? Because, agentically, there'll be all of these unemotional bots and workflows doing this work for you. So I think Sachs is right in the
See, this is where I think like MBA thinking is very different than product thinking. Like an MBA looking at this would say, well, you know, Expedia and Uber are both in the travel business. Their apps both involve booking trips. So we can cross-sell Expedia from Uber and then cut Expedia's marketing budget. I think that's how an MBA would sort of hand wave over it. I think the way like a product manager would look at this is to say, what does the user want to do? And I know that when I use the
That's where I think the logic breaks down. I don't think Uber customers want to be cross-sold on booking a hotel.
So if you cut about half the G&A in an acquisition, because you don't need all the people that overlap with Uber's people, you know, and you cut about 30% of the sales and marketing dollars because you can cross-sell into the Uber install base, you could see a scenario where you could increase Expedia's EBITDA by 75% to 100%, maybe getting it as high as $6 billion. And while Expedia's market cap trades at $20 billion, this is off of, you know, obviously the recent news that they might get acquir
So just to give you some numbers on it all, Uber has got about 150 million monthly active users. Expedia has about 45, 50 million customers a year that use the service and pay for stuff. So there's a real opportunity to think about the Uber customer base that's installed as being almost an opportunity to market to them Expedia services and cross-sell. So Expedia on an annualized basis is spending about $8 billion a year in sales and marketing and about 720 million a year in G&A costs. So, and th
So I think that Dara knows Expedia better than anyone. He ran the business for, what, a decade or so? Yep. And so he knows how that business operates. And so if he's looking at this thing and the stock price has been flat roughly since he left in 2017, if you look at the underlying financial performance, you could kind of start to construct a rationale for buying Expedia this cheap. And it would be very accretive to Uber, even if there are these big strategic risks on the horizon.
I think that's what's going to happen. I've been hearing rumblings of that.
I would agree with you. And there's other things they could buy, like WeRide or Pony AI, and a bunch of these AI companies that are doing self-driving. So why not double down on that? Freeburg, the one thing you and I talked about was kind of VRBO, which is a very cool marketplace, and that feels directly in the Uber kill zone.
In a world that looks like that, where these companies have the money to pay for the data feeds, the existing V1.0 generation UIs, I think, are in trouble. So it would just be a very bad capital allocation decision. Now, that's okay to get things wrong, but not for $30 billion wrong. You can probably do it for a couple hundred million dollars wrong, or maybe even a billion dollars wrong, because you can absorb that as a $150 or $60 billion company, but $30 billion is too big of a price to pay fo
I mean, this is a $20 billion market cap business. You probably have to pay a control premium of 50%. So the question is, if you were going to spend $30 billion today in the public markets, what would you spend it on? And I think the most important lens that you have to use to answer that question is, what reinforces a moat that I have, while also being inoculated from the risks of AI? And I cannot think of a more fragile business model than the UI layer on top of widely available data. So the p
So, you know, like Uber Eats and DoorDash, they represent like 1.8% or 2% of all meals right now. It's very tiny.
they're like Travis, you did autonomy way back in the day, got the Uber autonomous stuff going in 2014.
the deal was basically that you could partner with Uber license in the Pony technology and essentially start a competitor, I guess, to Waymo and Tesla.
And then, yeah, I mean, Uber and Airbnb, a lot of these things, like they, all the money was made by private investors or credit investors, like, you know, yourself. And then when they finally went public, it kind of went sideways. Oh, yeah.
in the uber world early days if you didn't have capital didn't matter how good your app was because masa is going to put a billion dollars into your competitor and you're going to lose 20 market share tomorrow so a critical competency in fact your world-class competencies one of them has to be raising capital and you to do it better than everybody else and if you don't you are going to lose
Uber had an autonomy project back in the day. And they have a different strategy these days. I haven't been there for a while.
VentureSignalScore 51/100 for uber, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 1 |
funding.round.announced_on 2015-04-15 artifact ↗ funding.round.amount_usd 2026-06-03 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
Gray-market attention, not quality. 49+ HN mentions (peak 4107 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention. ▲ 4107 Reflecting on one very, very strange year at Uber 2017-02-19 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.document.claims | {"claims": [{"claim": "Uber's concept was a fast and efficient on-demand car service called UberCab using the latest consumer web and device technology.", "quote": "UberCab Concept: a fast & efficient | observed | artifact ↗ | 2008-12-01 | promoted | 0.50 |
ai.document.claims | {"claims": [{"claim": "Uber's revenue in 2014 was $495.3 million.", "quote": "2014: $495.3 million.", "topic": "Revenue 2014", "section": 0}, {"claim": "Uber's revenue in 2016 was $3.845 billion.", "q | observed | artifact ↗ | 2019-04-11 | promoted | 0.50 |
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_docs | derived | council | 2026-08-06 | promoted | 0.10 |
common_name | Uber | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 4107 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 49 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | normalized | 0.20 |
description | Was part of the Chicago tech scene that Eric recalls from earlier days. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 750000000 | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2025-10-18 | normalized | 0.50 |
funding.round.amount_usd | 2000000000 | observed | artifact ↗ | 2025-10-10 | normalized | 0.50 |
funding.round.amount_usd | 250000000 | observed | artifact ↗ | 2022-11-13 | normalized | 0.50 |
funding.round.amount_usd | 92000000 | observed | artifact ↗ | 2019-02-15 | normalized | 0.50 |
funding.round.amount_usd | 10000000000 | observed | artifact ↗ | 2018-06-16 | normalized | 0.50 |
funding.round.amount_usd | 125000000 | observed | artifact ↗ | 2018-03-30 | normalized | 0.50 |
funding.round.amount_usd | 254000000 | observed | artifact ↗ | 2013-12-10 | normalized | 0.50 |
funding.round.amount_usd | 1000000000 | observed | artifact ↗ | 2026-06-03 | normalized | 0.50 |
funding.round.announced_on | 2013 | observed | artifact ↗ | 2022-11-13 | normalized | 0.50 |
funding.round.announced_on | 2011-11 | observed | artifact ↗ | 2020-04-10 | normalized | 0.50 |
funding.round.announced_on | 2011 | observed | artifact ↗ | 2015-04-15 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2023-05-19 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2022-08-20 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2024-08-20 | normalized | 0.50 |
funding.round.stage | series_b | observed | artifact ↗ | 2020-04-10 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2018-03-30 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2015-12-22 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2015-04-15 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "the challenge with this is that it's actually a death sentence but it's very hard to make peop | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it's like a Burger King. It's like a McDonald's. And the company that moves to a franchising mo | derived | calc | 2026-07-26 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Well, I don't think they've run away with the whole thing. So I think if they wind up being, le | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I suspect he's going to crush it with this business.", "expected_by": "2028-02-05T14:37:54.416Z | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Amazon is going to be talking about robotics and all that leaked information. And they're goin | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I always believe this company would start becoming a money printing machine. And thus that has | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i think the company would be worth 25 more today of travis zone because i", "expected_by": "202 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i think at some point it would be absolutely fantastic when dar is done doing his great work an | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we just need to be in the bucket where people understand this can be profitable. And everybody | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "If Uber ends up breakeven on a net basis before the end of 2022 and shows a net profit early in | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "But I think to your point, Jason, this hits the Uber Black and the Uber XL. And honestly, as yo | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they also did the volkswagen deal they're now up to like 15 partnerships with on autonomy compa | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "currently ride sharing is one percent of rides here in the united states or slightly less and t | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "whoever wants to win is either going to have to build an at scale competitor to uber and lyft a | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this is not just a replacement it's also it's gonna boost the total tam for uber so i guess if | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i look at the percentage of gross bookings that come from uber one members and for example with | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I could see Coinbase, Airbnb, Uber, DoorDash. I could have seen Slack and certainly Robinhood. | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think they'll outperform something like Disney or Netflix I believe that there are a high gro | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "what does Dora do he's like yeah okay you don't want us to grow at the highest possible rate ok | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "there are 45 million people over the age of 65 today. In 25 years, they're going to be 80 milli | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "with the jump acquisition though for 2019 I'd take a closer look at over and in that same spher | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think what bird has to do is just keep executing and you know they're launching more cities t | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this is the one-two punch that Uber needs", "expected_by": "2028-03-20T01:52:10.584Z", "confide | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you actually have a compelling alternative to owning your own car", "expected_by": "2028-03-20T | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I heart Logistics I think it's very smart to get into I mean this yeah this is entirely within | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "how far are we from having an Uber where you get picked up by a quadcopter type thing? Very fa | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "It's a lot of money if it ever comes in. What are the chances? Uber's a pretty good bet. Probab | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think if any company is going to break that it's either slack or Uber um I think specifically | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "obviously stuff like uber that I think is still on its way it could be a thousand X fund it's 5 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "as an early angel in Uber I'm an Uber customer okay uh and I I don't uh trade flight with Uber | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "They've won. And what I mean by one is they're not going away. They're going to have a great bu | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you're going to see great things from Uber and you're going to see a different company in terms | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I watched the episode when Travis was on and he was in two cities and you said to Travis um I t | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think Uber especially in major cities is changing the way people feel about car ownership rig | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it's going to change the world particularly in the United States because we're such a driving c | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "If we cap that surge or, you know, we make it so surge doesn't happen, we won't get those crazy | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "when we're paying drivers $100 million a week, right? When we're paying drivers $100 million a | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we're going to be in Saudi Arabia real soon", "expected_by": "2028-03-20T16:30:04.866Z", "confi | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they're driving a billion dollars of run rate spend right now and it looks to me like they're g | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "full disclaimer I'm an angel investor in Uber Uber is saying they're going to go up", "expected | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it looks to be a very successful company", "expected_by": "2028-03-20T23:36:52.575Z", "confiden | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think this is your billion dollar company. I'll be totally honest. I'm an angel investor so I | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "We are going to dominate every city that we go into.", "expected_by": "2028-03-21T03:27:47.612Z | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "We are going to dominate every city that we go into", "expected_by": "2028-03-21T04:25:05.600Z" | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'll tell you that I'll tell you when I realize it's going to be a billion dollar company.", "e | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "So I think what's incredible is what's magical now is going to seem normal to all of us 10 year | derived | calc | 2026-10-09 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "We think that over a long period of time... we think the lucid midsize that they are building f | derived | calc | 2026-10-09 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "If delivery is done with a drone, and instead of a 25-minute to 30-minute delivery, you get hab | derived | calc | 2026-10-09 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think drones for food and other grocery are going to start hitting real scale over the next t | derived | calc | 2026-10-09 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we want to bring a lot of value to you as it relates to the booking experience... I want the va | derived | calc | 2026-10-09 | derived | 0.70 |
index.ai_tie | NOT_AI | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 750000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 2000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 250000000 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_amount_usd | 92000000 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 125000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 254000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000000 | derived | calc | 2026-10-09 | derived | 0.50 |
metric.venture.funding_recency_days | 4970.4669 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.5053 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.5237 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.5328 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6515 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6616 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6701 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6755 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.7559 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.8679 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.8803 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9024 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9451 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9509 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9623 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9933 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0219 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0302 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0354 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0655 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.101 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.1176 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.199 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.2331 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.2432 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.2587 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.4191 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.4616 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5464 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5499 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5725 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5924 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.6352 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.7265 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.7327 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.7654 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.8319 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.8467 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.8848 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.9133 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.9841 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.086 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.1343 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.1615 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2099 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2362 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2743 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2874 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3046 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3473 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3549 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.361 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3841 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3926 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3986 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.4308 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.4728 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5133 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5263 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5362 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5843 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.6045 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.7093 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.714 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.2365 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.2545 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.2549 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.3115 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.3429 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.3618 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.4808 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.4909 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.5088 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.5826 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6339 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6634 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6948 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6991 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.8326 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.2162 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.2185 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.2483 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6713 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6773 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6897 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6976 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7021 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7051 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7353 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7849 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.8573 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.9337 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.0045 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.0669 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.1301 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.1398 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.2058 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.2709 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.3306 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.39 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.4369 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.451 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.4623 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.6342 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.7 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.7094 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.7832 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.8424 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.9016 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.9608 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.0239 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.0833 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.1426 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.202 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.2628 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.3233 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.3827 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.4423 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.5018 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.5613 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.6208 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.6804 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.7399 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.8089 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.8715 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.3339 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.3429 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.4038 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.4632 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5119 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5204 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5331 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5925 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.652 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.7115 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.771 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.8305 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.8901 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.9498 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.0098 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.0695 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.1293 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.1893 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.2491 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.3102 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.3759 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.4359 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.4959 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.5607 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.6208 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.6809 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.741 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.8012 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.8613 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.9215 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.9817 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.102 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.1623 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.2226 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.2829 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.3502 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.4107 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.4712 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.5318 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.5924 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.6529 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.7135 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.7742 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.8348 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.8955 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.9562 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.0173 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.0783 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.1392 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.2001 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.2611 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.3289 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.3903 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.4518 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.5186 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.5262 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.5818 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.6435 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.7051 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.7666 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.828 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.8894 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.9508 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.0125 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.074 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.1355 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.197 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.2586 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.3269 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.389 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.4464 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.4513 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.5024 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.5651 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.6272 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.6894 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.7516 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.7989 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.861 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.959 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.03 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.101 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.158 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.2294 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.3022 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.3899 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.4616 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.5485 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.6199 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.6915 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.763 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.8346 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.9062 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.9798 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.0517 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.1241 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.1959 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.2677 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.3469 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.4191 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.4916 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.5638 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.636 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.7083 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.7807 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.8531 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.9257 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.9984 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.0341 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.1067 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.1793 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.252 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.3373 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.3491 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.4228 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.4963 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.5695 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.6428 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.7161 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.7893 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.8625 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.9362 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4991.0098 | derived | calc | 2026-09-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.4102 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.4842 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.5635 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.6373 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.7111 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.785 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.8591 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.9333 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.0075 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.0816 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.1558 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.23 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.3043 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.3859 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.4611 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.5424 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.6168 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.6913 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.7658 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.8403 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.9148 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.9893 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.0638 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.1384 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.213 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.2877 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.3625 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.4468 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.5243 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.5998 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.6753 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.7509 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.8264 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.9021 