Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
11 May 2019 Acquired The Uber IPO
“If I'm in the shoes of Dara, the Uber board, and Softbank given their influence here, I think I would have imagined, the $9 billion that they just raised in the IPO, that's my time for input.”
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
…The F scenario is it just takes too long. They built for this. I think it's more likely that given an infinite timescale and dollars, they'll actually be able to do this. I think all the fundamentals hold. I think the F scenario is they're not able to access the capital that they need to. I think investors stopped signing up to put more cash in before the music stops. I think that could also happen. I don't know what happens to Uber at that point, but that's definitely the downside scenario. They can't get it done in a short enough time frame to not need to go and access new capital in a really either dilutive or company challenging way. If I'm in the shoes of Dara, the Uber board, and Softbank given their influence here, I think I would have imagined, the $9 billion that they just raised in the IPO, that's my time for input. I think you have to believe there is no more capital coming. Yup, that's a great point.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.