Ben Gilbert: uncertainty

Transcript context

…Well, I wonder here too how much the fact that Google is a huge shareholder in Uber, and David Drummond was on Uber’s board, played into the decision to do this through Waze here. Like oh, this is this company that is still standalone, they’re based in Israel and Waze had rolled out ride sharing in Israel long ago. The news was that they brought it to San Francisco. So this is sort of like our independent division doing this, not related to Google corporate, and so like a head fake here. If Google were not an investor in Uber, would they have rolled this out through Google Maps? Huh. I don’t know. An unrelated question is, is it actually that much different than what already existed in their Israeli product and that they just decided like, “Yeah, we’ll try it here too. ” Is it actually as big a deal as the press and we are now making it out to be? Well, Uber thinks it’s a big deal for sure.…

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