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.9792 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.0249 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.0986 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.1723 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.246 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.3198 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.4016 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.4752 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.5602 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.634 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.7076 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.7814 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.8552 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.9291 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.003 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.0768 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.1508 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.2247 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.299 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.3771 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.4551 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.5294 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.6036 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.6779 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.7522 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.8265 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.9009 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.9758 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.0507 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.1252 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.1997 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.2747 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.3375 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.3656 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.6514 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.7263 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.8013 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.8764 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.9515 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.1426 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.2379 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.3131 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.3932 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.4684 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.5437 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.623 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.6309 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.6495 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.7252 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.8009 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.8767 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.9525 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.0283 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.1042 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.1801 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.256 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.3373 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.4133 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.4891 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.5658 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.6459 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.7223 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.7987 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.8751 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.953 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.0295 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.106 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.1826 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.2593 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.3407 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.4175 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.4942 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.5824 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.6646 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.7437 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.8208 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.898 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.9752 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.0525 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.1298 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.2072 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.2888 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.3662 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.4438 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.5213 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.5993 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.6819 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.7606 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.8386 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.9164 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.9943 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.0722 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.1503 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.2282 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.3183 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.3378 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.406 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.4842 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.5631 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.6462 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.7247 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.8032 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.8817 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5004.9604 | derived | calc | 2026-09-14 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.0392 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.118 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.1969 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.2786 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.3594 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.4384 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.5323 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.6155 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.6946 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.7737 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.8529 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5005.932 | derived | calc | 2026-09-15 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.0114 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.0907 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.17 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.2494 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.3334 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.4129 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.4926 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.5762 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.6601 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.7398 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.8196 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.8994 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5006.9793 | derived | calc | 2026-09-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.0591 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.139 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.2189 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.3031 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.3832 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.4729 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.5587 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.6429 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.7233 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.8042 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.8849 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5007.9655 | derived | calc | 2026-09-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.0462 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.1268 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.2077 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.2927 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.3735 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.4544 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.5426 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.6277 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.6362 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.6568 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.6692 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.6802 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.6941 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5008.7011 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7118 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7212 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7321 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.752 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7612 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7702 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7819 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.7965 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8055 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8239 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8321 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8436 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8546 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8735 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8828 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.8978 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.905 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.9153 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.9287 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.9391 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.9474 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.968 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.9773 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5435.9963 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0053 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0135 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0302 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0384 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0451 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0534 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0596 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0678 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.075 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0818 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0889 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.0982 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1052 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1148 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1246 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1386 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1479 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1542 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1703 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1788 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1908 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.1987 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2055 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2135 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2193 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2282 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2416 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2481 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.256 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2715 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2815 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.2928 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3002 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3124 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3251 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3325 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3433 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3538 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3875 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.3942 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4009 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4057 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4155 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4242 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4318 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4418 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4513 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4596 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4704 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4771 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.483 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4905 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.4983 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5436.5065 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5159 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5321 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5429 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5549 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5617 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5699 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5775 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.5888 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.6031 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.6248 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.6388 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.6479 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.6584 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.6816 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.695 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.705 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.7174 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.7346 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.7668 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.8262 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.8363 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.9048 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.9285 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.9364 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5740.9934 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.0023 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.0099 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.0204 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.0316 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.0934 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.1475 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.1763 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.1842 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.2848 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.3314 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.3555 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.4013 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.4723 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.4801 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.7057 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.7532 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.8534 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.9519 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.0488 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.1454 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.2434 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.3392 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.3597 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.4578 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.5579 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.6563 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.7544 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.8528 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5742.9522 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.0496 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.147 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.2447 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.3436 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.4424 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.5109 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.5549 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.654 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.7533 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.8525 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5743.9527 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.0512 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.1495 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.248 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.3486 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.4484 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.5507 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.6506 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.7504 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.8502 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5744.9513 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.0505 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.1495 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.2488 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.3496 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.4501 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.5557 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.6582 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.7585 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.8595 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5745.961 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.0611 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.1609 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.261 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.3628 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.4641 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.565 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.6668 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.7678 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.8698 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5746.9733 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.0464 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.1802 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.347 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.5197 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.5377 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.7058 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5747.8745 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 5748.0419 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 5748.2098 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 5748.3781 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 5748.7141 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 5748.8833 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.0529 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.2213 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.3397 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.4091 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.5783 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.7481 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.9255 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5749.9476 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 5759.8891 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.377 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.3893 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.5379 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.6027 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.6496 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.6844 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.7235 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.78 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5760.8104 | derived | calc | 2026-10-09 | superseded | 0.50 |
metric.venture.funding_recency_days | 5762.1086 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5763.0402 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5763.9572 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5765.5317 | derived | calc | 2026-10-14 | derived | 0.50 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 0.99 |
score.venture_signal | 75.1 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 62.5 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 38.7 | derived | calc | 2026-08-11 | superseded | 0.34 |
score.venture_signal | 29.9 | derived | calc | 2026-09-18 | superseded | 0.34 |
score.venture_signal | 51 | derived | calc | 2026-09-19 | superseded | 0.34 |
score.venture_signal | 32.6 | derived | calc | 2026-09-19 | superseded | 0.34 |
score.venture_signal | 38.9 | derived | calc | 2026-09-19 | superseded | 0.34 |
score.venture_signal | 51 | derived | calc | 2026-10-09 | derived | 0.34 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 125 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.commentary | {"context": null, "run_ref": "01KXTXJSBPV5HA0T305AJPT33H", "signals": [{"quote": "Uber had an autonomy project back in the day. And they have a different strategy these days. I haven't been there for | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTXJSBPV5HA0T305AJPT33H", "signals": [{"quote": "in the uber world early days if you didn't have capital didn't matter how good your app was because masa is going to p | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVVQX9N5FGAYS9QGJMB48KP", "signals": [{"quote": "And then, yeah, I mean, Uber and Airbnb, a lot of these things, like they, all the money was made by private investors | observed | artifact ↗ | 2026-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PJK8R46345PFYQM88WEKW", "signals": [{"quote": "the deal was basically that you could partner with Uber license in the Pony technology and essentially start a competi | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PJK8R46345PFYQM88WEKW", "signals": [{"quote": "they're like Travis, you did autonomy way back in the day, got the Uber autonomous stuff going in 2014.", "stance": "n | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PJK8R46345PFYQM88WEKW", "signals": [{"quote": "So, you know, like Uber Eats and DoorDash, they represent like 1.8% or 2% of all meals right now. It's very tiny.", "s | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "I mean, this is a $20 billion market cap business. You probably have to pay a control premium of 50%. So the question | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "In a world that looks like that, where these companies have the money to pay for the data feeds, the existing V1.0 gen | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "I would agree with you. And there's other things they could buy, like WeRide or Pony AI, and a bunch of these AI compa | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "I think that's what's going to happen. I've been hearing rumblings of that.", "stance": "bullish", "signal_class": "pr | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "So I think that Dara knows Expedia better than anyone. He ran the business for, what, a decade or so? Yep. And so he k | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "So just to give you some numbers on it all, Uber has got about 150 million monthly active users. Expedia has about 45, | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "So if you cut about half the G&A in an acquisition, because you don't need all the people that overlap with Uber's peo | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "That's where I think the logic breaks down. I don't think Uber customers want to be cross-sold on booking a hotel.", " | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "See, this is where I think like MBA thinking is very different than product thinking. Like an MBA looking at this woul | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "And this is, I think, the big mistake in this thinking is that that real estate is actually much more fragile than I t | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "This is why Uber is beating Lyft is the wait time. Oh, and the wait time is lower.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "Now, I guess the claim is somehow you're going to be able to cross-sell the booking of a vacation or a hotel that you | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "And the UI is quite nice in Uber where it's rides and Eats right next to each other. I could see a third one, like hot | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E2TQCFVP0TNS0NKG9BZCQ", "signals": [{"quote": "We have a partnership with Uber in Phoenix. Why are we doing that? People are like, oh my gosh, I got my Uber Eats in | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E2TQCFVP0TNS0NKG9BZCQ", "signals": [{"quote": "And he's very worried that once this product scales, there's not really giving me a need for Uber anymore, right? Why | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E2TQCFVP0TNS0NKG9BZCQ", "signals": [{"quote": "We have the partnership with Uber because we think it's important for us to create an AV ecosystem around this technol | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the difference with food versus rides is that the infrastructure was already there. You had a bunch of cars that were | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "we would have a pricing call in the early days of Uber, where you cannot put it up in the app until you pass the prici | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "And you said, we're launching it next week. We got it. You know, it is disruptive.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the Lincoln Town Cars were so brilliant, you know, because there were such high margins.", "stance": "bullish", "signa | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the brilliance of the Uber marketplace was, in many ways, tackling demand and figuring out a way to get drivers to com | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "each and every city we went to, we would wait for Lyft to launch. And then we would basically say to the city, we'd se | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "Almost every city in the U.S. other than two, Portland, Vegas, we were number two in ride sharing for this reason.", " | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "So surge pricing, there's another way to say it. Now, I called it surge pricing on purpose because I didn't want anybo | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "Any time we were doing surge pricing and our competitor wasn't, we knew we were gaining market share because somebody | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "The average Uber driver during my, you know, let's say at the end of my tenure was eight hours a week. So they clearly | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "So, yeah, I mean, it was a union problem, which is, it's very difficult to organize people who, in this classic area, | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the China war went global. And what I mean by that is the Chinese government, I think it was safe. There's some, I thi | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "we had 20% of the overall entity, of the merged entity. But in order to do that in China, that's when we actually had | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "we probably were around a billion. A billion. A billion and a half.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "he's, he's done a decent job, solid job. Profitable.", "stance": "bullish", "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "They went from my 75 million a week to profitable.