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John Collison: evaluation

12 Feb 2026 Cheeky Pint Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

“I see. So I mean famously, yeah, the restaurant economy and places like Taipei would have been really good, but it's gotten worse because people are eating in more with Uber Eats and stuff like that.”

— John Collison

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Everything needed to verify it.

Speaker
John Collison
Attribution
Verified speaker
Claim type
evaluation
Recorded
12 Feb 2026
Publisher
Cheeky Pint

Transcript context

…Well, here's the problem though, where tech has made it worse, I would argue as a tourist. Taiwan is arguably the greatest Uber Eats market ever because there's just amazing options. It's all delivered by scooter, so it's always like 10 minutes to get dinner. I think you were going to ask me about difficulties moving to the States. Not having access to that is definitely one of them. But the problem is that it's such a huge market now that I think there are fewer and fewer restaurants, in that a lot of these places actually just straight up close their storefronts are just ghost kitchens basically. And all they do is just make Uber Eats orders all day. I see. So I mean famously, yeah, the restaurant economy and places like Taipei would have been really good, but it's gotten worse because people are eating in more with Uber Eats and stuff like that. I think so. As far as walking around and just like stuff on… No, there's still plenty of places. It's still great. But there's a number of restaurants that I used to always take people to, like holes in the wall that I knew had super good beef noodles or something. And I remember a couple times like, “Oh, you can't actually go eat there anymore, but they're still on Uber Eats.”…

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