Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
41 published records
01 / belief
“I think we've probably covered the bull and bear case narratives pretty thoroughly here.”
02 / belief
“Secondary to Travis. I think that's the last draw. Something very, very, very fundamentally needs to change in the company.”
03 / belief
“I think, probably much like, not Uber specifically in the early days, but then the peer to peer, true ride sharing industry that becomes the big industry that we talked about on the Lyft IPO episode, it's not entirely clear that it's wrong to do this.”
04 / uncertainty
“I don't know if it was specifically from that dinner, but the outcome of that week is Garrett was thinking about buying these Mercedes and renting a garage and storing them themselves.”
05 / belief
“I think the other part of the bull case here is that we're still less than two years into Dara being the CEO of Uber.”
06 / belief
“I think the A-plus scenario is this capital infusion gives them the resources to continue to be able to do that.”
07 / belief
“Although the rate of decline in our ride sharing category position has since "moderated", our ride sharing category position generally declined in 2018 in the substantial majority of the regions in which we operate, impacted in part by, of course, heavy subsidies and discounts by our competitors in various markets that we felt compelled to match in order to remain competitive. The takeaway here is, I think the important word there is moderated.”
08 / belief
“I also think, people still, when they hear the delete Uber, they link it to all the events that would follow here. They remember something happened at the airport, but I think there was a massive misconception and misunderstanding between the company of what they were able to do, what they were trying to do, and then what they got roasted for.”
09 / belief
“I believe GV operates on an annual budget cycle. But yes, they put in a lot of money.”
10 / observation
“We should, on a technical note, just make a point to folks listening that when you type in a URL right now on the Internet, even though it seems like, okay, cool, it goes to the server where that website is hosted and gets it, in the early days of the Internet, it had to go literally all the way to the one server where the website was hosted.”
11 / belief
“I believe also on Twitter, Jason Calacanis, who obviously Angel invested in the round, posted a tweet about the launch of Uber.”
12 / belief
“I think the question is, a lot of the questions that emerged when the dynamic changed for Uber, both nationally in the US and globally with the emergence of peer to peer ride sharing, the hope was that the massive amounts of capital raised and the operational investments would have settled those questions over the last four or five years.”
13 / belief
“I think the A-plus case is exactly what Dara and the company had been saying on the roadshow and through the IPO process, which is, this is Amazon.”
14 / belief
“I think I've seen that brass polishing fee on my Uber receipts from time to time.”
15 / belief
“Honestly, this is the end of the days of founder friendly, and I think that's a good thing.”
16 / commitment
“Sedan, limo, black car, is eventually what it mostly becomes known as. As we will see, there are some sketchiness that develops in this industry.”
17 / uncertainty
“Garrett had this turn of phrase. I don't know if this is from being Canadian or just whipped.”
18 / uncertainty
“I know Meg Whitman at least tweeted like, I don't know what you guys are talking about, I'm not taking this job.”
19 / belief
“At this point, I think we've played the narrative of everyone else has said terrible things about Uber and Travis, and we want to talk about a lot of the amazing things that the company and he did, and a lot of the redeeming qualities.”
20 / belief
“I think Best Buy is based in Utah. I believe that's where their headquarters is.”
21 / belief
“I think the other part of the story is because they share the same infrastructure and supply side across both of those businesses and potentially other businesses in the future.”
22 / uncertainty
“I don't know if he'd already moved to San Francisco as part of the sale to Akamai.”
23 / belief
“Ryan Graves is the CEO and only employee of the company. It gets blasted out to I think something like 170-175 investors.”
24 / belief
“I think more importantly, they were sending a message to Michael Ovitz of, hey, man, you built your career on the interests of artists, and you just funded a piracy company.”
25 / observation
“Sometimes when you have a situation like that, the only way to break the logjam is just with somebody who doesn't know any better.”
26 / belief
“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.”
27 / belief
“I think when we first got started, we were a little all over the place in describing the LP Show.”
28 / belief
“I believe, not the name of the company, but the class he taught was something like above 1500 or something like that.”
29 / belief
“I think people thought about at the time like, oh, wow, if they had gone public, maybe they would have gone in public at a relative market cap like this.”
30 / commitment
“The way we can win this as this is a war of attrition, we will raise so much money.”
31 / uncertainty
“You've overshot, but I'm trying to think if this is the farthest back we've ever gotten. I don't know.”
32 / prediction
“With Uber for a long time, until very recently, where Uber cut these deals to merge or take large owners to ship stakes in some of their competitors internationally instead of competing, the thought was, oh, my God, the global ride sharing market is one of the biggest markets in history. It is a single market, it's going to be a winner take all, and it is worth just go go go, put as much money into this company as you can, because they're going to take it all.”
33 / prediction
“Because every time somebody did try to go innovate in the black car industry, this is what would happen.”
34 / evaluation
“He was going out at night, going to nightclubs in San Francisco, having a terrible time getting there and coming back because there were 1500 taxi medallions for all of San Francisco, which is a major city.”
35 / evaluation
“This is a highly regulated industry. This is the only way to go. Ryan and Travis say, thank you very much.”
36 / recommendation
“He says, but I think we need to think about expanding out of that taxi market and into the black car market, bring them on as well because all the things I was describing about the taxi market are limiting, and you might be able to solve that in the black car market.”
37 / evaluation
“If everyone remembers the Altaba episode with Yahoo and Alibaba, being a holding company that owns a bunch of other assets, you don't get to value the assets at exactly what they're trading for because there's inherent risk in, is this entity going to be able to get liquid on those assets if they ever needed to.?”
38 / preference
“David Bonderman, co-founder of TPG, who is on the board from TPG's investment in Uber, is onstage alongside other board members, including Arianna Huffington, who I believe is the only female board member at this point in time at the company.”
39 / commitment
“A terrible, terrible thing, in my view, not that this is a political show, but I will 100% stand by that statement forever.”
40 / evaluation
“I would say, after having now done many, many hours of research on Travis, I think that is a very accurate characterization.”
41 / evaluation
“I guess what that means is that dispatch service doesn't legally entitle any public passenger in any way to a taxicab that they've just ordered by phone.”