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HNQDWWKFY0G0FF4HQ63WR", "signals": [{"quote": "uber and lyft seemingly are profitable because they find pricing power to raise prices", "stance": "neutral", "signal_ | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HNQDWWKFY0G0FF4HQ63WR", "signals": [{"quote": "the problem is it was just too expensive i mean uber is still quite expensive and the most expensive piece of it is th | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HNQDWWKFY0G0FF4HQ63WR", "signals": [{"quote": "i've sold slightly more than the majority of my holdings over the years to private transactions and then i held everyt | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N7KDV32WPSXPAM8V97Z5X", "signals": [{"quote": "I am going to talk my own book on this one and give it to Dara and the team at Uber. They got into the S&P 500, became | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N7KDV32WPSXPAM8V97Z5X", "signals": [{"quote": "They resolved almost all of the regulatory issues, including getting the taxis in London to be on the app, which was t | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N7KDV32WPSXPAM8V97Z5X", "signals": [{"quote": "I give it to Dara and Uber. When he took over that business, I think it was an $8 to $9 billion net loss in 2019. $5 b | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7VVWQPS80KKJPH3XF239A9", "signals": [{"quote": "uber drivers are now making 34 36 and listen i've been tracking how much they make from the beginning it was 15 then 2 | observed | artifact ↗ | 2023-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC38FBD55GR96PNNFRT6EGD", "signals": [{"quote": "softbank funding all of these rideshare companies around the world to compete with uber meant that uber even though th | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCN8VJ6JYAMNQY5ZR5QWCHR", "signals": [{"quote": "travis kalanick uh former co-founder of uber former ceo of uber and left the company under slightly acrimonious terms | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCN8VJ6JYAMNQY5ZR5QWCHR", "signals": [{"quote": "it's anybody's uh game the self-driving space and uh if travis has cloud kitchens kitchens cranking like he does there | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i just tried uber and thought it was it was really neat and uh actually the the first time i tried using it was for an | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "travis expanded outside of san francisco new york was the first spot and how that would typically work when they were | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "you know what i found about travis is that you know right away i got to know him i i've probably spoken to him on the | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it was in some ways like remote before there was remote um because most of the employees at uber were not in this in t | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "uber new york both in the beginning and still now is that it runs actually a a fundamentally different business than w | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "from the very beginning we were kind of you know at least from the regulator's standpoint we were kind of like good li | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "at this point we're getting 25 000 new riders every week we're loading a thousand new drivers every week like we are r | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "the challenge with this is that it's actually a death sentence but it's very hard to make people out in the world unde | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "the winning idea came from someone on the comms team who was stationed in new york and her idea was to have a de blasi | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i think we just made the case and we won like they pulled it back", "stance": "bullish", "signal_class": "fact_claim", | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it was very clear that once the habit was formed it didn't matter if an uber was eight nine ten or eleven dollars to n | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i think they kind of worked it out um and it's really wonderful to see um and i use uber a lot here and it's great it | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i think it was always sort of like structurally this can make money we are choosing not to now so i never really belie | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "you do two billion rides next year you raise the price is two dollars all of a sudden you know this thing is going to | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it was always the greatest gift i think uber ever had", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it's sort of like when we started uber x like you know we're still still love the main uber but we introduced somethin | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD0TMNTFJ9TTTRABNGSFGQM", "signals": [{"quote": "when i was a angel we owned under one percent of robin hood and uber but then we started to own two percent five perce | observed | artifact ↗ | 2023-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD8XENJVV97ZSB3PB3GSYE8", "signals": [{"quote": "So back to your Uber, like, you know, mobile enabled it, but it's not like everyone went around saying mobile, mobile, | observed | artifact ↗ | 2023-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE16A33ENKXJRGNA2P4QC1F", "signals": [{"quote": "my biggest problem of the past six years was hyper competition. Like finding a CFO. No, not just talent. I'm talking a | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE16A33ENKXJRGNA2P4QC1F", "signals": [{"quote": "So the entire profit margin of Uber was competed away by stupidity. And you tweeted last week. And I noticed because J | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE39JYGTH15ED7VFPPWK741", "signals": [{"quote": "I came here 2016 as Uber was imploding. Nobody would talk to me, right?", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE39JYGTH15ED7VFPPWK741", "signals": [{"quote": "but all you're talking about is a business model to book, you're not talking about a business model that's innovative | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE39JYGTH15ED7VFPPWK741", "signals": [{"quote": "I think that Dara is very good. I love a CEO who will come on TV when his stock is down like 20% shows a lot of great | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "uber eats or doordash as examples are asset light", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "the reason why i think not to um cheer for the home team but i think the reason uber's model works better is because w | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "as a consumer certainly and somebody who's interested in the economics of this it feels to me like leveraging the exis | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "i find it hard to believe it was 150 no way no way this is like one of those weird numbers", "stance": "neutral", "sig | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "the brilliance of the uber model they already have the drivers out there so now when you log into your app my understa | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "And what it really means is you've, if you were comfortable with a 60% or 70% reduction in the market cap of some of t | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "it has huge operational implications and it has really terrible OPEX implications for a company", "stance": "bearish", | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "the unit economics are going to be pretty shitty. And I just think we have to own that. And, and it probably what it m | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "this law will have very adverse consequences for their business.", "stance": "bearish", "signal_class": "assessment", | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "the state is effectively capturing the excess return of Uber and Lyft.", "stance": "bearish", "signal_class": "assessm | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "the people who created the problem are the ones that hate it the most, which are the investors, because they pile in t | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "I think franchising is a really, really smart business idea.", "stance": "bullish", "signal_class": "endorsement", "sp | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "it's like a Burger King. It's like a McDonald's. And the company that moves to a franchising model, and then figures i | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEKD3X43MHRVA7RMTX28ESC", "signals": [{"quote": "of course without knowing all the nitty gritty details it's hard to make the right assessment but something must went | observed | artifact ↗ | 2019-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYENBB8Z3N62Q84BKBB9SCN0", "signals": [{"quote": "So like people like to have the Uber debate with me. I'll give you an example. Um, oh my God, Uber drivers make $2 an | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYESDY3933T7QW0EK3YRH0MA", "signals": [{"quote": "So let's take ride sharing. So it's certainly in, in the Bay area, it's a duopoly right now. Um, and that's because th | observed | artifact ↗ | 2018-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEWSYXSPZCHHJ476BPH87DM", "signals": [{"quote": "In fact, when I introduced Uber to 20 investors, 17 said no.", "stance": "bullish", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2016-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEWSYXSPZCHHJ476BPH87DM", "signals": [{"quote": "This happened with Uber actually. I had one investor who said, why don't you sell the Uber software platform to cab co | observed | artifact ↗ | 2016-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3WHNWKT5STFC1PP3BSX2P", "signals": [{"quote": "we brought an investment from um nvidia um qualcomm arm amd all the the big chip companies and then uber nissan merced | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3WHNWKT5STFC1PP3BSX2P", "signals": [{"quote": "we're going to see that start to be deployed uh this year in supervised robo taxi trials starting in london tokyo and | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3WHNWKT5STFC1PP3BSX2P", "signals": [{"quote": "you'll be able to call it on the uber app soon", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "A | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9AC1NNDS7S7HV6WZQ30AW", "signals": [{"quote": "Uber has invested in 20 different AV partners and they're doing AV rides, Zooks, etc. So I think it's actually twofold | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXEYW17F32YKYBSBWEJSZ4", "signals": [{"quote": "I think it's fantastic. I mean, it certainly validates the Uber strategy of aggregation of all these different players | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXEYW17F32YKYBSBWEJSZ4", "signals": [{"quote": "it's not taking, uh, any kind of notable market share from Uber Eats or DoorDash, I believe.", "stance": "bullish", "s | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZYM2PDQJWCAJEQ82PCBFJ", "signals": [{"quote": "every major advancement we've seen in ai really comes down to better and more refined data from autonomous vehicles to | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB3ZS1QQB0S15QXJC05WPR8", "signals": [{"quote": "Every major advancement we've seen in AI really comes down to better and more refined data from autonomous vehicles, t | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "I mean, obviously with a high-frequency consumer product, you are inundated all week with people making feature reques | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "Give2Get worked pretty well for Uber. Yeah.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEA | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "Perhaps too well, yeah?", "stance": "mixed", "signal_class": "assessment", "speaker_name": "SPEAKER_202", "speaker_lab | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "Yeah, definitely at times. There were groups of people that were hacking it. They would create landing pages and then | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "They would buy ads to go to a landing page. In fact, my friend, who I introduced you to, he bought, my friend Nick, bo | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "But give to get, that was of the moment.", "stance": "neutral", "signal_class": "assessment", "speaker_name": "SPEAKER | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "I mean, and I think the specific example which you can turn into generalized advice is that your existing power users | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBE8D42GDYHNBKYFTJVJPZ6", "signals": [{"quote": "when uber launched uber eats on both sides they have the drivers so the drivers get more work in a marketplace dynamic | observed | artifact ↗ | 2026-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBE8D42GDYHNBKYFTJVJPZ6", "signals": [{"quote": "when uber finally came to tokyo many people had heard of it before right so it's easier each city became easier", "sta | observed | artifact ↗ | 2026-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBF53A7FSV66RMD0EEAXS29", "signals": [{"quote": "I've been involved in a couple of them, Uber, which was quite humbling because I came here. Well, I've been coming her | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "I joined Travis, like, Uber in 2015. So actually, back then, it was still, you know, it's a 4,000-people company, so i | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "Uber was really one of the kind of first companies in Japan to, like, offer stock to employees, in my opinion. And, of | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "Yeah, so it was very challenging because, like, for example, the Uber interview process, right? It's very different. L | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "one thing about Travis was, like, he put recruiting function as one of the frontline functions. You know, usually comp | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "And that's kind of what happened with Uber as well, right? Like, Dara, he didn't want the job. He was at Expedia for a | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "So, a lot of these companies, like, even Uber, when they came to Japan or wherever, they grilled them super hard, righ | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJ0DRD97NN3PNG6RB25DVR", "signals": [{"quote": "uber has ordered I think 20,000 of these already and this is uber black essentially so this follows the uber playbook | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJRB3SFKB1DAQW4VZY3GG9", "signals": [{"quote": "Your AI is only as good as the data it's learning from. Every huge leap we're seeing in AI development is based on ref | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMQZHCTSJS8GPPQ2X9F49J", "signals": [{"quote": "Well, I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMQZHCTSJS8GPPQ2X9F49J", "signals": [{"quote": "Your AI is only as good as the data it's learning from. Every huge leap we're seeing in AI development is based on ref | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I looked at the product, I knew the founder, I understood the metrics. So sort of made that bet, but it was competitiv | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "in evaluating this type of deal, it's got a lot of the things we look for at our fund. Number one, you have a serial f | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "just to underscore the Databricks growth numbers that David's talking about, the company announced a couple months ago | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "You know, we've seen over the last few years that the best companies are, are continue to compound growth rates that a | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "when I did the Uber investment, the late stage, you know, I wanted to sell some of my shares to Masayoshi-san.", "stan | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "But how to miss by a mile and alternative look at Uber's potential market size. This is in 2014, this, uh, NYU Busines | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "And then since then, the company came out and said, hey, we're also going to take this jet engine we're building. We'r | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "one, he's a tremendous founder with a huge vision that's incredibly costly. That last part is the issue. We've got a l | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "technologies and tools that enable US and us to gather power efficiently is overall a positive thing. And so I'm excit | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I believe a lot of boom success is based on United pre-ordering some of these and paying for them.", "stance": "bullis | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "Blake's very smart and very dogged.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "David Fried | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I suspect he's going to crush it with this business.", "stance": "bullish", "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I'm sure after this announcement, 10 people called them and said, how do we get on the list? And so that's just going | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "speculative valuations, you will see some, right? We had this figure, robotics was one that I think a lot of people sa | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBXJ7QZBPA4G6J0RE62S7EY", "signals": [{"quote": "Uber AI Solutions now works with enterprises around the world to source, label, evaluate, and scale real-world high-qu | observed | artifact ↗ | 2025-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZSNWM04VPPJD35ZBCZ30Y", "signals": [{"quote": "But this idea that Google search would go away and would just get run over and Google would just sit there and take it | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZSNWM04VPPJD35ZBCZ30Y", "signals": [{"quote": "Uber has done 15 investments in every self-driving company other than Zoox and partnerships with other than Zoox and T | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0ZS1AX36CZAYC0787GY91", "signals": [{"quote": "having watched the amount of money, uh, that was starting to be invested from the region, specifically watching Uber r | observed | artifact ↗ | 2025-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3JKE89J9CEVCRCS020V36", "signals": [{"quote": "Uber is one of my favorite companies in the planet because they demonstrated their ability to scale and to build great | observed | artifact ↗ | 2025-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3P5TF6GGGQ7G3CR8PR68M", "signals": [{"quote": "And Uber, Walmart, and Amazon have about 4 million people in roles that are applicable there.", "stance": "neutral", " | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3P5TF6GGGQ7G3CR8PR68M", "signals": [{"quote": "talk to all the OEMs, talk to Uber, talk to Tesla, talk to Waymo, Baidu. They all have plans to build millions of cars | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC5NT27D2T99YS2MKSN2Y5W", "signals": [{"quote": "So it's very much like the public markets today. If you've got a company that has very low margins and very slow growt | observed | artifact ↗ | 2025-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "so the us is going to underwrite about 80 billion dollars worth of new nuclear reactors with westinghouse and japan co | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "this is a uh a little bit of a complicated deal i saw bloomberg was like this is convoluted and i just read their stor | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "so they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "they bought out bezos who was a their only investor uh back in the day", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "when you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who wa | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "if you're at 37 signals they took a similar approach hey if you want to be here uh you're here to make great productiv | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the context is highly profitable company extremely stable revenue no investors two owners they can do what they want a | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "superhuman which my whole team uses day in and day out and we pay for and grammarly which my whole team uses which we | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "all right so we're launching uh three big things today we're launching a new company name we're launching a new produc | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "a much now that's a real decision you had to make very big superhuman is obviously a more expansive name okay we all w | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "now grammarly though is one of those great iconic names and you have tens of millions of people 40 million daily activ | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "makes you a better writer but you want to do more as a company so you are keeping that name but you're going to try to | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the biggest product in the set is is grammarly it's definitely the one uh that touches the most um the broadest audien | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we're one of our unique approaches uh across the whole company but grammarly as our roots is that we are the ones that | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into s | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we launched a new product we're calling it superhuman go uh it's launching today you can go give it a try it's our new | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the core uh ability that grammarly has is to bring ai directly into your surface and work right where you work and all | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there' | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the other thing you said that i think is really important is what do people really love about grammarly it's that it w | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we work in a million unique applications that's every web app every desktop app every mobile app you know many people | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "it's kind of operating system level information on the user which basically boils down to google with chrome os window | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we've done the hard work to integrate right into your google doc so we show up with an underline under the perfect wor | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the company's going through a massive transition obviously the multi-product transition is a big one it leads to us ha | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the predominant motion for us will be actually partnership", "stance": "bullish", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "what i love about this is right now i'm playing three different people in your organization i pay for superhuman i pay | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "you'll definitely save money i mean i think the if you just and you're probably on the the equivalent of the business | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analyst | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "Tonebase, which is our how to learn classical music, an investment we made. Really great company. They're just crushin | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of t | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "She was raving about Waymo in LA. Just raving about it. She's a complete convert and is never going back. And she is a | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "The only challenge is here, when you're a Sequoia CEO, you know, you then have to figure out, okay, which fund am I go | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "The Rippling ARR number was 570 million earlier in 2025.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "They're both companies at scale, Jason, that could go public at will. So we look forward to those in 2029, I guess.", | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "According to reporting that I could find, it's much smaller than Deal.", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "That's why I felt like their 14.4X multiple felt a little bit low because, you know, Rippling is, you know, a $500 mil | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "But they do HR, but it's more than just payroll. It's not just ADP. They'll also do, like, IT services.", "stance": "n | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "So, you know, if you want to, like, send people their laptop and, you know, make sure you understand what they're doin | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "all of these, I would say, including our program's launch, Accelerator, all a better option for founders now than Y Co | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "And you get more bespoke experience and a lot more energy on your startup. It's, again, not a dig to Y Combinator, but | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "And I think that's why Y Combinator, frankly, is being a little defensive. We had a couple of these brouhaha's coming | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "sora very much in the news hugely popular app it already hit one million downloads in just five days after launching t | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "it's been number one on the apple app store since launching", "stance": "bullish", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "but of course there's been a lot of controversy about the inclusion of real people there was a zelda williams robin wi | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "jake paul the youtube influencer turned wrestler boxer uh he says that he is an open ai investor now he's been advisin | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "in six days my cameo generated over 1 billion views", "stance": "bullish", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "mark cuban has put himself in oh he now will let you anybody on sora can make videos with mark cuban but the clever wr | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "now indispensable 800 million regular users around the world could we be looking at that kind of a future for sora", " | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "Open ai has actually introduced integrations of various apps inside chat gpt so you can interact it's almost like the | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "why would they launch it i guess i have my personal account here but why would they launch it not to business users fi | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "so i was able to prompt chat gpt to create a playlist and it was able to create it in like 10 to 30 seconds it was pre | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "i think that um open ai is leaning towards um in the zillow integration um you could actually like go into zillow and | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "they raised two billion at an eight billion dollar valuation that's a massive 15x jump from the 545 million dollar val | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "the company was founded in march 2024 by former google staffers including misha laskin who led reward modeling for dee | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "but there is still lingering concern that china is going to develop the most used ai models if everybody decides open | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "great to see more american open source ai models a meaningful segment of the global market will prefer the cost custom | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "i would love to have him on the program let's let's book the ceo here but i'm rooting for them", "stance": "bullish", | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "i hope they make a model that really challenges the closed source models and the expensive models and drives price dow | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "they'll make a great business having uh i'm sure their business model will be just like wordpress hey we got this open | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMW13RAZG5WBFXX8XKQFPS8", "signals": [{"quote": "so you know airbnb very big pie google uber these are very big pies so getting a smaller slice of uber or airbnb at yo | observed | artifact ↗ | 2023-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMW13RAZG5WBFXX8XKQFPS8", "signals": [{"quote": "networks of real world stuff like airbnb and uber so they're very efficient", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2023-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYJ0NJAF1TGBWHVRKXX8GA", "signals": [{"quote": "uber you know having his first profitable quarter", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN0M3VM1J16TJZCCSYSZNW4", "signals": [{"quote": "Well, look, I'm going to lean into a company that you are famously known for angel investing in Uber. Oh, yeah, I was | observed | artifact ↗ | 2023-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN1CNJDA46CKY5Q6AHY8E0G", "signals": [{"quote": "this thing is so viral", "stance": "bullish", "signal_class": "assessment", "speaker_name": "David Sacks", "speaker_la | observed | artifact ↗ | 2023-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNG6KV5DH430TS4PP6QKN0H", "signals": [{"quote": "If you had put 5k into Uber and you had waited until the IPO, supposedly you would get $25 million or thereabouts, whi | observed | artifact ↗ | 2023-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNG6KV5DH430TS4PP6QKN0H", "signals": [{"quote": "Of course, some companies will end up becoming a thousand X or 10,000 X in the case of Uber or Airbnb or Dropbox.", "s | observed | artifact ↗ | 2023-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNNW4VG66JZRK8455JCYJ52", "signals": [{"quote": "that Uber investment went 4,000 X, not 4,000, but you know, well over a hundred million dollars.", "stance": "bullish" | observed | artifact ↗ | 2023-06-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSRQHTYJEFKM1VYR8H9DTA", "signals": [{"quote": "One of the amazing statistics that I heard was this is where food delivery has the highest margins. The food delivery | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSRQHTYJEFKM1VYR8H9DTA", "signals": [{"quote": "Uber hasn't done a riff. They did it back during COVID, but they haven't done it since. But the revenue went up 30% or | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWHJFRCEMABEHBE86ACCG9", "signals": [{"quote": "when Travis was showing me Uber... he was obsessed with the product... And his obsession on each of those details... A | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWHJFRCEMABEHBE86ACCG9", "signals": [{"quote": "the cab companies are the problem in this, we have to remove the cab companies, and then lower the prices and make it | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2HXRFT6EY7Y10G36XR23A", "signals": [{"quote": "And you watched Uber, you know, you guys had your media stuff you were doing for a little while, which you were passio | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2HXRFT6EY7Y10G36XR23A", "signals": [{"quote": "And then Uber just showed it. They started hitting free cash flow. Dara's done a great job there.", "stance": "bullish | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I am still long Uber. I still have a large amount of holdings and the stock was up massively today because they had re | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I always believe this company would start becoming a money printing machine. And thus that has happened.", "stance": " | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "Q1 revenue, 8.8 billion. That's up 29% year over year.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "Total gross bookings were 31.4 billion of 19% year over year. So you know, the revenue grew 29% year over year, but gr | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "Record high free cash flow $549 million cash and cash equivalents and short term investments 4.2 billion for the team | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I think the really interesting part of all this is lifts demise. They are a shrinking amount of this industry and Uber | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "The average map see did 14 rides or food orders in the quarter, that's almost five per month, which is very impressive | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I'm using Uber Eats, and taking Uber rides, at least 10 times 15 times a month. So I think I'm probably in the 40 or 5 | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "So it's been an amazing journey with Uber as my best investment in history.", "stance": "bullish", "signal_class": "en | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPB4Y1N0TM2S37989Y0TJWC", "signals": [{"quote": "Uber is not replaceable. You could, you could connect it to open AI. You can say, Hey, go call me a car and all that s | observed | artifact ↗ | 2023-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "i felt that way with uber", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_41", "speaker | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "uber had that too because you had uber black and uber x and then you had logistics and uber eats right like it just ke | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "la became a different city because uber arrived", "stance": "bullish", "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "it just changed everything", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_46", "speake | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "Uber is the going to be the last startup standing. Uh, and now they're getting the network effects. You see lift depre | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And I would say just firsthand watching Uber. It created a five year period where people just never believe these busi | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "These businesses are toast and it's like free cash flow, positive quarters.", "stance": "bullish", "signal_class": "fa | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "Yeah. What do you mean? Yeah, it's just, it's an overhang. It's an overhang of people believing that the drivers don't | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And it turned out to be $36 an hour. I think that was the number that Dara recently said. It was 36, 35, something lik | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "But if you use a Prius that's, you know, three or four years old for a ride sharing, you're going to do pretty well.", | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And the other thing that was weird. Okay. They're doing a billion rides. They're losing 50, they lost 500 million. The | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And now that that's normalized a lot. Now these companies are making cashflow.