stale — 36 unprocessed events
Was part of the Chicago tech scene that Eric recalls from earlier days. observed
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I was like, slow sales cycle. Like, the U.N. is not the best company. It's okay.
I said, I would love to donate to this, but I don't think I can put my LP's money in it.
I met Keller when he was delivering blood on Fix Wings, and I said, you know, hardware is really hard.
I really love, you know, Zipline and all the innovation they've managed to do there.
I'd seen it when they were doing the drops over – for medical and things like that and loved the technology of not having to land.
But if you look at a company like Uber, when they were deploying, they took a, and I think Netflix had a similar approach, which is the general manager in this city, this geo location is in charge, here's their budget innovate, you got your you're the CEO of, you know, Uber or Netflix, Norway, Las Vegas, whatever the geo is, and go for it, spend the money how you want to spend it.
i started selling 10 20 of my uber position you know and now i'm just like i i don't see a world in which uber is not number one at ride sharing and either number one or number two at food delivery and so why would i sell the rest of my position i just don't see it
nobody really thought that a company like uber or airbnb i think those are our two biggest hits each nobody really thought at the beginning that those could become a global phenomenon as fast as they did
I was gonna say he taught me in a great lesson around that. Like, when he first started Uber, and he and I were at a party at the first round capital office, and he told me the idea. And I was like, dude, the taxi lobby is gonna fuck you. There's no way you can break through those guys. It's a brilliant idea. But there's this really insurmountable barrier between you and success. And he was like, I'm a fighter, and I'm gonna kill them. Correct thing that I didn't. The thing I didn't quite unders
All right, listen, he's indefatigable, indefatigable, and he is resilient, and he's super pumped. And he's brilliant. And he's a great leader. And he's relentless. And he's driven. I mean, so many great qualities.
So think about Uber, when Uber first started, you know, if you went to somebody on the streets of San Francisco in 2005, and said, Hey, you can push a button on a phone, and a car will show up and take you wherever you want to go. And you don't have to pay for it. And it's a clean car. And it's fast. And it's all rated. Everyone in the streets will be like, Oh, my God, can I have that? How much do I have to pay for that is so powerful.
They just started doing that. I find myself going to the app now going to Uber Eats to order soda or drinks and they bought drizzly and etc.
And my favorite is actually not from Instacart, but it's what Uber did in the early days. They would send people to like sporting events, right? These huge events, right? Thousands of people leaving the stadium that all need a ride. And they're, they'd be like, do you need a ride? Here's an app you can try to get you a ride home. Wouldn't that be great? Yes. Press a button, get a ride. Right. Things that don't scale. Don't have to pick up the phone. You know, completely manual, but hugely powerf
that's the second part of, I think being good at this job is just knowing like, if this team is truly special, this product is truly special. And if it's going to stand the test of time, something stand the test of time is really, really interesting to see that like Airbnb and Uber and even coinbase, which I thought like, huh, I wonder if that one's gonna stick around. Like, you know, uh, a lot of these things have staying power.
the most likely winner here is the one that has like the closest to the uber model and what that really what what does that particularly mean is that the massive capital expense is taken on by the owner of the vehicles okay explain that if you're trying to build a network from scratch and you're trying to own all the vehicles right those numbers become very big very quickly you're spending billions and billions of dollars on the vehicles owning those vehicles maintaining those vehicles and doing
and then uber and lyft have the option of the vendors who just want to sell their vehicles into a network of buying those vehicles and there are many at scale folks you know whether it's volvo or toyota you know more about this than i do who will have these available and they don't want to run their own network they want to sell into the existing networks is my thesis
i think he'll just get as many rides as uber over some period of time but i don't think it's actually taking away from uber lyft i think it's just taking away from people driving any service driving themselves and that's what's going to go away as car ownership is going to go away to car rentals
what's happening is it's not taking away from uber or lyft in my mind it's taking away from car ownership and public transportation as well as the dog fight between the ride sharing services
the way uber did this famously was they went to some mid-sized cab companies when they
they hand the person their bag and they get back on their phone and pound out some messages got the earpiece in and you know they're not going after like the family you know on a budget spirit airlines and coach you know looking to get a minivan and save money and you know that kind of thing right and they want to add three extra people even though it can only fit five it was critically important for uber to do that because those customers were profitable from day one massively profitable uber x
perfect example uber went after lincoln town cars the highest and highest margin elite service bc ceo showing up the airport with the person at you know baggage claim with their name and they you know they walk up and they get out of business class and
that's why uber and airbnb feels similar and clean and solid and trustworthy um if uber and robin hood and airbnb and mercury bank or wealthfront didn't feel as tight as they do people wouldn't trust
dara from uh uber has a similar thing like when it broke 100 billion he got some great you know slug of equity
to make this brass tacks you know uber hasn't added employees like i think their net new employees is flat for three years so you know people leave people get hired but just net net i think it's three years flat i think airbnb is very similar but those companies are growing at 20 or 30 percent revenue so if your revenue is going up 20 30 percent year over year and your headcount stays the same how is that efficiency happening well software businesses should be efficient but i think a big part of
a company like uber which i track a lot uh for obvious reasons they've had a flat number of employees for like three years while growing 30 percent right
everybody remembers lindowski who was pardoned by trump eventually was doing self-driving at google waymo i believe came to uber he came he had a cd-rom or a thumb drive or whatever it was with a bunch of documents the management at uber said get that the hell out of here we don't want that liability they basically fired him i guess or disconnected from him took away his offer he went to jail right jail with a j-a-i-l
anything? Like, instead of identifying an object, like, how about you don't collide with it? Or you have a much simpler system that, that has very simple rules about things you must not do.
Right. This was not a complicated scene. This is one car and, you know, one person. And if that car had made any different decision, the collision would not have occurred. So this is, we're not in the world where, what you see from these platforms is trying to solve subtle problems like floating bags. What you need is- It's not a floating bag problem. This was like a major object going across the road problem.
in Uber from $4 billion to $80 billion. So that would have been a 20X on millions of dollars. In other words, tens of millions of dollars, if they had just held on for five years. So it's really easy
Because you don't want to be the person who sells all of their Uber at $4 billion, which somebody did. And Uber's worth $80 billion at the time we're talking about this. So that person got millions of dollars five years before I did. But they missed the big run-up
I mean, I know that sounds counter and great on Dara for addressing it quickly, uh, if there even was an issue.
This is like a, not even a speeding ticket, but good on the FTC for being vigilant about these things.
Um, and I think because the stock went up over these two or three days, um, which probably has, you know, a lot to do with the overall market rally this week when Trump back down from tariffs.
Dara's got an exemplary record here and they should, my feeling on the FTC when they do these things is they should give a correction period, um, so that these things can be resolved.
And Dar is known for being like up on the up and up kind of guy, right? Like he's the one who got Uber back into London. He's always working on these hygiene issues. He's really considered about this. So I was kind of shocked that they brought this, but I'm okay with them bringing it. Like anything that's, you know, if somebody does a dark pattern or gets close to it, this is what I think the FTC should be doing. Not blocking M&A, but making sure that anti-competitive practices like dumping prod
You know, sometimes these things are more, um, sloppiness than intent, sometimes it's explicitly intent. So I'm going to give them the benefit of the doubt because I found it really quick.
So I had found the unsubscribe button. And I found the Uber One area where it showed I'd save $1,600 on 87 Uber Eats orders and 154 rides. Now, that's what my savings were. So it looks like I'm saving five bucks on every ride and 10 bucks on every delivery.
So I think Uber One is a great product. Perhaps I think they may be, without knowing the fullness of the case, maybe when they first launched it, it was a little bit buried.
But when I see like Wall Street Journal, and it's impossible to unsubscribe, I've talked about it here countless times. I hate this stuff. It's infuriating.
So obviously, I'm long Uber, you know, I don't have to state that.
The FTC, the Trump FTC is suing Uber. Now, the allegation I'm going to quote is that Uber charged consumers for its Uber One subscription service without their consent, failed to deliver promised savings and made it difficult for users to cancel the service.
the companies that are successful now are going to be able to start going Publix in year five, six, seven, eight, as opposed to what we've seen, which is, you know, Uber and Airbnb waiting until years 10, 11, or 12. So if we can have that happen, the capital and the monetary velocity will increase and we'll see investors who invested in an Uber becoming liquid in year six or seven or Airbnb as opposed to 50% longer.
Buy yourself a house or two, put some money in Amazon, Uber, Tesla, other great companies, Apple, Disney, Netflix, companies you have a relative assurance will be here in 10 years, because Bitcoin might not.
uber owns a large percentage of dd because they shut down their china business or they should say they sold their china business to dd and uber owns something like 15 percent of dd which you know hey that's over 10 billion dollars what a great job emil and travis did in making that deal with dd i mean that's just a ton of money to get for selling your company and not having to work on it anymore in that region
It's what happened with Uber and DoorDash in terms of their network of drivers and restaurants. Once that flywheel gets going, how do you stop it? It's kind of impossible.
I could see Coinbase, Airbnb, Uber, DoorDash. I could have seen Slack and certainly Robinhood. I could see all of those having a 10 to 20 X in them.
Sometimes you get people who hit two or three, I've hit three or four really big ones. And they kind of define your career, Robin Hood, com, Uber, these things are career defining, I've gotten very lucky to hit, you know, three plus in a decade, you know, there'll be more, you know, down the road.
phones and payment services if you didn't have gps on your phone you couldn't see the taxi coming to you and the taxi wouldn't know where you were and uh you couldn't connect each other so there was an sms thing called taxi magic where you could text somebody your address and then they would come get you and it was fraught with problems etc it was gps the smartphone that enabled that product
So when Lyft and Uber faced the pandemic, wasn't like they had to pay the leases on the cars of their drivers, because those were those drivers, uh, primary cars for their life.
as an early investor in Uber, I was watching this and then Airbnb, I wasn't in, but those were asset light, they're growing like crazy.
it is more efficient, just like ubers allowed people to use cars that were sitting in garages for 96% of their lives, and they use them for another 30% of the time. That's good for society, you don't have to make as many cars, that's better.
my greatest investment of all time, Uber, a transportation company.
Each of those investments really quickly started to pay off that 15 billion.
You know, if any of those things take off across the entire network, that cost can be spread out against the 15 billion or something that was invested. The paid in capital to Uber. I think at one point was like 15 billion. That 15 billion people were like, Oh my God, it's never made its money back. It's like it made its money back with the DD investment that threw off like six or 7 billion.
You're going to need to have a high utilization rate because they're going to get paid no matter what, which means the wait times have to go up because you can't have people waiting for a ride with Uber because it's a marketplace.
You have to understand the competitive landscape. The drivers want to maximize their earning potential. If you want to drive on a Friday or Saturday night, you have to deal with drunk passengers who might, you know, puke in your car or might be obnoxious. And you have to give up your Friday and Saturday night with your family, your loved ones. And so in order to get people to give up their Friday and Saturday night to drive Uber, you need to incentivize them or Lyft. If Uber if Lyft takes that o
Exactly. And so Uber had to explain search pricing to people.
I think everybody, uh, looks at, you know, look at the profitability of a business like ours. And of course you'd be interested in like, well, maybe we should get into that area too. Yeah. Um, that would not surprise me in the least. Um, we obviously we have a ride capability. We have, if you don't like to use a ride, uh, service, you could actually rent the car. We have that too, which I believe I'm sure that, uh, Dara's looking at that too.
the one you'll know is kareem which was bought by uber and uh you know i met the founder c-a-r-e-e-m it's like a super app and so um it was bought by uber and then they uber i think uh sold back like the non uber parts of it in the name
Uber is profitable. Nobody ever said that would happen.
Uber is in a dogfight with nannies, housekeepers, uh, Apple, Starbucks, pick the retail, Walmart, Target, they're all in a dogfight to who, for who can pay five times minimum wage, federal minimum wage, which is admittedly like seven or something.
I wonder if there's a point in which the prices have to come back down and the margins compressed a little bit for, for Uber across its, its different products. I'm not sure. It's just something that I'm thinking about as we watch the GDP numbers and overall health of, uh, of us.
there's an interesting tension between a tight labor market and consumers having enough cash to spend on Uber eats and the markups and stuff that it comes with and the economy
I think there's going to be a third leg to this stool or it could be a four leg stool, but they are, uh, experimenting with, uh, like a task rabbit like service. There was a new story about it. And I think that this could be the ultimate Uber one, which is you open your app up and you say, I need an assistant. I need a $35 an hour or a $50 an hour person to help me with stuff, domestic office, whatever it is.
There was a lobby of people saying, don't do eats. It's a low margin business only do ride hailing be just be good at one thing, right? Have excellence in one vertical is a lot of times the typical advice, but then it turned out, you know, if you have the resources, you know, sometimes having a counterbalance where if Monday, Tuesday, and Wednesday, I'm staying home and okay, I'm going to cook Monday, Tuesday, Wednesday, Thursday, but I'm going out the other three nights of the week. Well, Uber
So Uber definitely also got dinged. I mean, we all stopped taking, I mean, I think I actually deleted the Uber rides app from my phone because I didn't need it for two years. Yeah. Uh, but then if you, if you look at the continuing performance, once people went back outside, I mean, it's night and day does not seem like an unfair way to put this.
look at how long it took Lyft to recover to its pre COVID revenue number. And then look at the, the different curve you see with Uber and then the acceleration points.
if you look at the revenue chart between Uber and Lyft, and I'm guessing that this is going to be a case study at Harvard and Stanford at some point is just the divergence of the revenue. Yeah. Pretty spectacular.
Lyft does one thing in one country. Uber does many things in many countries and unsurprisingly they're doing better now because they're more diversified on their product and geographic sense.
And I'm not surprised because whenever I use Uber eats, I somehow managed to pay an extra $9 in associated fees on top of delivery and then tip. And I know that that is why Uber is making so much money. So you are welcome, Jason, for all of my custom. And, uh, I'm just really happy to see the amount of implied consumer demand here implies a healthy American consumer, healthy global consumer. So not a lot of negatives, frankly, just feels pretty good.
And so I almost read it and was like, nothing here is blowing my mind because the company is just healthy. Now there's no longer like a, Ooh, what's going to happen. It's just, yes, there it goes.
the funny thing about this quarter is it was good, but it was boring because it was another quarter of solid growth, good cashflow generation. Um, you know, the net income number feels very solid for the company is.
I think Dara's done a great job as Uber CEO to take a company with a lot of potential and a lot of good bones and turn it into a cashflow generating machine. So to me, the question mark over Uber's viability has been answered very clearly in the last year.
his last company, uh, which they said would never get profitable has now turned into a money printing machine.
I think Uber is a really good analogy for that. When you first use an Uber or you first use DoorDash, it was so dramatically different than calling on the phone and getting an order before that using movie phone to buy tickets or Amazon prime.
i look at the percentage of gross bookings that come from uber one members and for example with eats is getting to that 50 mark and it is it's priced the same exact as our competitors and we have more content which is there's you not only get delivery benefits but you get mobility benefits so over a long period of time we think that'll be a winning uh strategy
we do have a global work platform it's better than any other work platform and what we found is the more uh flavors of work we can offer someone the more engaged they get with our platform for example in india it's actually pretty cool we have some of our drivers now um working on artificial intelligence labeling right work from home or drive for uber during the day really you have a mechanical business in ai labeling yes high quality mechanical turk business that we're building it's a nice litt
who would have thought that uber would now be powering new york city taxis but that's a very natural adjacency for us
the majority of the growth that you see for example in our mobility space we have a bunch of new verticals taxi reserve uber for business low-cost high-capacity vehicles all of these businesses have been built in the past five years it's about nine billion dollars worth of gps that literally has been built in the past five years by our engineers by our product folks etc
And now Dara is being weighed. What are the earnings? What's the free cash flow? How many shares are you buying back every quarter? That's the story that Wall Street eventually gets to.
anything that's adjacent when we add it we're starting with a hundred million credit card active accounts or maybe it's 200 million now i'm not sure how many active they had the last quarter so if dogs is a market and and having dog friendly cars you're just going to see when you open up uber
I did the same with Uber, uh, you know, and I, I, I haven't talked too much publicly about it, but I was able to sell some back to the company, you know, in like 30 some odd dollars a share years before it went public. Um, now that seems like a stupid trade when the stock's at 70 now, but you gotta remember that was eight years ago. I put that money to work. That money has done more than Uber has in that time. So, you know, there there's two sides to this coin.
So there have been major questions about the quality of the revenue at Uber quality of the revenue at Robinhood. And so we had to really look at that and say, this is actually a high margin business or not. And then I just did a back of the envelope at some point where I was like, well, they did a hundred million rides and they're losing a dollar a ride. So, you know, or whatever they were losing 50 cents a ride, losing $50 million this month. Whoa, it's crazy. Um, but then I was like, wait a se
One was user adoption and just how maniacal users were about the products. You know, when it came to LA, you know, people were like, I'll never work in LA. And then, you know, you talk to 10 executives who use it. They're like, there's a game changer. So, you know, and the press never understood the company. So you just ignore the press and embrace the users.
You knew Uber was a winner in year two or three, just based on, I knew it based on the addiction level that I saw amongst users.
if uber had been bought or airbnb had been bought you know you'd be sitting here with probably a 10 billion dollar 20 billion dollar exit as opposed to whatever they're trading at now 100 150 billion
this is not just a replacement it's also it's gonna boost the total tam for uber so i guess if uber nails the self-driving use case this feels like a 2014 conversation uh if uber nails the self-driving use case man their market's huge
uber reported 7.6 billion dollar trips this is 2022 data
whoever wants to win is either going to have to build an at scale competitor to uber and lyft and doordash or sell to doordash uber and lyft i think half of them are going to do the latter
I'm obviously uh still a big shareholder at uber and believe in the company
So you nailed it. The entry price matters, um, when I invested in Thumbtack, Uber, um, uh, data stacks, you know, all unicorn companies, they were on average four or $5 million evaluations for their seed rounds today, those same seed rounds would be probably 15 million.
Things got a little bit less cash consumptive and now it just kicks off cash.
Oh yeah. Because Uber's cash burn for years was astronomical. And then Dara took over and some changes were made operationally.
according to Bain and companies scale insurgent, uh, demarcation, which is 10 billion in annual revenue and a billion in operating cashflow. Only two companies they say in the last 20 years have been built that meet that threshold. And they are meta and Uber.
There's only been maybe two or three companies in the last cycle that had extraordinary returns. Uber, Airbnb, coin base think are the three that when LPs look at them, stripe would be another, but that hasn't been liquefied yet.
it took a while but uber was able to get there right in an incredible fashion
it's worth 20 now billion i still have my shares and then uber i still have a lot of shares and it's worth 160 billion but like that list of companies that get worth above in this example 40 billion you can count on two hands
Uber, Robinhood, Calm are amongst the ones that I've hit that have gone supernova. In fact, Uber is considered the greatest investment over the last decade or two in Silicon Valley.
And then they started using it for commuting where they might have previously taken a bus and they said, well, I'll go point to point because I can afford it because it's eight bucks.
What I learned from being an early Uber investor was that we were comparing it to cab rides, but then it quickly exceeded the number of cab rides.
Uber went from a money losing machine to a money printing machine.
from an Uber, Uber perspective, if you already have 150 million users, uh, being able to upsell a much bigger ticket item compared to these more ticket items, I think, you know, those are simplest way to put the pros and cons for this.
From an Uber perspective, um, Barra has been quite clear. You spoke at the conference, uh, that Dara spoke last year at our conference that I do both on stage separately, that he likes the idea of a super app. Obviously knows travel very, very well. is not just a deal maker, but also a really good leader, understand how to create synergies and, and, and motivate people to do, um, things profitably.
And then what Uber did was they cold called drivers. They went to Google, they found livery companies, Lincoln town cars, but they used to call black cars and they just ground it out. Boom. And sometimes I think they even took rides and said, "Hey, I'm with the company Uber. Here's how it works. Can I show you the app?" And I think they bought that inventory. They said, "Hey, we'll give you a minimum of $500 a month for five rides guaranteed. And we'll pay it to you, you know, for just having th
Uber's up like four bucks right now. I just noticed before I got on air because, uh, the robo taxi is being delayed in some way, who knows what's going on. And now you've got this like existential thing. I mean, this is like panic inducing for Tesla shareholders, Lyft shareholders, Uber shareholders.
i think there's enough money in this that if you know it's much better for uber to not make the self-driving technology and for self-driving folks to not try to replicate what doordash and uber have already built and just sell into it
uber obviously is really leading the charge they have eight av partners now way more obviously is on the right side doing a lot of um incredible work beyond the delivery side the largest uh on the platform
i notice a lot of restaurants are now driving people to their website so they can use the white labeled version of doordash or uh the white labeled version uh uber eats and they eliminate the the service fees
we don't make a consumer app so we're not competing with uber they're the perfect uh mechanism for customers to go order food why would we make that ourselves
in a way uber is helping us bootstrap the platform so that there are lots of robots out there and then other folks can step in and also uh use the same robots and uber is still a a large shareholder in the company if i recall correctly they are yeah uber and nvidia are two are two largest shareholders
uber our first partner they pay per delivery to their uh drivers so we charge them per delivery and this fleet that we have for uber is actually shared
our delivery robots we have a contract with uber to deploy 2000 of them which we are doing next year so we could be the largest autonomous fleet in the country next year
and then later on uber invested in the company as an extension of that series see
this is um a massive achieve achievement uh to be able to do that at once i think he is also maybe he's always been let the results you know speak for themselves and the results at uber since they got to profitability raised the prices and you know basically uh scaled to such enormous uh and obviously i'm long i'm still long the stock um although i'm diversified so it's not like an acute thing for me or a religious thing you know he's just letting the fact that they became a money printing machi
So both parties are benefiting at the same time.
actually, you know, become a headwind for Uber because in the markets where Waymo exists, San Francisco primarily, they said they were growing. So the number of rides is growing even with Waymo taking some amount of share in San Francisco proper.
