Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
11 May 2019 Acquired The Uber IPO
“I think the other part of the story is because they share the same infrastructure and supply side across both of those businesses and potentially other businesses in the future.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 11 May 2019
- Publisher
- Acquired
- Episode
- The Uber IPO
Transcript context
…Let's get more specific on what that looks like. They are contribution margin positive on the ride sharing business some small number of years from now, Uber Eats continues this great growth rate that they're on, and also gets profitable. I think the other part of the story is because they share the same infrastructure and supply side across both of those businesses and potentially other businesses in the future. That is going to be a very strong battleship, if you will, that will turn the tide in their fight with competitors that their economics will be fundamentally different than others. Because they can afford to spend more on the infrastructure than Lyft or any of these players who don't have something like Uber Eats.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.