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ0EYWX2KZ8T4AQF69KG2PE", "signals": [{"quote": "I mean, look at Uber, right? There was, there was Lyft and sidecar and I met both those companies before Uber. Um, I k | observed | artifact ↗ | 2023-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR8AYZ3H3CW3GTGDR171QND", "signals": [{"quote": "And back in 2013, I remember I had invested in a cab company called Uber. And Alphabet invested 250 million in Uber, t | observed | artifact ↗ | 2022-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "my other favorite company after Twitter, Uber had earnings and they were spectacular. And I get to do some dunking and | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Uber stock was up as much as 16% yesterday after reporting 72% revenue growth year over year.", "stance": "bullish", " | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "People are going places in cars. It is occurring. They're traveling. They are taking Ubers to parties. Oh yeah. As we | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "I have a great deal of my net worth in this company.", "stance": "bullish", "signal_class": "endorsement", "speaker_na | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "72% revenue growth year over year. $358 million of positive free cash flow. Oh, finally cash. Is this a phrase? This i | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Q3 gross bookings were $29.1 billion up 32% year over year. And this is really interesting growth bookings for mobilit | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Yeah. It looks like, so in Q3, uh, drivers and couriers are in $10.8 billion, not including tips. And this is up 25% y | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "And there is a great job with that health insurance marketplace like that exists via Uber. Yes. Yes. Yes.", "stance": | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Like you do not see people on mass protesting outside of Uber saying being an Uber driver is the worst job I've ever h | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "people look at both uber and doordash as undervalued", "stance": "bullish", "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "this seems to be a delivery duopoly", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_240" | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "both companies are making money now and they both have significant user bases and people are addicted the product mark | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "like historically nobody would have looked back at that i think four years ago and thought uber and doordash would be | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "And if you look at what Uber did, Uber picked a third way to do this, they started giving people a contribution, if th | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "Yes. And if you have one driver, you're, you know, DoorDash. The point is, if you have no drivers, you're not Uber, Do | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "Uber, and Lyft, and DoorDash, we've all seen it, people will have two phones, so they can keep both ops up on the same | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "And then if you look at this Uber thing, you know, this is came out a while back. But you know, Uber, specifically, yo | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "in fact uber was started right after the financial crisis and people looked at uber as a way to save money", "stance": | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "so yes absolutely they could have uh they could have and not only could they have they did it was a really bummer of a | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "uber was a very bootstrapped company what people don't realize is it was only uber black and the uber black service wa | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "now when you look at those businesses yes they did lose money but when if i say the word to you get a uh cab ride you | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "i think the company would be worth 25 more today of travis zone because i", "stance": "bullish", "signal_class": "pred | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "dar has been doing a great job", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Chamath Palihapit | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "i think at some point it would be absolutely fantastic when dar is done doing his great work and dar has been doing a | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSG74ERGCKZED036M1SV535", "signals": [{"quote": "Uber was in private beta, they had two or three cabs on the road in a very simple app that was invite only, and basica | observed | artifact ↗ | 2022-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSP155NA5M7YPXWCS72YH9X", "signals": [{"quote": "that's uber pinterest slack lift pinterest postmates it was that first wave in q2 2019", "stance": "neutral", "signal_ | observed | artifact ↗ | 2022-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "the optimal situation is to take the money at the high valuation, but deploy it slowly, which is in fact, what Uber di | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "Like Uber did, they can say we're going to do India, we're going to go to Japan, we're going to go to Australia, and w | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "rest of their Uber holdings between April and July at an average price of $41.47 per share, for a gain of $1.5 billion | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "first invested in Uber in 2018 and was a large, they were the largest shareholders at one point. But this would explai | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "Uber, plus 1.5 billion, but only 1.2 x moic, they exited that position. In other words, the multiple on the invested c | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "I know Dara at Uber last year was buying a bunch of shares of Uber.", "stance": "bullish", "signal_class": "fact_claim | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "Uber can turn a dial and pick how much they charge for a ride, right? It's pretty straightforward.", "stance": "bullis | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "Uber generated 382 million in free cash flow while doubling revenue year over year.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "I bought a little bit on the open market and even I am stoked.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "Uber's a lot of things are coming together in exactly the right way for Uber right now. And it does include the fact t | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "now mobility is 126% year over year and up 41% quarter over quarter, mostly airport bookings, which is it was airport | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "the take rate for mobility 26.6%. In other words, if you spend $100 on Uber, Uber gets $26.60. That's up 8% year over | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "congratulations to the team at Uber, past, present, future, everybody. Great job. And that's why I'm still holding a v | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWKXH0TJSGJVYT7R1R0CC3", "signals": [{"quote": "It reminds me of Uber. Move fast. Who cares what the regulators say? Because we're going to provide a service that con | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "Let's see the current head of Uber Eats appeared to throw Travis under the bus a little bit saying, I regret some of t | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "there was that mini delete Uber thing that did cause them to panic, and that forced a lot of change. There was like, I | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "every time one of these controversies happened, you know what happened, Molly? More people used Uber. More downloads. | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "This is why Uber's becoming a super app. And this is why Uber, I think will become the number one super app in, uh, th | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "imagine you are driving to your destination and it says there's a Starbucks or a fills, you know, coffee within two bl | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT7G4HTM7YJVW1WFH4G14JC", "signals": [{"quote": "So how many $10 billion unicorns are there? So this is what the major LPs are looking at, when they examine our funds | observed | artifact ↗ | 2022-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT7G4HTM7YJVW1WFH4G14JC", "signals": [{"quote": "about as a logistics company, hey, we're going to do trucks, eventually, we're going to do food, we're going to do del | observed | artifact ↗ | 2022-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTPTFJN9333MD0JA1B0YKCH", "signals": [{"quote": "In fact, the people who sold Uber shares like I did to Masa and to some other people, that price was much higher than | observed | artifact ↗ | 2022-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTTASSFH0QZ7F311VYYSKKQ", "signals": [{"quote": "Uber is selectively hiring.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Friedberg", "s | observed | artifact ↗ | 2022-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "the faith definitely is not there from the public market investors. And evidently, maybe even from the private market | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "this shows you, you know, how tuned in Dara is as an executive, because he's done this before, what was he at Expedia | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "we just need to be in the bucket where people understand this can be profitable. And everybody knows Uber can be profi | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "after earnings, which remember, we covered last week, they moved up because lifts were so terrible.", "stance": "bulli | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "He said, among other things, investors are happy with deliveries growth. Coming out of the pandemic, he really sort of | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "Another interesting thing about delivery is that he was like, they love delivery, which surprised me, because I actual | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "He said, the least efficient marketing and incentive spend will be pulled back, we will treat hiring as a privilege. A | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "saying that they are all in on, uh, potentially hailables and taxi, which is interesting.", "stance": "neutral", "sign | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "I like it. Um, so they really are saying we're coming for the we're coming for every version of a ride that you would | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "Uber clearly signaling, I think a couple of really interesting things. One is that they see the opportunity to take li | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "If Uber ends up breakeven on a net basis before the end of 2022 and shows a net profit early in 2023 and is trading at | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV52VKRK3E77DFMWDE7CAZF", "signals": [{"quote": "that actually is direction correct i mean uber uh airbnb and others collected investors and it was very clear if you i | observed | artifact ↗ | 2022-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8MECW8NMV98FWQT70B9NT", "signals": [{"quote": "because taxis suck. And then I expanded on that. But because taxis suck, three words was the reason I said Uber should | observed | artifact ↗ | 2022-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVG52GBTJCTVBJNHC3VEVM9", "signals": [{"quote": "if you split the arrow with an uber investment you can hit a hundred million dollar position", "stance": "bullish", "s | observed | artifact ↗ | 2022-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVGKP32920PBGVS8BFB7GXV", "signals": [{"quote": "Uber is planning to pilot long distance travel bookings in the UK. So what this means is you'll open up the app and in | observed | artifact ↗ | 2022-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "know while it was a smart move and the stock went up as a result of it it's also sort of an acknowledgement that the o | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if uber was able to deliver the value proposition that initially envisioned it wouldn't need to put taxi on there righ | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "when the board replaced travis they should have replaced him with someone equally aggressive and visionary and i think | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if the company's whole success is dependent upon the original vision being executed you have to either leave the found | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if you're going to want to make peace with these cities um allowing one app to have everything in it and kind of not t | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if uber actually changed their position on the work classification issue and said we're going to make all of our drive | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZHHVZ72JZ9EZAYSE9WF13", "signals": [{"quote": "So yeah, I do think, uh, you're going to see, uh, Uber, Lyft and DoorDash be the beneficiaries of this technology beca | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "your Uber numbers, world class, like hitting the ball out of the park times 1000. Beautiful, beautiful strike on that | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "if you're Uber and you've invented push a button, get a car, everyone in the world wants that because everyone else wh | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "Uber was building on top of what Amazon had proven, which is, if there's a huge market, capture the market, don't worr | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "they lost less than 90 cents a ride or whatever it is. It's like, you think if the rides were 90 cents more, people wo | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT2K19T9WG83PVRHHQME7K", "signals": [{"quote": "I believe in Uber, not crushed. But you know, I believe in these names, I believe in the companies, we have the produc | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT2K19T9WG83PVRHHQME7K", "signals": [{"quote": "I believe in Uber in years one, two, and three, you know, are you gonna believe it in years 11, 12 and 13? I do. I sti | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3A1EGQYGSYY01HB953SEY", "signals": [{"quote": "like lock in the 10x win? There's no shame in doing that. I sold Uber shares at, you know, 30 some odd dollars a share | observed | artifact ↗ | 2021-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3Y4JGQXK3XJ3V4EWF8TFR", "signals": [{"quote": "the company because Uber was competing with grab. They were also competing with DD in China, they were competing in Ru | observed | artifact ↗ | 2021-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX6ZTY16FQQHRT5HDG5FBJ5", "signals": [{"quote": "at the open angel forum when travis presented uber three of us invested and 19 didn't uh mark susten wrote a famous bl | observed | artifact ↗ | 2021-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX6ZTY16FQQHRT5HDG5FBJ5", "signals": [{"quote": "or if you bet on airbnb or you bet on uber when nobody else did you just all of a sudden get some disproportionate amo | observed | artifact ↗ | 2021-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX7GKRD2GWH0JXXWNH30NWX", "signals": [{"quote": "i would put airbnb in there i put uber in there door dash is pretty overvalued uh you could put lift in there as a tak | observed | artifact ↗ | 2021-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX7GKRD2GWH0JXXWNH30NWX", "signals": [{"quote": "sell my shares in square or uber or you know com.com or robinhood no I still believe in these companies like is there | observed | artifact ↗ | 2021-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "we could turn our customers into political advocates and use them as a countermeasure to tax these kinds of political | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "we sent an email from Travis to all of our customers saying, look, if you like this thing, you want to keep using it. | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "this was a seminal moment, I think in the history of tech startups, because previously making software, you know, it w | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "every policy output is shaped by a political input and that's it. You have to assume that every decision made by every | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "we were able to mobilize ultimately millions of people to weigh in on Uber's behalf over a period of a couple of years | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXDKYRBF3HV75H5C7A6ZXES", "signals": [{"quote": "active US mobility drivers in Q3 were up nearly 60% year over year and improved through October, I'm reading a quote, | observed | artifact ↗ | 2021-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXDKYRBF3HV75H5C7A6ZXES", "signals": [{"quote": "As a result, consumer experience metrics have improved towards pre COVID levels, with completed trips ETA close to 4.5 | observed | artifact ↗ | 2021-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGYB11EG5P28QCG9Y3NW8Z", "signals": [{"quote": "these are problems that are incredibly, incredibly acute. In other words, they're intense, and they're real, and they' | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGYB11EG5P28QCG9Y3NW8Z", "signals": [{"quote": "Now you're gonna be better than a Lyft and Uber and a yellow cab.", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGYB11EG5P28QCG9Y3NW8Z", "signals": [{"quote": "they would open up Uber and try to figure out how it worked. And it would say, you know, put in your location, get a r | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXPSDB9DZXZ28PM5W8CWG1S", "signals": [{"quote": "Uber is a marketplace, they take a percentage of every ride.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2021-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXRFTWKF1W16BT455J8QK67", "signals": [{"quote": "But what they really want is meaningful work and a large opportunity. They want a big, audacious goal. And that's why, | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TR40TYEMBZ7T4MTTQNGTF", "signals": [{"quote": "when you have doordash and uber that are free cash flow positive that have strong brands and that can redeploy those p | observed | artifact ↗ | 2022-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TR40TYEMBZ7T4MTTQNGTF", "signals": [{"quote": "airbnb and uber come to mind cut their staffs massively they use that crisis to reset their cost structure and get to | observed | artifact ↗ | 2022-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "I'm an investor in a taxi cab company. You may have heard of Uber and, uh, still hold a decent size position.", "stanc | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "If you know Uber, you know, they used to have a self-driving arm that eventually got sold off, but now they are back p | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "they did a massive partnership with, uh, a car maker and this self-driving company. So it's a kind of a three-way.", " | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "But it's really those five years of driverless operation that has given us confidence and gave uber confidence that, y | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "So knowing what I know about Uber, this partnership seems to be not the two-door robo-taxi that Elon's building, et ce | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "But I think to your point, Jason, this hits the Uber Black and the Uber XL. And honestly, as you said, it's an incredi | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "And eventually Dara decided he would go with partnerships and sold that unit. And that's what we're discussing here to | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "Whereas the Uber accident, you know, arguably that was, you know, some fault of the combined operations that Uber was | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "Like Uber shut it down exactly as you said, Jason, because at some point Dara made a strategic decision that it didn't | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "obviously Uber had a tragedy in Arizona where they had a safety driver who decided instead of doing their job, they wo | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "Uber shelved their own effort. You know, Lyft had an effort. Like these are really, really capable, very strong compan | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063KRJTGH50Z2ED0VTFA52A", "signals": [{"quote": "I think Uber is going to be a $200 share within three years. So I'm keeping both of those positions on.", "stance": "b | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063KRJTGH50Z2ED0VTFA52A", "signals": [{"quote": "If they do, it's probably an opportunity for me to buy more. And so I think these are very strong companies. I'll stic | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0648RWC960Z7M7ZNGQET4A3", "signals": [{"quote": "Dara takes over. People think, oh, I guess ride sharing is never going to be profitable. And then he starts putting up | observed | artifact ↗ | 2025-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0648RWC960Z7M7ZNGQET4A3", "signals": [{"quote": "Maybe you should buy a self-driving company. And they've invested in $10 or so. And so they're investing hundreds of m | observed | artifact ↗ | 2025-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064KXQEWXT23QZ8YFZS9P62", "signals": [{"quote": "you can set up an Uber teen account now ... you get to watch your teen in an uber you get selected with the most reput | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065ER6Y7KY6WCVWJ5G2X96J", "signals": [{"quote": "i personally did it with uber right when masayoshi san was offering to buy shares in the 30s now it seems crazy with u | observed | artifact ↗ | 2025-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067PFEN4GZVE7MCTHMGE56R", "signals": [{"quote": "tesla's robo taxis are going to become an actual competitor to not just waymo but also uber", "stance": "bearish", "si | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067PFEN4GZVE7MCTHMGE56R", "signals": [{"quote": "uber has teen accounts already", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_02", "spe | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067PFEN4GZVE7MCTHMGE56R", "signals": [{"quote": "uber's app which they're doing in atlanta and in um austin", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "when they started uber pool or lift line a lot of us were like is that a good idea because that five dollars a ride si | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "now they have this uh these routes in manhattan where every 15 minutes an uber bus goes by and it's five bucks you get | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "when uber pool came out and lift line came out if you were in your 20s in san francisco that was lifeblood that was th | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "whatever idea you have for an on-demand company they had it six months ago and they decided to move it down on their r | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "ubers essentially taking a loss on certain rides to drive demand subsidizing drivers subsidizing riders etc building a | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069KAK8X7BYGY9N685SKHG9", "signals": [{"quote": "I'm never selling a share of Uber.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_56", | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069KAK8X7BYGY9N685SKHG9", "signals": [{"quote": "why would we sell any shares in these companies if their management is extraordinary and the products are extraordinar | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A9JW19AH9G8CH7GJDEF0C", "signals": [{"quote": "Stable coins, you probably saw Uber. Dara was talking about maybe having, using stable coins for currency fluctuations | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "uber's got you know 20 000 cities and 150 million or 250 million customers whatever it is and 30 million of them are u | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "uber sold famously big question if they should have still juries out they sold their autonomous because they said hey | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "uber eats and doordash are like we don't want to be in that business that's going to be a lot of work to stand up all | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "i i think in this case it will not be winner take all it will be three winners take most and those three winners will | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "at the last uber uh demo day they did a week or two ago they have a new system where you can say this is my commute th | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "they created this like very elegant product for daily commuters which means uber believes daily commutes are coming", | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D5PE6V4VFD8DDKGA24D8C", "signals": [{"quote": "which kind of tells you something about both how hard it is to get customers and build a network effect and how much o | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "uber had their earnings they crushed it again uh almost to an all-time high woohoo", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "uber q1 revenue 11.53 billion 83 cents per share in earnings monthly active customers 14 growth year-over-year trips 1 | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "this company has geographic distribution and obviously i'm talking my book here but they have geographic distribution | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "robo taxis would they get killed by robo taxis and i think people answer that question with waymo is having a spectacu | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "they also did the volkswagen deal they're now up to like 15 partnerships with on autonomy companies the volkswagen dea | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "all of the self-driving partnerships i mean you mentioned volkswagen just this year uber ubers also announced deals wi | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "naturally wall street hated it and sent the shares down a couple of points", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "currently ride sharing is one percent of rides here in the united states or slightly less and then globally it's less | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "uber now is saying back to the office but three days a week and previous employees who were remote yeah no more remote | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "we get more results we have good results now we need to get to great so that was what he said about the um in work thi | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "It's Uber hitting $84. I'm in a good mood, boys. 88's my number.", "stance": "bullish", "signal_class": "prediction", | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "they, they announced two more partnerships last week. $86 and one cent.", "stance": "bullish", "signal_class": "fact_c | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "they added two more full self-driving partners. So now they're up 12 or something between the little robots doing burr | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "Uber really does have a hand in every single pie. And you know what? I was a little skeptical of their strategy becaus | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "Aurora, I think Uber, Dara used to be on the board and Uber owns a big stake in it", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "Uber was always valued at a magnitude of, you know, a lift. Uber, DoorDash was always at a premium to Postmates, just | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "I had bought some Uber at $30, not like from the seed round, but I just knew it was so undervalued just from knowing t | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "I'm still along the company. I have exposure to everything else. I got exposure to Waymo, I got exposure to Tesla. I g | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "they're going to do robo taxis with Uber. I believe it's an exclusive, but even if it's not, I had said earlier, like, | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "If they're the number two car maker and Uber has the largest ride sharing network, you put those two things together a | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Elaine Herzberg was her name. This incident happened in 2018. The first recorded case of a pedestrian fatality involvi | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Uber was not criminally responsible in the crash.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "This is incredible news for Uber. Uber is really up on the news.