So Jason, the way that I read this is that Uber and its current form today is healthy and kicks off mountains of cash. Just a solid business.
So yeah. So, uh, Uber launched Uber cab in 2010 and then Uber eats, which was Uber fresh to begin with, launched in August of 2014 and then went standalone in 15. So four to five years. Perfect.
but you had to get the third part, the restaurant inventory online, a lot of work. So they left it to DoorDash for a little while and then they launched a second one.
the Volkswagen Uber deal is going to have people in the cars and it won't go driverless until 2027 to have time, Jason, to get it right.
Waymo is probably feeling like, oh my God, Uber and Volkswagen, they have a deal. Okay. Is Uber going to be the neutral platform?
Tesla announces something, Uber goes down, Uber announces something, Uber goes up. Waymo announces something, Uber goes up, Tesla goes down.
This is incredible news for Uber. Uber is really up on the news.
Uber was not criminally responsible in the crash.
Elaine Herzberg was her name. This incident happened in 2018. The first recorded case of a pedestrian fatality involving a self-driving car.
If they're the number two car maker and Uber has the largest ride sharing network, you put those two things together and they took the right approach.
they're going to do robo taxis with Uber. I believe it's an exclusive, but even if it's not, I had said earlier, like, listen, there's like 20 people working on self-driving. Let's assume half get there. Now you got 10 people get there.
I'm still along the company. I have exposure to everything else. I got exposure to Waymo, I got exposure to Tesla. I got exposure to everything.
I had bought some Uber at $30, not like from the seed round, but I just knew it was so undervalued just from knowing the company so well. I bought a bunch of 30, sold it at 75 or something to offset the loss, the gains from that with the losses from that.
Uber was always valued at a magnitude of, you know, a lift. Uber, DoorDash was always at a premium to Postmates, just scale and the leader always gets a premium.
Aurora, I think Uber, Dara used to be on the board and Uber owns a big stake in it
Uber really does have a hand in every single pie. And you know what? I was a little skeptical of their strategy because I thought they should have their own technology. They were going to lose out. But frankly, if they're friends with everybody, how can they lose? They literally have the entire market on their platform. So seems like it's working out for them. Quite the roll-up strategy from a major company.
they added two more full self-driving partners. So now they're up 12 or something between the little robots doing burrito delivery and it's obviously a global business. So they'll have, I think, you know, Dara's pitched a pretty good product to all the AV makers, which is you don't have customers yet. We'll give you 75% of the revenue. We take 25. We'll take as many cars as you got.
they, they announced two more partnerships last week. $86 and one cent.
It's Uber hitting $84. I'm in a good mood, boys. 88's my number.
we get more results we have good results now we need to get to great so that was what he said about the um in work thing
uber now is saying back to the office but three days a week and previous employees who were remote yeah no more remote you still have to come to the office three percent it got a little con uh testy i guess on a all hands meeting
currently ride sharing is one percent of rides here in the united states or slightly less and then globally it's less than one percent so i believe we get to 30 of rides 20 to 30 of rides in 10 years is my estimate but good for the uber team
naturally wall street hated it and sent the shares down a couple of points
all of the self-driving partnerships i mean you mentioned volkswagen just this year uber ubers also announced deals with pony ai we ride momenta may mobility uh waymo and nvidia so like that's all happening simultaneously
they also did the volkswagen deal they're now up to like 15 partnerships with on autonomy companies the volkswagen deal is going to be the game changer i predict volkswagen is the number two car producer in the world we're going to need 10 to 20 million cars per year for a decade to put a dent into the number of rides people want to take
robo taxis would they get killed by robo taxis and i think people answer that question with waymo is having a spectacular time in austin with uber the utilization of ubers in austin is 99 more utilization than human drivers
this company has geographic distribution and obviously i'm talking my book here but they have geographic distribution they have business resiliency because they're in multiple business lines freight rides food and delivery
uber q1 revenue 11.53 billion 83 cents per share in earnings monthly active customers 14 growth year-over-year trips 18 14 revenue growth year-over-year 17 in constant currency and the company had 1.8 billion in net income 1.9 billion in adjusted ebitda and this blew my mind free cash flow in the quarter of 2.25 billion up 66 year-over-year
uber had their earnings they crushed it again uh almost to an all-time high woohoo
which kind of tells you something about both how hard it is to get customers and build a network effect and how much of a network effect Uber currently has.
they created this like very elegant product for daily commuters which means uber believes daily commutes are coming
at the last uber uh demo day they did a week or two ago they have a new system where you can say this is my commute this is the time i leave and then it sends you active alerts hey um if you're gonna if you normally leave between 7 30 and 7 45 here's the cost the cost is going up the cost is going down and this is when you should leave
i i think in this case it will not be winner take all it will be three winners take most and those three winners will be waymo tesla and uber that's my belief
uber eats and doordash are like we don't want to be in that business that's going to be a lot of work to stand up all these things and traffic is going to do a better job
uber sold famously big question if they should have still juries out they sold their autonomous because they said hey there's going to be 15 providers of autonomous to be a commoditized service it turns out it is going to be a commoditized service
uber's got you know 20 000 cities and 150 million or 250 million customers whatever it is and 30 million of them are uber one we we don't need to recreate the wheel here let's have them let's go into their distribution system their network
Stable coins, you probably saw Uber. Dara was talking about maybe having, using stable coins for currency fluctuations between their different markets. So I think the idea would be, you know, if they have dollars in South America, in Europe, in Euros, et cetera, in Japan, wherever,
why would we sell any shares in these companies if their management is extraordinary and the products are extraordinary? They'll be here in another 10 or 20 years.
I'm never selling a share of Uber.
ubers essentially taking a loss on certain rides to drive demand subsidizing drivers subsidizing riders etc building a marketplace when does intelligent subsidy go from marketing effort to oh my gosh you're just torching capital
whatever idea you have for an on-demand company they had it six months ago and they decided to move it down on their runway after getting to the 9 000 10 000 11 000 city which is more important than your idea to do you know uber for dry cleaning
when uber pool came out and lift line came out if you were in your 20s in san francisco that was lifeblood that was the best thing in the world we were all broke we loved it
now they have this uh these routes in manhattan where every 15 minutes an uber bus goes by and it's five bucks you get on and off and you give up the last you give up door to door which you gain uh 50 discount and then everybody in new york city is talking about uber shuttle
when they started uber pool or lift line a lot of us were like is that a good idea because that five dollars a ride six dollars a ride and it was like yeah we're going to try it the cities love it and it didn't work it's worth trying right
uber's app which they're doing in atlanta and in um austin
uber has teen accounts already
tesla's robo taxis are going to become an actual competitor to not just waymo but also uber
i personally did it with uber right when masayoshi san was offering to buy shares in the 30s now it seems crazy with uber at 90 that i sold in the 30s i feel great about that trade because i bought a house that doubled in value during that time so then the truth is with the time value of money maybe i left uh you know a third of 15 of my investment it just doesn't matter what does matter is downside protection
you can set up an Uber teen account now ... you get to watch your teen in an uber you get selected with the most reputable drivers with the cleanest records yada yada and you ... pretty pretty great solution right yeah
Maybe you should buy a self-driving company. And they've invested in $10 or so. And so they're investing hundreds of millions of dollars as well.
Dara takes over. People think, oh, I guess ride sharing is never going to be profitable. And then he starts putting up, you know, insane profits and then just announced last week he's going to do a $20 billion buyback, which is 12% of the company.
If they do, it's probably an opportunity for me to buy more. And so I think these are very strong companies. I'll stick with them.
I think Uber is going to be a $200 share within three years. So I'm keeping both of those positions on.
Uber shelved their own effort. You know, Lyft had an effort. Like these are really, really capable, very strong companies that have recognized this is very difficult to do.
obviously Uber had a tragedy in Arizona where they had a safety driver who decided instead of doing their job, they would play Candy Crush. And they just overestimed the technology that led to Uber pausing their program.
Like Uber shut it down exactly as you said, Jason, because at some point Dara made a strategic decision that it didn't make sense for ATG to be an Uber-owned effort and that Uber should partner, right?
Whereas the Uber accident, you know, arguably that was, you know, some fault of the combined operations that Uber was running. And yet Uber would not have been shut down for that, right?
And eventually Dara decided he would go with partnerships and sold that unit. And that's what we're discussing here today.
But I think to your point, Jason, this hits the Uber Black and the Uber XL. And honestly, as you said, it's an incredible vehicle. So it not only hits those bars for today's current service with Uber, but I think it's going to far exceed them.
So knowing what I know about Uber, this partnership seems to be not the two-door robo-taxi that Elon's building, et cetera, or UberX. This is an Uber Black offering.
But it's really those five years of driverless operation that has given us confidence and gave uber confidence that, you know, we really do have a maturity in the technology that allows us to deploy in this very, very aggressive timeline that you mentioned, which is late 2026.
they did a massive partnership with, uh, a car maker and this self-driving company. So it's a kind of a three-way.
If you know Uber, you know, they used to have a self-driving arm that eventually got sold off, but now they are back partnering with Lucid and its gravity SUV and EV and Neuro's self-driving technology.
I'm an investor in a taxi cab company. You may have heard of Uber and, uh, still hold a decent size position.
airbnb and uber come to mind cut their staffs massively they use that crisis to reset their cost structure and get to profitability quicker those were money losing businesses for a long time
when you have doordash and uber that are free cash flow positive that have strong brands and that can redeploy those profits back into compete in those markets i think it's very tough
But what they really want is meaningful work and a large opportunity. They want a big, audacious goal. And that's why, you know, going to work at Uber or going to work at Tesla or, you know, some portfolio companies like mine, like Blockable or Calm, they really have an easier time recruiting people because they're like, Oh, we're taking on housing. Oh, we're taking on people's anxiety and mental health. These things feel great for people, right? It feels great. Oh, we're going to allow people.
Uber is a marketplace, they take a percentage of every ride.
they would open up Uber and try to figure out how it worked. And it would say, you know, put in your location, get a ride.
Now you're gonna be better than a Lyft and Uber and a yellow cab.
these are problems that are incredibly, incredibly acute. In other words, they're intense, and they're real, and they're hard. So if you want to compete with Uber or superhuman today, you're going to have
As a result, consumer experience metrics have improved towards pre COVID levels, with completed trips ETA close to 4.5 minutes at the end of October.
active US mobility drivers in Q3 were up nearly 60% year over year and improved through October, I'm reading a quote, with 10 consecutive weeks of driver growth since the end of August.
we were able to mobilize ultimately millions of people to weigh in on Uber's behalf over a period of a couple of years, and that's how we won
every policy output is shaped by a political input and that's it. You have to assume that every decision made by every politician is solely based on reelection and nothing else. And if you understand that you could then impact the decisions they make. So we think about it. If you're a politician, all things being equal, you raise money from taxi, you do what they want, right? Because that's, that's how you kind of raise money. Then all of a sudden we're able to start sending thousands, sometimes
this was a seminal moment, I think in the history of tech startups, because previously making software, you know, it wasn't like you were running into the government or the real world all that often.
we sent an email from Travis to all of our customers saying, look, if you like this thing, you want to keep using it. We need your help. And the course of a week, 50,000 people organically, you know, reached out to the city council and said, I want this thing. And not only did we kill the bad bill, we passed our bill unanimously, including voted for it by the sponsor of the bad bill who then voted for us.
we could turn our customers into political advocates and use them as a countermeasure to tax these kinds of political muscle and lobbying.
sell my shares in square or uber or you know com.com or robinhood no I still believe in these companies like is there a better place for me to put my money no these companies are fantastic so I stick with them
i would put airbnb in there i put uber in there door dash is pretty overvalued uh you could put lift in there as a takeout candidate but i don't like buying this number two so i would say airbnb uber coinbase uh robin hood now i'm in two of those four names but that's what i do for a living
or if you bet on airbnb or you bet on uber when nobody else did you just all of a sudden get some disproportionate amount of credit for the founder and their team crushing it right it's like oh you know what you saw it before everybody else and it's like well i actually placed you know 16 bets as a sequoia scout i think 700k total and 16 bets and yeah like four of them five of them you know became worth over 100 million famously but like that is the model in what we do it worked out okay uh you
at the open angel forum when travis presented uber three of us invested and 19 didn't uh mark susten wrote a famous blog post about
the company because Uber was competing with grab. They were also competing with DD in China, they were competing in Russia, I've got the name of the company there. And instead of competing in a race to the bottom of discounting, Uber made a really smart move to partner with Yandex in Russia, grab in Southeast Asia, and DD creating just well over $10 billion, I think in value.
like lock in the 10x win? There's no shame in doing that. I sold Uber shares at, you know, 30 some odd dollars a share was able to buy a home. Well, you know, was able to put money into, you know, 529 accounts for kids educations and you know, sleep well at night.
I believe in Uber in years one, two, and three, you know, are you gonna believe it in years 11, 12 and 13? I do. I still have the same conviction about it. In fact, I have more because of the delivery business.
I believe in Uber, not crushed. But you know, I believe in these names, I believe in the companies, we have the products, the services, the teams. So I think in 10 year increments, there's no world in which I think Uber, Square, slash block, whatever it's called, Jack, and Robin Hood will not be bigger companies 10 years from now.
they lost less than 90 cents a ride or whatever it is. It's like, you think if the rides were 90 cents more, people would stop using the service, people are like, yeah, I was like, Okay, then the pandemic happens. What happens? The rides double. And there's no, with the exception of people not wanting to ride in Ubers, people still use the service, right? They didn't lose, they doubled the price, they maybe lost 10% of the user base, the bottom people using lift line, and Uber pool, right?
Uber was building on top of what Amazon had proven, which is, if there's a huge market, capture the market, don't worry about it burning. I think, you know, Uber had burned total in their life, like eight or $9 billion. And they had created even in the markets where they sold off DD, Grab, and in Russia, those portfolio have that where else to index in those markets, I think they had generated something like $12 billion in value. So if you just look, forget about Uber's core business, where they
if you're Uber and you've invented push a button, get a car, everyone in the world wants that because everyone else who doesn't have that is like, Oh my God, why is there no Uber here? I want Uber. Yeah. And sometimes when your market is big enough, that's years and years and years of losses to get that distribution out into the market.
your Uber numbers, world class, like hitting the ball out of the park times 1000. Beautiful, beautiful strike on that ball. And it just sailed. Like it left the park, it left in universe. It was a beautiful, beautiful ball. Still down. Unbelievable.
So yeah, I do think, uh, you're going to see, uh, Uber, Lyft and DoorDash be the beneficiaries of this technology because there's a group of people who want to compete with those startups. Then you have a group of people who want to sell to those startups. So which is a better combination? The fact that Uber owns a piece of Aurora, is that the one that spun out? So they have that as a possibility, then they have everybody else who wants to sell to them. So you'll have some people, I think Pony A
if uber actually changed their position on the work classification issue and said we're going to make all of our drivers employees then by definition those drivers can't drive for uber and for lyft like they can with their independent contractors when that happens because the point you just made jason drivers are going to pick wherever the bigger market share is that's going to be uber basically absolutely everywhere once they start shifting over look the network effect can run in either directi
if you're going to want to make peace with these cities um allowing one app to have everything in it and kind of not threatening their ultimate demise uh to ride sharing was kind of like an olive branch of hey sure we'll send some of your traffic your way we'll make a little bit on it now you've got this more complete app because travis did always think about maybe buses would be in there or some public transportation would be in there so i looked at it slightly differently which was hey if we'r
if the company's whole success is dependent upon the original vision being executed you have to either leave the founder in there or replace them with someone who also has the same skill set and interest in doing that right when you replace them with the opposite personality and they're basically told don't do anything like the old guy did then by definition yeah you're shutting down the potential that you invested
when the board replaced travis they should have replaced him with someone equally aggressive and visionary and i think by putting dara in there from my perspective good manager seems like a nice man but the underlying vision that would have made uber a multi-hundred billion dollar company um took someone different to pursue he hasn't pursued that
if uber was able to deliver the value proposition that initially envisioned it wouldn't need to put taxi on there right that now effectively by equating everything what it says in a way is yeah we may not be that better after all
know while it was a smart move and the stock went up as a result of it it's also sort of an acknowledgement that the original uber vision didn't quite work or at least wasn't quite executed
Uber is planning to pilot long distance travel bookings in the UK. So what this means is you'll open up the app and instead of just being able to get food or order your groceries, get an Uber x get a Lincoln town car or Uber black, you'll be able to book your train tickets, buses, which are popular in Europe, obviously, and even flights according to a report from the Financial Times.
if you split the arrow with an uber investment you can hit a hundred million dollar position
because taxis suck. And then I expanded on that. But because taxis suck, three words was the reason I said Uber should exist. Now there were many reasons taxis suck. You couldn't get one. You didn't know where it was. You didn't know what the price was going to be of your ride. You had to handle money, you had to give a tip. They smelled bad, you couldn't rate the person they couldn't rate you. There was just all these issues with taxis, right? That we all had, there was a taxi line, there was a
that actually is direction correct i mean uber uh airbnb and others collected investors and it was very clear if you invested in uber you weren't going to invest in lyft and vice versa if you had invested in lyft you were never going to be on team uber
If Uber ends up breakeven on a net basis before the end of 2022 and shows a net profit early in 2023 and is trading at less than two times revenue. Yeah, this is not buying advice, but yeah, it could be, it could be the setup.
Uber clearly signaling, I think a couple of really interesting things. One is that they see the opportunity to take like seize this moment in time, which is like, look, there's a pullback. Nobody's in a ... we've been patient long enough, but we're not at a point where we can just continue to funnel money at this thing until you show us that you're willing to make the hard choices. I feel like if you consider the long, super pumped journey, we're now at the point we kind of knew we'd always be a
I like it. Um, so they really are saying we're coming for the we're coming for every version of a ride that you would get, whether that's flagging down a rickshot or a taxi in the street, calling a car in advance, calling every level of car, a big car, a small car, a crappy car, a fancy car and the taxi. This is something I think Uber could do a great job of.
saying that they are all in on, uh, potentially hailables and taxi, which is interesting.
He said, the least efficient marketing and incentive spend will be pulled back, we will treat hiring as a privilege. And big on marketing at Uber since the beginning.
Another interesting thing about delivery is that he was like, they love delivery, which surprised me, because I actually think delivery should be growing even faster.
He said, among other things, investors are happy with deliveries growth. Coming out of the pandemic, he really sort of differentiated between these two businesses and talked about the importance of them both is that they like this delivery thing. But now they want to know, quote, is delivery a good business? And why? What happens if we enter a recession, we need Rodara to answer both of those questions with undeniably strong results.
after earnings, which remember, we covered last week, they moved up because lifts were so terrible.
we just need to be in the bucket where people understand this can be profitable. And everybody knows Uber can be profitable, you've seen the prices go up, you've seen the wages go up, all the stuff they said would happen has basically happened. It doesn't mean it's going to be software level margins, but clearly, they could have free cash flow.
this shows you, you know, how tuned in Dara is as an executive, because he's done this before, what was he at Expedia before he was running. Yeah, I believe. So he really understands the highly operational businesses and Wall Street and how to, you know, manage customers, partners, you know, investors, employees, all that stuff.
the faith definitely is not there from the public market investors. And evidently, maybe even from the private market investors, Uber is down 60% from the mid pandemic high, even as people get back in cards again.
Uber is selectively hiring.
In fact, the people who sold Uber shares like I did to Masa and to some other people, that price was much higher than the current stock market price.
about as a logistics company, hey, we're going to do trucks, eventually, we're going to do food, we're going to do delivery, you know, we're going to do everything convenience stores, whatever needs to move from point A to point B, we're going to do it once we have this logistics network up, what else can people move from point A to point B is going to be the question. You know, we could do cannabis, we could do food, we could do food and cannabis, we could, you know, send you like, from a 711,
So how many $10 billion unicorns are there? So this is what the major LPs are looking at, when they examine our funds or other people's funds, what are the chances of you hitting another Uber? What are the chances of you hitting Dropbox or Airbnb?
imagine you are driving to your destination and it says there's a Starbucks or a fills, you know, coffee within two blocks, 150 feet of your destination. Would you like to reroute there and get a dollar off? This would be bonkers in terms of,
This is why Uber's becoming a super app. And this is why Uber, I think will become the number one super app in, uh, the Western world very quickly.
every time one of these controversies happened, you know what happened, Molly? More people used Uber. More downloads. Yeah. Every single time.
there was that mini delete Uber thing that did cause them to panic, and that forced a lot of change. There was like, I would say about five points of market share, you could contribute to like the peak chaos. If I remember correctly, as it was explained to me, like, maybe they lost five points to Lyft.
Let's see the current head of Uber Eats appeared to throw Travis under the bus a little bit saying, I regret some of the tactics used to get regulatory reform for ride sharing in the early days. Looking back, he said I was young and inexperienced and too often took direction from superiors with questionable ethics.
It reminds me of Uber. Move fast. Who cares what the regulators say? Because we're going to provide a service that consumers love. ... And that is also the Uber story.
congratulations to the team at Uber, past, present, future, everybody. Great job. And that's why I'm still holding a very large position in Uber. And I'm not J trading. I have too much of it.
the take rate for mobility 26.6%. In other words, if you spend $100 on Uber, Uber gets $26.60. That's up 8% year over year. And the delivery take rate, which again, they were in a massive discounting where you remember, that's up to 19.4%. So if you bought $100 worth of dinner for you know, you're six people or something. Yeah, $19.40 is what Uber eventually made on right and that's up 4.2% year over year
now mobility is 126% year over year and up 41% quarter over quarter, mostly airport bookings, which is it was airport alone was 15% of total gross book.
