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
26 published records
01 / belief
“I think Lyft is stronger than people give it credit for. It's definitely going through a tough time.”
02 / uncertainty
“Herb was a big believer in betting on people and hierarchies, et cetera. I don't know, honestly.”
03 / belief
“Ultimately, because of the pandemic, we decided to get out of self-driving, which I think was a good decision because our core skill set is building this demand network, connecting demand to supply in a dynamic way, et cetera.”
04 / belief
“There's this pretty interesting philosophical question, which is, how safe does a robot have to be? In the US, I think there are 40,000 deaths as a result of car accidents.”
05 / belief
“If you think about post pandemic, one of the reasons why I think, generally, we're doing really well and gain a bunch of category share versus Lyft coming out of the pandemic, was because we really focused on bringing those drivers back to the platform, building our service, et cetera.”
06 / belief
“I think one of the secret sauces that we have is, we have a very large and capable marketplace team.”
07 / belief
“The fact is that I think Uber was guilty of taking earners for granted because when I first came in, and for much of the company, we were in a state of oversupply.”
08 / belief
“I think now, things have changed, which is we have become much more focused on those three segments.”
09 / belief
“I think I always tell people that the most common mistake that I see in young people is that they overplan their career.”
10 / belief
“Ultimately, we think the better solution is for the Waymos of the world, Auroras of the world, et cetera, mobilize to work with us so that you have this hybrid transition state, where you can still have this 98% coverage everywhere no matter what weather it is, et cetera, but we have this smart switching layer.”
11 / belief
“I think Uber had a global position, a talent pool, a brand that was absolutely exceptional, that was just going through a really, really hard time.”
12 / belief
“I think that was a very, very heavy weight on Benchmark and some of the other startups, et cetera, which led to all events that ultimately led to them bringing in an unknown outsider.”
13 / belief
“When you look at the pandemic, and everyone's looking for all these long-term changes, and everything reverts to norm, I think that was the wisdom at the time.”
14 / belief
“I think the pandemic was incredibly painful in that sitting together as a team, 85% of your mobility volume, which was the profit driver of the company, falls off a cliff.”
15 / belief
“I think that there's always a delay between inputs and outputs, which is you can start changing the inputs in terms of how you build a system, et cetera.”
16 / belief
“I think we're in the scale business. We centrally wire up every form of transportation whether it's people or things.”
17 / prediction
“I remember hearing in 2013 that it was cool that I was in 2013 because 2014, one year away, was going to be the year of self-driving cars.”
18 / prediction
“Every geography has at least twice as many reporters employed as any other news organization in the world, I think.”
19 / evaluation
“I think you guys, between when you took the job and today, turned over basically the entire Uber shareholder base.”
20 / recommendation
“If we entered some economic environment, where a whole bunch of people were out of work, and they wanted to become Uber drivers, but that would make it so that the average earnings across the whole platform would plunge because you have a whole ton of new drivers coming on, would you guys gate it and be like, hey, we want to make sure that we don't flood the supply side of the marketplace?”
21 / evaluation
“You weren't going to get fired, because what was Barry going to do, step in and be CEO himself?”
22 / evaluation
“I think that highway accidents are one of the top two or three causes of death in the United States, period, so something 10 times safer.”
23 / prediction
“You can do the same thing at Uber in a way that your competitors on both sides of the business can't because you can cross market, rides, and Eats.”
24 / evaluation
“com. I think you learn a lot of lessons from watching Booking just crushed it. Top line, profit margins, rate of expansion, everything about it, Booking built a hell of a company.”
25 / recommendation
“If you are not already in the Slack, you totally should join. So many smart folks commenting on episodes and bringing new information after we record that we didn't find in the research because many of you work in the fields that we're actually covering on episode.”
26 / evaluation
“The deal hadn't closed yet. I think there was some material adverse change clause.”