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Tesla announces something, Uber goes down, Uber announces something, Uber goes up. Waymo announces something, Uber goe | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Waymo is probably feeling like, oh my God, Uber and Volkswagen, they have a deal. Okay. Is Uber going to be the neutra | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "the Volkswagen Uber deal is going to have people in the cars and it won't go driverless until 2027 to have time, Jason | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HGHXJFA8MZF5RNFCMSZ03", "signals": [{"quote": "but you had to get the third part, the restaurant inventory online, a lot of work. So they left it to DoorDash for a l | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HGHXJFA8MZF5RNFCMSZ03", "signals": [{"quote": "So yeah. So, uh, Uber launched Uber cab in 2010 and then Uber eats, which was Uber fresh to begin with, launched in Au | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MSKWWZAK0F5Z9FKJ383MJ", "signals": [{"quote": "So Jason, the way that I read this is that Uber and its current form today is healthy and kicks off mountains of cash. | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MSKWWZAK0F5Z9FKJ383MJ", "signals": [{"quote": "actually, you know, become a headwind for Uber because in the markets where Waymo exists, San Francisco primarily, the | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MSKWWZAK0F5Z9FKJ383MJ", "signals": [{"quote": "So both parties are benefiting at the same time.", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RK8BRV104AQB2KYVV7HWH", "signals": [{"quote": "this is um a massive achieve achievement uh to be able to do that at once i think he is also maybe he's always been le | observed | artifact ↗ | 2024-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S63HZR89PJ0GK772E0KNZ", "signals": [{"quote": "and then later on uber invested in the company as an extension of that series see", "stance": "neutral", "signal_class | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "our delivery robots we have a contract with uber to deploy 2000 of them which we are doing next year so we could be th | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "uber our first partner they pay per delivery to their uh drivers so we charge them per delivery and this fleet that we | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "in a way uber is helping us bootstrap the platform so that there are lots of robots out there and then other folks can | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "we don't make a consumer app so we're not competing with uber they're the perfect uh mechanism for customers to go ord | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "i notice a lot of restaurants are now driving people to their website so they can use the white labeled version of doo | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "uber obviously is really leading the charge they have eight av partners now way more obviously is on the right side do | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "i think there's enough money in this that if you know it's much better for uber to not make the self-driving technolog | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WAPF3JRQPNR7TMA54RZ2T", "signals": [{"quote": "Uber's up like four bucks right now. I just noticed before I got on air because, uh, the robo taxi is being delayed in | observed | artifact ↗ | 2024-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WAPF3JRQPNR7TMA54RZ2T", "signals": [{"quote": "And then what Uber did was they cold called drivers. They went to Google, they found livery companies, Lincoln town ca | observed | artifact ↗ | 2024-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WDDXEW57T03CDWMRSH4DK", "signals": [{"quote": "From an Uber perspective, um, Barra has been quite clear. You spoke at the conference, uh, that Dara spoke last year a | observed | artifact ↗ | 2024-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WDDXEW57T03CDWMRSH4DK", "signals": [{"quote": "from an Uber, Uber perspective, if you already have 150 million users, uh, being able to upsell a much bigger ticket i | observed | artifact ↗ | 2024-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WXYVRVBSZAHHK4HCR1MMY", "signals": [{"quote": "Uber went from a money losing machine to a money printing machine.", "stance": "bullish", "signal_class": "fact_claim" | observed | artifact ↗ | 2024-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XEWKBAJ8K5HV5F4XVF0EF", "signals": [{"quote": "What I learned from being an early Uber investor was that we were comparing it to cab rides, but then it quickly excee | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XEWKBAJ8K5HV5F4XVF0EF", "signals": [{"quote": "And then they started using it for commuting where they might have previously taken a bus and they said, well, I'll go | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y0PJE5ZMMWA9KZGWYMB11", "signals": [{"quote": "Uber, Robinhood, Calm are amongst the ones that I've hit that have gone supernova. In fact, Uber is considered the gre | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y3FEK49MJ9YGTS49RE4WG", "signals": [{"quote": "it's worth 20 now billion i still have my shares and then uber i still have a lot of shares and it's worth 160 billion | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y3FEK49MJ9YGTS49RE4WG", "signals": [{"quote": "it took a while but uber was able to get there right in an incredible fashion", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "There's only been maybe two or three companies in the last cycle that had extraordinary returns. Uber, Airbnb, coin ba | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "according to Bain and companies scale insurgent, uh, demarcation, which is 10 billion in annual revenue and a billion | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "Oh yeah. Because Uber's cash burn for years was astronomical. And then Dara took over and some changes were made opera | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "Things got a little bit less cash consumptive and now it just kicks off cash.", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0728RMQNNZKRNSTG5VSYF4B", "signals": [{"quote": "So you nailed it. The entry price matters, um, when I invested in Thumbtack, Uber, um, uh, data stacks, you know, all | observed | artifact ↗ | 2024-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "I'm obviously uh still a big shareholder at uber and believe in the company", "stance": "bullish", "signal_class": "en | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "whoever wants to win is either going to have to build an at scale competitor to uber and lyft and doordash or sell to | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "uber reported 7.6 billion dollar trips this is 2022 data", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "this is not just a replacement it's also it's gonna boost the total tam for uber so i guess if uber nails the self-dri | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M079ZF9EW8794HCGASQ41GEJ", "signals": [{"quote": "if uber had been bought or airbnb had been bought you know you'd be sitting here with probably a 10 billion dollar 20 | observed | artifact ↗ | 2024-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "You knew Uber was a winner in year two or three, just based on, I knew it based on the addiction level that I saw amon | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "One was user adoption and just how maniacal users were about the products. You know, when it came to LA, you know, peo | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "So there have been major questions about the quality of the revenue at Uber quality of the revenue at Robinhood. And s | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "I did the same with Uber, uh, you know, and I, I, I haven't talked too much publicly about it, but I was able to sell | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GXRN3E35ZTJDH3YJWSB3T", "signals": [{"quote": "anything that's adjacent when we add it we're starting with a hundred million credit card active accounts or maybe it' | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07H5HJS8MCD0SVA9Y809QZQ", "signals": [{"quote": "And now Dara is being weighed. What are the earnings? What's the free cash flow? How many shares are you buying back e | observed | artifact ↗ | 2024-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "the majority of the growth that you see for example in our mobility space we have a bunch of new verticals taxi reserv | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "who would have thought that uber would now be powering new york city taxis but that's a very natural adjacency for us" | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "we do have a global work platform it's better than any other work platform and what we found is the more uh flavors of | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "i look at the percentage of gross bookings that come from uber one members and for example with eats is getting to tha | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07M3Y6721SPX2SW848E9N81", "signals": [{"quote": "I think Uber is a really good analogy for that. When you first use an Uber or you first use DoorDash, it was so dramat | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "his last company, uh, which they said would never get profitable has now turned into a money printing machine.", "stan | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "I think Dara's done a great job as Uber CEO to take a company with a lot of potential and a lot of good bones and turn | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "the funny thing about this quarter is it was good, but it was boring because it was another quarter of solid growth, g | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "And so I almost read it and was like, nothing here is blowing my mind because the company is just healthy. Now there's | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "And I'm not surprised because whenever I use Uber eats, I somehow managed to pay an extra $9 in associated fees on top | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "Lyft does one thing in one country. Uber does many things in many countries and unsurprisingly they're doing better no | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "if you look at the revenue chart between Uber and Lyft, and I'm guessing that this is going to be a case study at Harv | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "look at how long it took Lyft to recover to its pre COVID revenue number. And then look at the, the different curve yo | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "So Uber definitely also got dinged. I mean, we all stopped taking, I mean, I think I actually deleted the Uber rides a | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "There was a lobby of people saying, don't do eats. It's a low margin business only do ride hailing be just be good at | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "I think there's going to be a third leg to this stool or it could be a four leg stool, but they are, uh, experimenting | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "there's an interesting tension between a tight labor market and consumers having enough cash to spend on Uber eats and | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "I wonder if there's a point in which the prices have to come back down and the margins compressed a little bit for, fo | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "Uber is in a dogfight with nannies, housekeepers, uh, Apple, Starbucks, pick the retail, Walmart, Target, they're all | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07R9C1ZPBEHHHRC7JEDMKV6", "signals": [{"quote": "Uber is profitable. Nobody ever said that would happen.", "stance": "neutral", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2023-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RDWRSA8G0YKCW6ZTK4CEW", "signals": [{"quote": "the one you'll know is kareem which was bought by uber and uh you know i met the founder c-a-r-e-e-m it's like a super | observed | artifact ↗ | 2023-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SGF9NAQHBYTDZGGE3FTSJ", "signals": [{"quote": "I think everybody, uh, looks at, you know, look at the profitability of a business like ours. And of course you'd be i | observed | artifact ↗ | 2023-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "Exactly. And so Uber had to explain search pricing to people.", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "You have to understand the competitive landscape. The drivers want to maximize their earning potential. If you want to | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "You're going to need to have a high utilization rate because they're going to get paid no matter what, which means the | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "You know, if any of those things take off across the entire network, that cost can be spread out against the 15 billio | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "Each of those investments really quickly started to pay off that 15 billion.", "stance": "bullish", "signal_class": "e | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XHNZ18W69BXCCBEX1WT91", "signals": [{"quote": "my greatest investment of all time, Uber, a transportation company.", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y8DGWVEJHMF9CNQQ9A2TM", "signals": [{"quote": "it is more efficient, just like ubers allowed people to use cars that were sitting in garages for 96% of their lives, | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y8DGWVEJHMF9CNQQ9A2TM", "signals": [{"quote": "as an early investor in Uber, I was watching this and then Airbnb, I wasn't in, but those were asset light, they're gr | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y8DGWVEJHMF9CNQQ9A2TM", "signals": [{"quote": "So when Lyft and Uber faced the pandemic, wasn't like they had to pay the leases on the cars of their drivers, because | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Z1JE2CAE5EYDRMTQ0BSXS", "signals": [{"quote": "phones and payment services if you didn't have gps on your phone you couldn't see the taxi coming to you and the taxi | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Z9MXBBH0RHETWGSKZFXTD", "signals": [{"quote": "Sometimes you get people who hit two or three, I've hit three or four really big ones. And they kind of define your ca | observed | artifact ↗ | 2021-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZEC3ADC9Y0FPKDVERZ9PF", "signals": [{"quote": "I could see Coinbase, Airbnb, Uber, DoorDash. I could have seen Slack and certainly Robinhood. I could see all of thos | observed | artifact ↗ | 2021-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0832GBTQQ8WRX2SMK9C5XMC", "signals": [{"quote": "It's what happened with Uber and DoorDash in terms of their network of drivers and restaurants. Once that flywheel get | observed | artifact ↗ | 2021-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083S1TBGAG1MKM5GQ5RSMJ2", "signals": [{"quote": "uber owns a large percentage of dd because they shut down their china business or they should say they sold their chin | observed | artifact ↗ | 2021-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0867PZRB8F4D51CWN5W132Z", "signals": [{"quote": "Buy yourself a house or two, put some money in Amazon, Uber, Tesla, other great companies, Apple, Disney, Netflix, com | observed | artifact ↗ | 2021-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087CZ62HNJ1VZNA3WP8FB9P", "signals": [{"quote": "the companies that are successful now are going to be able to start going Publix in year five, six, seven, eight, as o | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "The FTC, the Trump FTC is suing Uber. Now, the allegation I'm going to quote is that Uber charged consumers for its Ub | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "So obviously, I'm long Uber, you know, I don't have to state that.", "stance": "bullish", "signal_class": "assessment" | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "But when I see like Wall Street Journal, and it's impossible to unsubscribe, I've talked about it here countless times | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "So I think Uber One is a great product. Perhaps I think they may be, without knowing the fullness of the case, maybe w | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "So I had found the unsubscribe button. And I found the Uber One area where it showed I'd save $1,600 on 87 Uber Eats o | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "You know, sometimes these things are more, um, sloppiness than intent, sometimes it's explicitly intent. So I'm going | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "And Dar is known for being like up on the up and up kind of guy, right? Like he's the one who got Uber back into Londo | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "Dara's got an exemplary record here and they should, my feeling on the FTC when they do these things is they should gi | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "Um, and I think because the stock went up over these two or three days, um, which probably has, you know, a lot to do | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "This is like a, not even a speeding ticket, but good on the FTC for being vigilant about these things.", "stance": "bu | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "I mean, I know that sounds counter and great on Dara for addressing it quickly, uh, if there even was an issue.", "sta | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6NA07HH7N5FA45C0FPKSN", "signals": [{"quote": "Because you don't want to be the person who sells all of their Uber at $4 billion, which somebody did. And Uber's wort | observed | artifact ↗ | 2020-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6NA07HH7N5FA45C0FPKSN", "signals": [{"quote": "in Uber from $4 billion to $80 billion. So that would have been a 20X on millions of dollars. In other words, tens of | observed | artifact ↗ | 2020-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8F7FXSB5N44A3ZV1956X6", "signals": [{"quote": "Right. This was not a complicated scene. This is one car and, you know, one person. And if that car had made any diffe | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8F7FXSB5N44A3ZV1956X6", "signals": [{"quote": "anything? Like, instead of identifying an object, like, how about you don't collide with it? Or you have a much simple | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADRPGEDG9D4T6R57783GM6", "signals": [{"quote": "everybody remembers lindowski who was pardoned by trump eventually was doing self-driving at google waymo i believe ca | observed | artifact ↗ | 2024-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADTCTY0SCMM3XZ2NXDBZF7", "signals": [{"quote": "a company like uber which i track a lot uh for obvious reasons they've had a flat number of employees for like three y | observed | artifact ↗ | 2024-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFY5Z0BESWZPS401E8CWHS", "signals": [{"quote": "to make this brass tacks you know uber hasn't added employees like i think their net new employees is flat for three y | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFY5Z0BESWZPS401E8CWHS", "signals": [{"quote": "dara from uh uber has a similar thing like when it broke 100 billion he got some great you know slug of equity", "stan | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "that's why uber and airbnb feels similar and clean and solid and trustworthy um if uber and robin hood and airbnb and | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "perfect example uber went after lincoln town cars the highest and highest margin elite service bc ceo showing up the a | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "they hand the person their bag and they get back on their phone and pound out some messages got the earpiece in and yo | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "the way uber did this famously was they went to some mid-sized cab companies when they", "stance": "neutral", "signal_ | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "what's happening is it's not taking away from uber or lyft in my mind it's taking away from car ownership and public t | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "i think he'll just get as many rides as uber over some period of time but i don't think it's actually taking away from | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "and then uber and lyft have the option of the vendors who just want to sell their vehicles into a network of buying th | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "the most likely winner here is the one that has like the closest to the uber model and what that really what what does | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJFK57C83SQJMWXVXQJHP8", "signals": [{"quote": "that's the second part of, I think being good at this job is just knowing like, if this team is truly special, this pr | observed | artifact ↗ | 2024-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AM7QF17E8PTA58K64DQZ2K", "signals": [{"quote": "And my favorite is actually not from Instacart, but it's what Uber did in the early days. They would send people to li | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "They just started doing that. I find myself going to the app now going to Uber Eats to order soda or drinks and they b | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "So think about Uber, when Uber first started, you know, if you went to somebody on the streets of San Francisco in 200 | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "All right, listen, he's indefatigable, indefatigable, and he is resilient, and he's super pumped. And he's brilliant. | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "I was gonna say he taught me in a great lesson around that. Like, when he first started Uber, and he and I were at a p | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZHPK3WNT638M8MGFC8AH9", "signals": [{"quote": "nobody really thought that a company like uber or airbnb i think those are our two biggest hits each nobody really tho | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZHPK3WNT638M8MGFC8AH9", "signals": [{"quote": "i started selling 10 20 of my uber position you know and now i'm just like i i don't see a world in which uber is not | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZTZP8HPPZPX7716S1R4E7", "signals": [{"quote": "But if you look at a company like Uber, when they were deploying, they took a, and I think Netflix had a similar appro | observed | artifact ↗ | 2021-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I'd seen it when they were doing the drops over – for medical and things like that and loved the technology of not hav | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I really love, you know, Zipline and all the innovation they've managed to do there.", "stance": "bullish", "confidenc | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I met Keller when he was delivering blood on Fix Wings, and I said, you know, hardware is really hard.", "stance": "be | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I said, I would love to donate to this, but I don't think I can put my LP's money in it.", "stance": "bearish", "confi | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I was like, slow sales cycle. Like, the U.N. is not the best company. It's okay.", "stance": "bearish", "confidence": | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG114J8K4D80GY26JYDQVZ", "signals": [{"quote": "I think you put 500 million into Uber at some point or 250 million into... I think that kind of eight or nine of the i | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG114J8K4D80GY26JYDQVZ", "signals": [{"quote": "you wind up having a obviously Google winds up having a super contentious relationship with", "stance": "neutral", "co | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TH8DAXHYKSX1JC3P77TDPT", "signals": [{"quote": "uber's business is profoundly complicated", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment", "spe | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TH8DAXHYKSX1JC3P77TDPT", "signals": [{"quote": "every uber out there with an app on the phone it's collecting some amount of data and could collect more", "stance": " | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TH8DAXHYKSX1JC3P77TDPT", "signals": [{"quote": "that is essentially what happened tragically with the uber and the bicyclist crossing the street in the middle of the | observed | artifact ↗ | 2021-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJXW77S6SYKMSQHR3J5DCG", "signals": [{"quote": "with uber the real killer was the map again there's another billion-dollar business okay the map which fundamentally c | observed | artifact ↗ | 2020-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJXW77S6SYKMSQHR3J5DCG", "signals": [{"quote": "the rating system is also a rip is in fact a feedback between customer and company", "stance": "bullish", "confidence" | observed | artifact ↗ | 2020-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TK27SHFPTF0MVE3GN51EF8", "signals": [{"quote": "you know this hurts going bankrupt during all of this is it feels to me like that's a group that maybe doesn't need to | observed | artifact ↗ | 2020-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TK27SHFPTF0MVE3GN51EF8", "signals": [{"quote": "maybe there need to be a much bigger rental center in Tahoe or maybe there needs to be a much bigger rental center you | observed | artifact ↗ | 2020-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKZ49KEMF0ADH73KW7BRPT", "signals": [{"quote": "you have a manager in Dora who is doesn't have founder authority he's not the founder of the company he came in he's a | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKZ49KEMF0ADH73KW7BRPT", "signals": [{"quote": "I think they'll outperform something like Disney or Netflix I believe that there are a high growth stock", "stance": " | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKZ49KEMF0ADH73KW7BRPT", "signals": [{"quote": "I think what Darr is very good at is making people not pissed off about uber and maybe stopping the wartime culture th | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKZ49KEMF0ADH73KW7BRPT", "signals": [{"quote": "in terms of buying up the competitors I think that's something that naturally occurs and because uber is the number on | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKZ49KEMF0ADH73KW7BRPT", "signals": [{"quote": "they're leaving markets if they can't be number one or number two which in fairness was Travis's original position", " | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TKZ49KEMF0ADH73KW7BRPT", "signals": [{"quote": "could you ever see an uber and lyft merger what would need to take place for that to happen that will never happen bec | observed | artifact ↗ | 2020-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN5BH4DAN25Z6WGZ18XEKX", "signals": [{"quote": "I saw in Rohan honestly yeah pretty amazing but why does it have product venture capitalist fit like there's so many v | observed | artifact ↗ | 2020-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNDC67Q6H78W58RKE0KAN3", "signals": [{"quote": "uber had this as well where who took Lincoln Town Cars VCS and VCS were like this is better than my assistant calling | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNDC67Q6H78W58RKE0KAN3", "signals": [{"quote": "no Enterprise company in this sort of era of technology in the last 15 18 years has become as big and as successful as | observed | artifact ↗ | 2020-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPKNNQYZYTVY3T13A0W0JH", "signals": [{"quote": "uber and lyft and door - it's created like a ton", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "others transportation sector obviously we're both you know investors in uber like you know that's obviously been affec | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "there's no substitute for living the product and I was on the second floor of a flat in San Francisco and had pushed t | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "I think you were very early in Ober as an angel we led the B round which felt like a high price at the time that's 300 | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "I went from this is too pricey to just that was consumer perfection you know for this particular use case which is I a | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "it was growing virally people were just talking about it you get to the place oh my god it was amazing you'd given ris | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "the growth rate you know you could look at month or month and it was you know twenty thirty percent growth per month w | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "this is a super unique property you know really impressive like the way they ran the data and as we all know Travis is | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "Travis is a force of nature you get the sense that you're never going to have to worry about some robach that Travis i | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "you see it now with cloud kitchens nothing's gonna stop that kid", "stance": "bullish", "confidence": 0.9, "signal_cla | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "with uber like had to be extremely analytically driven because it's it's really easy to just send people to the wrong | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "I think it was a Paul Graham tweeted time which is the harder you fight against uber the more corrupt your government | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "if uber is doing you know their best at least better than taxis to you know safety and scrutiny and all that stuff you | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPY27FR4JXSR34VMAF06DS", "signals": [{"quote": "to introduce a service like that where there is you know lobbies and medallions and all these things you did need a fo | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQXDY7GDJB92R0DGHVEYVN", "signals": [{"quote": "there have been some movements by some companies uber especially I think do you talk about paying some people if they | observed | artifact ↗ | 2020-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TR62HG15AG01Q4G9R8DB70", "signals": [{"quote": "I thought it was a great product pay you know emailing money seemed awesome but they were completely completely oblivi | observed | artifact ↗ | 2020-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TR62HG15AG01Q4G9R8DB70", "signals": [{"quote": "that mistake actually is one we had repeated a couple of times including at YouTube where we thought that they were go | observed | artifact ↗ | 2020-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRA43WSHG5F8ZSARSTABGN", "signals": [{"quote": "just because I won with uber or calm or Robin Hood and I saw traits and those founders does it mean that applies in th | observed | artifact ↗ | 2020-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS28XWEJTA49BBVNAJPHD2", "signals": [{"quote": "I was the third investor in uber", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS28XWEJTA49BBVNAJPHD2", "signals": [{"quote": "I invested in Robin Hood uber thumbtack data stacks and this calm column for a thirty million dollar valuation yeah co | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS77GPDXFA3Z6XZM1VTW3G", "signals": [{"quote": "we really wanted to invest in uber it was a very unusual dynamic large", "stance": "bullish", "confidence": 0.9, "sign | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS77GPDXFA3Z6XZM1VTW3G", "signals": [{"quote": "we needed to have a mobility play in the largest market called the United States and at that point in time there reall | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS77GPDXFA3Z6XZM1VTW3G", "signals": [{"quote": "Travis had the khutba to say I'm gonna go win in in China and I think in the end it worked out", "stance": "bullish", | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS77GPDXFA3Z6XZM1VTW3G", "signals": [{"quote": "I think door - is worth 10 or something less private round was 1313 and lubbers worth 60 or 50 or 60 whatever the coro | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS77GPDXFA3Z6XZM1VTW3G", "signals": [{"quote": "the public markets say uber can never be profitable and you and I with the inside information you and I who've been in | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS77GPDXFA3Z6XZM1VTW3G", "signals": [{"quote": "if you let's just say you were losing if you take out all those investments in the core business a couple hundred mill | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTKNB4N8SB3GFKCQ9Z0RRB", "signals": [{"quote": "the press is like were lost 33 cents a ride they lost 52 cents a ride on one point seven billion rides ask yourself if | observed | artifact ↗ | 2020-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTKNB4N8SB3GFKCQ9Z0RRB", "signals": [{"quote": "what does Dora do he's like yeah okay you don't want us to grow at the highest possible rate okay yeah well we can cha | observed | artifact ↗ | 2020-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTKNB4N8SB3GFKCQ9Z0RRB", "signals": [{"quote": "it would be unbelievable in two years if uber had better Eva damages or you know always almost why would it be unbelie | observed | artifact ↗ | 2020-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTKNB4N8SB3GFKCQ9Z0RRB", "signals": [{"quote": "these idiots professor Galloway or whatever that [ __ ] you know no skin in the game Galloway has to say he's out ther | observed | artifact ↗ | 2020-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTKNB4N8SB3GFKCQ9Z0RRB", "signals": [{"quote": "1.7 billion people are using this", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2020-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "companies like uber or doordash or any of these other atrocious companies who essentially have built their wealth off | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "no one is taking home after expenses 12 to 20 bucks an hour there's been numerous studies on this basically everything | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "uber and lyft are majorly contributing to congestion in cities to to traffic because forty percent of the time spent w | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "I think now that Lieber is doing that they they they pay for that time I don't think they pay for the wait time and th | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "this is desperation when you have some it's kind of like why would anyone ever get a payday loan you know what the int | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "I think these companies are continuing to be unprofitable because the real product that they have for example getting | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "I just heard a stat that was 90% of all the uber drivers in New York they work full-time", "stance": "neutral", "confi | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "I saw another stat is it's basically a hundred percent of drivers churn every year or something like that", "stance": | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "I think it's provided a massive safety net for society