Uber's a lot of things are coming together in exactly the right way for Uber right now. And it does include the fact that airport bookings are back to pre pandemic levels, which meant that this quarter, mobility, you know, most of Uber's revenue in the pandemic has been coming from delivery. So bravo to Uber for having the foresight to see that delivery was going to be a big business, no matter what. Yeah, it kept this company alive during the pandemic, without a doubt.
I bought a little bit on the open market and even I am stoked.
Uber generated 382 million in free cash flow while doubling revenue year over year.
Uber can turn a dial and pick how much they charge for a ride, right? It's pretty straightforward.
I know Dara at Uber last year was buying a bunch of shares of Uber.
Uber, plus 1.5 billion, but only 1.2 x moic, they exited that position. In other words, the multiple on the invested capital. So they only made a modest return
first invested in Uber in 2018 and was a large, they were the largest shareholders at one point. But this would explain a lot of the downward pressure on Uber shares as well as that they were clearing that big position.
rest of their Uber holdings between April and July at an average price of $41.47 per share, for a gain of $1.5 billion. So it was still a very profitable trade for them.
Like Uber did, they can say we're going to do India, we're going to go to Japan, we're going to go to Australia, and we're gonna put a little bit of fuel in each of these rockets, we're going to do Uber freight, we're going to do Uber Vitals, we're going to do Uber self driving, we're going to do Uber pool. And they put a little bit of jet fuel into each of those rockets to see if they got escape velocity. Some did some didn't Uber pool probably didn't work. But it was a good experiment. Uber in
the optimal situation is to take the money at the high valuation, but deploy it slowly, which is in fact, what Uber did, Uber kept a lot of that money that kept building up the war chest. And that gave them the ability to work out all these issues and be the lat the proverbial last man standing last person battle amongst the on demand economy companies.
that's uber pinterest slack lift pinterest postmates it was that first wave in q2 2019
Uber was in private beta, they had two or three cabs on the road in a very simple app that was invite only, and basically no revenue. And it was four and a half or $5 million post money valuation, I think that actually was a price round. So yeah, they had very little traction. But what they did have were beautiful products that solve the specific problem with really dynamic founders.
i think at some point it would be absolutely fantastic when dar is done doing his great work and dar has been doing a great job if at some point dar wanted to move on for uber and cloud kitchens to merge and for the king to return the return of the king and i would be there for it uh that would be an absolutely glorious moment if it became uber cloud kitchens and travis was ceo again in a couple years uh that would be absolutely fantastic as an outcome
dar has been doing a great job
i think the company would be worth 25 more today of travis zone because i
now when you look at those businesses yes they did lose money but when if i say the word to you get a uh cab ride you say uber and i say get a desk share you say we work i say ride you say uber i say desk you know shared office you say we work the amount of money that was put into these brands uh has paid off massively and it will continue to pay off i believe that we work will continue to be like the gold standard in office sharing and i bet you all the money put in will be taken out at some po
uber was a very bootstrapped company what people don't realize is it was only uber black and the uber black service was highly profitable taking 25 percent of a 50 or 100 ride from the airport is a pretty great way to print money as opposed to doing uber pool for four dollars or uber x for twelve dollars those eight dollar ubers were the ones where they were maybe uh losing two dollars a ride the black cars they were making ten dollars per ride and that is why they got so well funded
so yes absolutely they could have uh they could have and not only could they have they did it was a really bummer of a time from 2008 to 2012 and people were not throwing tons of money and the tons of money came in that 2012 to 2022 period maybe 2015 is uh to 2020 is when it was kind of peaking so uh you absolutely could do it
in fact uber was started right after the financial crisis and people looked at uber as a way to save money
And then if you look at this Uber thing, you know, this is came out a while back. But you know, Uber, specifically, you know, I know this because I was, you know, obviously discussing this with the founders and the team, they have guaranteed minimum earnings, they have injury protection, they basically got ahead of this,
Uber, and Lyft, and DoorDash, we've all seen it, people will have two phones, so they can keep both ops up on the same time love an Android phone with Lyft or whatever. They can leave at any time and work for a different service. And most of them will take calls from multiple services depending on the spiff and that they give them the real problem here, Molly, which people don't understand is very nuanced, you have to pick one, you're not allowed to have two different modalities, or else you bre
Yes. And if you have one driver, you're, you know, DoorDash. The point is, if you have no drivers, you're not Uber, DoorDash or Lyft.
And if you look at what Uber did, Uber picked a third way to do this, they started giving people a contribution, if they worked more than 15 hours a week, this seems perfectly reasonable to me
like historically nobody would have looked back at that i think four years ago and thought uber and doordash would be head-to-head competitors
both companies are making money now and they both have significant user bases and people are addicted the product market fits there now people are looking at the union economics saying check that works and now we're out of the you know burn money free market environment so there's no choice but to be profitable you know if you got to lose 10 of your top line or customers to be profitable those businesses are going to do it and they seem like their top line and bottom line is growing at the same
this seems to be a delivery duopoly
people look at both uber and doordash as undervalued
Like you do not see people on mass protesting outside of Uber saying being an Uber driver is the worst job I've ever had. And, and nor do you see them quitting on mass and you see, you know, the opposite restaurants and hotels, unable to hire, like all kinds of companies unable to hire. And I do think there's a hundred percent a correlation between that, like the Amazon hiring, the ability to drive for any of these services and the labor shortage I suspect is related.
And there is a great job with that health insurance marketplace like that exists via Uber. Yes. Yes. Yes.
Yeah. It looks like, so in Q3, uh, drivers and couriers are in $10.8 billion, not including tips. And this is up 25% year over year.
Q3 gross bookings were $29.1 billion up 32% year over year. And this is really interesting growth bookings for mobility and delivery. We're exactly the same in q3. So to that point about people are taking rides again, this is not all and in fact, they may be taking rides to go out to eat and getting less delivery, right? Like it could be a takeaway from delivery and an ad to the theory, right, that they are as Dara always says, like, we're rain or shine. So when it rains, you order in and when i
72% revenue growth year over year. $358 million of positive free cash flow. Oh, finally cash. Is this a phrase? This is the first time this happened? I think they had some moments of it. It's the second quarter. So everything that Dara said he was going to do to cut the costs and make the thing profitable and turn the data data seems to be occurring.
I have a great deal of my net worth in this company.
People are going places in cars. It is occurring. They're traveling. They are taking Ubers to parties. Oh yeah. As we head into the holiday season, parties are back.
Uber stock was up as much as 16% yesterday after reporting 72% revenue growth year over year.
my other favorite company after Twitter, Uber had earnings and they were spectacular. And I get to do some dunking and have a little victory lap here. Finally, after a decade plus of defending this company, they don't need to be defended anymore. It's a great moment for me.
And back in 2013, I remember I had invested in a cab company called Uber. And Alphabet invested 250 million in Uber, then somebody who was in the self driving division of
I mean, look at Uber, right? There was, there was Lyft and sidecar and I met both those companies before Uber. Um, I knew the founder of Uber longer, but I took a sidecar after I'd invested in Uber and I was in a sheer panic. I, I mean, I called Travis and I was like, I just got it in sidecar and it let me pick the price I want to go Palo Alto. Um, and he's like, well, take a couple of rides. Let me know what you think. And, uh, then I took the Lyft ride sharing and I was in a total panic cause
And now that that's normalized a lot. Now these companies are making cashflow.
And the other thing that was weird. Okay. They're doing a billion rides. They're losing 50, they lost 500 million. They're losing 50 cents a ride. Okay. If they raise the price $1, would it impact consumption? No, it would just impact who got certain market share versus Lyft versus Uber versus sidecar. So they were in this crazy market share battle.
But if you use a Prius that's, you know, three or four years old for a ride sharing, you're going to do pretty well.
And it turned out to be $36 an hour. I think that was the number that Dara recently said. It was 36, 35, something like that an hour.
Yeah. What do you mean? Yeah, it's just, it's an overhang. It's an overhang of people believing that the drivers don't make any money. Despite the fact that drivers are continue to flock to the platforms and that it can never be profitable. Despite people are paying, people are seeing their own Uber eats and door dash bills and see themselves paying $25 in fees for 60 bucks in food. And they still don't believe it can be profitable.
These businesses are toast and it's like free cash flow, positive quarters.
And I would say just firsthand watching Uber. It created a five year period where people just never believe these businesses would ever be unit economic positive. And now finally people now believe it, but I think probably a third of the market still doesn't believe it. I still hear people on CNBC saying like door dash and Uber will never be profitable.
Uber is the going to be the last startup standing. Uh, and now they're getting the network effects. You see lift deprecating every quarter, just worse and worse performance.
it just changed everything
la became a different city because uber arrived
uber had that too because you had uber black and uber x and then you had logistics and uber eats right like it just kept going
i felt that way with uber
Uber is not replaceable. You could, you could connect it to open AI. You can say, Hey, go call me a car and all that stuff. But at the end of the day, that API interacts with drivers and vehicles. You can't replace that in a few days. So you have to build something actually defensible.
So it's been an amazing journey with Uber as my best investment in history.
I'm using Uber Eats, and taking Uber rides, at least 10 times 15 times a month. So I think I'm probably in the 40 or 50 a quarter 200 a year, kind of group as a family.
The average map see did 14 rides or food orders in the quarter, that's almost five per month, which is very impressive.
I think the really interesting part of all this is lifts demise. They are a shrinking amount of this industry and Uber... What they have is they have the majority now of app driven rides. And they have a strong presence. I think they're number two in the United States behind DoorDash in delivering groceries and food... So it's not quite a monopoly, but it's a strong position in those areas.
Record high free cash flow $549 million cash and cash equivalents and short term investments 4.2 billion for the team over at Uber.
Total gross bookings were 31.4 billion of 19% year over year. So you know, the revenue grew 29% year over year, but gross bookings grew only 19%, which means Uber's, you know, more profitable and charging more for their services.
Q1 revenue, 8.8 billion. That's up 29% year over year.
I always believe this company would start becoming a money printing machine. And thus that has happened.
I am still long Uber. I still have a large amount of holdings and the stock was up massively today because they had record high free cashflow and they beat on revenue.
And then Uber just showed it. They started hitting free cash flow. Dara's done a great job there.
And you watched Uber, you know, you guys had your media stuff you were doing for a little while, which you were passionate about. I remember, but like at a certain point, it's about the guests. It's about their experience and how many different projects could Uber do? They were doing micro mobility and that was interesting, but it was just such a minor, unprofitable piece of the business. They deprecated it, right?
the cab companies are the problem in this, we have to remove the cab companies, and then lower the prices and make it more accessible.
when Travis was showing me Uber... he was obsessed with the product... And his obsession on each of those details... And I would argue with him about this... And he's like, No, it's about friction, we want to reduce the number of steps. And you just saw that level of obsession.
Uber hasn't done a riff. They did it back during COVID, but they haven't done it since. But the revenue went up 30% or whatever it is, 20, 30%, and the cost stayed fixed. And that's what's made their stock grow in the free cash flow.
One of the amazing statistics that I heard was this is where food delivery has the highest margins. The food delivery service here is printing money. Why? Well, because people have big order sizes here, uh, they can charge more fees. The average customer here, uh, spends more money. Very interesting, you know, because you and I are both investors in Uber, but labor costs are cheaper. Yeah, I left that part out. And so you have this incredible, uh, opportunity there.
that Uber investment went 4,000 X, not 4,000, but you know, well over a hundred million dollars.
Of course, some companies will end up becoming a thousand X or 10,000 X in the case of Uber or Airbnb or Dropbox.
If you had put 5k into Uber and you had waited until the IPO, supposedly you would get $25 million or thereabouts, which is pretty incredible.
this thing is so viral
Well, look, I'm going to lean into a company that you are famously known for angel investing in Uber. Oh, yeah, I was in that one, I think. Yeah. And one could argue back then, someone would say the location API on an iPhone through iOS. Oh, you're just building a wrapper around that. Yes. Right. But that was a very important API. That API has led us to have Uber, Instacart, DoorDash, you know, a whole bunch of, you know, services with location kind of being at the core of it. But then they had
uber you know having his first profitable quarter
networks of real world stuff like airbnb and uber so they're very efficient
so you know airbnb very big pie google uber these are very big pies so getting a smaller slice of uber or airbnb at you know 80 90 100 billion or you know a small slice of google or apple obviously tesla these are worth a lot more
they'll make a great business having uh i'm sure their business model will be just like wordpress hey we got this open source project here uh or mysql we got open source project here but we have a for-profit you know so there's a dot org and a dot com right the dot com wordpress.com you pay for hosting but wordpress.com has to deal with wp engine which some people prefer over wordpress.com hosting you know so you when you open source this stuff you you create a bunch of competitors if it works s
i hope they make a model that really challenges the closed source models and the expensive models and drives price down
i would love to have him on the program let's let's book the ceo here but i'm rooting for them
great to see more american open source ai models a meaningful segment of the global market will prefer the cost customizability and control of the open source that open source offers we want the us to win this category too
but there is still lingering concern that china is going to develop the most used ai models if everybody decides open source instead of closed source is the future so this is sort of a hopeful attempt to uh remain competitive on that level
the company was founded in march 2024 by former google staffers including misha laskin who led reward modeling for deep minds gemini project and ianis and tanaglu who co-created alpha go
they raised two billion at an eight billion dollar valuation that's a massive 15x jump from the 545 million dollar valuation they clocked just seven months ago that's according to tech crunch
i think that um open ai is leaning towards um in the zillow integration um you could actually like go into zillow and zoom in on different maps and even click on the property like you would in zillow go through the photos so zillow kind of had the most full ui in chat gpt so i think it will be possible i think that you i think that it might become strained in chat gpt might become strained having all these different integrations um so i think that they will do that but only for a few apps i thin
so i was able to prompt chat gpt to create a playlist and it was able to create it in like 10 to 30 seconds it was pretty quick and then it had this playlist of um that i can bring that i can open from chat gpt directly into spotify
why would they launch it i guess i have my personal account here but why would they launch it not to business users first and give it to the free users it makes no sense this is exactly what google does it's so dumb it's the same thing they did with sora they bypassed the paid level and they just started giving it to people with invites for free no respect no respect for the subscribers i get no respect for putting my credit card in
Open ai has actually introduced integrations of various apps inside chat gpt so you can interact it's almost like the first level of agentic ai to come to chat gpt you can use chat gpt to actually effect changes and do things in various connected apps
now indispensable 800 million regular users around the world could we be looking at that kind of a future for sora
mark cuban has put himself in oh he now will let you anybody on sora can make videos with mark cuban but the clever wrinkle here most of the cameos include a promotion for his company cost plus drugs he actually got it so at the end of the cameo with him they actually bring up a little message saying you know visit cost plus drugs or promoting cost plus drugs
in six days my cameo generated over 1 billion views
jake paul the youtube influencer turned wrestler boxer uh he says that he is an open ai investor now he's been advising the sora team behind the scenes and that he agreed to be the first celebrity name image and likeness cameo user uh and so he goes you know this has been great it's been you know very helpful for him in promoting himself
but of course there's been a lot of controversy about the inclusion of real people there was a zelda williams robin williams daughter has publicly asked people please stop sending her ai generated videos of her dad it makes her very sad there was another controversial thing a lot of people are making offensive videos of stephen hawking in his wheelchair being blown up or thrown off of buildings people are as we mentioned on the show the other day people are making martin luther king say crazy th
it's been number one on the apple app store since launching
sora very much in the news hugely popular app it already hit one million downloads in just five days after launching that is very notably according to open ai faster than chat gpt hit the same milestone
And I think that's why Y Combinator, frankly, is being a little defensive. We had a couple of these brouhaha's coming up. They're kind of circling the wagons and attacking people. And, you know, it's kind of their vibe is to be a little cantankerous. But they're facing serious competition.
And you get more bespoke experience and a lot more energy on your startup. It's, again, not a dig to Y Combinator, but it's a bit of a factory. And I think that's kind of why people are saying, hey, maybe there's a better way.
all of these, I would say, including our program's launch, Accelerator, all a better option for founders now than Y Combinator. And that's not a dig at Y Combinator. I just put them in like the fifth slot now because I think you get a better deal economically.
So, you know, if you want to, like, send people their laptop and, you know, make sure you understand what they're doing with their computers and all that stuff, yeah, all that is kind of in this.
But they do HR, but it's more than just payroll. It's not just ADP. They'll also do, like, IT services.
That's why I felt like their 14.4X multiple felt a little bit low because, you know, Rippling is, you know, a $500 million valuation difference in roughly half the revenue.
According to reporting that I could find, it's much smaller than Deal.
They're both companies at scale, Jason, that could go public at will. So we look forward to those in 2029, I guess.
The Rippling ARR number was 570 million earlier in 2025.
So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average return. No.
And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The first question, who's participating from the Series A and the Series B? Is Sequoia participating? Are Benchmark participating? How much is available in the C? Is that a negative signal? If they don't, if they have a growth fund. Now, the growth fund is looking at the seed fund. So, if the seed fund owned 6%, and they didn't do the Series A, now the growth fund is looking at Uber
The only challenge is here, when you're a Sequoia CEO, you know, you then have to figure out, okay, which fund am I going to be in? Is the growth fund going to do this? Right. And it can be a little conflicted.
In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K to $3 million checks. They can put 40 of those investments maybe into the $200 million fund for about $5 million on average.
She was raving about Waymo in LA. Just raving about it. She's a complete convert and is never going back. And she is a normie. So to me, I think that as customers touch and see these cars in the real world, get to take a ride on them, it changes minds. I'm hoping. So I think you're dead on, but I'm less concerned than I was six months ago.
Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of their stock because people were like, they're going to get killed. So last year, search was going to get killed. As I said on this program and the other program, my thesis is people are going to be doing more searches and that the pie is going to continue to get bigger. Why? The answers are better. And if the answers are better and you solve problems quicker, you still have a cert
Tonebase, which is our how to learn classical music, an investment we made. Really great company. They're just crushing it.
Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analysts, so you're not going to hire 600 people. What happens to the 1.4 million people who work there? You employ 1% of the country works at Amazon. 1% of the country works at Amazon. And they're not growing anymore. They're not going to grow that staff anymore. And I would say they're probably going to redeploy to save face, to keep the guillotines and the let them eat cake memes may
you'll definitely save money i mean i think the if you just and you're probably on the the equivalent of the business tier on all products um and so you'll you'll end up saving money and the and the principle of it is to allow the products to spread and try to make sure that if you're a super fan of one of the products you can easily get access to the others as well um you know bundling is a topic that i've been um somewhat known for and spent a lot of time on i wrote i wrote a paper about it a
what i love about this is right now i'm playing three different people in your organization i pay for superhuman i pay for grammarly and i pay for coda happy to do so it's you know thousands of dollars a year each but i get uh plenty of value for those dollars but here uh you can get superhuman free with uh a little bit of coda and go and grammarly you can pay for pro and that's only 12 bucks a month um and you get grammarly coda and go or you can get business and i guess i get everything there
the predominant motion for us will be actually partnership
the company's going through a massive transition obviously the multi-product transition is a big one it leads to us having a suite of offerings that you can buy in a bundle
we've done the hard work to integrate right into your google doc so we show up with an underline under the perfect word when you're writing in a desktop app like slack we can show up right in the middle of it and tell you that you're about to schedule this uh this meeting and actually three of the people can't be there or you're talking about this customer and they're actually their contract is up next week not this week uh and so you you can you can bring all that information all the certain co
it's kind of operating system level information on the user which basically boils down to google with chrome os windows and microsoft and mac os at apple and you guys
we work in a million unique applications that's every web app every desktop app every mobile app you know many people know us from our chrome extension but we actually work in everything we'll work in you know word and slack and we'll work on like you said uh on the keyboard we can work in your phone as well and so that ability to bring that set of context to all your applications i think is very unique to our approach and i to be honest i don't think there's a lot of players in the market that
the other thing you said that i think is really important is what do people really love about grammarly it's that it works everywhere
we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there's a great set of first-party agents from us we're opening up the platform so many other people can do it today uh about a dozen other partners also launched their agents with us
the core uh ability that grammarly has is to bring ai directly into your surface and work right where you work and all of a sudden we can do that with a much broader set of use cases
we launched a new product we're calling it superhuman go uh it's launching today you can go give it a try it's our new ai assistant product it's a platform that brings your network of proactive and personal ai assistants directly embedded into your work
we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into super humans better versions of themselves
we're one of our unique approaches uh across the whole company but grammarly as our roots is that we are the ones that make people more human everybody else is trying to get ai to replace
the biggest product in the set is is grammarly it's definitely the one uh that touches the most um the broadest audience
makes you a better writer but you want to do more as a company so you are keeping that name but you're going to try to also have grammarly fall under the superhuman umbrella this is yeah i think that must have been a huge debate
now grammarly though is one of those great iconic names and you have tens of millions of people 40 million daily active users yes 40 million people who love grammarly
a much now that's a real decision you had to make very big superhuman is obviously a more expansive name okay we all want to be superhumans great it's a very aspirational awesome name when i heard that name from raul when he was starting the company i loved it they're not and i am a name snob i love that name
all right so we're launching uh three big things today we're launching a new company name we're launching a new product uh we call superhuman go and we're launching the new suite uh so each of them are are separate but they do tie together uh in an important way the company name we're changing from grammarly to superhuman
superhuman which my whole team uses day in and day out and we pay for and grammarly which my whole team uses which we pay for
the context is highly profitable company extremely stable revenue no investors two owners they can do what they want and they can pursue whatever they want
if you're at 37 signals they took a similar approach hey if you want to be here uh you're here to make great productivity software full stop and that's it and then here's an incredible pay package i think both companies just said hey if you want to opt out we get it
when you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who was a their only investor uh back in the day they can build the world they want to live in
they bought out bezos who was a their only investor uh back in the day
so they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it is um pretty reliable uh that those revenue streams people
this is a uh a little bit of a complicated deal i saw bloomberg was like this is convoluted and i just read their story on it um we are going to underwrite this uh we being uh the us government but we're going to be underwriting it with some amount of the um capital coming from japan uh and in return for their participation i'm unclear as to what they get but the us is going to get a 20 share in any dividends that come out of westinghouse above 17.5 billion yeah and then um if this does come to
so the us is going to underwrite about 80 billion dollars worth of new nuclear reactors with westinghouse and japan comes into this because if you recall jason the current trade agreement between our two nations involves some japanese investment into the us so some of that capital is going to flow into these nuclear reactors now it's not all just gifts from the government uh in exchange for capital from the us the us gets a 20 percent share in any dividends paid out by westinghouse that exceed 1
So it's very much like the public markets today. If you've got a company that has very low margins and very slow growth and you're up against Uber or Coinbase or Google or Facebook or Google or Amazon and people are looking at those companies and go, wow, these companies are growing revenue on big numbers with great products. And they have incredible margins and they have momentum and network effects. There's a flight to quality.
talk to all the OEMs, talk to Uber, talk to Tesla, talk to Waymo, Baidu. They all have plans to build millions of cars, collectively tens of millions and eventually hundreds of millions.
