Public evidence record
Published podcast speaker
Claim ledger
12 transcript-backed records
01 / belief
“Then investing a billion dollars worth of his return from Amazon stock every year and turbocharging it. That kind of change of pace I think has yielded some dysfunctional outcomes.”
02 / belief
“Now you've got this massive advertising business. I think $6 billion in the last quarter.”
03 / belief
“In fact, I think, except for maybe parts of Europe, that really hasn't worked out that well.”
04 / belief
“I think what I originally was riffing on with that term was how he's so effortlessly alluded difficult questions back when he gave interviews.”
05 / belief
“I found that he had personally bought a Bell Helicopter and that Lauren Sanchez’s company had also registered a new Bell Helicopter at the same time.”
06 / belief
“I agree with that. Amazon is doing so much now in serving so many constituencies that the brand holder who wants no part of this frontier chaos, wants to sell directly, and have a relationship with their customers.”
07 / belief
“Not to say that Uber doesn’t have that because they have local offices and very smart general managers but I think there’s a reason that Uber hasn’t run the table yet.”
08 / belief
“I mean, Uber I think has to hope that we move into a different capital environment and all these companies like Lyft, but also like Juno, this New York startup that’s giving its drivers equity that all that stuff starts to look very unsustainable in an environment where companies have to go public and they have to show profit.”
09 / belief
“I think that’s right and I think that the big moment for this industry, so Kuaidi and Didi start to emerge by virtue of the investment of Tencent and Alibaba.”
10 / belief
“I think that there would be some regulatory or anti-trust scrutiny if Google was to play favorites in the way that Tencent and Alibaba did in China.”
11 / belief
“The founders started out wanting classy rides around San Francisco. So you kind of have to pick where you start and so Uber now is sort of focusing on the driver community and has a lot of work to do I think to quell some of the dissatisfaction particularly among full-time drivers and when we get into these cars and talk to our drivers, we know that dissatisfaction is there.”
12 / belief
“I think the other thing that happened and the reason why this was a smart deal probably for both companies is, it became very clear over the last two years that this market was about to undergo a major pivot into driverless car technology and so it really doesn’t make a lot of sense to go waging a war and spending a battle for a market that is going to be changing very quickly.”