of an entry-level job that anybody can do at any time to make m | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TV7Y6BDZ3BBR1NQ9Y5E5MQ", "signals": [{"quote": "you're an investor in uber right like I'm not going to convince you that uber is a predatory exploit poor people", "st | observed | artifact ↗ | 2020-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVGYM2R4NXWAQNE7955TRW", "signals": [{"quote": "uber now cutting cost massively getting out of money losing businesses did 1.7 million deliveries and rides lost like | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TW5XD4XTMXF1ZQB5V7N1C6", "signals": [{"quote": "uber when it started had one service uber black it was the nice Lincoln Town Cars it was meant for executives going to | observed | artifact ↗ | 2020-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TW5XD4XTMXF1ZQB5V7N1C6", "signals": [{"quote": "you saw Luber go down from maybe a peak of what forty five dollars forty seven dollars all the way down to twenty five | observed | artifact ↗ | 2020-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TW5XD4XTMXF1ZQB5V7N1C6", "signals": [{"quote": "uber black is highly profitable uber X is profitable is we're pool profitable I'm not so sure maybe they break even ma | observed | artifact ↗ | 2020-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX49YW18G0J1D2C6KD7QBC", "signals": [{"quote": "I'm personally biased a little bit being the third investor in uber and making a career out of it but I will say I thi | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX49YW18G0J1D2C6KD7QBC", "signals": [{"quote": "I think part of the reason we have low unemployment in this country is because of the gig economy and I think the reas | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX49YW18G0J1D2C6KD7QBC", "signals": [{"quote": "I picked ridesharing cuz I think you're right i think the gig economy is a representation of ride-sharing it's truly a | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TX49YW18G0J1D2C6KD7QBC", "signals": [{"quote": "you know Travis and Oubre and everyone else who basically moved the ball forward with like saying like let's take all | observed | artifact ↗ | 2019-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYCKZ3SYJ29PN6J91SGZBE", "signals": [{"quote": "you would go to a customer is way mo or uber a customer yeah exactly are both customers they are both customers got it | observed | artifact ↗ | 2019-11-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYS4DAKA8JP3QQ4Z588DMR", "signals": [{"quote": "when I invested him the two more success will come and save us in thumbtack and uber you know they were nine million o | observed | artifact ↗ | 2019-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYS4DAKA8JP3QQ4Z588DMR", "signals": [{"quote": "what uber and lyft are doing is getting you a car now it happens require a driver to get you from A to B but the point | observed | artifact ↗ | 2019-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYS4DAKA8JP3QQ4Z588DMR", "signals": [{"quote": "I think uber taught people the wrong lesson everything became the uber Forex and it's sort of this like oh it just sho | observed | artifact ↗ | 2019-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYS4DAKA8JP3QQ4Z588DMR", "signals": [{"quote": "the economics when it's a commodity its price race to the bottom and that makes it brutal and like you know they even | observed | artifact ↗ | 2019-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYS4DAKA8JP3QQ4Z588DMR", "signals": [{"quote": "I think uber lyft post maids you know thumbtack have created some sort of a safety net for this gig economy job and th | observed | artifact ↗ | 2019-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYS4DAKA8JP3QQ4Z588DMR", "signals": [{"quote": "by the own data that these platforms publish what they show is year after year the fraction of workers on the right sh | observed | artifact ↗ | 2019-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0DZB34VSYXZ7H0X7P0PY7", "signals": [{"quote": "which companies have network effects it's pretty much the ones that you know about that you believe in the ones that y | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0R6VBG4GEJ9MPVCGHXT84", "signals": [{"quote": "David sax from crafts calls it real world virality so his his concept was well if you're looking at you know if you th | observed | artifact ↗ | 2019-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0R6VBG4GEJ9MPVCGHXT84", "signals": [{"quote": "it's actually kind of interesting that lift actually wound up catching up in some cases and some markets because they | observed | artifact ↗ | 2019-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0VBNBY09J008ZWR45ZSSX", "signals": [{"quote": "an example would be when I first saw our uber Travis was showing it to me and the taxi it was called uber taxi at the | observed | artifact ↗ | 2019-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0VBNBY09J008ZWR45ZSSX", "signals": [{"quote": "whenever people get super excited because companies like uber are making over ten billion dollars a year people get a | observed | artifact ↗ | 2019-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0VBNBY09J008ZWR45ZSSX", "signals": [{"quote": "there were people who sold ruber at the 4 or 5 billion dollar valuation who were in the 5 million dollar round and it | observed | artifact ↗ | 2019-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0VBNBY09J008ZWR45ZSSX", "signals": [{"quote": "Austin went frickin crazy when they kicked out... uber lyft was like okay... we're out peace out and people went bonke | observed | artifact ↗ | 2019-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V1BRBJ3KM3X0RN2SR666Y7", "signals": [{"quote": "uber a lyft losing 50 cents or so a ride pretty easy to cut costs and raise prices and get there right you cut 25 cent | observed | artifact ↗ | 2019-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2Y04KCDRZAZXJ7SQTFMY3", "signals": [{"quote": "I think the early days of the economy and uber it was definitely you know a clash and conflict and you might think may | observed | artifact ↗ | 2019-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2Y04KCDRZAZXJ7SQTFMY3", "signals": [{"quote": "I think that the lyft and uber a lot of people ask me because the stock price is down what I think seems to me that pr | observed | artifact ↗ | 2019-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3CAHBXDD61FGY8VKDFSWC", "signals": [{"quote": "if you think about what is uber or lyft the value is just I'm in this location I want to be in that location for six d | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3CAHBXDD61FGY8VKDFSWC", "signals": [{"quote": "back to the uber black which has come up three or four times founders underpricing and then signaling to investors tha | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3CAHBXDD61FGY8VKDFSWC", "signals": [{"quote": "you know uber black uber X or were pool uber eats not ubereats $1.00 in profit weber pool 50 cents in profit uberx 2 d | observed | artifact ↗ | 2019-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4TGCGPR2CD74W6HX7M9C8", "signals": [{"quote": "just like uber said hey the original tagline was everybody has a private driver yeah and the concept of Travis's origi | observed | artifact ↗ | 2019-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4VTP2PSKN79MKEJ8BKW5Q", "signals": [{"quote": "Like Travis and Garrett with Uber or Zach with Facebook. It's like this is happening or you with Path.", "stance": "bu | observed | artifact ↗ | 2019-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4VTP2PSKN79MKEJ8BKW5Q", "signals": [{"quote": "With Travis and Garrett, like especially with Travis cuz Garrett's kind of quiet, but Travis is not. You could really | observed | artifact ↗ | 2019-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "the early days of uber this was very obvious the writers care about the drivers a lot more there are a lot more there | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "as uber got a lot of density and then uber X really took off the price was so low and in the entire country basically | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "the head of growth at uber this guy named Ed Baker at the time in the early days I was talking to him about a partners | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "uber as you saw they just their proprietary method it's not so proprietary but they just got really ahead of how to si | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "the one thing about uber for example people think that it's easy to just switch between uber lyft or another ride-shar | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "they also knew they were in a race right and they use this thing that you know called blitzscaling right that there's | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "in ubers case it's very simple average wait time we talked about that seven minutes if Burgett Stu hound you an averag | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V5GR6GGY8ZW9AJX6S0QEES", "signals": [{"quote": "uber is low transaction size but frequent so it's there okay that they're low transaction other you know Airbnb is hig | observed | artifact ↗ | 2019-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6KE4W5Y4SK2WRD5V6WDRA", "signals": [{"quote": "it valued the company at $2.5 billion dollars which makes you not only the most successful founder since Atlassian in | observed | artifact ↗ | 2019-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6KE4W5Y4SK2WRD5V6WDRA", "signals": [{"quote": "we now have um 15 million monthly active users in 190 countries. were used in like 80% of Fortune 500 companies like j | observed | artifact ↗ | 2019-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6PFH79ZYZM0FG7AB7WXDX", "signals": [{"quote": "the uber secondary that Masayoshi Son did was from on the Nasdaq I know because I sold some to him", "stance": "neutra | observed | artifact ↗ | 2019-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7FH6S2JNDV11SQ6ND3A47", "signals": [{"quote": "uber taxi was a horrible logo it looked like it was made on like a really learn what's that microsoft word or paint no | observed | artifact ↗ | 2019-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7FH6S2JNDV11SQ6ND3A47", "signals": [{"quote": "they had ten designers they're refining the uber logo I don't remember when they did their whole rebranding but they h | observed | artifact ↗ | 2019-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7FH6S2JNDV11SQ6ND3A47", "signals": [{"quote": "they eventually bought uber calm and in that example they gave equity for it then when they realize the equity was gon | observed | artifact ↗ | 2019-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "I'm not planning on taking it too seriously at least for six months to a year to see what the markets do with the stoc | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "a lot of the good that came out of that company was it increased the number of transportation options for communities | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "uber and you know ride hailing services just changed all that yeah I mean just you know period on the work side it's a | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "the company still has a bunch of work to do on that (paying a living wage and benefits) but we as a society have a bun | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "uber has done a huge amount of work to improve relations with drivers but it is by no means done", "stance": "neutral" | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "created a large swath of gig economy work that I think is responsible in a lot of ways as a backstop against unemploym | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "what this does not include uber this is net of uber is a was uber it would be a hundred percent return strategies mine | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "uber and lyft drivers I wish they could have participated deeper in the equity and the cap tables and it's just illega | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "we learned so much about these gig economy marketplaces from uber positive and negative so a number of the subsequent | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "by that test the original uber would not have succeeded so we're in the situation of we're about to make a pile of mon | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V83EDM0S058B24BM06M64C", "signals": [{"quote": "we've been working incredibly hard for many years to help make goober into the kind of company that we can be proud of | observed | artifact ↗ | 2019-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V8B9N5WQ68VG1GZX51361X", "signals": [{"quote": "this is a big controversy say with uber and lyft now they're saying oh my god they're subsidizing the rides well if yo | observed | artifact ↗ | 2019-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V9FQTG5M23P28VAD7CYHPR", "signals": [{"quote": "companies not making money for a decade or five years or losing money forever that that's not what typically happens t | observed | artifact ↗ | 2019-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V9FQTG5M23P28VAD7CYHPR", "signals": [{"quote": "I have these people who are completely intellectually dishonest on Twitter and they're like look this driver made $1 a | observed | artifact ↗ | 2019-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VA0ZE9CW3Z8SJ561RM1ARH", "signals": [{"quote": "all the you know the ubers and Pinterest and Airbnb and zahl chose this architecture that was kind of built around the | observed | artifact ↗ | 2019-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VA0ZE9CW3Z8SJ561RM1ARH", "signals": [{"quote": "if you get in an uber in the early days or if you were taking even carry car service before that our music car service | observed | artifact ↗ | 2019-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VA0ZE9CW3Z8SJ561RM1ARH", "signals": [{"quote": "then uber came out but Wilbur has so many you you don't rat around the ubers you know and the reason you don't route a | observed | artifact ↗ | 2019-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VANB7H4ZTDV2T5G73AJA4R", "signals": [{"quote": "Boober went for black cars then they went over X then they went and now they have jump bikes jump bikes are $2.00 rubr | observed | artifact ↗ | 2019-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCN1GG2K47GGJRF96MW8SM", "signals": [{"quote": "it's just why ooh BRR lyft and Tesla are really interesting companies when it comes to mapping because they actually h | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCN1GG2K47GGJRF96MW8SM", "signals": [{"quote": "we just want to whatever that happens we want to provide the best mapping and localizing technology and with a fractio | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCN1GG2K47GGJRF96MW8SM", "signals": [{"quote": "when uber needed drivers one of the gating factors was them having a car so getting them a car to drive for uber X was | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VD5RRDBK7HC61T4XSHJ8CH", "signals": [{"quote": "my biggest investment uber has a lot of money took a lot of money from in two rounds what they took it from The Saturd | observed | artifact ↗ | 2019-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VD5RRDBK7HC61T4XSHJ8CH", "signals": [{"quote": "I compared Trump to uber which actually turned out to be even a better comparison and I realized at the time but I thi | observed | artifact ↗ | 2019-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEK43XP8XXDC1ANQPBW9VC", "signals": [{"quote": "it reminds me of the criticism of uber in the early days which was oh my god you have to deal with people you have to | observed | artifact ↗ | 2019-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF0GV521JVWRAX0XN95YXY", "signals": [{"quote": "there's a $30 billion industry where people get care in their homes. The demand is there, but the current state of the | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF0GV521JVWRAX0XN95YXY", "signals": [{"quote": "there are 45 million people over the age of 65 today. In 25 years, they're going to be 80 million people over the age | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF0GV521JVWRAX0XN95YXY", "signals": [{"quote": "when we found home care, we kind of hit it cuz it was uh very large industry, but very fragmented. The product was rea | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF0GV521JVWRAX0XN95YXY", "signals": [{"quote": "Square. Execution risk. Uber. Execution risk, right?", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_c | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFDA7S3PFCA2MEC9NQT4E0", "signals": [{"quote": "it's hard not to give bird the credit for 2018 they pioneered this model they were one of the first people to build on | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFDA7S3PFCA2MEC9NQT4E0", "signals": [{"quote": "with the jump acquisition though for 2019 I'd take a closer look at over and in that same sphere lift we have yet to s | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFDA7S3PFCA2MEC9NQT4E0", "signals": [{"quote": "they've already signed a partnership of lime to offer lime scooters and app that was the first step that they took wit | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFPS7JSTHBSHA4V761R3GS", "signals": [{"quote": "lifts filing may have been sort of a pre-emptive move ahead of uber and uber was really the one perhaps like calling t | observed | artifact ↗ | 2018-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFPS7JSTHBSHA4V761R3GS", "signals": [{"quote": "I have a pretty regular influx of uber employees sharing with me their next idea really asking for angel investing", " | observed | artifact ↗ | 2018-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFPS7JSTHBSHA4V761R3GS", "signals": [{"quote": "I think uber is going to buy one of these companies and then have jump also probably pursuing it take two swings at ba | observed | artifact ↗ | 2018-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGDDS9XHF5J6PNWG68XB5G", "signals": [{"quote": "uber which had the you know huge issue of a boss in an IT department in an open marriage harassing a developer is just | observed | artifact ↗ | 2018-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHM4WVXXS3YN1VFCJYZ5DP", "signals": [{"quote": "companies like uber and ritual have all done slightly different approaches but what do you think the best way for us t | observed | artifact ↗ | 2018-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHM4WVXXS3YN1VFCJYZ5DP", "signals": [{"quote": "what uber did going from city to city was they created a playbook and then they found people who matched a certain pro | observed | artifact ↗ | 2018-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHM4WVXXS3YN1VFCJYZ5DP", "signals": [{"quote": "it's gonna be brutally hard for you to get venture capital from people on what they're gonna perceive as a low margin | observed | artifact ↗ | 2018-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHM4WVXXS3YN1VFCJYZ5DP", "signals": [{"quote": "jumps now owned by uber", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name": "SPEAK | observed | artifact ↗ | 2018-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJW2F05CMZF7YRG5X6K2X7", "signals": [{"quote": "for some companies like uber for example historically that's worked which is you just show up you go nuts and people l | observed | artifact ↗ | 2018-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJW2F05CMZF7YRG5X6K2X7", "signals": [{"quote": "companies like lyft and uber while they have made mistakes in the past they have huge operational capabilities in term | observed | artifact ↗ | 2018-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKQ9A4F19DBMTZWYAX3W0W", "signals": [{"quote": "I invested in uber in 2008 and you might have read that you can sell some shares in uber to Masyaf asan and other peop | observed | artifact ↗ | 2018-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM2TNT8ZBR47SXX234ZG8J", "signals": [{"quote": "uber team uber is working hard and they are moving forward and improving the rider and the driver experience they're e | observed | artifact ↗ | 2018-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM7XS4YPPQHXSSZZXZGJBP", "signals": [{"quote": "I think what bird has to do is just keep executing and you know they're launching more cities they have to stay the le | observed | artifact ↗ | 2018-07-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM7XS4YPPQHXSSZZXZGJBP", "signals": [{"quote": "the average bird trip is about a mile and a half if you're also it's a little too far to walk you know and people don' | observed | artifact ↗ | 2018-07-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM9FGV5YZ3H2VCA6X8PX7R", "signals": [{"quote": "we all know people need rides it's an established market so the only behavior you have to change if your uber or the o | observed | artifact ↗ | 2018-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM9FGV5YZ3H2VCA6X8PX7R", "signals": [{"quote": "when uber came out in the United States they only went after the high-end market the high sliver which was Lincoln Tow | observed | artifact ↗ | 2018-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM9FGV5YZ3H2VCA6X8PX7R", "signals": [{"quote": "Uber's being super transparent and they're super focused on making the service safer and safer and more delightful the | observed | artifact ↗ | 2018-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMFW53DMM0JRZ820M3BE3A", "signals": [{"quote": "hey everybody let's talk for a minute about safety and responsibility and technology startups owning owning safety and | observed | artifact ↗ | 2018-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMN9W9JJNK7BF9Y1Q3BRTV", "signals": [{"quote": "uber did a ten billion dollar secondary at a fifty billion dollar valuation and they bought shares from existing inves | observed | artifact ↗ | 2018-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMN9W9JJNK7BF9Y1Q3BRTV", "signals": [{"quote": "this is late stage and what it's really messing with if anything is the IPO process some people would argue this is a | observed | artifact ↗ | 2018-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMN9W9JJNK7BF9Y1Q3BRTV", "signals": [{"quote": "in the six unicorns trust me with uber I saw many different share prices and you look at it and go well am I ever goin | observed | artifact ↗ | 2018-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMRRZQZBMNAVDXTDCY29Y9", "signals": [{"quote": "uber is doing a great job this is an ad read I'm not just talking about but I was at the code conference and I was rea | observed | artifact ↗ | 2018-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN51NC89VGQQV91WXDG1EV", "signals": [{"quote": "think many people actually would choose you know to drive for uber as a career there are some who will but not many", | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN51NC89VGQQV91WXDG1EV", "signals": [{"quote": "I have a friend who just came back who worked for uber and he left and I said why and he said because I've been there | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNEFG61WK1T8FEXCM0NVD9", "signals": [{"quote": "consumers after using uber or an uber X would be likely to try over pool but they might not be likely to try lyft line | observed | artifact ↗ | 2018-05-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "one of my early angel investments uber has purchased jump bikes and jump bikes is one of the most loved bike sharing s | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "I think it is part of what drove the interest from uber is that the average tripling so to speak exactly the average t | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "anecdotally I've talked to several people that said that they their usage of uber has gone down considerably that's wh | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "I was so happy when I saw this", "stance": "bullish", "confidence": 0.7, "signal_class": "endorsement", "speaker_name" | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "this is the one-two punch that Uber needs", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", "spe | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "that's been Uber's mantra for quite a while is being willing to disrupt yourself", "stance": "bullish", "confidence": | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "there is no other partner that could have offered us that network in terms of policy and market access and on-the-grou | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "the level of execution the company is very very high", "stance": "bullish", "confidence": 0.9, "signal_class": "assess | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "the maniacal focus on consumer experience and efficiency of that business yeah he's second to none", "stance": "bullis | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "the amount of empowerment the people feel and yeah ownership is really incredible", "stance": "bullish", "confidence": | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "it was a very strategic decision", "stance": "bullish", "confidence": 0.7, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "they would put whoever was running the local city in charge of the local city and this led to a little bit of friendly | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "this is great for consumers", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_name": "J | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "you're getting a next-generation transportation system that people been talking about for ten years which is through o | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "who better to do that the nuber which has a huge amount of trip falling in these cities", "stance": "bullish", "confid | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "supply positioning is a core strength of uber", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "they predict they know that there is a game tonight at the Oakland Arena ... they put a couple of cars yeah they creat | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNSRYMC9NXWAVM71PJDZ4E", "signals": [{"quote": "you actually have a compelling alternative to owning your own car", "stance": "bullish", "confidence": 0.8, "signal_cl | observed | artifact ↗ | 2018-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP39WGS3H6QMVEMEFAS8WX", "signals": [{"quote": "another business that has removed friction is uber when you got it in uber you didn't need to tell the driver your nam | observed | artifact ↗ | 2018-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VP39WGS3H6QMVEMEFAS8WX", "signals": [{"quote": "in the case of uber you may have read that Masayoshi saan from Softbank put out a tender offer which means an offer fo | observed | artifact ↗ | 2018-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPCB94VH33SXQ9XS5BQZWK", "signals": [{"quote": "uber has to go public according to the Masayoshi Son deal or in that new deal that happened in the board structure the | observed | artifact ↗ | 2018-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPEFZS36VQXVM8A13SFRAS", "signals": [{"quote": "the example I would give is uber didn't have over x over pool uber II it's uber messenger uber bikes and uber black to | observed | artifact ↗ | 2018-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPMVW85V0ANXQ7ETTVKA09", "signals": [{"quote": "goober just went from my understanding and Google as well when from having two safety drivers in the front seat to one | observed | artifact ↗ | 2018-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQD5BVCQHFVP6WR467HYRZ", "signals": [{"quote": "I think Uber is a really good example what they That's a change in leadership, but The change in leadership gives you | observed | artifact ↗ | 2018-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRJAX23EPPKG5GDTEDTBJ0", "signals": [{"quote": "uber as an investment represents one of those all-time investments there are you know maybe seven to ten of them that | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRJAX23EPPKG5GDTEDTBJ0", "signals": [{"quote": "one of the most remarkable investments ever and one of the greatest dramas ever", "stance": "mixed", "confidence": 0.9 | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRJAX23EPPKG5GDTEDTBJ0", "signals": [{"quote": "I don't have great insight into what's going on operationally which again is probably a sign they're doing a pretty go | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VS92EGP6XA6RV1FZ2HXHDA", "signals": [{"quote": "Waymo's doing great uber is doing great even in the if that's the worst-case scenario for the love of God please bring | observed | artifact ↗ | 2018-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VS92EGP6XA6RV1FZ2HXHDA", "signals": [{"quote": "this happened with Google and uber", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2018-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VSMKHWEHKBWYM2P28NCP58", "signals": [{"quote": "I know I never had a board seat at uber or thumbtack or some wealthfront any of those early investments and those foun | observed | artifact ↗ | 2017-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VT8NMHT2X2D0RYV19VQTA5", "signals": [{"quote": "the story of uber or Yelp they both figured out some playbook that they were able to perfect in San Francisco and brin | observed | artifact ↗ | 2017-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTBCHGW9KB6GFVDH4ES1CJ", "signals": [{"quote": "I mean I'm sure with uber there were times Travis and I had critical discussion about surge pricing or other things in | observed | artifact ↗ | 2017-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTBCHGW9KB6GFVDH4ES1CJ", "signals": [{"quote": "ride-sharing now is bigger in a lot of markets than the taxi business yes so that means that an analysis of uber and l | observed | artifact ↗ | 2017-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTBCHGW9KB6GFVDH4ES1CJ", "signals": [{"quote": "one of the reasons people are using more ubers than taxis is because they're a lot cheaper yes they're more convenient | observed | artifact ↗ | 2017-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVB26MTGAV515Q2GRC2PVQ", "signals": [{"quote": "I knew enough about all three of those businesses to know as a consumer I loved the first two", "stance": "bullish", " | observed | artifact ↗ | 2017-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW30KBZNN27HH1VXDPX02P", "signals": [{"quote": "as we see it with uber taking their time Airbnb taking their time drop-offs taking their pressure", "stance": "neutral | observed | artifact ↗ | 2017-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "you can have a company you don't always know what the result is you only know the result in the long term but you have | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "it was incredible that were blown away that you could actually get a cab a ride for that price right with that certain | observed | artifact ↗ | 2017-09-05 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "they have had to build a critical mass of drivers and a critical mass of passengers and so a big part of their expense | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "they worked with the black cars that was just a luck that was luck you know that was where these guys started the busi | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "uber pick that up a year later ride-sharing", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "they actually augment their workers ... if you compare an uber or lyft driver to a taxi cab driver ... they don't have | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "there's been a lot of discussion in the media about how self-driving cars will make uber and lyft much more profitable | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX42NV9EPAB13XJJ07H2Z4", "signals": [{"quote": "what's really gonna happen with self-driving cars and uber and lyft is one of two things they're either gonna have to | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXMP52DH4D43AP0YQZDHNJ", "signals": [{"quote": "uber