And Uber, Walmart, and Amazon have about 4 million people in roles that are applicable there.
Uber is one of my favorite companies in the planet because they demonstrated their ability to scale and to build great products. First in the rideshare market, then they figured out Uber Eats, and then they moved on to autonomous driving. And all of this was only possible because of a deep understanding of how to collect, label, understand, and analyze data. Now with Uber AI solutions, you can put the team and tools that turned Uber into one of the world's best companies to work for you, partner
having watched the amount of money, uh, that was starting to be invested from the region, specifically watching Uber raise from the region, I said, I need to get educated.
Uber has done 15 investments in every self-driving company other than Zoox and partnerships with other than Zoox and Tesla. So it's 15 people on one side versus those two, Uber plus those 15 versus those two players.
But this idea that Google search would go away and would just get run over and Google would just sit there and take it, or Uber or DoorDash will sit there and take it when a competitor comes, au contraire, mon frère.
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speculative valuations, you will see some, right? We had this figure, robotics was one that I think a lot of people said, that doesn't make any sense for me. $39 billion. They don't have a customer. And they said, oh, we have BMW. BMW said, oh, well, we're testing it. Then they became a customer. And you had that really good debate in the Wall Street Journal publicly and the founder coming out and showing the product to support the valuation. But that would be one where I would say, hey, maybe t
I'm sure after this announcement, 10 people called them and said, how do we get on the list? And so that's just going to be so nice for the founder.
I suspect he's going to crush it with this business.
Blake's very smart and very dogged.
I believe a lot of boom success is based on United pre-ordering some of these and paying for them.
technologies and tools that enable US and us to gather power efficiently is overall a positive thing. And so I'm excited to see where this goes.
one, he's a tremendous founder with a huge vision that's incredibly costly. That last part is the issue. We've got a lot of great founders. Not enough, but we've got a lot of great ones. And he's got a big vision. We need to see more big vision. But his vision was so big that funding it, I think, has turned out to be very challenging. And hardware takes longer than you think. There was another hardware company that was incredibly ambitious, that then started to do side projects and side hustles
And then since then, the company came out and said, hey, we're also going to take this jet engine we're building. We're going to put it into a box and we're going to take it around and put it outside of data centers to power them up. And they announced Crusoe as their first partner in this, 29 engines going their way. I think this is fantastic.
But how to miss by a mile and alternative look at Uber's potential market size. This is in 2014, this, uh, NYU Business School Professor Aswath, who's, I think, goes on CNBC a whole bunch, kind of respected, but he did his whole Uber is not worth 17 billion. And we kind of all laughed at this because he estimated the value of Uber at 5.9 billion. Now we, all the smart people who weren't in an Ivy League school or whatever, in the ivory tower teaching the course, we saw it on the inside. And here
when I did the Uber investment, the late stage, you know, I wanted to sell some of my shares to Masayoshi-san.
the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, you know, again, Databricks is a really good example.
You know, we've seen over the last few years that the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, you know, again, Databricks is a really good example. You know, the fact that that company has been able to compound its revenue at scale at the rate it has, and, and looking at how that's then driven the valuation of that firm is, is just incredible. And five years ago, nobody would have predicted that, you know, that's going to
just to underscore the Databricks growth numbers that David's talking about, the company announced a couple months ago that it's now over a $4 billion run rate growing at more than 50% year over year. And critically, David said that it has now a greater than $1 billion run rate just for its AI products.
in evaluating this type of deal, it's got a lot of the things we look for at our fund. Number one, you have a serial founder, which is great. I'm assuming that some members of his previous team, Brian joined him for this adventure, taking a guess. That's absolutely right. That would be the, a team that has worked together before. So those are two of the factors we look for. Third, this is big and ambitious, right? Like the total addressable market is anybody who wants to learn that's everybody,
I looked at the product, I knew the founder, I understood the metrics. So sort of made that bet, but it was competitive.
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Well, I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind up being 10 points, they'll be 10 times bigger.
Your AI is only as good as the data it's learning from. Every huge leap we're seeing in AI development is based on refining better data sets. And guess who came up with the ideal solution for your company? That's right, my pals at Uber. Did you all know I was an early investor in Uber? Maybe you heard third or fourth. And now Uber AI Solutions works with enterprises all over the world, helping them source, label, evaluate and scale real world high quality data for every industry. When you think
uber has ordered I think 20,000 of these already and this is uber black essentially so this follows the uber playbook Alex of starting with the high end and then going down the gravity so we're showing the Zooks here as well but the one we saw originally is the lucid gravity that is a six seater that's a big luxurious model x you know escalade competitor and it's a really nice car for an airport ride or a CEO you know somebody who doesn't mind paying for uber black waymo and fsd robo taxis model
So, a lot of these companies, like, even Uber, when they came to Japan or wherever, they grilled them super hard, right? Like, even if it's, like, an outbound, hey, let's chat. I want to chat with you about chat. I want to chat with you about Uber. Let's get on the chat. And they start asking questions. It's like, no, you got to, like, sell the company first. Get them excited. Right. Get them pumped.
And that's kind of what happened with Uber as well, right? Like, Dara, he didn't want the job. He was at Expedia for a while. And, you know, people kept, like, going at him, full court press. And then, yeah, like, really good recruiter. Really sold it to him, right?
one thing about Travis was, like, he put recruiting function as one of the frontline functions. You know, usually companies would put sales first, right? Because, I mean, it's a revenue driver. Right. But Travis actually, like, prioritized recruiting. So, like, operations function, obviously most important, but recruiting was, like, equally as important. So – ... Correct. He would spend time with the recruiting team, and, you know, he would give us an hour every week just with the recruiting fun
Yeah, so it was very challenging because, like, for example, the Uber interview process, right? It's very different. Like, you'll have an analytical exercise where you get, like, an online thing. You have to pass, like, certain marks, and it's a multiple choice, right? And as a candidate, it's like, hey, this is what you do first. Okay, sure. Like, maybe it's like a sort of like a logic test or whatever. Then you go through interview process. Then you have this deep dive where it's like a one-ho
Uber was really one of the kind of first companies in Japan to, like, offer stock to employees, in my opinion. And, of course, Uber was a – it is a generational company. There's not that many companies that's going to be like that. ... A hundred billion dollar company.
I joined Travis, like, Uber in 2015. So actually, back then, it was still, you know, it's a 4,000-people company, so it's still massive. ... Uber was a sexy brand in the U.S., right? But in Asia, it was still like, oh, it's like an illegal taxi company. What is this? Like, I don't want to get in strangers' cars. So it was, like, not as easy as you would think to recruit here.
I've been involved in a couple of them, Uber, which was quite humbling because I came here. Well, I've been coming here since the late 90s, but I remember post Uber, I just was talking to TK and then eventually Dara. And I was like, the cabs here are so good. The cab drivers are wearing suits and have white gloves on and they're clean and they're affordable and they're so respectful that why do they need Uber? Like, how do we ever penetrate this market? And they figured it out, but I don't think
when uber finally came to tokyo many people had heard of it before right so it's easier each city became easier
when uber launched uber eats on both sides they have the drivers so the drivers get more work in a marketplace dynamic and they already have the customers so what they've tried to do is create this uber one where they get people to use both products
I mean, and I think the specific example which you can turn into generalized advice is that your existing power users or people who love the product are the people that are most likely to be able to talk to and find other people that can love the product.
But give to get, that was of the moment.
They would buy ads to go to a landing page. In fact, my friend, who I introduced you to, he bought, my friend Nick, bought ads on Google that said, Uber is now in Los Angeles. Click here to get a free ride to get $25.
Yeah, definitely at times. There were groups of people that were hacking it. They would create landing pages and then drive SEM traffic against it to sell them.
Perhaps too well, yeah?
Give2Get worked pretty well for Uber. Yeah.
I mean, obviously with a high-frequency consumer product, you are inundated all week with people making feature requests or suggestions, and as the team got bigger, you know, people were constantly making suggestions to Travis. I mean, Travis was relentless about focusing on reliability. As you can imagine, if you take Uber to travel from your office or your home to somewhere in the city, and you take it there on a Friday or Saturday night, and then it gets to the end of the evening and you want
Every major advancement we've seen in AI really comes down to better and more refined data from autonomous vehicles, to humanized robots, to LLM chatbots that we use every day, day in and day out. And when models are trained on high quality, diverse, real world data sets, well, they get smarter and they get smarter faster and it's more reliable. That's why Uber has introduced AI solutions to help your company build great AI products on top of world-class data. Now, Uber has mastered the art of d
every major advancement we've seen in ai really comes down to better and more refined data from autonomous vehicles to human-eyed robots to llm chat bots that we use every day day in and day out and when models are trained on high quality diverse real world data sets well they get smarter and they get smarter faster and it's more reliable that's why uber has introduced ai solutions to help your company build great ai products on top of world-class data now obviously uber has mastered the art of
it's not taking, uh, any kind of notable market share from Uber Eats or DoorDash, I believe.
I think it's fantastic. I mean, it certainly validates the Uber strategy of aggregation of all these different players. I mean, they've taken a very long-term view on the industry that essentially this technology will be widely disseminated across many, many partners. And Uber seeks to become that Expedia of AV mobility. And I think adding another company like Zoox into the mix is further validation of that strategy. So I think it's fantastic.
Uber has invested in 20 different AV partners and they're doing AV rides, Zooks, etc. So I think it's actually twofold. Um, Waymo doesn't want to force people to go through the Uber app, which is what they're doing in the other two markets that are in business. I think it's Atlanta and Austin. And then I think Uber doesn't want to be limited to one partner. And I think it puts them on a competitive path. Eventually, if you have 5%, if you get charged 10% to get an incremental ride during a down
you'll be able to call it on the uber app soon
we're going to see that start to be deployed uh this year in supervised robo taxi trials starting in london tokyo and 10 other cities on uber
we brought an investment from um nvidia um qualcomm arm amd all the the big chip companies and then uber nissan mercedes celantis uh microsoft
This happened with Uber actually. I had one investor who said, why don't you sell the Uber software platform to cab companies? Can you convince Travis to do that? And I said to them, I don't think you understand the cab companies are the problem. They're taking all of the revenue. The drivers are getting screwed. Customers don't want to talk to some central dispatch. They just want their car to come as affordably and as efficiently as possible. Taking out all these steps in the, uh, process will
In fact, when I introduced Uber to 20 investors, 17 said no.
So let's take ride sharing. So it's certainly in, in the Bay area, it's a duopoly right now. Um, and that's because there's an asymptotic network effect. ... as long as the pickup time is three minutes or less. Ah. Commoditize. So there's a commodity type business. Well, there's a necessary scale. Ah. But then like, I mean, the definition of a network effect is that as each incremental user makes it better for every other user. That is true up until a point. Right. And that point for most people
So like people like to have the Uber debate with me. I'll give you an example. Um, oh my God, Uber drivers make $2 an hour. And I'm like, really? Uber drivers make $2 an hour. We have the lowest unemployment in the world. Uber, Lyft, Postmates, DoorDash are all fighting Instacart for delivery people, Amazon as well. And you really think people are going to work for $2 an hour.
of course without knowing all the nitty gritty details it's hard to make the right assessment but something must went wrong otherwise the cars supposedly should make a stop
it's like a Burger King. It's like a McDonald's. And the company that moves to a franchising model, and then figures it out, I think will be a huge winner. And that will be a very asset light, really operationally sophisticated, very well run,
I think franchising is a really, really smart business idea.
the people who created the problem are the ones that hate it the most, which are the investors, because they pile in the incremental dollars into the winners, trying to king make a winner through capital. And now what's happening is their rate of returns are basically getting taken away. And I think that in a weird way, that's also kind of fair.
the state is effectively capturing the excess return of Uber and Lyft.
this law will have very adverse consequences for their business.
the unit economics are going to be pretty shitty. And I just think we have to own that. And, and it probably what it means more than anything else is it's not a real venture kind of business.
it has huge operational implications and it has really terrible OPEX implications for a company
And what it really means is you've, if you were comfortable with a 60% or 70% reduction in the market cap of some of these companies, you'd be okay with AB five.
the brilliance of the uber model they already have the drivers out there so now when you log into your app my understanding is it's like if you want to have you know they gamify the uber app for drivers i think it's like you turn it on and it's like oh here's an uber eats ride here's an uber grocery ride and here's an uber x ride so now you think about the number of calls you can get the number of calls goes up
i find it hard to believe it was 150 no way no way this is like one of those weird numbers
as a consumer certainly and somebody who's interested in the economics of this it feels to me like leveraging the existence of lots of inventory and bringing it to people who want it is a much simpler proposition
the reason why i think not to um cheer for the home team but i think the reason uber's model works better is because walgreens already exists so they did a deal with walgreens ... i think that that's gonna be like it's gonna make uber go crazy because they have this asset light and they have everything at walgreens
uber eats or doordash as examples are asset light
I think that Dara is very good. I love a CEO who will come on TV when his stock is down like 20% shows a lot of great communicator.
but all you're talking about is a business model to book, you're not talking about a business model that's innovative or doing something disruptive.
I came here 2016 as Uber was imploding. Nobody would talk to me, right?
So the entire profit margin of Uber was competed away by stupidity. And you tweeted last week. And I noticed because Jason and I may have a little something on the line here, you know, with respect to Uber for the first time you tweeted after their quarterly earnings, maybe we're starting to see network effects show up at Uber. Because if you listen to the Lyft call, it was a train wreck.
my biggest problem of the past six years was hyper competition. Like finding a CFO. No, not just talent. I'm talking about like Uber and Lyft and like hundreds of billions of dollars of money. Raised in the private market and shot onto the playing field out of a cannon. That's brutal.
So back to your Uber, like, you know, mobile enabled it, but it's not like everyone went around saying mobile, mobile, but yes, like this amazing experience is now going to be delivered because there's this technology that enables it.
when i was a angel we owned under one percent of robin hood and uber but then we started to own two percent five percent ten percent of companies like com or superhuman or grin or fitbod
it's sort of like when we started uber x like you know we're still still love the main uber but we introduced something new because people might want to try that
it was always the greatest gift i think uber ever had
you do two billion rides next year you raise the price is two dollars all of a sudden you know this thing is going to be a money printing machine and of course here we are they raise the prices you know whatever 20 30 percent you get the economies of scale and here we are
i think it was always sort of like structurally this can make money we are choosing not to now so i never really believed like it'll never be profitable it's like there's profit on every ride it is how uber chooses to spend that that will change the direction
i think they kind of worked it out um and it's really wonderful to see um and i use uber a lot here and it's great it works great um and i don't notice the few bucks
it was very clear that once the habit was formed it didn't matter if an uber was eight nine ten or eleven dollars to ninety whatever percent of consumers
i think we just made the case and we won like they pulled it back
the winning idea came from someone on the comms team who was stationed in new york and her idea was to have a de blasio view so at this point in the app you'd sort of have a little slider at the bottom that you would choose uber x uber black whatever and there was one for de blasio and you would go to the de blasio view and it would you all the cars on the map would disappear and it would say eta 15 minutes because we sort of just thought you know the eta's at that point were like two minutes an
the challenge with this is that it's actually a death sentence but it's very hard to make people out in the world understand that
at this point we're getting 25 000 new riders every week we're loading a thousand new drivers every week like we are really going for it
from the very beginning we were kind of you know at least from the regulator's standpoint we were kind of like good little kids who filled out all the forms right and were kind of more responsive to them maybe than the average car base owner that was sort of operating in that system at the time
uber new york both in the beginning and still now is that it runs actually a a fundamentally different business than what uber does now everywhere else which i would call like ride sharing ride sharing being i have excess capacity in my car a few hours a day or a few hours a week or really whenever i want and i'll turn on the app and it'll be great in new york that system doesn't actually exist it is the black car system
it was in some ways like remote before there was remote um because most of the employees at uber were not in this in the san francisco office you know the new york was like uh like a hub i mean we had a big office by the end but it but it grew more slowly than uber globally and so it always had a tight feel and so i think maintaining the startup feeling on the city level was part of it and really finding a gm in each place who can be like mini ceo is the way he would talk about it at the time an
you know what i found about travis is that you know right away i got to know him i i've probably spoken to him on the phone um you know while i was in the role there we probably had a hundred phone calls over the five years maybe a little more zero of them were scheduled this is a guy who is who is so uh dialed in on the details of everything under him you know so there was that aspect of his leadership and also that he really encouraged me to be me and be myself and kind of lean into the way i
travis expanded outside of san francisco new york was the first spot and how that would typically work when they were expanding is launchers would go to a city and sort of set up the basic uh thing there get the first few drivers get the first few riders set up some infrastructure and then hire a gm i was actually i was in there within the first year there was a team of three who were brought on right before me and it didn't really work out and all three of them left and they hired a fresh group
i just tried uber and thought it was it was really neat and uh actually the the first time i tried using it was for an airport run at like 4 4 a.m or so and it actually didn't work i tried to request a car there were no vehicles available i didn't think much of it but later that day i got a note from them saying hey we saw you tried to use uber and it didn't work you know here's 10 bucks for the next time even though that feels like a typical like interaction now um at the time it did not feel t
it's anybody's uh game the self-driving space and uh if travis has cloud kitchens kitchens cranking like he does there is an opportunity here and uh the opportunity is fairly obvious uh to provide self-driving cars in order to deliver food directly from their kitchens
travis kalanick uh former co-founder of uber former ceo of uber and left the company under slightly acrimonious terms around eight years ago well now he might be teaming up with uber yet again because uber may help him purchase the u.s arm of chinese self-driving company pony.ai and i love this for like 17 different reasons before you talk though jason i want to say pony.ai stock did go up 12 on the news and uber picked up a couple points as well so the stock market seems to like it
softbank funding all of these rideshare companies around the world to compete with uber meant that uber even though they are a market leader did not have market leadership economics and so the ringing out of the system of that excess that grift that stupidity that's going to be good for the fundamentals of these business
uber drivers are now making 34 36 and listen i've been tracking how much they make from the beginning it was 15 then 20 and 25 so wages are increasing massively
I give it to Dara and Uber. When he took over that business, I think it was an $8 to $9 billion net loss in 2019. $5 billion EBITDA run rate right now. Incredible forecasting, incredible skill in forecasting the sensitivities in that business, by the way. Obviously, he's seen the market cap just this year grow from $50 billion to $126 billion as of today. So give it to Dara for the big turnaround. Product sucks, though.
They resolved almost all of the regulatory issues, including getting the taxis in London to be on the app, which was their big adversary, and they were going to get kicked out of London. And if you remember, this is a company that five years ago, the press and the fake news were saying could never be profitable and was going to fail. And now it is the most successful new startup in the last cycle, bigger than everybody.
I am going to talk my own book on this one and give it to Dara and the team at Uber. They got into the S&P 500, became profitable, planning stock buybacks.
i've sold slightly more than the majority of my holdings over the years to private transactions and then i held everything post going public and uh i'm still long uber
the problem is it was just too expensive i mean uber is still quite expensive and the most expensive piece of it is the human driving the car it's all that labor cost
uber and lyft seemingly are profitable because they find pricing power to raise prices
They went from my 75 million a week to profitable.
he's, he's done a decent job, solid job. Profitable.
we probably were around a billion. A billion. A billion and a half.
we had 20% of the overall entity, of the merged entity. But in order to do that in China, that's when we actually had to push our spend super hard because they had to be scared. So, I think at the peak, right as we were negotiating the term sheet, we pushed, we were burning, I think it was $75 million a week. It's a big number. Yeah. That was that. Yeah. And, but we knew we had the deal, but we only have the deal if they're scared. Right. This is a poker end. Our market share was skyrocketing as
the China war went global. And what I mean by that is the Chinese government, I think it was safe. There's some, I think they were called safe, it was like the sovereign wealth of China, CIC, there's like a few things like that. They started investing hundreds of millions and billions of dollars in all of our competitors globally to drain us of money so that it was harder to compete in China. They made Apple, and I'd love to have this discussion with Tim at some point. We had some interesting wo
So, yeah, I mean, it was a union problem, which is, it's very difficult to organize people who, in this classic area, which is very union organized called drivers, it's very difficult to organize them when they choose when they want to work. Their office is their own, it's their own, like nobody controls it. Like, there's just no control other than the control given to the individual. And so it was very disruptive to the union and their own business model. And so they had to cut it off at the kn
The average Uber driver during my, you know, let's say at the end of my tenure was eight hours a week. So they clearly like, it was clearly a side gig.
