Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
11 Dec 2020 Acquired Airbnb
“Uber, which I think is a reasonable comp because it’s also a marketplace business, and it was also at a global scale, it had also been a long time—10 years between founding an IPO in 2018.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 11 Dec 2020
- Publisher
- Acquired
- Episode
- Airbnb
Transcript context
…It’s funny. With DoorDash, you’re like, yeah, it makes sense why they’re going now. This is the biggest accelerant to the business in history. Wow. Wow, wow, wow. Okay, we’ll get into it. Even with the 2019 growth rate—I put together some numbers to try and contextualize why David and I are talking about growth rates the way that we are. Uber, which I think is a reasonable comp because it’s also a marketplace business, and it was also at a global scale, it had also been a long time—10 years between founding an IPO in 2018. It was growing at 42% when they IPOed. That’s much faster than the 28%, 29%. We wouldn’t have called Uber’s growth linear at that point. Lyft was filling themselves. They were doubling year over year at 100% growth. That was common out of delayed Uber.…
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