is a perfect example Travis is known for being a strong personality", "stance": "neutral", "confidence": 0.9, "si | observed | artifact ↗ | 2017-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VY0RC1ZAJCKD2XTVM1CKA0", "signals": [{"quote": "very famously, she invested alongside myself and a number of other lucky investors in Uber and Thumbtack, two companie | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VY0RC1ZAJCKD2XTVM1CKA0", "signals": [{"quote": "if you look at Uber, Thumbtack, Postmates, all of these, Manolo, etc., are companies that believe that if they create | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VY0RC1ZAJCKD2XTVM1CKA0", "signals": [{"quote": "Uber had a really big chance of being a unicorn and I'll tell you why. It it it's uh So, I've I've been very negative | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VY0RC1ZAJCKD2XTVM1CKA0", "signals": [{"quote": "super aggressive person fighting the taxi like industry. All of these like everything just started to line up and I'm | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VY0RC1ZAJCKD2XTVM1CKA0", "signals": [{"quote": "in many cases Uber made it easier for Lyft and some of the other people to operate. Sure. They came right behind them. | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZCKS10P12BKJQYMYDQ6DV", "signals": [{"quote": "when Travis came up to me and said hey can I show you Uber cab I said can I invest and he said do you want to see it I | observed | artifact ↗ | 2017-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZCKS10P12BKJQYMYDQ6DV", "signals": [{"quote": "it's a 99% chance the company's going out of business and a 1% chance it's Uber or Thumbtack or one of these you know | observed | artifact ↗ | 2017-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZCKS10P12BKJQYMYDQ6DV", "signals": [{"quote": "my Uber position my Thumbtack position became worth 200 million", "stance": "bullish", "confidence": 1, "signal_class" | observed | artifact ↗ | 2017-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0NA5B1JYPFKK112BS3T5P", "signals": [{"quote": "there are some companies that just have such an obvious business model they charge from day one an example of that wou | observed | artifact ↗ | 2017-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0NA5B1JYPFKK112BS3T5P", "signals": [{"quote": "whether it's Uber or um SpaceX have started to talk publicly about offering liquidity to their earliest employees know | observed | artifact ↗ | 2017-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0VASCKXCN341590X13ACB", "signals": [{"quote": "I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight which I | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0VASCKXCN341590X13ACB", "signals": [{"quote": "I heart Logistics I think it's very smart to get into I mean this yeah this is entirely within like the whole thing is | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0VASCKXCN341590X13ACB", "signals": [{"quote": "I think it's an easier technology problem to solve and they're on freeway they're for the most part they're on highway | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W179HDA36732WGV61J6PS4", "signals": [{"quote": "for uber or Airbnb where they created or at least transformed their markets it was harder to do research what Ford and | observed | artifact ↗ | 2017-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W179HDA36732WGV61J6PS4", "signals": [{"quote": "if you took just one ride in uber or gasped stayed at someone's Airbnb for as little as an you would have done so much | observed | artifact ↗ | 2017-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W179HDA36732WGV61J6PS4", "signals": [{"quote": "uber with travis's I think third or fourth major company I knew when he did scour and when he did read swoosh I think | observed | artifact ↗ | 2017-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W1XC02N938BC5YM1QKY4ZV", "signals": [{"quote": "we think that there's gonna be I think some good resolution there", "stance": "bullish", "confidence": 0.6, "signal_cl | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W1XC02N938BC5YM1QKY4ZV", "signals": [{"quote": "some of the stuff like uber saw in Miami there was a rule that like they were in several governments they had written | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W1XC02N938BC5YM1QKY4ZV", "signals": [{"quote": "the part that they we haven't figured out yet like the last three percent like which is snow rain like all the really | observed | artifact ↗ | 2017-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2S6MA4485660XC5WFT6R3", "signals": [{"quote": "Uber was, in particular, I think the one that, unfortunately, really kind of bungled the whole public relations thing | observed | artifact ↗ | 2017-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2S6MA4485660XC5WFT6R3", "signals": [{"quote": "And even though I agreed with the policy perspective from Uber that I don't think fingerprinting is helpful or a usefu | observed | artifact ↗ | 2017-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5EQZWNA59Z79J1904BGE6", "signals": [{"quote": "I'm super happy for Mike Jones and I I felt the same way when I read about Uber's $65 billion valuation", "stance": "b | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5MB94J37PEKGK1HCHMVGP", "signals": [{"quote": "how far are we from having an Uber where you get picked up by a quadcopter type thing? Very far. Very far. Why far? be | observed | artifact ↗ | 2016-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5N0P50W6RDZRVZXHBN595", "signals": [{"quote": "Uber's I mean Uber's working on it anyway so I just want to make that really interesting point", "stance": "bullish", | observed | artifact ↗ | 2016-11-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W653EFB398WX8FXJJPM7T6", "signals": [{"quote": "what if the drivers of uber own 50% of the company then yes they're doing R&D for the robotic cars that will replace t | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7798ZKP4CF7Y8KM24JJ09", "signals": [{"quote": "there have been deals I've locked into Uber I knew it like I knew it right off the bat I knew that team I knew that pr | observed | artifact ↗ | 2016-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7842MZ4011WJDF4K785ND", "signals": [{"quote": "the relationship with Travis that led to our investment there", "stance": "neutral", "confidence": 1, "signal_class": | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7842MZ4011WJDF4K785ND", "signals": [{"quote": "it is interesting how one investment can change everything in your career and you really have two life-changing ones I | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7842MZ4011WJDF4K785ND", "signals": [{"quote": "so too has been unbelievable", "stance": "bullish", "confidence": 0.9, "signal_class": "endorsement", "speaker_name": | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W836Z6SS3JZX293BKCYVZF", "signals": [{"quote": "just like it's the goal of uber to be a transportation logistics company rather than to be a cheap cab service", "stan | observed | artifact ↗ | 2016-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8JTZ3SZQSN37DEVWXFF8R", "signals": [{"quote": "when you use something like Uber or Airbnb they're watching you how often you come back how many seconds you're on a p | observed | artifact ↗ | 2016-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8JTZ3SZQSN37DEVWXFF8R", "signals": [{"quote": "the success of Airbnb Uber Dropbox it created a little bit of um what would you call it when everybody suspends disbel | observed | artifact ↗ | 2016-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8JTZ3SZQSN37DEVWXFF8R", "signals": [{"quote": "the Ubers of the world the lifts of the world and even the insta carts of the world they started to um think about hey | observed | artifact ↗ | 2016-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "It's a lot of money if it ever comes in. What are the chances? Uber's a pretty good bet. Probably go public eventually | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "So that means that, so Sequoia has a significant Uber stake.", "stance": "neutral", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "They have half of my stake, which is de minimis in the grand total of Uber's value.", "stance": "bearish", "confidence | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "Not significant by Uber standards, but by most investors.", "stance": "mixed", "confidence": 0.9, "signal_class": "ass | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "And certainly in the case of Uber, China and Jet, there's a lot of evidence that, look, this was burning a lot of mone | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "Just the amount of pressure that these companies were coming under from their board and from their investors to get a | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "And Uber was trying to be a U.S. internet company that could succeed in China with an understanding of how big the mar | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "Well, American internet companies would be zero.", "stance": "bearish", "confidence": 0.6, "signal_class": "fact_claim | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8TJRHV01A0RTFQP0VK6F8", "signals": [{"quote": "Saudi Arabia puts billions of dollars into Uber, and then Uber is allowed to operate there", "stance": "neutral", "con | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9RG2FT8N1HGHVQ2MSJ807", "signals": [{"quote": "I hit Uber as a scout so the two most successful Angel Investors I think in their whole Scout program", "stance": "bul | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9RG2FT8N1HGHVQ2MSJ807", "signals": [{"quote": "I hit Uber as a scout", "stance": "neutral", "confidence": 0.5, "signal_class": "fact_claim", "speaker_name": "SPEAKER | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WADHTC9SA5CEA5G5J6KA56", "signals": [{"quote": "the concept of uber at the beginning was a way to get a Lincoln Town Car faster a car service they didn't have ride sh | observed | artifact ↗ | 2016-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WAQC8RV4ED1AMD0FE61Z7J", "signals": [{"quote": "I'm most famous obviously for being the third or fourth investor in Uber. I got super lucky in that case.", "stance": | observed | artifact ↗ | 2016-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBD1CX4HCTS91SZ9SVP9Q1", "signals": [{"quote": "The problem with all these voice interfaces is that they don't know who's in front of the device. So we're using my co | observed | artifact ↗ | 2016-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBM7XNRP4BF2W85P1JYF85", "signals": [{"quote": "Um Uber now is doing Uber Eats as a separate app.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim" | observed | artifact ↗ | 2016-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WBM7XNRP4BF2W85P1JYF85", "signals": [{"quote": "We haven't seen one impact.", "stance": "bearish", "confidence": 0.95, "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2016-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WCAAC4RE3602F333V2017S", "signals": [{"quote": "and even with Uber they' they've learned this because when they started I think they really thought they were an app t | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF23NV18VXKTKHTTJ3F30X", "signals": [{"quote": "I think Aman owns 30 million shares of Uber as an example. Yesterday he started talking about Uber and it being underp | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFGKN7Z6ZVXBEXKZ3AHVA2", "signals": [{"quote": "Uber employs thousands and thousands of people in ways that were never previously possible. So if you think about the | observed | artifact ↗ | 2016-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFGKN7Z6ZVXBEXKZ3AHVA2", "signals": [{"quote": "And in that regard, Postmates and Uber probably make me the most proudest.", "stance": "bullish", "confidence": 0.85, | observed | artifact ↗ | 2016-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFGKN7Z6ZVXBEXKZ3AHVA2", "signals": [{"quote": "I do truly believe they're a net positive for the world.", "stance": "bullish", "confidence": 0.8, "signal_class": "as | observed | artifact ↗ | 2016-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFKEJMXD2P4TNKWVVD2KR8", "signals": [{"quote": "it's probably one of a few companies it Uber there may be a handful of others that truly control their Destiny", "stan | observed | artifact ↗ | 2016-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFKEJMXD2P4TNKWVVD2KR8", "signals": [{"quote": "I think if any company is going to break that it's either slack or Uber um I think specifically in Uber's case uh it's | observed | artifact ↗ | 2016-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFKEJMXD2P4TNKWVVD2KR8", "signals": [{"quote": "Uber's problem in getting there in eight or 10 years is just that in 8 or 10 years we can go to full level for autonom | observed | artifact ↗ | 2016-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WG11QH2KSH2HD5B43YJYJJ", "signals": [{"quote": "you can take a lift line or an Uber pool for four or five bucks and get halfway around your city and it's basically $2 | observed | artifact ↗ | 2016-02-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGQGT3C31Y0ZDQ5PZFKZAY", "signals": [{"quote": "in 2016 I think you want to have both a switch is flipped on in other words be like uber or a thumbtack where they're | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHF6HNH11M3M7TH1NTAZE2", "signals": [{"quote": "people said wow that Uber thing it's worth $50 billion that's going to that gets people's hearts racing and saying hey | observed | artifact ↗ | 2015-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHF6HNH11M3M7TH1NTAZE2", "signals": [{"quote": "I invested in the first round of Thumbtack and Uber and um you know that was a $9 million valuation he goes well we're | observed | artifact ↗ | 2015-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "obviously stuff like uber that I think is still on its way it could be a thousand X fund it's 500x now is that right I | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "I mean think of what TK is doing at Uber now with pool he just knows that the demand is there such that he can lower t | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "look at what TK has gone through with search pricing", "stance": "neutral", "confidence": 1, "signal_class": "assessme | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "he got so much venom over search pricing over such a long period of time and he stuck to his guns about it ... he just | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "he realized which is so impressive to me about TK is he realized that getting a the Uber was as valuable as the next c | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "we at in the early days of uber we already had those data points that showed us like if we get you into that ride 2.3 | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ6BB0JY3VCVVN7PZFQ0AM", "signals": [{"quote": "now you look at Uber today there are so many people who are full Uber full Uber like I don't own a car", "stance": "bu | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJAZETYR8QZ5SY9DJY3NZ8", "signals": [{"quote": "if we take a company that's all very present of Mind Uber or Tesla we can take both of those companies and look at how | observed | artifact ↗ | 2015-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKYXD6TPSTFWYKG78CAVBS", "signals": [{"quote": "instacart and Uber really put in people's mind that there's just somebody waiting there to take your order", "stance": | observed | artifact ↗ | 2015-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WM2TBXTZP5EE8RS26FKMM5", "signals": [{"quote": "Well, I think if you're doing something that's fundamentally local in nature, it makes a lot of sense to nail the mode | observed | artifact ↗ | 2015-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMEF0F5Z26JCKHF0HAMZKF", "signals": [{"quote": "Uber is they have an API they have a bunch of Partners building on top of it and they're also expanding and they have | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMEF0F5Z26JCKHF0HAMZKF", "signals": [{"quote": "Uber Uber's big thing has been it takes what its competitor does and it does it better", "stance": "bullish", "confide | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMEF0F5Z26JCKHF0HAMZKF", "signals": [{"quote": "Uber pool and Uber lift line and then so this one they don't make any money off of it it's just people that makes it l | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMEF0F5Z26JCKHF0HAMZKF", "signals": [{"quote": "I took Uber pool almost exclusively last week because I've been thinking about going one car less um and I have to say | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMEF0F5Z26JCKHF0HAMZKF", "signals": [{"quote": "SF mun officials have told me that they support it because they don't have late night public transportation that can m | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "Uber has this you know huge logistical um you know uh infrastructure um on a global basis", "stance": "bullish", "conf | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "they recently in San Francisco made food a tab on the actual top of the app", "stance": "bullish", "confidence": 0.7, | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "Uber has 50 employees on the project", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "we obviously want to to invest in this area as one of the the front of Technology but like case is saying it's probabl | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "even when you talk about the more diverse products we have if we talk about food delivery for example it's much harder | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "we do believe that that we're one of the safest options in in almost all of the Cities", "stance": "bullish", "confide | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMV45F0E6VN2YKDDE8S5DN", "signals": [{"quote": "safety is something that you can never be too good at so we're we're always working on improving that", "stance": "neu | observed | artifact ↗ | 2015-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMZ6TXNYT66RXQ2A82HFW8", "signals": [{"quote": "it does seem that there's a large contingent of Uber drivers or any just take Uber out of the picture lift Uber R shar | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMZ6TXNYT66RXQ2A82HFW8", "signals": [{"quote": "when you know Uber wants more drivers they raise the price it's brilliant and people hate that but they obviously acce | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMZ6TXNYT66RXQ2A82HFW8", "signals": [{"quote": "they have solved that supply problem largely", "stance": "bullish", "confidence": 0.7, "signal_class": "assessment", " | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMZ6TXNYT66RXQ2A82HFW8", "signals": [{"quote": "this is actually a great innovation in the labor market", "stance": "bullish", "confidence": 0.8, "signal_class": "ass | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMZ6TXNYT66RXQ2A82HFW8", "signals": [{"quote": "the algorithm is designed to maximize customer satisfaction so for example what drives surge pricing right now is um h | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMZ6TXNYT66RXQ2A82HFW8", "signals": [{"quote": "Uber should be opening up their data and and they did yeah", "stance": "bullish", "confidence": 0.6, "signal_class": " | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNGGWQ7G7TQME956NDP1RT", "signals": [{"quote": "I love Uber I'm a big Uber customer I can't imagine life without it around the world", "stance": "bullish", "confidenc | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNGGWQ7G7TQME956NDP1RT", "signals": [{"quote": "both those companies have raised tons of money it's hard for me to imagine they'll both win so in the winter TI all ma | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNGGWQ7G7TQME956NDP1RT", "signals": [{"quote": "as an early angel in Uber I'm an Uber customer okay uh and I I don't uh trade flight with Uber so you know from a cust | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNGGWQ7G7TQME956NDP1RT", "signals": [{"quote": "so you have an Uber then you have a lift and a side car you have a sprig you get a spoon rocket Etc yeah a lot of copy | observed | artifact ↗ | 2015-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPDC3902E7ST8JXCEGRQBS", "signals": [{"quote": "I think based on my portfolio companies that they start to know like oh we know who this company is we know who Uber i | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPVMZYC75430SJ0GTSGZSB", "signals": [{"quote": "So you're the same price basically. Basically if you if you're using our monthly on a power b regular basis 20 bucks e | observed | artifact ↗ | 2015-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPVMZYC75430SJ0GTSGZSB", "signals": [{"quote": "So, um uh when they learned about roll my route, he got all of his people and the entire community behind this and wit | observed | artifact ↗ | 2015-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPVMZYC75430SJ0GTSGZSB", "signals": [{"quote": "We're going to lower the bar beginning next week because we we realize that once we get the route out there, the spike | observed | artifact ↗ | 2015-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPVMZYC75430SJ0GTSGZSB", "signals": [{"quote": "I won't name names, but the ride sharing companies Uberpool and Lift Line and Lift Line, it's a little annoying. It's | observed | artifact ↗ | 2015-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPVMZYC75430SJ0GTSGZSB", "signals": [{"quote": "But all of a sudden now they're picking up three people. They're dropping off three people in a passenger car. So you | observed | artifact ↗ | 2015-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPVMZYC75430SJ0GTSGZSB", "signals": [{"quote": "I kind of feel like you know the system has been so archaic and so broken up until 5 years ago when Uber and other fol | observed | artifact ↗ | 2015-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQN9Y9YN45J7YAY1KQ7FKN", "signals": [{"quote": "you have a surge in large rounds for big, well-developed, relatively mature companies, Uber, Airbnb, and so on. Those | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQS8ZQ3WF7KEYE8S7FMCM2", "signals": [{"quote": "with Uber you say well how would they have stated that building a black car for the everyday person how would they hav | observed | artifact ↗ | 2015-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQS8ZQ3WF7KEYE8S7FMCM2", "signals": [{"quote": "before Uber people still got to their final destination they just hated the experience", "stance": "neutral", "confide | observed | artifact ↗ | 2015-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3YVACTBFN2QZSFF21E5Y", "signals": [{"quote": "if they start the pitch with uh we're going to you know um start this great company it's a company that you know helps | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3YVACTBFN2QZSFF21E5Y", "signals": [{"quote": "they're really the key metc for them is how many minutes to get picked up", "stance": "neutral", "confidence": 1, "sig | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3YVACTBFN2QZSFF21E5Y", "signals": [{"quote": "that's why Uber's beating lift so much and then side car is having all kinds of problems cuz sidecar is you know 15 mi | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3YVACTBFN2QZSFF21E5Y", "signals": [{"quote": "I had this great moment in New York where I called an Uber and it was like 12 minutes and I was like what the [ __ ] 1 | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR3YVACTBFN2QZSFF21E5Y", "signals": [{"quote": "shervin as we know was the B round investor for Uber MH Bill Gurley was the A- round investor and I was the angel inve | observed | artifact ↗ | 2015-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRB5TKSSQ950JSCY95WFZS", "signals": [{"quote": "uber is generally has a very strong sentiment index but if there's a big bout of regulatory concern or something like | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRE75PG8PM9109GK8Y8BA1", "signals": [{"quote": "is there a large cost for say using more than one driving or more than one of the transport ation apps no there's not | observed | artifact ↗ | 2015-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS128EMCGPSX79GZZY467Y", "signals": [{"quote": "Uber is is a a great great business. I I think in terms of one of the leading businesses in the on demand economy, whi | observed | artifact ↗ | 2015-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS128EMCGPSX79GZZY467Y", "signals": [{"quote": "I mean I'm I love the service as a user. I think that's a big miss for us.", "stance": "bullish", "confidence": 0.9, " | observed | artifact ↗ | 2015-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS2VTNAPS5MDA260EGQDKA", "signals": [{"quote": "it happened to me with Uber and thumb tag like I wasn't even a minute into these companies and goala too I was just li | observed | artifact ↗ | 2015-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS2VTNAPS5MDA260EGQDKA", "signals": [{"quote": "Aubra is using the blockchain so the Bitcoin infrastructure uh to create uh a network of uh of uh tellers around the w | observed | artifact ↗ | 2015-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSG1DXCZWFA0GZQ9EFB4Z6", "signals": [{"quote": "whether it's the Ubers or the Snapchats they're probably still undervalued astonishingly as it may seem right and and | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTWEV7AJCSB2VDVKVJQRJK", "signals": [{"quote": "I invested in Uber and thumbtack in Combined because I invested in those companies had like five four or5 million each | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTWEV7AJCSB2VDVKVJQRJK", "signals": [{"quote": "I've seen people turn down Twitter Zinga Uber and thumbtack over valuation issues in those cases all four of those com | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV670D1PFT9ZRJGZQYW8BD", "signals": [{"quote": "if you look at the messaging of some of our most popular apps right now these are ones I just went and pulled that are | observed | artifact ↗ | 2015-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WVQ411B903ED8ZZQQXRJ72", "signals": [{"quote": "it works really well for Uber that's because they have a killer product", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2015-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WVQ411B903ED8ZZQQXRJ72", "signals": [{"quote": "it's very similar to to Ubers or lifts it's give 25 get 25", "stance": "neutral", "confidence": 1, "signal_class": "fa | observed | artifact ↗ | 2015-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWM494EQ3DJ2EJJMJ0AN8Y", "signals": [{"quote": "Uber is incredible now like I need to get somewhere like I was a little bit late here because I was like oh I can keep | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWM494EQ3DJ2EJJMJ0AN8Y", "signals": [{"quote": "at the very beginning like look it says one click car service this is actually from the the this is the first picture | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWZ15KFPWRAM3G47BM7K0X", "signals": [{"quote": "I don't get involved in the public discussions of the companies I invest in because it's really annoying if you're the | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWZ15KFPWRAM3G47BM7K0X", "signals": [{"quote": "That company has had to fight for its very survival day in and day out for years. I.e. we were all rooting three years | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWZ15KFPWRAM3G47BM7K0X", "signals": [{"quote": "They've won. And what I mean by one is they're not going away. They're going to have a great business. They're going t | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWZ15KFPWRAM3G47BM7K0X", "signals": [{"quote": "They have to pick the fights and they have to act a little magnanimous now because they've won.", "stance": "mixed", " | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWZ15KFPWRAM3G47BM7K0X", "signals": [{"quote": "you're going to see great things from Uber and you're going to see a different company in terms of I think the wartime | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWZ15KFPWRAM3G47BM7K0X", "signals": [{"quote": "it doesn't matter if you're watching this show tomorrow or in 6 months or a year, there's always going to be a recent | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXJMFRM7HDW4DRD8Q8HRFY", "signals": [{"quote": "I watched the episode when Travis was on and he was in two cities and you said to Travis um I think this you know coul | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXMD7W2YT2PWWGQMR1S3CK", "signals": [{"quote": "Uber investor and and apparently they're worth $40 billion right now which is wonderful", "stance": "bullish", "confid | observed | artifact ↗ | 2014-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY71G3HQ0PFA11DYGGX9YG", "signals": [{"quote": "a similar thing with you know Uber yeah right and you see the um your Uber is arriving yeah your Uber is arriving now | observed | artifact ↗ | 2014-12-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYB5YS38BK6VQ1G3QDVRB1", "signals": [{"quote": "I mean, in the early days of Uber, none of us – I was an early investor – none of us actually considered it would incr | observed | artifact ↗ | 2014-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYB5YS38BK6VQ1G3QDVRB1", "signals": [{"quote": "So now Uber is bigger than the market it was replacing, so itself, I think.", "stance": "neutral", "confidence": 0.6, | observed | artifact ↗ | 2014-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYB5YS38BK6VQ1G3QDVRB1", "signals": [{"quote": "if Uber comes out with an API, you could just have them drop it off for four bucks or three bucks and the city would b | observed | artifact ↗ | 2014-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYB5YS38BK6VQ1G3QDVRB1", "signals": [{"quote": "I just read Uber hire the guy who did Google Shopping Express, I think.", "stance": "neutral", "confidence": 0.4, "sig | observed | artifact ↗ | 2014-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "uber has lost the benefit of the doubt because you have a long history of what i have in publicly called mercenary beh | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "emil michael who is an executive at uber senior vice president he's not like a nobody at the company he's a senior per | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "there is a supposed god view where you can see people moving around in traffic yeah and this makes it super scary beca | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "the aggressive nature of the company is absolutely necessary in the business that they are in and that is probably why | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "i don't think they're ethically flawed and i don't think travis is either", "stance": "bullish", "confidence": 0.9, "s | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "the company has had to fight every day of its life for survival", "stance": "neutral", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "massive success massive growth unlike anything we've ever seen in silicon valley", "stance": "bullish", "confidence": | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "the company needs to and the management needs to just take a deep breath here and say hey we kind of have already won | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "it's much safer to be in an uber than any other car", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_cl | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYH65N0N0CCHEN3V6J68VB", "signals": [{"quote": "the company now just needs to say this was phase one of the company and now we're gonna move into phase two and we're | observed | artifact ↗ | 2014-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYYDNGCKZJ6DKSS6F5S55W", "signals": [{"quote": "I love Uber and the eventual self-driving car and that whole wave of services I think that's really really exciting es | observed | artifact ↗ | 2014-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYYDNGCKZJ6DKSS6F5S55W", "signals": [{"quote": "I think Uber especially in major cities is changing the way people feel about car ownership right and the self-driving | observed | artifact ↗ | 2014-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WYYDNGCKZJ6DKSS6F5S55W", "signals": [{"quote": "it's going to change the world particularly in the United States because we're such a driving culture and a very profo | observed | artifact ↗ | 2014-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZJ4H4ZRDKJGFXCGA9QX7H", "signals": [{"quote": "what's the biggest hit Uber okay I was preed adviser with Uber so that's that's a big one", "stance": "bullish", "conf | observed | artifact ↗ | 2014-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0BMQQ4N7DSJ7WGH2EARFX", "signals": [{"quote": "if I'm in the mood to just hang out and go in the back and look at my phone and and like answer emails I go to Uber", | observed | artifact ↗ | 2014-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0N0VGYDY8XK1KB0MCS9PT", "signals": [{"quote": "Just like I back Travis ten times.", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsement", "speaker_n | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0N0VGYDY8XK1KB0MCS9PT", "signals": [{"quote": "Travis unleashed the Uber API on the world. The Uber API he was talking about from the beginning, all of us were, you | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X10SKXXXJGXW51JV60S73V", "signals": [{"quote": "I'm an early angel investor in Uber. But they're doing a couple of trials, I think. They have a moving trial somewhere | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X10SKXXXJGXW51JV60S73V", "signals": [{"quote": "I think there's an interesting question of whether Uber is going to be the sort of logistics delivery network for thes | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X10SKXXXJGXW51JV60S73V", "signals": [{"quote": "They're clearly well positioned to do certain things, but the market's going to be much bigger.", "stance": "mixed", " | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X10SKXXXJGXW51JV60S73V", "signals": [{"quote": "I think that they've figured out that we really make the big money as being the platform, not just, there can be the p | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X10SKXXXJGXW51JV60S73V", "signals": [{"quote": "It's going to be so easy for them. And I think really the issue is people have hacked Uber already to do UberX to say, | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1RD76WZE167Z8WAHP5Y7J", "signals": [{"quote": "thumbtack and uber like in its ability to scale and solve problems for people", "stance": "bullish", "confidence": 1, | observed | artifact ↗ | 2014-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1RD76WZE167Z8WAHP5Y7J", "signals": [{"quote": "we manage all the scheduling and the payments for you", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_ | observed | artifact ↗ | 2014-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1RD76WZE167Z8WAHP5Y7J", "signals": [{"quote": "we have an automated billing we hit the credit card we do an ACH transfer right into the ... caregivers get paid withi | observed | artifact ↗ | 2014-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1RD76WZE167Z8WAHP5Y7J", "signals": [{"quote": "we take ... 