Any time we were doing surge pricing and our competitor wasn't, we knew we were gaining market share because somebody could just come to us to get a ride when in the other system they couldn't.
So surge pricing, there's another way to say it. Now, I called it surge pricing on purpose because I didn't want anybody to think we were trying to deceive them. Right. So we said surge pricing, like it's clear what's going on. But the other way to say surge pricing is called the lowest cost reliable ride. Because if surge pricing goes up too much, then you have drivers that aren't making any money. And by the way, they'll go to the competition. But if surge pricing is exactly, and by the way, i
Almost every city in the U.S. other than two, Portland, Vegas, we were number two in ride sharing for this reason.
each and every city we went to, we would wait for Lyft to launch. And then we would basically say to the city, we'd send them a letter saying, there's this really cool thing called ride sharing. This company called Lyft is doing it. We think it's great, but our read of your regs is like, it's probably not allowed. But if you don't enforce in the next 30 days, we're going to participate as well.
the brilliance of the Uber marketplace was, in many ways, tackling demand and figuring out a way to get drivers to come out on New Year's Eve, the worst night of their lives, to drive.
the Lincoln Town Cars were so brilliant, you know, because there were such high margins.
And you said, we're launching it next week. We got it. You know, it is disruptive.
we would have a pricing call in the early days of Uber, where you cannot put it up in the app until you pass the pricing call. The first 30 cities, I was on that pricing call.
the difference with food versus rides is that the infrastructure was already there. You had a bunch of cars that were 98% unutilized. And so, you just had to light it up.
We have the partnership with Uber because we think it's important for us to create an AV ecosystem around this technology. Like, this isn't going to be, we've created technology and we're going to figure out everything ourselves. Like, that would be foolish and very expensive and we'd never find ourselves profitable. But having companies that are experts in integration, having automotive partner, you know, we have, we're not building the car, having network partners, having fleet operating partn
And he's very worried that once this product scales, there's not really giving me a need for Uber anymore, right? Why would you need Uber if you can just summon the robot car directly or the robot driver, whatever you want to call it, right? Driver, car, whatever. I mean, doesn't this logically disrupt Uber once it's at scale?
We have a partnership with Uber in Phoenix. Why are we doing that? People are like, oh my gosh, I got my Uber Eats in a Waymo. Like, why are you all doing that? It's because we're building a driver.
And the UI is quite nice in Uber where it's rides and Eats right next to each other. I could see a third one, like hotels or travel, being right there. And all of a sudden, yum yum, you just get all that inventory right in there. And I frequently will book my hotel and I'll book my ride for the next day in advance on Uber. And I do those things. And then when I get to my hotel, I'm ordering food to my room. So I think this actually could work really well as a third tab in the app for travel. And
Now, I guess the claim is somehow you're going to be able to cross-sell the booking of a vacation or a hotel that you have to think about days or weeks in advance. It's just a completely different state of mind. I just don't think that there's much opportunity to cross-sell that. Or to use the technical jargon, I don't think the attach rate is going to be high.
This is why Uber is beating Lyft is the wait time. Oh, and the wait time is lower.
And this is, I think, the big mistake in this thinking is that that real estate is actually much more fragile than I think we all think it is. And I think a much better way to think about this is in the future, none of this UI real estate is actually worth anything. The question is, do you have a data asset that's valuable or do you do a service that's valuable? Because, agentically, there'll be all of these unemotional bots and workflows doing this work for you. So I think Sachs is right in the
See, this is where I think like MBA thinking is very different than product thinking. Like an MBA looking at this would say, well, you know, Expedia and Uber are both in the travel business. Their apps both involve booking trips. So we can cross-sell Expedia from Uber and then cut Expedia's marketing budget. I think that's how an MBA would sort of hand wave over it. I think the way like a product manager would look at this is to say, what does the user want to do? And I know that when I use the
That's where I think the logic breaks down. I don't think Uber customers want to be cross-sold on booking a hotel.
So if you cut about half the G&A in an acquisition, because you don't need all the people that overlap with Uber's people, you know, and you cut about 30% of the sales and marketing dollars because you can cross-sell into the Uber install base, you could see a scenario where you could increase Expedia's EBITDA by 75% to 100%, maybe getting it as high as $6 billion. And while Expedia's market cap trades at $20 billion, this is off of, you know, obviously the recent news that they might get acquir
So just to give you some numbers on it all, Uber has got about 150 million monthly active users. Expedia has about 45, 50 million customers a year that use the service and pay for stuff. So there's a real opportunity to think about the Uber customer base that's installed as being almost an opportunity to market to them Expedia services and cross-sell. So Expedia on an annualized basis is spending about $8 billion a year in sales and marketing and about 720 million a year in G&A costs. So, and th
So I think that Dara knows Expedia better than anyone. He ran the business for, what, a decade or so? Yep. And so he knows how that business operates. And so if he's looking at this thing and the stock price has been flat roughly since he left in 2017, if you look at the underlying financial performance, you could kind of start to construct a rationale for buying Expedia this cheap. And it would be very accretive to Uber, even if there are these big strategic risks on the horizon.
I think that's what's going to happen. I've been hearing rumblings of that.
I would agree with you. And there's other things they could buy, like WeRide or Pony AI, and a bunch of these AI companies that are doing self-driving. So why not double down on that? Freeburg, the one thing you and I talked about was kind of VRBO, which is a very cool marketplace, and that feels directly in the Uber kill zone.
In a world that looks like that, where these companies have the money to pay for the data feeds, the existing V1.0 generation UIs, I think, are in trouble. So it would just be a very bad capital allocation decision. Now, that's okay to get things wrong, but not for $30 billion wrong. You can probably do it for a couple hundred million dollars wrong, or maybe even a billion dollars wrong, because you can absorb that as a $150 or $60 billion company, but $30 billion is too big of a price to pay fo
I mean, this is a $20 billion market cap business. You probably have to pay a control premium of 50%. So the question is, if you were going to spend $30 billion today in the public markets, what would you spend it on? And I think the most important lens that you have to use to answer that question is, what reinforces a moat that I have, while also being inoculated from the risks of AI? And I cannot think of a more fragile business model than the UI layer on top of widely available data. So the p
So, you know, like Uber Eats and DoorDash, they represent like 1.8% or 2% of all meals right now. It's very tiny.
they're like Travis, you did autonomy way back in the day, got the Uber autonomous stuff going in 2014.
the deal was basically that you could partner with Uber license in the Pony technology and essentially start a competitor, I guess, to Waymo and Tesla.
And then, yeah, I mean, Uber and Airbnb, a lot of these things, like they, all the money was made by private investors or credit investors, like, you know, yourself. And then when they finally went public, it kind of went sideways. Oh, yeah.
in the uber world early days if you didn't have capital didn't matter how good your app was because masa is going to put a billion dollars into your competitor and you're going to lose 20 market share tomorrow so a critical competency in fact your world-class competencies one of them has to be raising capital and you to do it better than everybody else and if you don't you are going to lose
Uber had an autonomy project back in the day. And they have a different strategy these days. I haven't been there for a while.
VentureSignalScore 38.7/100 for uber, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 0.7592 |
funding.round.announced_on 2022-11-13 artifact ↗ funding.round.amount_usd 2022-11-13 artifact ↗ A Form D is on record near the reported round — the raise shows up in primary-source filings.
Form D filings — the company's own authoritative record of a Reg D private raise, filed with the SEC. Primary-source evidence: not commentary, not inference. 2 filings, latest 2012-08-01.
Gray-market attention, not quality. 50+ HN mentions (peak 4107 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention · corroborated by an SEC filing. ▲ 4107 Reflecting on one very, very strange year at Uber 2017-02-19 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
ai.document.claims | {"claims": [{"claim": "Uber's concept was a fast and efficient on-demand car service called UberCab using the latest consumer web and device technology.", "quote": "UberCab Concept: a fast & efficient | observed | artifact ↗ | 2008-12-01 | promoted | 0.50 |
ai.document.claims | {"claims": [{"claim": "Uber's revenue in 2014 was $495.3 million.", "quote": "2014: $495.3 million.", "topic": "Revenue 2014", "section": 0}, {"claim": "Uber's revenue in 2016 was $3.845 billion.", "q | observed | artifact ↗ | 2019-04-11 | promoted | 0.50 |
ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_docs | derived | council | 2026-08-06 | promoted | 0.10 |
common_name | Uber | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
community.hn.max_points | 4107 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=20931644", "title": "Uber lays off 435 people", "points": 976, "created_at": "2019-09-10", "evidence_type": "rumor", "verification_status": "unverified"} | observed | artifact ↗ | 2019-09-10 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=13682022", "title": "Reflecting on one very, very strange year at Uber", "points": 4107, "created_at": "2017-02-19"} | observed | artifact ↗ | 2017-02-19 | normalized | 0.20 |
description | Was part of the Chicago tech scene that Eric recalls from earlier days. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
funding.round.amount_usd | 750000000 | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.amount_usd | 300000000 | observed | artifact ↗ | 2025-10-18 | normalized | 0.50 |
funding.round.amount_usd | 2000000000 | observed | artifact ↗ | 2025-10-10 | normalized | 0.50 |
funding.round.amount_usd | 250000000 | observed | artifact ↗ | 2022-11-13 | normalized | 0.50 |
funding.round.announced_on | 2013 | observed | artifact ↗ | 2022-11-13 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2025-10-28 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2023-05-19 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2022-08-20 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2024-08-20 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "the challenge with this is that it's actually a death sentence but it's very hard to make peop | derived | calc | 2026-07-25 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it's like a Burger King. It's like a McDonald's. And the company that moves to a franchising mo | derived | calc | 2026-07-26 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Well, I don't think they've run away with the whole thing. So I think if they wind up being, le | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I suspect he's going to crush it with this business.", "expected_by": "2028-02-05T14:37:54.416Z | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "Amazon is going to be talking about robotics and all that leaked information. And they're goin | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I always believe this company would start becoming a money printing machine. And thus that has | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i think the company would be worth 25 more today of travis zone because i", "expected_by": "202 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i think at some point it would be absolutely fantastic when dar is done doing his great work an | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we just need to be in the bucket where people understand this can be profitable. And everybody | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "If Uber ends up breakeven on a net basis before the end of 2022 and shows a net profit early in | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "But I think to your point, Jason, this hits the Uber Black and the Uber XL. And honestly, as yo | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they also did the volkswagen deal they're now up to like 15 partnerships with on autonomy compa | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "currently ride sharing is one percent of rides here in the united states or slightly less and t | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "whoever wants to win is either going to have to build an at scale competitor to uber and lyft a | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this is not just a replacement it's also it's gonna boost the total tam for uber so i guess if | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i look at the percentage of gross bookings that come from uber one members and for example with | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I could see Coinbase, Airbnb, Uber, DoorDash. I could have seen Slack and certainly Robinhood. | derived | calc | 2026-08-17 | derived | 0.70 |
index.ai_tie | NOT_AI | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 750000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 300000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 2000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 250000000 | derived | calc | 2026-08-11 | derived | 0.50 |
metric.venture.funding_recency_days | 4970.4669 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.5053 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.5237 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.5328 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6515 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6616 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6701 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.6755 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.7559 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.8679 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.8803 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9024 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9451 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9509 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9623 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4970.9933 | derived | calc | 2026-08-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0219 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0302 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0354 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.0655 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.101 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.1176 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.199 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.2331 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.2432 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.2587 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.4191 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.4616 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5464 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5499 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5725 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.5924 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.6352 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.7265 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.7327 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.7654 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.8319 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.8467 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.8848 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.9133 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4971.9841 | derived | calc | 2026-08-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.086 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.1343 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.1615 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2099 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2362 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2743 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.2874 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3046 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3473 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3549 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.361 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3841 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3926 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.3986 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.4308 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.4728 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5133 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5263 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5362 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.5843 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.6045 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.7093 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4972.714 | derived | calc | 2026-08-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.2365 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.2545 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.2549 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.3115 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.3429 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.3618 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.4808 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.4909 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.5088 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.5826 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6339 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6634 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6948 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.6991 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4975.8326 | derived | calc | 2026-08-16 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.2162 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.2185 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.2483 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6713 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6773 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6897 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.6976 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7021 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7051 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7069 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7353 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.7849 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.8573 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4976.9337 | derived | calc | 2026-08-17 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.0045 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.0669 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.1301 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.1398 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.2058 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.2709 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.3306 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.39 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.4369 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.451 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.4623 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.6342 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.7 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.7094 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.7832 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.8424 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.9016 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4977.9608 | derived | calc | 2026-08-18 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.0239 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.0833 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.1426 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.202 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.2628 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.3233 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.3827 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.4423 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.5018 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.5613 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.6208 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.6804 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.7399 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.8089 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4978.8715 | derived | calc | 2026-08-19 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.3339 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.3429 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.4038 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.4632 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5119 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5204 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5331 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.5925 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.652 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.7115 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.771 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.8305 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.8901 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4983.9498 | derived | calc | 2026-08-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.0098 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.0695 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.1293 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.1893 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.2491 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.3102 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.3759 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.4359 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.4959 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.5607 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.6208 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.6809 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.741 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.8012 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.8613 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.9215 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4984.9817 | derived | calc | 2026-08-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.102 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.1623 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.2226 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.2829 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.3502 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.4107 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.4712 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.5318 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.5924 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.6529 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.7135 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.7742 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.8348 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.8955 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4985.9562 | derived | calc | 2026-08-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.0173 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.0783 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.1392 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.2001 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.2611 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.3289 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.3903 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.4518 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.5186 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.5262 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.5818 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.6435 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.7051 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.7666 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.828 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.8894 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4986.9508 | derived | calc | 2026-08-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.0125 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.074 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.1355 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.197 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.2586 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.3269 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.389 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.4464 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.4513 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.5024 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.5651 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.6272 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.6894 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.7516 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.7989 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.861 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4987.959 | derived | calc | 2026-08-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.03 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.101 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.158 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.2294 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.3022 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.3899 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.4616 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.5485 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.6199 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.6915 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.763 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.8346 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.9062 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4988.9798 | derived | calc | 2026-08-29 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.0517 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.1241 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.1959 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.2677 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.3469 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.4191 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.4916 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.5638 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.636 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.7083 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.7807 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.8531 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.9257 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4989.9984 | derived | calc | 2026-08-30 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.0341 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.1067 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.1793 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.252 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.3373 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.3491 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.4228 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.4963 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.5695 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.6428 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.7161 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.7893 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.8625 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4990.9362 | derived | calc | 2026-08-31 | superseded | 0.50 |
metric.venture.funding_recency_days | 4991.0098 | derived | calc | 2026-09-01 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.4102 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.4842 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.5635 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.6373 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.7111 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.785 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.8591 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4992.9333 | derived | calc | 2026-09-02 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.0075 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.0816 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.1558 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.23 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.3043 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.3859 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.4611 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.5424 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.6168 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.6913 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.7658 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.8403 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.9148 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4993.9893 | derived | calc | 2026-09-03 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.0638 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.1384 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.213 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.2877 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.3625 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.4468 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.5243 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.5998 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.6753 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.7509 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.8264 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.9021 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4994.9792 | derived | calc | 2026-09-04 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.0249 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.0986 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.1723 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.246 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.3198 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.4016 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.4752 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.5602 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.634 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.7076 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.7814 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.8552 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4995.9291 | derived | calc | 2026-09-05 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.003 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.0768 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.1508 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.2247 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.299 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.3771 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.4551 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.5294 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.6036 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.6779 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.7522 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.8265 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.9009 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4996.9758 | derived | calc | 2026-09-06 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.0507 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.1252 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.1997 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.2747 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.3375 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.3656 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.6514 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.7263 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.8013 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.8764 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4997.9515 | derived | calc | 2026-09-07 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.1426 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.2379 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.3131 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.3932 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.4684 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.5437 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 4998.623 | derived | calc | 2026-09-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.6309 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.6495 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.7252 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.8009 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.8767 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5000.9525 | derived | calc | 2026-09-10 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.0283 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.1042 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.1801 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.256 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.3373 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.4133 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.4891 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.5658 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.6459 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.7223 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.7987 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.8751 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5001.953 | derived | calc | 2026-09-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.0295 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.106 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.1826 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.2593 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.3407 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.4175 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.4942 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.5824 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.6646 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.7437 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.8208 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.898 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5002.9752 | derived | calc | 2026-09-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.0525 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.1298 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.2072 | derived | calc | 2026-09-13 | superseded | 0.50 |
