The Minutes of Bill Gurley on market expansion https://minutesof.com/bill-gurley/on/market-expansion/ Everything Bill Gurley has said on market expansion: 2 verbatim quotes from December 2012, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:11 +0000 Gurley reports Uber expanded San Francisco's black car fleet from 650 to 850 vehicles. https://minutesof.com/q/603b275e-52f6-40a5-8dc2-f552aa9fd85f/ https://minutesof.com/q/603b275e-52f6-40a5-8dc2-f552aa9fd85f/ “When Uber started, there were six fifty licensed black cars in San Francisco. Today, there's eight fifty in San Francisco driving on Uber.” — SVTV Mon, 17 Dec 2012 16:59:38 +0000 market expansion Gurley observes people routinely eliminating second cars and using Uber for daily transportation instead. https://minutesof.com/q/b0ee748c-1abe-457b-8947-05129fb39173/ https://minutesof.com/q/b0ee748c-1abe-457b-8947-05129fb39173/ “There are people spending 10 to $15 a year, and I routinely meet people who have gotten rid of a second car and are using Uber in their daily lives.” — SVTV Mon, 17 Dec 2012 16:59:38 +0000 market expansion