15% of the kind of the golden number for a lot of marketplaces", "stance": "neutral", "confidence": 0.9, " | observed | artifact ↗ | 2014-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1RD76WZE167Z8WAHP5Y7J", "signals": [{"quote": "I used to pay you $125 port with uber on pay charge you 60 it goes yeah you know what I'm actually making more more mo | observed | artifact ↗ | 2014-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1RD76WZE167Z8WAHP5Y7J", "signals": [{"quote": "just like Travis said every single uber driver like I would get into that car and feel safe", "stance": "bullish", "co | observed | artifact ↗ | 2014-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1YCD75XDKQSPD1HKRS94V", "signals": [{"quote": "if if they're not doing anything that's illegal and I I don't think they're doing anything that's immoral based on the | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1YCD75XDKQSPD1HKRS94V", "signals": [{"quote": "I think Uber's you know an aggressive company clearly they've been successful because of it I don't see anything here | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1YCD75XDKQSPD1HKRS94V", "signals": [{"quote": "they're also launching uh a couple of tests they released the API which I think people saw um and and actually Travis | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1YCD75XDKQSPD1HKRS94V", "signals": [{"quote": "has there ever been a more high-profile launch of an API than Uber launching their API I mean like definitely not I've | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1YCD75XDKQSPD1HKRS94V", "signals": [{"quote": "it's it's bridging uh the virtual and the and the real world right it's it's a way for you to um you know physically r | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X40TTM0X9TZV2VPGFD1DQE", "signals": [{"quote": "Uber's kind of open people's eyes that Transportation can be a good business", "stance": "bullish", "confidence": 0.8, | observed | artifact ↗ | 2014-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X40TTM0X9TZV2VPGFD1DQE", "signals": [{"quote": "transportation is a big market and so even a very very small piece of that market is still a very fundable uh you know | observed | artifact ↗ | 2014-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X4NG0KWSKFGPBV2R64RYSN", "signals": [{"quote": "you need a parking spot like this is the thing that people didn't realize about Uber certainly when I invested in Uber | observed | artifact ↗ | 2014-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X56MY388GS8BFPA51JTQ2N", "signals": [{"quote": "so for Uber you need you need a certain Baseline of liquidity like two cars won't cut it right you need a a lot of car | observed | artifact ↗ | 2014-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X56MY388GS8BFPA51JTQ2N", "signals": [{"quote": "how do you own a city right like because that's what I think uh speaking of uber that they did particular well is like | observed | artifact ↗ | 2014-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X56MY388GS8BFPA51JTQ2N", "signals": [{"quote": "that's Uber too cuz Uber was competing not against taxis it was in one way it's competing in San Francisco and other c | observed | artifact ↗ | 2014-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "I say the same thing about Uber and the cab Commission I mean these things are too popular in the cities that I don't | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "Seattle City council voted to cap Uber X not Uber black cars I think lift and side guard to 150 drivers at any given t | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "full disclosure I am an investor in Uber", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "I think we'll see more of this um but again I don't think it's going to totally derail um you know these companies ove | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "Uber X is banned from LAX Los Angeles airport", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim", | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "I use Uber constantly I also use flywheel which is the taxy app because sometimes it's faster and I I love that the ca | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X74V8M4MVX3XAPR0WHTFJ7", "signals": [{"quote": "the real Revolution that's happening is happening outside here in New York City is happening outside of Manhattan whic | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7FPFBWCZAVSDTS0RJJ8F6", "signals": [{"quote": "it's this kind of like you know ask forgiveness not permission sort of attitude and you can push that too far but I th | observed | artifact ↗ | 2014-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7FPFBWCZAVSDTS0RJJ8F6", "signals": [{"quote": "the backlash from the user base came back up and surface a dialogue that's saying why are you concerned to begin with | observed | artifact ↗ | 2014-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7FPFBWCZAVSDTS0RJJ8F6", "signals": [{"quote": "with Uber I think you're saying people are saying Uber is a responsible company they do take safety seriously they are | observed | artifact ↗ | 2014-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "Travis Kalanick who is the founder, co-founder and CEO of Uber which I'm actually lucky enough to have been an investo | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "What a great entrepreneur. What a great company.", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsemen | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "Miami has been the toughest is that we're not in Miami.", "stance": "bearish", "confidence": 1, "signal_class": "fact_ | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "the industry itself is making sure that we can't come.", "stance": "bearish", "confidence": 1, "signal_class": "assess | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "everybody who knows the story about search Friday knows I'm of course it works", "stance": "bullish", "confidence": 1, | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "The drivers are pretty excited about search pricing. Yes. They love search", "stance": "bullish", "confidence": 1, "si | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "the highest trip that was ever paid for was 9.25x on New Year's Eve.", "stance": "neutral", "confidence": 1, "signal_c | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "Our goal is to get the cheapest ride possible. Why? Because we are trying to become a mainstay in the transportation s | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "If you don't have an option, then we're losing because then we are the same as the taxi companies. We need to provide | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "If we cap that surge or, you know, we make it so surge doesn't happen, we won't get those crazy headlines. But what we | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "one of the things we're rolling out is, um, a feature where in the app you see surge pricing, you're like, I'm I'm not | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "This is an awful large amount of money. $20 million a week going through the system and this is from October.", "stanc | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "first 10 guys I called, three of them hung up, ... three of them were like, you know, I'm interested. Let's meet. And | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "we're growing 20% plus month over month. Um right now 20% month over month on a $20 million number.", "stance": "bulli | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "when we're paying drivers $100 million a week, right? When we're paying drivers $100 million a week, like think about | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "the number of trips we're doing in San Francisco is larger than the number of trips that are being done by the taxi in | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "a good portion of the of UberX that's happening is remember we have taxi in San Francisco as well. So we're doing taxi | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "vehicle financing was one of those things we did.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim" | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "the only thing slowing us down at this point or the one of the main things slowing us down is getting enough cars on t | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "we're we're we're closer at 80 cities at this point", "stance": "bullish", "confidence": 1, "signal_class": "fact_clai | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "we're going to be in Saudi Arabia real soon", "stance": "bullish", "confidence": 1, "signal_class": "prediction", "spe | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "we're in most major cities in the world", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "New York taxi, right, is doing I think it's right around 700,000 trips per day. ... And you saw our global numbers, ri | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "the room to grow is it feels limitless, but that's when you see a company the size of ours growing, you know, at the t | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "you want to focus but you want to innovate. ... as you build up a really strong management team, like a really just, y | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "we are getting to a point where we're starting to compete with public transportation in terms of cost and quality.", " | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "it's a little more fun when you do see product market fit and you can feel it get out there and you can watch it grow. | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X81SHM1F87HDHFNBR53RHF", "signals": [{"quote": "people are going public with much less revenue than Uber.", "stance": "bullish", "confidence": 1, "signal_class": "fac | observed | artifact ↗ | 2014-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "I was really skeptical of it.", "stance": "bearish", "confidence": 1, "signal_class": "assessment", "speaker_name": "J | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "I think I spent $1,000 on Uber last month myself.", "stance": "bullish", "confidence": 1, "signal_class": "endorsement | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "I thought it was awesome. I thought it was absolutely awesome. $21 million a week.", "stance": "bullish", "confidence" | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "that company's on Fuego.", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": "Josh S | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "they're driving a billion dollars of run rate spend right now and it looks to me like they're growing at 50 plus% on a | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "he's an empire builder.", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_name": "Josh S | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "Uber is certainly disruptive, but it's disrupting by being better.", "stance": "bullish", "confidence": 1, "signal_cla | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "Just like Uber, you had all these state and local regulations that governed how you could sell real estate in these th | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X93JR0N0CXKE8MJDZ037TF", "signals": [{"quote": "Uber I would argue is enabled by mobile. That's not a that that is not possible without the iPhone right or Android", | observed | artifact ↗ | 2013-12-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "we had people come back and come back a lot and and we had that very early on um we we we always had this idea if if y | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "the average order size in total uh is around $52 if you if you look at it in that includes the delivery fee and the pu | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "we charge a delivery fee and we share that with the Postmates and the Postmates get 75% from the delivery fee and then | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "Postmates doesn't require any Merchant integration that is the most beautiful thing we've ever done", "stance": "bulli | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "I think an Uber driver can make 400 bucks a day", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim" | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "85% of our delivery volume is from restaurants so I I in a lot of ways I couldn't care what Amazon or Google are doing | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "if all Postmates is forever is the 7-Eleven or the express lane at a supermarket then that is still a big enough marke | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "Google introduces a way to compete with Amazon Fresh which is a same day grocery service from Amazon that they offer i | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "Amazon last week on 60 Minutes showed their drone delivery which was kind of BS", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "we we we share I believe six investors with Uber you know you mentioned David earlier uh there's a lot of others it he | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9C4MDZ3PSH633163YGQDR", "signals": [{"quote": "I think people look at on demand as Postmates and Uber yeah I mean they they do", "stance": "bullish", "confidence": 0 | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9V72KDDWMT1ZM1FKDJ3X1", "signals": [{"quote": "it's all the things we like crazy founder super disruptive uh uh makes a lot of money I mean it's it's it's just um th | observed | artifact ↗ | 2013-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9V72KDDWMT1ZM1FKDJ3X1", "signals": [{"quote": "we do everything from a 100K seed check all the way up to Uber which we wrote $254 Million check into", "stance": "bul | observed | artifact ↗ | 2013-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9VR2EJT5CV1FVRGX8N2MQ", "signals": [{"quote": "my whole life rule is don't be a dick and that guy is just a dick", "stance": "bearish", "confidence": 1, "signal_clas | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9VR2EJT5CV1FVRGX8N2MQ", "signals": [{"quote": "I think Uber has a lot of big risks to its business right now I think a lot is breaking down in terms of um in terms o | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9VR2EJT5CV1FVRGX8N2MQ", "signals": [{"quote": "there's people t increasingly people saying that they're your Uber pickup and the license Plate's wrong and so in some | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9VR2EJT5CV1FVRGX8N2MQ", "signals": [{"quote": "I think all these Services lift sidecar and Uber have a much higher Benchmark for like letting people into the service | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9VR2EJT5CV1FVRGX8N2MQ", "signals": [{"quote": "I don't feel like I can trust Uber as a company because I find them I find their behavior mercenary as a company", "st | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9VR2EJT5CV1FVRGX8N2MQ", "signals": [{"quote": "difference between Lyft and Uber Lyft is a company people feel feel an emotional connection with Uber is a mercenary t | observed | artifact ↗ | 2013-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "I think Uber has done a fantastic job with the professional driver", "stance": "bullish", "confidence": 0.9, "signal_c | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "there's a massive demand for transportation for affordable safe and and efficient transportation and and it's working" | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "we've gone from about 50 to 140 people um in terms of the staff", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "there's several thousand we haven't released an official number but there's several thousand", "stance": "bullish", "c | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "I think the the average ride is about uh 122 or $13 um and you can do you know two rides an hour um if you're availabl | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "we're we're doing different experiments to um to correct the fact that there are times when uh demand is higher than S | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBH9GBKWT7NKTK6MZQ0AE6", "signals": [{"quote": "we we set the bar higher ... you can't have more than two points in the last three years uh this is pretty strict ... | observed | artifact ↗ | 2013-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEA892B0MXX7NH2G75KZTN", "signals": [{"quote": "so the engagement for us is I think we're actually underpricing ourselves sometimes but the dollar for us is right now | observed | artifact ↗ | 2013-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEA892B0MXX7NH2G75KZTN", "signals": [{"quote": "so right now the percentage of people that actually on average put in their email address and claim is 22%", "stance": | observed | artifact ↗ | 2013-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEA892B0MXX7NH2G75KZTN", "signals": [{"quote": "the biggest deal that we've had to date is about $700,000 ... this was a major consumer brand um and it was uh a very | observed | artifact ↗ | 2013-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEA892B0MXX7NH2G75KZTN", "signals": [{"quote": "now Uber's copying them", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_name": "Brian | observed | artifact ↗ | 2013-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEAVSY1WMA958ZTN5Q2X1J", "signals": [{"quote": "you need to have some outliers that are huge and you need to I have that with Uber and some others", "stance": "bullis | observed | artifact ↗ | 2013-07-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "Look at who we've been the most brutal on this year. Uber, backed by Menlo, which is... and a couple of others, who ar | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "I think it's disingenuous. Don't pretend you're Robin Hood, when you're delivering expensive cab rides.", "stance": "b | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "I think the surge price was, in general, genius. I think doing it in a national disaster... [is not].", "stance": "mix | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "That's the thing with Travis, he digs in his heels. And uh... And his done this holding how corrupt everyone was, 'We | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "they came out later and said, 'Well, if we hadn't done that, they would have driven to someone else.' Oh! So it was no | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "he does have a mission type approach, and I think it's genuine.", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XK4Q8HTF0644XG24NJ3XAB", "signals": [{"quote": "I think, if he was just own up to what they were doing, I wouldn't have a problem with him.", "stance": "mixed", "conf | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKSZ7SB6MVR8T494TC0QKB", "signals": [{"quote": "full disclaimer I'm an angel investor in Uber Uber is saying they're going to go up", "stance": "bullish", "confidence | observed | artifact ↗ | 2013-02-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSWPY0ZXV1ZQK00MEC571S", "signals": [{"quote": "Travis is an unreasonably fast moving person you know which is perfect for Uber right I mean tra like Travis will show | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSWPY0ZXV1ZQK00MEC571S", "signals": [{"quote": "if you piss off an EV Williams now or a Travis cnick you're not going to get that opportunity when they do the next co | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2G0BTVG83WA14J961CYD", "signals": [{"quote": "Uber had the same issue around on I guess New Year's they double the price or triple the price so that they you know t | observed | artifact ↗ | 2012-08-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWJ0N500G7277T76C3F4YB", "signals": [{"quote": "look at like Uber or exec you know they're using like people who otherwise won't be working can go to an asworth of wo | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0F1FR83ZWXQ6X8CG9CFH1", "signals": [{"quote": "I tried the service and I fell in love with it", "stance": "bullish", "confidence": 1, "signal_class": "assessment", " | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0F1FR83ZWXQ6X8CG9CFH1", "signals": [{"quote": "it looks to be a very successful company", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", "spea | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y2JTVD7JN8AGYKGWJA33FA", "signals": [{"quote": "What a fantastic product. The utility that you get from it. Does it exceed the one or two times that you may get overc | observed | artifact ↗ | 2012-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y323XMW5WAFHJH9G6SX390", "signals": [{"quote": "uber is an example like would you premium pricing on Downer's and there are a bunch of people who complained you know | observed | artifact ↗ | 2012-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y36G3C6J709B3X4NVQ0NSS", "signals": [{"quote": "uber did premium pricing on new year's and there were a bunch of people who complained you know who didn't complain th | observed | artifact ↗ | 2012-02-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y945DGVK74XNWAN6J58T28", "signals": [{"quote": "we raised an angel round from Mitch Kore from Lo snow St um Travis kalanick from Uber", "stance": "neutral", "confiden | observed | artifact ↗ | 2011-11-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "I think this is your billion dollar company. I'll be totally honest. I'm an angel investor so I'm kind of biased but I | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "I push a button on my iPhone or Android or even SMS. I push a button and in five minutes a car appears. I can see it c | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "It's 90% cheaper than a Lincoln Town Car. But you get a Lincoln Town Car.", "stance": "bullish", "confidence": 0.9, "s | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "We are going to dominate every city that we go into.", "stance": "bullish", "confidence": 1, "signal_class": "predicti | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "So actually, you want to bring Lincoln Town Car Service down to the top half of taxi service. We're going to price dis | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "the city of San Francisco and the state of California said shut down, right? Because here's a cease and assist order. | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "the bottom line is that you know the you know there are incumbents in any market space who have issues when new guys c | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDP3CGFDBEW41V252RDCMV", "signals": [{"quote": "You wind up getting a bunch of investors. Top tier angel investors.", "stance": "bullish", "confidence": 0.95, "signal | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "I think it's a billion dollar company.", "stance": "bullish", "confidence": 1, "signal_class": "prediction", "speaker_ | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "We are going to dominate every city that we go into", "stance": "bullish", "confidence": 0.9, "signal_class": "predict | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "we'll have high-end products and we'll have like you know cheaper products right so like you can get an iPhone that's | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "are you raising money for this? I have to angel invest in this.", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "72% of all dispatch calls on a Saturday night to yellow cab go as no-shows.", "stance": "neutral", "confidence": 0.9, | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "I'll tell you that I'll tell you when I realize it's going to be a billion dollar company.", "stance": "bullish", "con | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "And all the drivers I've spoken to say they love it. Yeah. They're making more money from it.", "stance": "bullish", " | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "The truth is you're just sending them a customer.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_clai | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGZ0S0XRC4CDM1SB0PZVEN", "signals": [{"quote": "the cities do not have jurisdiction really over us", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_cla | observed | artifact ↗ | 2011-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z8PP7TCDDJVTQKXZ0R2JSY", "signals": [{"quote": "I really wish I had is Uber cabs I and that's a service that I would definitely use and I just was busy with a bunch o | observed | artifact ↗ | 2010-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9AFENS9G5YHBRDN0H99B1", "signals": [{"quote": "I wish more of my investments and companies would get sued because when you're getting sued it means you're doing some | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "Uber is a company that has impact on the world. It's important. It's in trouble.", "stance": "mixed", "confidence": 1, | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "It seemed pretty chaotic and pretty difficult.", "stance": "bearish", "confidence": 1, "signal_class": "assessment", " | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "We are shaping how the world moves. We're a huge part of people's lives. We've got over 10 million couriers and driver | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "the business itself was very dynamic, hugely competitive", "stance": "neutral", "confidence": 1, "signal_class": "asse | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "I think fundamentally was strong", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "the company lost trust with stakeholders, with regulators, with the public", "stance": "bearish", "confidence": 1, "si | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "there was a lot of talent inside of Uber", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speak | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "Obviously, the challenge of opportunity now is the rise of AI, both as an internal tool as to how we build. ... I've n | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "we are the AI-native company or ML-native company in terms of where the technology has come from, it's been occurring | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "to rebuild it from the ground up, that's much harder. And that's where I'm coming in and really pushing the teams to t | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "It's very early, but it's moving very fast. So we've got over 30 partnerships now with incredible partners like a Waym | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "We just announced a billion-dollar financing line with Santander for EV fleets and AV fleets.", "stance": "bullish", " | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "AVs that are on our network are 30% or more busy than, let's say, 1P AVs who aren't using our network.", "stance": "bu | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "So I think what's incredible is what's magical now is going to seem normal to all of us 10 years from now.", "stance": | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "But at the same time, we are able to drive more utilization for them when their cars are on our network.", "stance": " | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "I don't think it's going to be black or white, which is, do we only compete or do we only work together? We think ther | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "drivers in Austin and Atlanta, where we have two big partnerships with Waymo, drivers on the Uber platform, they're ma | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "we have a partnership with basically every AV provider... we're in a great position to make sure that we are the large | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "We think that over a long period of time... we think the lucid midsize that they are building for us and neuro togethe | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "If delivery is done with a drone, and instead of a 25-minute to 30-minute delivery, you get habituated. The magic is a | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "I think drones for food and other grocery are going to start hitting real scale over the next two to five years.", "st | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "the first year of membership is a year where we lose money on you, but we're going to make money on you two, three, fo | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FY73MC1PJTR45E208ANHSV", "signals": [{"quote": "the more you interact with our platform, the more services you have, the more you interact with those services, the mo | observed | artifact ↗ | 2026-06-03 | promoted | 0.50 |
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