metric.venture.funding_recency_days | 5003.2888 | derived | calc | 2026-09-13 | derived | 0.50 |
score.venture_signal | 75.1 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 62.5 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | superseded | 0.26 |
score.venture_signal | 38.7 | derived | calc | 2026-08-11 | derived | 0.34 |
sec.cik | 0001554501 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.count | 2 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.filings | [{"cik": "0001554501", "form": "D/A", "filed": "2012-08-01", "accession": "0001554501-12-000002", "index_url": "https://www.sec.gov/Archives/edgar/data/1554501/000155450112000002/0001554501-12-000002- | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.latest_filed | 2012-08-01 | observed | artifact ↗ | 2026-07-18 | normalized | 0.99 |
sec.form_d.related_persons | {"filed": "2012-08-01", "persons": [{"last_name": "Barthel", "first_name": "Terrence", "clarification": null, "relationships": ["Executive Officer", "Director"]}, {"last_name": "Ess", "first_name": "J | observed | url | 2012-08-01 | normalized | 0.99 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTXJSBPV5HA0T305AJPT33H", "signals": [{"quote": "Uber had an autonomy project back in the day. And they have a different strategy these days. I haven't been there for | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTXJSBPV5HA0T305AJPT33H", "signals": [{"quote": "in the uber world early days if you didn't have capital didn't matter how good your app was because masa is going to p | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXVVQX9N5FGAYS9QGJMB48KP", "signals": [{"quote": "And then, yeah, I mean, Uber and Airbnb, a lot of these things, like they, all the money was made by private investors | observed | artifact ↗ | 2026-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PJK8R46345PFYQM88WEKW", "signals": [{"quote": "the deal was basically that you could partner with Uber license in the Pony technology and essentially start a competi | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PJK8R46345PFYQM88WEKW", "signals": [{"quote": "they're like Travis, you did autonomy way back in the day, got the Uber autonomous stuff going in 2014.", "stance": "n | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0PJK8R46345PFYQM88WEKW", "signals": [{"quote": "So, you know, like Uber Eats and DoorDash, they represent like 1.8% or 2% of all meals right now. It's very tiny.", "s | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "I mean, this is a $20 billion market cap business. You probably have to pay a control premium of 50%. So the question | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "In a world that looks like that, where these companies have the money to pay for the data feeds, the existing V1.0 gen | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "I would agree with you. And there's other things they could buy, like WeRide or Pony AI, and a bunch of these AI compa | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "I think that's what's going to happen. I've been hearing rumblings of that.", "stance": "bullish", "signal_class": "pr | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "So I think that Dara knows Expedia better than anyone. He ran the business for, what, a decade or so? Yep. And so he k | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "So just to give you some numbers on it all, Uber has got about 150 million monthly active users. Expedia has about 45, | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "So if you cut about half the G&A in an acquisition, because you don't need all the people that overlap with Uber's peo | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "That's where I think the logic breaks down. I don't think Uber customers want to be cross-sold on booking a hotel.", " | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "See, this is where I think like MBA thinking is very different than product thinking. Like an MBA looking at this woul | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "And this is, I think, the big mistake in this thinking is that that real estate is actually much more fragile than I t | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "This is why Uber is beating Lyft is the wait time. Oh, and the wait time is lower.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "Now, I guess the claim is somehow you're going to be able to cross-sell the booking of a vacation or a hotel that you | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3X5AFP17GE8JTDM6P8SVSQ", "signals": [{"quote": "And the UI is quite nice in Uber where it's rides and Eats right next to each other. I could see a third one, like hot | observed | artifact ↗ | 2024-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E2TQCFVP0TNS0NKG9BZCQ", "signals": [{"quote": "We have a partnership with Uber in Phoenix. Why are we doing that? People are like, oh my gosh, I got my Uber Eats in | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E2TQCFVP0TNS0NKG9BZCQ", "signals": [{"quote": "And he's very worried that once this product scales, there's not really giving me a need for Uber anymore, right? Why | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4E2TQCFVP0TNS0NKG9BZCQ", "signals": [{"quote": "We have the partnership with Uber because we think it's important for us to create an AV ecosystem around this technol | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the difference with food versus rides is that the infrastructure was already there. You had a bunch of cars that were | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "we would have a pricing call in the early days of Uber, where you cannot put it up in the app until you pass the prici | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "And you said, we're launching it next week. We got it. You know, it is disruptive.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the Lincoln Town Cars were so brilliant, you know, because there were such high margins.", "stance": "bullish", "signa | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the brilliance of the Uber marketplace was, in many ways, tackling demand and figuring out a way to get drivers to com | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "each and every city we went to, we would wait for Lyft to launch. And then we would basically say to the city, we'd se | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "Almost every city in the U.S. other than two, Portland, Vegas, we were number two in ride sharing for this reason.", " | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "So surge pricing, there's another way to say it. Now, I called it surge pricing on purpose because I didn't want anybo | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "Any time we were doing surge pricing and our competitor wasn't, we knew we were gaining market share because somebody | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "The average Uber driver during my, you know, let's say at the end of my tenure was eight hours a week. So they clearly | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "So, yeah, I mean, it was a union problem, which is, it's very difficult to organize people who, in this classic area, | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "the China war went global. And what I mean by that is the Chinese government, I think it was safe. There's some, I thi | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "we had 20% of the overall entity, of the merged entity. But in order to do that in China, that's when we actually had | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "we probably were around a billion. A billion. A billion and a half.", "stance": "neutral", "signal_class": "fact_claim | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "he's, he's done a decent job, solid job. Profitable.", "stance": "bullish", "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4N4F6YR9EKQJX2NZJ3VA0T", "signals": [{"quote": "They went from my 75 million a week to profitable.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2024-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HNQDWWKFY0G0FF4HQ63WR", "signals": [{"quote": "uber and lyft seemingly are profitable because they find pricing power to raise prices", "stance": "neutral", "signal_ | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HNQDWWKFY0G0FF4HQ63WR", "signals": [{"quote": "the problem is it was just too expensive i mean uber is still quite expensive and the most expensive piece of it is th | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HNQDWWKFY0G0FF4HQ63WR", "signals": [{"quote": "i've sold slightly more than the majority of my holdings over the years to private transactions and then i held everyt | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N7KDV32WPSXPAM8V97Z5X", "signals": [{"quote": "I am going to talk my own book on this one and give it to Dara and the team at Uber. They got into the S&P 500, became | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N7KDV32WPSXPAM8V97Z5X", "signals": [{"quote": "They resolved almost all of the regulatory issues, including getting the taxis in London to be on the app, which was t | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7N7KDV32WPSXPAM8V97Z5X", "signals": [{"quote": "I give it to Dara and Uber. When he took over that business, I think it was an $8 to $9 billion net loss in 2019. $5 b | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7VVWQPS80KKJPH3XF239A9", "signals": [{"quote": "uber drivers are now making 34 36 and listen i've been tracking how much they make from the beginning it was 15 then 2 | observed | artifact ↗ | 2023-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC38FBD55GR96PNNFRT6EGD", "signals": [{"quote": "softbank funding all of these rideshare companies around the world to compete with uber meant that uber even though th | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCN8VJ6JYAMNQY5ZR5QWCHR", "signals": [{"quote": "travis kalanick uh former co-founder of uber former ceo of uber and left the company under slightly acrimonious terms | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCN8VJ6JYAMNQY5ZR5QWCHR", "signals": [{"quote": "it's anybody's uh game the self-driving space and uh if travis has cloud kitchens kitchens cranking like he does there | observed | artifact ↗ | 2025-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i just tried uber and thought it was it was really neat and uh actually the the first time i tried using it was for an | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "travis expanded outside of san francisco new york was the first spot and how that would typically work when they were | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "you know what i found about travis is that you know right away i got to know him i i've probably spoken to him on the | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it was in some ways like remote before there was remote um because most of the employees at uber were not in this in t | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "uber new york both in the beginning and still now is that it runs actually a a fundamentally different business than w | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "from the very beginning we were kind of you know at least from the regulator's standpoint we were kind of like good li | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "at this point we're getting 25 000 new riders every week we're loading a thousand new drivers every week like we are r | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "the challenge with this is that it's actually a death sentence but it's very hard to make people out in the world unde | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "the winning idea came from someone on the comms team who was stationed in new york and her idea was to have a de blasi | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i think we just made the case and we won like they pulled it back", "stance": "bullish", "signal_class": "fact_claim", | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it was very clear that once the habit was formed it didn't matter if an uber was eight nine ten or eleven dollars to n | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i think they kind of worked it out um and it's really wonderful to see um and i use uber a lot here and it's great it | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "i think it was always sort of like structurally this can make money we are choosing not to now so i never really belie | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "you do two billion rides next year you raise the price is two dollars all of a sudden you know this thing is going to | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it was always the greatest gift i think uber ever had", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCVDZG2HJTG6HKD7AKCTD4V", "signals": [{"quote": "it's sort of like when we started uber x like you know we're still still love the main uber but we introduced somethin | observed | artifact ↗ | 2024-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD0TMNTFJ9TTTRABNGSFGQM", "signals": [{"quote": "when i was a angel we owned under one percent of robin hood and uber but then we started to own two percent five perce | observed | artifact ↗ | 2023-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD8XENJVV97ZSB3PB3GSYE8", "signals": [{"quote": "So back to your Uber, like, you know, mobile enabled it, but it's not like everyone went around saying mobile, mobile, | observed | artifact ↗ | 2023-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE16A33ENKXJRGNA2P4QC1F", "signals": [{"quote": "my biggest problem of the past six years was hyper competition. Like finding a CFO. No, not just talent. I'm talking a | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE16A33ENKXJRGNA2P4QC1F", "signals": [{"quote": "So the entire profit margin of Uber was competed away by stupidity. And you tweeted last week. And I noticed because J | observed | artifact ↗ | 2022-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE39JYGTH15ED7VFPPWK741", "signals": [{"quote": "I came here 2016 as Uber was imploding. Nobody would talk to me, right?", "stance": "neutral", "signal_class": "fact_c | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE39JYGTH15ED7VFPPWK741", "signals": [{"quote": "but all you're talking about is a business model to book, you're not talking about a business model that's innovative | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE39JYGTH15ED7VFPPWK741", "signals": [{"quote": "I think that Dara is very good. I love a CEO who will come on TV when his stock is down like 20% shows a lot of great | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "uber eats or doordash as examples are asset light", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "the reason why i think not to um cheer for the home team but i think the reason uber's model works better is because w | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "as a consumer certainly and somebody who's interested in the economics of this it feels to me like leveraging the exis | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "i find it hard to believe it was 150 no way no way this is like one of those weird numbers", "stance": "neutral", "sig | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6NT9BMJJBQH2TZ40ARVNY", "signals": [{"quote": "the brilliance of the uber model they already have the drivers out there so now when you log into your app my understa | observed | artifact ↗ | 2022-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "And what it really means is you've, if you were comfortable with a 60% or 70% reduction in the market cap of some of t | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "it has huge operational implications and it has really terrible OPEX implications for a company", "stance": "bearish", | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "the unit economics are going to be pretty shitty. And I just think we have to own that. And, and it probably what it m | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "this law will have very adverse consequences for their business.", "stance": "bearish", "signal_class": "assessment", | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "the state is effectively capturing the excess return of Uber and Lyft.", "stance": "bearish", "signal_class": "assessm | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "the people who created the problem are the ones that hate it the most, which are the investors, because they pile in t | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "I think franchising is a really, really smart business idea.", "stance": "bullish", "signal_class": "endorsement", "sp | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYED85NRT965N7YRP1MNP9X9", "signals": [{"quote": "it's like a Burger King. It's like a McDonald's. And the company that moves to a franchising model, and then figures i | observed | artifact ↗ | 2020-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEKD3X43MHRVA7RMTX28ESC", "signals": [{"quote": "of course without knowing all the nitty gritty details it's hard to make the right assessment but something must went | observed | artifact ↗ | 2019-06-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYENBB8Z3N62Q84BKBB9SCN0", "signals": [{"quote": "So like people like to have the Uber debate with me. I'll give you an example. Um, oh my God, Uber drivers make $2 an | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYESDY3933T7QW0EK3YRH0MA", "signals": [{"quote": "So let's take ride sharing. So it's certainly in, in the Bay area, it's a duopoly right now. Um, and that's because th | observed | artifact ↗ | 2018-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEWSYXSPZCHHJ476BPH87DM", "signals": [{"quote": "In fact, when I introduced Uber to 20 investors, 17 said no.", "stance": "bullish", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2016-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEWSYXSPZCHHJ476BPH87DM", "signals": [{"quote": "This happened with Uber actually. I had one investor who said, why don't you sell the Uber software platform to cab co | observed | artifact ↗ | 2016-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3WHNWKT5STFC1PP3BSX2P", "signals": [{"quote": "we brought an investment from um nvidia um qualcomm arm amd all the the big chip companies and then uber nissan merced | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3WHNWKT5STFC1PP3BSX2P", "signals": [{"quote": "we're going to see that start to be deployed uh this year in supervised robo taxi trials starting in london tokyo and | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA3WHNWKT5STFC1PP3BSX2P", "signals": [{"quote": "you'll be able to call it on the uber app soon", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "A | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA9AC1NNDS7S7HV6WZQ30AW", "signals": [{"quote": "Uber has invested in 20 different AV partners and they're doing AV rides, Zooks, etc. So I think it's actually twofold | observed | artifact ↗ | 2026-07-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXEYW17F32YKYBSBWEJSZ4", "signals": [{"quote": "I think it's fantastic. I mean, it certainly validates the Uber strategy of aggregation of all these different players | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAXEYW17F32YKYBSBWEJSZ4", "signals": [{"quote": "it's not taking, uh, any kind of notable market share from Uber Eats or DoorDash, I believe.", "stance": "bullish", "s | observed | artifact ↗ | 2026-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZAZYM2PDQJWCAJEQ82PCBFJ", "signals": [{"quote": "every major advancement we've seen in ai really comes down to better and more refined data from autonomous vehicles to | observed | artifact ↗ | 2026-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB3ZS1QQB0S15QXJC05WPR8", "signals": [{"quote": "Every major advancement we've seen in AI really comes down to better and more refined data from autonomous vehicles, t | observed | artifact ↗ | 2026-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "I mean, obviously with a high-frequency consumer product, you are inundated all week with people making feature reques | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "Give2Get worked pretty well for Uber. Yeah.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEA | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "Perhaps too well, yeah?", "stance": "mixed", "signal_class": "assessment", "speaker_name": "SPEAKER_202", "speaker_lab | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "Yeah, definitely at times. There were groups of people that were hacking it. They would create landing pages and then | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "They would buy ads to go to a landing page. In fact, my friend, who I introduced you to, he bought, my friend Nick, bo | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "But give to get, that was of the moment.", "stance": "neutral", "signal_class": "assessment", "speaker_name": "SPEAKER | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB9P602VDYT5W969A7S526T", "signals": [{"quote": "I mean, and I think the specific example which you can turn into generalized advice is that your existing power users | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBE8D42GDYHNBKYFTJVJPZ6", "signals": [{"quote": "when uber launched uber eats on both sides they have the drivers so the drivers get more work in a marketplace dynamic | observed | artifact ↗ | 2026-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBE8D42GDYHNBKYFTJVJPZ6", "signals": [{"quote": "when uber finally came to tokyo many people had heard of it before right so it's easier each city became easier", "sta | observed | artifact ↗ | 2026-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBF53A7FSV66RMD0EEAXS29", "signals": [{"quote": "I've been involved in a couple of them, Uber, which was quite humbling because I came here. Well, I've been coming her | observed | artifact ↗ | 2026-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "I joined Travis, like, Uber in 2015. So actually, back then, it was still, you know, it's a 4,000-people company, so i | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "Uber was really one of the kind of first companies in Japan to, like, offer stock to employees, in my opinion. And, of | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "Yeah, so it was very challenging because, like, for example, the Uber interview process, right? It's very different. L | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "one thing about Travis was, like, he put recruiting function as one of the frontline functions. You know, usually comp | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "And that's kind of what happened with Uber as well, right? Like, Dara, he didn't want the job. He was at Expedia for a | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBGT2XKWEQF8DWN8N709ZBY", "signals": [{"quote": "So, a lot of these companies, like, even Uber, when they came to Japan or wherever, they grilled them super hard, righ | observed | artifact ↗ | 2026-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJ0DRD97NN3PNG6RB25DVR", "signals": [{"quote": "uber has ordered I think 20,000 of these already and this is uber black essentially so this follows the uber playbook | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBJRB3SFKB1DAQW4VZY3GG9", "signals": [{"quote": "Your AI is only as good as the data it's learning from. Every huge leap we're seeing in AI development is based on ref | observed | artifact ↗ | 2026-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMQZHCTSJS8GPPQ2X9F49J", "signals": [{"quote": "Well, I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBMQZHCTSJS8GPPQ2X9F49J", "signals": [{"quote": "Your AI is only as good as the data it's learning from. Every huge leap we're seeing in AI development is based on ref | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I looked at the product, I knew the founder, I understood the metrics. So sort of made that bet, but it was competitiv | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "in evaluating this type of deal, it's got a lot of the things we look for at our fund. Number one, you have a serial f | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "just to underscore the Databricks growth numbers that David's talking about, the company announced a couple months ago | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "You know, we've seen over the last few years that the best companies are, are continue to compound growth rates that a | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "the best companies are, are continue to compound growth rates that are quite frankly, that amazing. I hadn't expected, | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "when I did the Uber investment, the late stage, you know, I wanted to sell some of my shares to Masayoshi-san.", "stan | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "But how to miss by a mile and alternative look at Uber's potential market size. This is in 2014, this, uh, NYU Busines | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "And then since then, the company came out and said, hey, we're also going to take this jet engine we're building. We'r | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "one, he's a tremendous founder with a huge vision that's incredibly costly. That last part is the issue. We've got a l | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "technologies and tools that enable US and us to gather power efficiently is overall a positive thing. And so I'm excit | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I believe a lot of boom success is based on United pre-ordering some of these and paying for them.", "stance": "bullis | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "Blake's very smart and very dogged.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "David Fried | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I suspect he's going to crush it with this business.", "stance": "bullish", "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "I'm sure after this announcement, 10 people called them and said, how do we get on the list? And so that's just going | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBR4RTMMK2N8WK69KJMYSZT", "signals": [{"quote": "speculative valuations, you will see some, right? We had this figure, robotics was one that I think a lot of people sa | observed | artifact ↗ | 2025-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBXJ7QZBPA4G6J0RE62S7EY", "signals": [{"quote": "Uber AI Solutions now works with enterprises around the world to source, label, evaluate, and scale real-world high-qu | observed | artifact ↗ | 2025-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZSNWM04VPPJD35ZBCZ30Y", "signals": [{"quote": "But this idea that Google search would go away and would just get run over and Google would just sit there and take it | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZSNWM04VPPJD35ZBCZ30Y", "signals": [{"quote": "Uber has done 15 investments in every self-driving company other than Zoox and partnerships with other than Zoox and T | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC0ZS1AX36CZAYC0787GY91", "signals": [{"quote": "having watched the amount of money, uh, that was starting to be invested from the region, specifically watching Uber r | observed | artifact ↗ | 2025-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3JKE89J9CEVCRCS020V36", "signals": [{"quote": "Uber is one of my favorite companies in the planet because they demonstrated their ability to scale and to build great | observed | artifact ↗ | 2025-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3P5TF6GGGQ7G3CR8PR68M", "signals": [{"quote": "And Uber, Walmart, and Amazon have about 4 million people in roles that are applicable there.", "stance": "neutral", " | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3P5TF6GGGQ7G3CR8PR68M", "signals": [{"quote": "talk to all the OEMs, talk to Uber, talk to Tesla, talk to Waymo, Baidu. They all have plans to build millions of cars | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC5NT27D2T99YS2MKSN2Y5W", "signals": [{"quote": "So it's very much like the public markets today. If you've got a company that has very low margins and very slow growt | observed | artifact ↗ | 2025-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "so the us is going to underwrite about 80 billion dollars worth of new nuclear reactors with westinghouse and japan co | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "this is a uh a little bit of a complicated deal i saw bloomberg was like this is convoluted and i just read their stor | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "so they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "they bought out bezos who was a their only investor uh back in the day", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "when you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who wa | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "if you're at 37 signals they took a similar approach hey if you want to be here uh you're here to make great productiv | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the context is highly profitable company extremely stable revenue no investors two owners they can do what they want a | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "superhuman which my whole team uses day in and day out and we pay for and grammarly which my whole team uses which we | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "all right so we're launching uh three big things today we're launching a new company name we're launching a new produc | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "a much now that's a real decision you had to make very big superhuman is obviously a more expansive name okay we all w | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "now grammarly though is one of those great iconic names and you have tens of millions of people 40 million daily activ | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "makes you a better writer but you want to do more as a company so you are keeping that name but you're going to try to | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the biggest product in the set is is grammarly it's definitely the one uh that touches the most um the broadest audien | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we're one of our unique approaches uh across the whole company but grammarly as our roots is that we are the ones that | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into s | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we launched a new product we're calling it superhuman go uh it's launching today you can go give it a try it's our new | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the core uh ability that grammarly has is to bring ai directly into your surface and work right where you work and all | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there' | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the other thing you said that i think is really important is what do people really love about grammarly it's that it w | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we work in a million unique applications that's every web app every desktop app every mobile app you know many people | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "it's kind of operating system level information on the user which basically boils down to google with chrome os window | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "we've done the hard work to integrate right into your google doc so we show up with an underline under the perfect wor | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the company's going through a massive transition obviously the multi-product transition is a big one it leads to us ha | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "the predominant motion for us will be actually partnership", "stance": "bullish", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "what i love about this is right now i'm playing three different people in your organization i pay for superhuman i pay | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC8TE8A6XK3TRNG8CWKA6PQ", "signals": [{"quote": "you'll definitely save money i mean i think the if you just and you're probably on the the equivalent of the business | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "Amazon is going to be talking about robotics and all that leaked information. And they're going to be asked by analyst | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "Tonebase, which is our how to learn classical music, an investment we made. Really great company. They're just crushin | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "Alphabet, also known as Google. And Google is really, I think, the most interesting one. They're up 40% this year of t | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "She was raving about Waymo in LA. Just raving about it. She's a complete convert and is never going back. And she is a | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "In the Series A, they do join the board. And that gives them two swings at bat. The seed fund can just make these 500K | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "The only challenge is here, when you're a Sequoia CEO, you know, you then have to figure out, okay, which fund am I go | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "And then, you know, your later stage investors, let's say you go to Founders Fund or Andreessen for your Series C. The | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCB81AQ10MDM7NK3FMTX05P", "signals": [{"quote": "So, you can look at those two, and you can see that they have discipline. I don't think they want to chase the average | observed | artifact ↗ | 2025-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "The Rippling ARR number was 570 million earlier in 2025.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "They're both companies at scale, Jason, that could go public at will. So we look forward to those in 2029, I guess.", | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "According to reporting that I could find, it's much smaller than Deal.", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "That's why I felt like their 14.4X multiple felt a little bit low because, you know, Rippling is, you know, a $500 mil | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "But they do HR, but it's more than just payroll. It's not just ADP. They'll also do, like, IT services.", "stance": "n | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "So, you know, if you want to, like, send people their laptop and, you know, make sure you understand what they're doin | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "all of these, I would say, including our program's launch, Accelerator, all a better option for founders now than Y Co | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "And you get more bespoke experience and a lot more energy on your startup. It's, again, not a dig to Y Combinator, but | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCDR8EG775BHJ6PRCH259KS", "signals": [{"quote": "And I think that's why Y Combinator, frankly, is being a little defensive. We had a couple of these brouhaha's coming | observed | artifact ↗ | 2025-10-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "sora very much in the news hugely popular app it already hit one million downloads in just five days after launching t | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "it's been number one on the apple app store since launching", "stance": "bullish", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "but of course there's been a lot of controversy about the inclusion of real people there was a zelda williams robin wi | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "jake paul the youtube influencer turned wrestler boxer uh he says that he is an open ai investor now he's been advisin | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "in six days my cameo generated over 1 billion views", "stance": "bullish", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "mark cuban has put himself in oh he now will let you anybody on sora can make videos with mark cuban but the clever wr | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "now indispensable 800 million regular users around the world could we be looking at that kind of a future for sora", " | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "Open ai has actually introduced integrations of various apps inside chat gpt so you can interact it's almost like the | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "why would they launch it i guess i have my personal account here but why would they launch it not to business users fi | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "so i was able to prompt chat gpt to create a playlist and it was able to create it in like 10 to 30 seconds it was pre | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "i think that um open ai is leaning towards um in the zillow integration um you could actually like go into zillow and | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "they raised two billion at an eight billion dollar valuation that's a massive 15x jump from the 545 million dollar val | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "the company was founded in march 2024 by former google staffers including misha laskin who led reward modeling for dee | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "but there is still lingering concern that china is going to develop the most used ai models if everybody decides open | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "great to see more american open source ai models a meaningful segment of the global market will prefer the cost custom | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "i would love to have him on the program let's let's book the ceo here but i'm rooting for them", "stance": "bullish", | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "i hope they make a model that really challenges the closed source models and the expensive models and drives price dow | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCGAJ4E7Y96JK7RHFAKK0VG", "signals": [{"quote": "they'll make a great business having uh i'm sure their business model will be just like wordpress hey we got this open | observed | artifact ↗ | 2025-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMW13RAZG5WBFXX8XKQFPS8", "signals": [{"quote": "so you know airbnb very big pie google uber these are very big pies so getting a smaller slice of uber or airbnb at yo | observed | artifact ↗ | 2023-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMW13RAZG5WBFXX8XKQFPS8", "signals": [{"quote": "networks of real world stuff like airbnb and uber so they're very efficient", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2023-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMYJ0NJAF1TGBWHVRKXX8GA", "signals": [{"quote": "uber you know having his first profitable quarter", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2023-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN0M3VM1J16TJZCCSYSZNW4", "signals": [{"quote": "Well, look, I'm going to lean into a company that you are famously known for angel investing in Uber. Oh, yeah, I was | observed | artifact ↗ | 2023-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN1CNJDA46CKY5Q6AHY8E0G", "signals": [{"quote": "this thing is so viral", "stance": "bullish", "signal_class": "assessment", "speaker_name": "David Sacks", "speaker_la | observed | artifact ↗ | 2023-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNG6KV5DH430TS4PP6QKN0H", "signals": [{"quote": "If you had put 5k into Uber and you had waited until the IPO, supposedly you would get $25 million or thereabouts, whi | observed | artifact ↗ | 2023-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNG6KV5DH430TS4PP6QKN0H", "signals": [{"quote": "Of course, some companies will end up becoming a thousand X or 10,000 X in the case of Uber or Airbnb or Dropbox.", "s | observed | artifact ↗ | 2023-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNNW4VG66JZRK8455JCYJ52", "signals": [{"quote": "that Uber investment went 4,000 X, not 4,000, but you know, well over a hundred million dollars.", "stance": "bullish" | observed | artifact ↗ | 2023-06-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSRQHTYJEFKM1VYR8H9DTA", "signals": [{"quote": "One of the amazing statistics that I heard was this is where food delivery has the highest margins. The food delivery | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSRQHTYJEFKM1VYR8H9DTA", "signals": [{"quote": "Uber hasn't done a riff. They did it back during COVID, but they haven't done it since. But the revenue went up 30% or | observed | artifact ↗ | 2023-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWHJFRCEMABEHBE86ACCG9", "signals": [{"quote": "when Travis was showing me Uber... he was obsessed with the product... And his obsession on each of those details... A | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNWHJFRCEMABEHBE86ACCG9", "signals": [{"quote": "the cab companies are the problem in this, we have to remove the cab companies, and then lower the prices and make it | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2HXRFT6EY7Y10G36XR23A", "signals": [{"quote": "And you watched Uber, you know, you guys had your media stuff you were doing for a little while, which you were passio | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2HXRFT6EY7Y10G36XR23A", "signals": [{"quote": "And then Uber just showed it. They started hitting free cash flow. Dara's done a great job there.", "stance": "bullish | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I am still long Uber. I still have a large amount of holdings and the stock was up massively today because they had re | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I always believe this company would start becoming a money printing machine. And thus that has happened.", "stance": " | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "Q1 revenue, 8.8 billion. That's up 29% year over year.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "Total gross bookings were 31.4 billion of 19% year over year. So you know, the revenue grew 29% year over year, but gr | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "Record high free cash flow $549 million cash and cash equivalents and short term investments 4.2 billion for the team | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I think the really interesting part of all this is lifts demise. They are a shrinking amount of this industry and Uber | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "The average map see did 14 rides or food orders in the quarter, that's almost five per month, which is very impressive | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "I'm using Uber Eats, and taking Uber rides, at least 10 times 15 times a month. So I think I'm probably in the 40 or 5 | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2ZX6D81RNPMQ375MF2MD0", "signals": [{"quote": "So it's been an amazing journey with Uber as my best investment in history.", "stance": "bullish", "signal_class": "en | observed | artifact ↗ | 2023-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPB4Y1N0TM2S37989Y0TJWC", "signals": [{"quote": "Uber is not replaceable. You could, you could connect it to open AI. You can say, Hey, go call me a car and all that s | observed | artifact ↗ | 2023-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "i felt that way with uber", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_41", "speaker | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "uber had that too because you had uber black and uber x and then you had logistics and uber eats right like it just ke | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "la became a different city because uber arrived", "stance": "bullish", "signal_class": "assessment", "speaker_name": " | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPCSXCZHG5WHV3N53GXZ3BG", "signals": [{"quote": "it just changed everything", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_46", "speake | observed | artifact ↗ | 2023-04-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "Uber is the going to be the last startup standing. Uh, and now they're getting the network effects. You see lift depre | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And I would say just firsthand watching Uber. It created a five year period where people just never believe these busi | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "These businesses are toast and it's like free cash flow, positive quarters.", "stance": "bullish", "signal_class": "fa | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "Yeah. What do you mean? Yeah, it's just, it's an overhang. It's an overhang of people believing that the drivers don't | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And it turned out to be $36 an hour. I think that was the number that Dara recently said. It was 36, 35, something lik | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "But if you use a Prius that's, you know, three or four years old for a ride sharing, you're going to do pretty well.", | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And the other thing that was weird. Okay. They're doing a billion rides. They're losing 50, they lost 500 million. The | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPK79Y1C6NY7Y66CHWAA3C6", "signals": [{"quote": "And now that that's normalized a lot. Now these companies are making cashflow.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ0EYWX2KZ8T4AQF69KG2PE", "signals": [{"quote": "I mean, look at Uber, right? There was, there was Lyft and sidecar and I met both those companies before Uber. Um, I k | observed | artifact ↗ | 2023-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR8AYZ3H3CW3GTGDR171QND", "signals": [{"quote": "And back in 2013, I remember I had invested in a cab company called Uber. And Alphabet invested 250 million in Uber, t | observed | artifact ↗ | 2022-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "my other favorite company after Twitter, Uber had earnings and they were spectacular. And I get to do some dunking and | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Uber stock was up as much as 16% yesterday after reporting 72% revenue growth year over year.", "stance": "bullish", " | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "People are going places in cars. It is occurring. They're traveling. They are taking Ubers to parties. Oh yeah. As we | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "I have a great deal of my net worth in this company.", "stance": "bullish", "signal_class": "endorsement", "speaker_na | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "72% revenue growth year over year. $358 million of positive free cash flow. Oh, finally cash. Is this a phrase? This i | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Q3 gross bookings were $29.1 billion up 32% year over year. And this is really interesting growth bookings for mobilit | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Yeah. It looks like, so in Q3, uh, drivers and couriers are in $10.8 billion, not including tips. And this is up 25% y | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "And there is a great job with that health insurance marketplace like that exists via Uber. Yes. Yes. Yes.", "stance": | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRDSN14BC4E3PVVW410PN4T", "signals": [{"quote": "Like you do not see people on mass protesting outside of Uber saying being an Uber driver is the worst job I've ever h | observed | artifact ↗ | 2022-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "people look at both uber and doordash as undervalued", "stance": "bullish", "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "this seems to be a delivery duopoly", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_240" | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "both companies are making money now and they both have significant user bases and people are addicted the product mark | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQJKMJP2NMPDXZRDQTY5SS", "signals": [{"quote": "like historically nobody would have looked back at that i think four years ago and thought uber and doordash would be | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "And if you look at what Uber did, Uber picked a third way to do this, they started giving people a contribution, if th | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "Yes. And if you have one driver, you're, you know, DoorDash. The point is, if you have no drivers, you're not Uber, Do | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "Uber, and Lyft, and DoorDash, we've all seen it, people will have two phones, so they can keep both ops up on the same | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRRC8DR4H0XEENVDTNBJEQQ", "signals": [{"quote": "And then if you look at this Uber thing, you know, this is came out a while back. But you know, Uber, specifically, yo | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "in fact uber was started right after the financial crisis and people looked at uber as a way to save money", "stance": | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "so yes absolutely they could have uh they could have and not only could they have they did it was a really bummer of a | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "uber was a very bootstrapped company what people don't realize is it was only uber black and the uber black service wa | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "now when you look at those businesses yes they did lose money but when if i say the word to you get a uh cab ride you | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "i think the company would be worth 25 more today of travis zone because i", "stance": "bullish", "signal_class": "pred | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "dar has been doing a great job", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Chamath Palihapit | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSADWKJ2SBNFRKW85W2BNF0", "signals": [{"quote": "i think at some point it would be absolutely fantastic when dar is done doing his great work and dar has been doing a | observed | artifact ↗ | 2022-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSG74ERGCKZED036M1SV535", "signals": [{"quote": "Uber was in private beta, they had two or three cabs on the road in a very simple app that was invite only, and basica | observed | artifact ↗ | 2022-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSP155NA5M7YPXWCS72YH9X", "signals": [{"quote": "that's uber pinterest slack lift pinterest postmates it was that first wave in q2 2019", "stance": "neutral", "signal_ | observed | artifact ↗ | 2022-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "the optimal situation is to take the money at the high valuation, but deploy it slowly, which is in fact, what Uber di | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "Like Uber did, they can say we're going to do India, we're going to go to Japan, we're going to go to Australia, and w | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "rest of their Uber holdings between April and July at an average price of $41.47 per share, for a gain of $1.5 billion | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "first invested in Uber in 2018 and was a large, they were the largest shareholders at one point. But this would explai | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "Uber, plus 1.5 billion, but only 1.2 x moic, they exited that position. In other words, the multiple on the invested c | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSPQXXXAE3GJ4W06ZN9ZA2V", "signals": [{"quote": "I know Dara at Uber last year was buying a bunch of shares of Uber.", "stance": "bullish", "signal_class": "fact_claim | observed | artifact ↗ | 2022-08-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "Uber can turn a dial and pick how much they charge for a ride, right? It's pretty straightforward.", "stance": "bullis | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "Uber generated 382 million in free cash flow while doubling revenue year over year.", "stance": "bullish", "signal_cla | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "I bought a little bit on the open market and even I am stoked.", "stance": "bullish", "signal_class": "endorsement", " | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "Uber's a lot of things are coming together in exactly the right way for Uber right now. And it does include the fact t | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "now mobility is 126% year over year and up 41% quarter over quarter, mostly airport bookings, which is it was airport | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "the take rate for mobility 26.6%. In other words, if you spend $100 on Uber, Uber gets $26.60. That's up 8% year over | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSSP2Z03P9N7K9R6A0HP95Z", "signals": [{"quote": "congratulations to the team at Uber, past, present, future, everybody. Great job. And that's why I'm still holding a v | observed | artifact ↗ | 2022-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSWKXH0TJSGJVYT7R1R0CC3", "signals": [{"quote": "It reminds me of Uber. Move fast. Who cares what the regulators say? Because we're going to provide a service that con | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "Let's see the current head of Uber Eats appeared to throw Travis under the bus a little bit saying, I regret some of t | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "there was that mini delete Uber thing that did cause them to panic, and that forced a lot of change. There was like, I | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "every time one of these controversies happened, you know what happened, Molly? More people used Uber. More downloads. | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "This is why Uber's becoming a super app. And this is why Uber, I think will become the number one super app in, uh, th | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4P0GBHYV6Z4SS1HZFJ4GA", "signals": [{"quote": "imagine you are driving to your destination and it says there's a Starbucks or a fills, you know, coffee within two bl | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT7G4HTM7YJVW1WFH4G14JC", "signals": [{"quote": "So how many $10 billion unicorns are there? So this is what the major LPs are looking at, when they examine our funds | observed | artifact ↗ | 2022-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT7G4HTM7YJVW1WFH4G14JC", "signals": [{"quote": "about as a logistics company, hey, we're going to do trucks, eventually, we're going to do food, we're going to do del | observed | artifact ↗ | 2022-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTPTFJN9333MD0JA1B0YKCH", "signals": [{"quote": "In fact, the people who sold Uber shares like I did to Masa and to some other people, that price was much higher than | observed | artifact ↗ | 2022-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTTASSFH0QZ7F311VYYSKKQ", "signals": [{"quote": "Uber is selectively hiring.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Friedberg", "s | observed | artifact ↗ | 2022-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "the faith definitely is not there from the public market investors. And evidently, maybe even from the private market | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "this shows you, you know, how tuned in Dara is as an executive, because he's done this before, what was he at Expedia | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "we just need to be in the bucket where people understand this can be profitable. And everybody knows Uber can be profi | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "after earnings, which remember, we covered last week, they moved up because lifts were so terrible.", "stance": "bulli | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "He said, among other things, investors are happy with deliveries growth. Coming out of the pandemic, he really sort of | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "Another interesting thing about delivery is that he was like, they love delivery, which surprised me, because I actual | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "He said, the least efficient marketing and incentive spend will be pulled back, we will treat hiring as a privilege. A | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "saying that they are all in on, uh, potentially hailables and taxi, which is interesting.", "stance": "neutral", "sign | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "I like it. Um, so they really are saying we're coming for the we're coming for every version of a ride that you would | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "Uber clearly signaling, I think a couple of really interesting things. One is that they see the opportunity to take li | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV17SERRXDN0K342BMSNVKN", "signals": [{"quote": "If Uber ends up breakeven on a net basis before the end of 2022 and shows a net profit early in 2023 and is trading at | observed | artifact ↗ | 2022-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV52VKRK3E77DFMWDE7CAZF", "signals": [{"quote": "that actually is direction correct i mean uber uh airbnb and others collected investors and it was very clear if you i | observed | artifact ↗ | 2022-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV8MECW8NMV98FWQT70B9NT", "signals": [{"quote": "because taxis suck. And then I expanded on that. But because taxis suck, three words was the reason I said Uber should | observed | artifact ↗ | 2022-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVG52GBTJCTVBJNHC3VEVM9", "signals": [{"quote": "if you split the arrow with an uber investment you can hit a hundred million dollar position", "stance": "bullish", "s | observed | artifact ↗ | 2022-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVGKP32920PBGVS8BFB7GXV", "signals": [{"quote": "Uber is planning to pilot long distance travel bookings in the UK. So what this means is you'll open up the app and in | observed | artifact ↗ | 2022-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "know while it was a smart move and the stock went up as a result of it it's also sort of an acknowledgement that the o | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if uber was able to deliver the value proposition that initially envisioned it wouldn't need to put taxi on there righ | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "when the board replaced travis they should have replaced him with someone equally aggressive and visionary and i think | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if the company's whole success is dependent upon the original vision being executed you have to either leave the found | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if you're going to want to make peace with these cities um allowing one app to have everything in it and kind of not t | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVKBBBS1QR1N8BE2V9AYVPP", "signals": [{"quote": "if uber actually changed their position on the work classification issue and said we're going to make all of our drive | observed | artifact ↗ | 2022-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVZHHVZ72JZ9EZAYSE9WF13", "signals": [{"quote": "So yeah, I do think, uh, you're going to see, uh, Uber, Lyft and DoorDash be the beneficiaries of this technology beca | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "your Uber numbers, world class, like hitting the ball out of the park times 1000. Beautiful, beautiful strike on that | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "if you're Uber and you've invented push a button, get a car, everyone in the world wants that because everyone else wh | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "Uber was building on top of what Amazon had proven, which is, if there's a huge market, capture the market, don't worr | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWQZGX1NQ4P374ZHNVYEVVR", "signals": [{"quote": "they lost less than 90 cents a ride or whatever it is. It's like, you think if the rides were 90 cents more, people wo | observed | artifact ↗ | 2022-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT2K19T9WG83PVRHHQME7K", "signals": [{"quote": "I believe in Uber, not crushed. But you know, I believe in these names, I believe in the companies, we have the produc | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWT2K19T9WG83PVRHHQME7K", "signals": [{"quote": "I believe in Uber in years one, two, and three, you know, are you gonna believe it in years 11, 12 and 13? I do. I sti | observed | artifact ↗ | 2022-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3A1EGQYGSYY01HB953SEY", "signals": [{"quote": "like lock in the 10x win? There's no shame in doing that. I sold Uber shares at, you know, 30 some odd dollars a share | observed | artifact ↗ | 2021-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX3Y4JGQXK3XJ3V4EWF8TFR", "signals": [{"quote": "the company because Uber was competing with grab. They were also competing with DD in China, they were competing in Ru | observed | artifact ↗ | 2021-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX6ZTY16FQQHRT5HDG5FBJ5", "signals": [{"quote": "at the open angel forum when travis presented uber three of us invested and 19 didn't uh mark susten wrote a famous bl | observed | artifact ↗ | 2021-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX6ZTY16FQQHRT5HDG5FBJ5", "signals": [{"quote": "or if you bet on airbnb or you bet on uber when nobody else did you just all of a sudden get some disproportionate amo | observed | artifact ↗ | 2021-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX7GKRD2GWH0JXXWNH30NWX", "signals": [{"quote": "i would put airbnb in there i put uber in there door dash is pretty overvalued uh you could put lift in there as a tak | observed | artifact ↗ | 2021-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX7GKRD2GWH0JXXWNH30NWX", "signals": [{"quote": "sell my shares in square or uber or you know com.com or robinhood no I still believe in these companies like is there | observed | artifact ↗ | 2021-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "we could turn our customers into political advocates and use them as a countermeasure to tax these kinds of political | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "we sent an email from Travis to all of our customers saying, look, if you like this thing, you want to keep using it. | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "this was a seminal moment, I think in the history of tech startups, because previously making software, you know, it w | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "every policy output is shaped by a political input and that's it. You have to assume that every decision made by every | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXA5K463TKSY048ACKGKHBB", "signals": [{"quote": "we were able to mobilize ultimately millions of people to weigh in on Uber's behalf over a period of a couple of years | observed | artifact ↗ | 2021-11-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXDKYRBF3HV75H5C7A6ZXES", "signals": [{"quote": "active US mobility drivers in Q3 were up nearly 60% year over year and improved through October, I'm reading a quote, | observed | artifact ↗ | 2021-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXDKYRBF3HV75H5C7A6ZXES", "signals": [{"quote": "As a result, consumer experience metrics have improved towards pre COVID levels, with completed trips ETA close to 4.5 | observed | artifact ↗ | 2021-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGYB11EG5P28QCG9Y3NW8Z", "signals": [{"quote": "these are problems that are incredibly, incredibly acute. In other words, they're intense, and they're real, and they' | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGYB11EG5P28QCG9Y3NW8Z", "signals": [{"quote": "Now you're gonna be better than a Lyft and Uber and a yellow cab.", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGYB11EG5P28QCG9Y3NW8Z", "signals": [{"quote": "they would open up Uber and try to figure out how it worked. And it would say, you know, put in your location, get a r | observed | artifact ↗ | 2021-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXPSDB9DZXZ28PM5W8CWG1S", "signals": [{"quote": "Uber is a marketplace, they take a percentage of every ride.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2021-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXRFTWKF1W16BT455J8QK67", "signals": [{"quote": "But what they really want is meaningful work and a large opportunity. They want a big, audacious goal. And that's why, | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TR40TYEMBZ7T4MTTQNGTF", "signals": [{"quote": "when you have doordash and uber that are free cash flow positive that have strong brands and that can redeploy those p | observed | artifact ↗ | 2022-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TR40TYEMBZ7T4MTTQNGTF", "signals": [{"quote": "airbnb and uber come to mind cut their staffs massively they use that crisis to reset their cost structure and get to | observed | artifact ↗ | 2022-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "I'm an investor in a taxi cab company. You may have heard of Uber and, uh, still hold a decent size position.", "stanc | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "If you know Uber, you know, they used to have a self-driving arm that eventually got sold off, but now they are back p | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "they did a massive partnership with, uh, a car maker and this self-driving company. So it's a kind of a three-way.", " | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "But it's really those five years of driverless operation that has given us confidence and gave uber confidence that, y | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "So knowing what I know about Uber, this partnership seems to be not the two-door robo-taxi that Elon's building, et ce | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "But I think to your point, Jason, this hits the Uber Black and the Uber XL. And honestly, as you said, it's an incredi | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "And eventually Dara decided he would go with partnerships and sold that unit. And that's what we're discussing here to | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "Whereas the Uber accident, you know, arguably that was, you know, some fault of the combined operations that Uber was | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "Like Uber shut it down exactly as you said, Jason, because at some point Dara made a strategic decision that it didn't | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "obviously Uber had a tragedy in Arizona where they had a safety driver who decided instead of doing their job, they wo | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06241JTBKCS5Z79GKSJX3HK", "signals": [{"quote": "Uber shelved their own effort. You know, Lyft had an effort. Like these are really, really capable, very strong compan | observed | artifact ↗ | 2025-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063KRJTGH50Z2ED0VTFA52A", "signals": [{"quote": "I think Uber is going to be a $200 share within three years. So I'm keeping both of those positions on.", "stance": "b | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M063KRJTGH50Z2ED0VTFA52A", "signals": [{"quote": "If they do, it's probably an opportunity for me to buy more. And so I think these are very strong companies. I'll stic | observed | artifact ↗ | 2025-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0648RWC960Z7M7ZNGQET4A3", "signals": [{"quote": "Dara takes over. People think, oh, I guess ride sharing is never going to be profitable. And then he starts putting up | observed | artifact ↗ | 2025-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0648RWC960Z7M7ZNGQET4A3", "signals": [{"quote": "Maybe you should buy a self-driving company. And they've invested in $10 or so. And so they're investing hundreds of m | observed | artifact ↗ | 2025-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M064KXQEWXT23QZ8YFZS9P62", "signals": [{"quote": "you can set up an Uber teen account now ... you get to watch your teen in an uber you get selected with the most reput | observed | artifact ↗ | 2025-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M065ER6Y7KY6WCVWJ5G2X96J", "signals": [{"quote": "i personally did it with uber right when masayoshi san was offering to buy shares in the 30s now it seems crazy with u | observed | artifact ↗ | 2025-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067PFEN4GZVE7MCTHMGE56R", "signals": [{"quote": "tesla's robo taxis are going to become an actual competitor to not just waymo but also uber", "stance": "bearish", "si | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067PFEN4GZVE7MCTHMGE56R", "signals": [{"quote": "uber has teen accounts already", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_02", "spe | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M067PFEN4GZVE7MCTHMGE56R", "signals": [{"quote": "uber's app which they're doing in atlanta and in um austin", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "when they started uber pool or lift line a lot of us were like is that a good idea because that five dollars a ride si | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "now they have this uh these routes in manhattan where every 15 minutes an uber bus goes by and it's five bucks you get | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "when uber pool came out and lift line came out if you were in your 20s in san francisco that was lifeblood that was th | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "whatever idea you have for an on-demand company they had it six months ago and they decided to move it down on their r | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0698B6993QN5ATY8A29CEXB", "signals": [{"quote": "ubers essentially taking a loss on certain rides to drive demand subsidizing drivers subsidizing riders etc building a | observed | artifact ↗ | 2025-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069KAK8X7BYGY9N685SKHG9", "signals": [{"quote": "I'm never selling a share of Uber.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_56", | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069KAK8X7BYGY9N685SKHG9", "signals": [{"quote": "why would we sell any shares in these companies if their management is extraordinary and the products are extraordinar | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A9JW19AH9G8CH7GJDEF0C", "signals": [{"quote": "Stable coins, you probably saw Uber. Dara was talking about maybe having, using stable coins for currency fluctuations | observed | artifact ↗ | 2025-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "uber's got you know 20 000 cities and 150 million or 250 million customers whatever it is and 30 million of them are u | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "uber sold famously big question if they should have still juries out they sold their autonomous because they said hey | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "uber eats and doordash are like we don't want to be in that business that's going to be a lot of work to stand up all | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "i i think in this case it will not be winner take all it will be three winners take most and those three winners will | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "at the last uber uh demo day they did a week or two ago they have a new system where you can say this is my commute th | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06C20KV19RNXMTV8S7F0R31", "signals": [{"quote": "they created this like very elegant product for daily commuters which means uber believes daily commutes are coming", | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06D5PE6V4VFD8DDKGA24D8C", "signals": [{"quote": "which kind of tells you something about both how hard it is to get customers and build a network effect and how much o | observed | artifact ↗ | 2025-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "uber had their earnings they crushed it again uh almost to an all-time high woohoo", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "uber q1 revenue 11.53 billion 83 cents per share in earnings monthly active customers 14 growth year-over-year trips 1 | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "this company has geographic distribution and obviously i'm talking my book here but they have geographic distribution | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "robo taxis would they get killed by robo taxis and i think people answer that question with waymo is having a spectacu | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "they also did the volkswagen deal they're now up to like 15 partnerships with on autonomy companies the volkswagen dea | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "all of the self-driving partnerships i mean you mentioned volkswagen just this year uber ubers also announced deals wi | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "naturally wall street hated it and sent the shares down a couple of points", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "currently ride sharing is one percent of rides here in the united states or slightly less and then globally it's less | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "uber now is saying back to the office but three days a week and previous employees who were remote yeah no more remote | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DFDGSX90EF7NRSSCMVQ6R", "signals": [{"quote": "we get more results we have good results now we need to get to great so that was what he said about the um in work thi | observed | artifact ↗ | 2025-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "It's Uber hitting $84. I'm in a good mood, boys. 88's my number.", "stance": "bullish", "signal_class": "prediction", | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "they, they announced two more partnerships last week. $86 and one cent.", "stance": "bullish", "signal_class": "fact_c | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "they added two more full self-driving partners. So now they're up 12 or something between the little robots doing burr | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "Uber really does have a hand in every single pie. And you know what? I was a little skeptical of their strategy becaus | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "Aurora, I think Uber, Dara used to be on the board and Uber owns a big stake in it", "stance": "neutral", "signal_clas | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "Uber was always valued at a magnitude of, you know, a lift. Uber, DoorDash was always at a premium to Postmates, just | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06DY1V8R70WW9VBFDPT5CT0", "signals": [{"quote": "I had bought some Uber at $30, not like from the seed round, but I just knew it was so undervalued just from knowing t | observed | artifact ↗ | 2025-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "I'm still along the company. I have exposure to everything else. I got exposure to Waymo, I got exposure to Tesla. I g | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "they're going to do robo taxis with Uber. I believe it's an exclusive, but even if it's not, I had said earlier, like, | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "If they're the number two car maker and Uber has the largest ride sharing network, you put those two things together a | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Elaine Herzberg was her name. This incident happened in 2018. The first recorded case of a pedestrian fatality involvi | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Uber was not criminally responsible in the crash.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "This is incredible news for Uber. Uber is really up on the news.", "stance": "bullish", "signal_class": "endorsement", | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Tesla announces something, Uber goes down, Uber announces something, Uber goes up. Waymo announces something, Uber goe | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "Waymo is probably feeling like, oh my God, Uber and Volkswagen, they have a deal. Okay. Is Uber going to be the neutra | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06EWKE8FJT16C03ASAC3WQ5", "signals": [{"quote": "the Volkswagen Uber deal is going to have people in the cars and it won't go driverless until 2027 to have time, Jason | observed | artifact ↗ | 2025-04-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HGHXJFA8MZF5RNFCMSZ03", "signals": [{"quote": "but you had to get the third part, the restaurant inventory online, a lot of work. So they left it to DoorDash for a l | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HGHXJFA8MZF5RNFCMSZ03", "signals": [{"quote": "So yeah. So, uh, Uber launched Uber cab in 2010 and then Uber eats, which was Uber fresh to begin with, launched in Au | observed | artifact ↗ | 2025-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MSKWWZAK0F5Z9FKJ383MJ", "signals": [{"quote": "So Jason, the way that I read this is that Uber and its current form today is healthy and kicks off mountains of cash. | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MSKWWZAK0F5Z9FKJ383MJ", "signals": [{"quote": "actually, you know, become a headwind for Uber because in the markets where Waymo exists, San Francisco primarily, the | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06MSKWWZAK0F5Z9FKJ383MJ", "signals": [{"quote": "So both parties are benefiting at the same time.", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2025-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RK8BRV104AQB2KYVV7HWH", "signals": [{"quote": "this is um a massive achieve achievement uh to be able to do that at once i think he is also maybe he's always been le | observed | artifact ↗ | 2024-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06S63HZR89PJ0GK772E0KNZ", "signals": [{"quote": "and then later on uber invested in the company as an extension of that series see", "stance": "neutral", "signal_class | observed | artifact ↗ | 2024-11-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "our delivery robots we have a contract with uber to deploy 2000 of them which we are doing next year so we could be th | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "uber our first partner they pay per delivery to their uh drivers so we charge them per delivery and this fleet that we | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "in a way uber is helping us bootstrap the platform so that there are lots of robots out there and then other folks can | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "we don't make a consumer app so we're not competing with uber they're the perfect uh mechanism for customers to go ord | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "i notice a lot of restaurants are now driving people to their website so they can use the white labeled version of doo | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "uber obviously is really leading the charge they have eight av partners now way more obviously is on the right side do | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TW1MHAAY169EJVG4V5EN8", "signals": [{"quote": "i think there's enough money in this that if you know it's much better for uber to not make the self-driving technolog | observed | artifact ↗ | 2024-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WAPF3JRQPNR7TMA54RZ2T", "signals": [{"quote": "Uber's up like four bucks right now. I just noticed before I got on air because, uh, the robo taxi is being delayed in | observed | artifact ↗ | 2024-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WAPF3JRQPNR7TMA54RZ2T", "signals": [{"quote": "And then what Uber did was they cold called drivers. They went to Google, they found livery companies, Lincoln town ca | observed | artifact ↗ | 2024-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WDDXEW57T03CDWMRSH4DK", "signals": [{"quote": "From an Uber perspective, um, Barra has been quite clear. You spoke at the conference, uh, that Dara spoke last year a | observed | artifact ↗ | 2024-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WDDXEW57T03CDWMRSH4DK", "signals": [{"quote": "from an Uber, Uber perspective, if you already have 150 million users, uh, being able to upsell a much bigger ticket i | observed | artifact ↗ | 2024-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06WXYVRVBSZAHHK4HCR1MMY", "signals": [{"quote": "Uber went from a money losing machine to a money printing machine.", "stance": "bullish", "signal_class": "fact_claim" | observed | artifact ↗ | 2024-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XEWKBAJ8K5HV5F4XVF0EF", "signals": [{"quote": "What I learned from being an early Uber investor was that we were comparing it to cab rides, but then it quickly excee | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XEWKBAJ8K5HV5F4XVF0EF", "signals": [{"quote": "And then they started using it for commuting where they might have previously taken a bus and they said, well, I'll go | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y0PJE5ZMMWA9KZGWYMB11", "signals": [{"quote": "Uber, Robinhood, Calm are amongst the ones that I've hit that have gone supernova. In fact, Uber is considered the gre | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y3FEK49MJ9YGTS49RE4WG", "signals": [{"quote": "it's worth 20 now billion i still have my shares and then uber i still have a lot of shares and it's worth 160 billion | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06Y3FEK49MJ9YGTS49RE4WG", "signals": [{"quote": "it took a while but uber was able to get there right in an incredible fashion", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "There's only been maybe two or three companies in the last cycle that had extraordinary returns. Uber, Airbnb, coin ba | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "according to Bain and companies scale insurgent, uh, demarcation, which is 10 billion in annual revenue and a billion | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "Oh yeah. Because Uber's cash burn for years was astronomical. And then Dara took over and some changes were made opera | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YNK4J2MJZC8X1FKY9N5DK", "signals": [{"quote": "Things got a little bit less cash consumptive and now it just kicks off cash.", "stance": "bullish", "signal_class": " | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0728RMQNNZKRNSTG5VSYF4B", "signals": [{"quote": "So you nailed it. The entry price matters, um, when I invested in Thumbtack, Uber, um, uh, data stacks, you know, all | observed | artifact ↗ | 2024-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "I'm obviously uh still a big shareholder at uber and believe in the company", "stance": "bullish", "signal_class": "en | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "whoever wants to win is either going to have to build an at scale competitor to uber and lyft and doordash or sell to | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "uber reported 7.6 billion dollar trips this is 2022 data", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0737KYKBV43XVQVDWX6HY0J", "signals": [{"quote": "this is not just a replacement it's also it's gonna boost the total tam for uber so i guess if uber nails the self-dri | observed | artifact ↗ | 2024-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M079ZF9EW8794HCGASQ41GEJ", "signals": [{"quote": "if uber had been bought or airbnb had been bought you know you'd be sitting here with probably a 10 billion dollar 20 | observed | artifact ↗ | 2024-03-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "You knew Uber was a winner in year two or three, just based on, I knew it based on the addiction level that I saw amon | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "One was user adoption and just how maniacal users were about the products. You know, when it came to LA, you know, peo | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "So there have been major questions about the quality of the revenue at Uber quality of the revenue at Robinhood. And s | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07CKZ38DJSRJCY290MBTF5Q", "signals": [{"quote": "I did the same with Uber, uh, you know, and I, I, I haven't talked too much publicly about it, but I was able to sell | observed | artifact ↗ | 2024-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GXRN3E35ZTJDH3YJWSB3T", "signals": [{"quote": "anything that's adjacent when we add it we're starting with a hundred million credit card active accounts or maybe it' | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07H5HJS8MCD0SVA9Y809QZQ", "signals": [{"quote": "And now Dara is being weighed. What are the earnings? What's the free cash flow? How many shares are you buying back e | observed | artifact ↗ | 2024-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "the majority of the growth that you see for example in our mobility space we have a bunch of new verticals taxi reserv | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "who would have thought that uber would now be powering new york city taxis but that's a very natural adjacency for us" | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "we do have a global work platform it's better than any other work platform and what we found is the more uh flavors of | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07J828PKXM8YYVGQ2N9ZAYT", "signals": [{"quote": "i look at the percentage of gross bookings that come from uber one members and for example with eats is getting to tha | observed | artifact ↗ | 2024-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07M3Y6721SPX2SW848E9N81", "signals": [{"quote": "I think Uber is a really good analogy for that. When you first use an Uber or you first use DoorDash, it was so dramat | observed | artifact ↗ | 2023-12-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "his last company, uh, which they said would never get profitable has now turned into a money printing machine.", "stan | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "I think Dara's done a great job as Uber CEO to take a company with a lot of potential and a lot of good bones and turn | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "the funny thing about this quarter is it was good, but it was boring because it was another quarter of solid growth, g | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "And so I almost read it and was like, nothing here is blowing my mind because the company is just healthy. Now there's | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "And I'm not surprised because whenever I use Uber eats, I somehow managed to pay an extra $9 in associated fees on top | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "Lyft does one thing in one country. Uber does many things in many countries and unsurprisingly they're doing better no | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "if you look at the revenue chart between Uber and Lyft, and I'm guessing that this is going to be a case study at Harv | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "look at how long it took Lyft to recover to its pre COVID revenue number. And then look at the, the different curve yo | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "So Uber definitely also got dinged. I mean, we all stopped taking, I mean, I think I actually deleted the Uber rides a | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "There was a lobby of people saying, don't do eats. It's a low margin business only do ride hailing be just be good at | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "I think there's going to be a third leg to this stool or it could be a four leg stool, but they are, uh, experimenting | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "there's an interesting tension between a tight labor market and consumers having enough cash to spend on Uber eats and | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "I wonder if there's a point in which the prices have to come back down and the margins compressed a little bit for, fo | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07QMCEDFFJK3Z30CKY2X1GJ", "signals": [{"quote": "Uber is in a dogfight with nannies, housekeepers, uh, Apple, Starbucks, pick the retail, Walmart, Target, they're all | observed | artifact ↗ | 2023-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07R9C1ZPBEHHHRC7JEDMKV6", "signals": [{"quote": "Uber is profitable. Nobody ever said that would happen.", "stance": "neutral", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2023-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RDWRSA8G0YKCW6ZTK4CEW", "signals": [{"quote": "the one you'll know is kareem which was bought by uber and uh you know i met the founder c-a-r-e-e-m it's like a super | observed | artifact ↗ | 2023-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07SGF9NAQHBYTDZGGE3FTSJ", "signals": [{"quote": "I think everybody, uh, looks at, you know, look at the profitability of a business like ours. And of course you'd be i | observed | artifact ↗ | 2023-10-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "Exactly. And so Uber had to explain search pricing to people.", "stance": "neutral", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "You have to understand the competitive landscape. The drivers want to maximize their earning potential. If you want to | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "You're going to need to have a high utilization rate because they're going to get paid no matter what, which means the | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "You know, if any of those things take off across the entire network, that cost can be spread out against the 15 billio | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07TA6N1BCMQED21QYAF8NS6", "signals": [{"quote": "Each of those investments really quickly started to pay off that 15 billion.", "stance": "bullish", "signal_class": "e | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XHNZ18W69BXCCBEX1WT91", "signals": [{"quote": "my greatest investment of all time, Uber, a transportation company.", "stance": "bullish", "signal_class": "endorsemen | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y8DGWVEJHMF9CNQQ9A2TM", "signals": [{"quote": "it is more efficient, just like ubers allowed people to use cars that were sitting in garages for 96% of their lives, | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y8DGWVEJHMF9CNQQ9A2TM", "signals": [{"quote": "as an early investor in Uber, I was watching this and then Airbnb, I wasn't in, but those were asset light, they're gr | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Y8DGWVEJHMF9CNQQ9A2TM", "signals": [{"quote": "So when Lyft and Uber faced the pandemic, wasn't like they had to pay the leases on the cars of their drivers, because | observed | artifact ↗ | 2021-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Z1JE2CAE5EYDRMTQ0BSXS", "signals": [{"quote": "phones and payment services if you didn't have gps on your phone you couldn't see the taxi coming to you and the taxi | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07Z9MXBBH0RHETWGSKZFXTD", "signals": [{"quote": "Sometimes you get people who hit two or three, I've hit three or four really big ones. And they kind of define your ca | observed | artifact ↗ | 2021-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZEC3ADC9Y0FPKDVERZ9PF", "signals": [{"quote": "I could see Coinbase, Airbnb, Uber, DoorDash. I could have seen Slack and certainly Robinhood. I could see all of thos | observed | artifact ↗ | 2021-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0832GBTQQ8WRX2SMK9C5XMC", "signals": [{"quote": "It's what happened with Uber and DoorDash in terms of their network of drivers and restaurants. Once that flywheel get | observed | artifact ↗ | 2021-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083S1TBGAG1MKM5GQ5RSMJ2", "signals": [{"quote": "uber owns a large percentage of dd because they shut down their china business or they should say they sold their chin | observed | artifact ↗ | 2021-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0867PZRB8F4D51CWN5W132Z", "signals": [{"quote": "Buy yourself a house or two, put some money in Amazon, Uber, Tesla, other great companies, Apple, Disney, Netflix, com | observed | artifact ↗ | 2021-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087CZ62HNJ1VZNA3WP8FB9P", "signals": [{"quote": "the companies that are successful now are going to be able to start going Publix in year five, six, seven, eight, as o | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "The FTC, the Trump FTC is suing Uber. Now, the allegation I'm going to quote is that Uber charged consumers for its Ub | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "So obviously, I'm long Uber, you know, I don't have to state that.", "stance": "bullish", "signal_class": "assessment" | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "But when I see like Wall Street Journal, and it's impossible to unsubscribe, I've talked about it here countless times | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "So I think Uber One is a great product. Perhaps I think they may be, without knowing the fullness of the case, maybe w | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "So I had found the unsubscribe button. And I found the Uber One area where it showed I'd save $1,600 on 87 Uber Eats o | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "You know, sometimes these things are more, um, sloppiness than intent, sometimes it's explicitly intent. So I'm going | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "And Dar is known for being like up on the up and up kind of guy, right? Like he's the one who got Uber back into Londo | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "Dara's got an exemplary record here and they should, my feeling on the FTC when they do these things is they should gi | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "Um, and I think because the stock went up over these two or three days, um, which probably has, you know, a lot to do | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "This is like a, not even a speeding ticket, but good on the FTC for being vigilant about these things.", "stance": "bu | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A54RAYHP1HR8ET4M65G96A", "signals": [{"quote": "I mean, I know that sounds counter and great on Dara for addressing it quickly, uh, if there even was an issue.", "sta | observed | artifact ↗ | 2025-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6NA07HH7N5FA45C0FPKSN", "signals": [{"quote": "Because you don't want to be the person who sells all of their Uber at $4 billion, which somebody did. And Uber's wort | observed | artifact ↗ | 2020-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6NA07HH7N5FA45C0FPKSN", "signals": [{"quote": "in Uber from $4 billion to $80 billion. So that would have been a 20X on millions of dollars. In other words, tens of | observed | artifact ↗ | 2020-11-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8F7FXSB5N44A3ZV1956X6", "signals": [{"quote": "Right. This was not a complicated scene. This is one car and, you know, one person. And if that car had made any diffe | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8F7FXSB5N44A3ZV1956X6", "signals": [{"quote": "anything? Like, instead of identifying an object, like, how about you don't collide with it? Or you have a much simple | observed | artifact ↗ | 2020-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADRPGEDG9D4T6R57783GM6", "signals": [{"quote": "everybody remembers lindowski who was pardoned by trump eventually was doing self-driving at google waymo i believe ca | observed | artifact ↗ | 2024-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADTCTY0SCMM3XZ2NXDBZF7", "signals": [{"quote": "a company like uber which i track a lot uh for obvious reasons they've had a flat number of employees for like three y | observed | artifact ↗ | 2024-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFY5Z0BESWZPS401E8CWHS", "signals": [{"quote": "to make this brass tacks you know uber hasn't added employees like i think their net new employees is flat for three y | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFY5Z0BESWZPS401E8CWHS", "signals": [{"quote": "dara from uh uber has a similar thing like when it broke 100 billion he got some great you know slug of equity", "stan | observed | artifact ↗ | 2024-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "that's why uber and airbnb feels similar and clean and solid and trustworthy um if uber and robin hood and airbnb and | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "perfect example uber went after lincoln town cars the highest and highest margin elite service bc ceo showing up the a | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "they hand the person their bag and they get back on their phone and pound out some messages got the earpiece in and yo | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH59J1D6JA07NWVVY764BM", "signals": [{"quote": "the way uber did this famously was they went to some mid-sized cab companies when they", "stance": "neutral", "signal_ | observed | artifact ↗ | 2024-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "what's happening is it's not taking away from uber or lyft in my mind it's taking away from car ownership and public t | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "i think he'll just get as many rides as uber over some period of time but i don't think it's actually taking away from | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "and then uber and lyft have the option of the vendors who just want to sell their vehicles into a network of buying th | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHECQFC7XTKJX32QSF4M7M", "signals": [{"quote": "the most likely winner here is the one that has like the closest to the uber model and what that really what what does | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJFK57C83SQJMWXVXQJHP8", "signals": [{"quote": "that's the second part of, I think being good at this job is just knowing like, if this team is truly special, this pr | observed | artifact ↗ | 2024-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AM7QF17E8PTA58K64DQZ2K", "signals": [{"quote": "And my favorite is actually not from Instacart, but it's what Uber did in the early days. They would send people to li | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "They just started doing that. I find myself going to the app now going to Uber Eats to order soda or drinks and they b | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "So think about Uber, when Uber first started, you know, if you went to somebody on the streets of San Francisco in 200 | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "All right, listen, he's indefatigable, indefatigable, and he is resilient, and he's super pumped. And he's brilliant. | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ33A28JQ2646H48SMBEQ8", "signals": [{"quote": "I was gonna say he taught me in a great lesson around that. Like, when he first started Uber, and he and I were at a p | observed | artifact ↗ | 2021-02-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZHPK3WNT638M8MGFC8AH9", "signals": [{"quote": "nobody really thought that a company like uber or airbnb i think those are our two biggest hits each nobody really tho | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZHPK3WNT638M8MGFC8AH9", "signals": [{"quote": "i started selling 10 20 of my uber position you know and now i'm just like i i don't see a world in which uber is not | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZTZP8HPPZPX7716S1R4E7", "signals": [{"quote": "But if you look at a company like Uber, when they were deploying, they took a, and I think Netflix had a similar appro | observed | artifact ↗ | 2021-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I'd seen it when they were doing the drops over – for medical and things like that and loved the technology of not hav | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I really love, you know, Zipline and all the innovation they've managed to do there.", "stance": "bullish", "confidenc | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I met Keller when he was delivering blood on Fix Wings, and I said, you know, hardware is really hard.", "stance": "be | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M25XPGQWGFTQBDXY01BPSZSR", "signals": [{"quote": "I said, I would love to donate to this, but I don't think I can put my LP's money in it.", "stance": "bearish", "confi | observed | artifact ↗ | 2026-09-09 | promoted | 0.50 |
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source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — uber", "source_id": "01M11HEV8JQXF4FFKMW5339CW5-m-74c860f63661b29c", "extract_ref": "artifact:sha256:563884b35a0d6e0d57f6ec7b71351e1d316c16acdb49756 | observed | artifact ↗ | 2026-08-27 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — uber", "source_id": "01M25VWPFAGGEM8GK866BWCJHE-m-74c860f63661b29c", "extract_ref": "artifact:sha256:92540371e3131914b97dfa58389a553c2c3b79b74705c61 | observed | artifact ↗ | 2026-09-10 | normalized | 0.95 |