Gurley says Uber was already 20x bigger than the San Francisco taxi market when critics valued it at $4 billion.
“in San Francisco, we're already 20 x bigger than the San Francisco taxi market at the time he wrote it.”
Gurley knew Uber was already 20x bigger than taxi market in San Francisco when professor valued it at $4 billion.
“I already knew in San Francisco that Uber was 20 x bigger than the taxi market. He didn't know that.”
Gurley knew Uber was already 20 times bigger than taxi market in San Francisco contradicting professor's TAM analysis.
“I already knew in San Francisco that Uber was 20 x bigger than the taxi market.”
Gurley notes the professor analyzing Uber admitted he had never used the product, only taxis.
“Not only that. In in the in the report of his, which a summary version got public, but I found the background version, he admits that he had never ridden Uber and only taken taxis.”
Gurley wrote a post debunking an NYU professor's analysis that Uber would never exceed $4 billion in value.
“He published this piece that said Uber would never be worth more than $4,000,000,000 And I wrote one of my favorite blog posts ever titled How to Miss by a Mile, where I took apart his analysis and tried to well, I had a little I had an unfair advantage.”
Gurley wrote How to Miss by a Mile critiquing NYU professor's claim Uber would never exceed $4 billion valuation.
“He published this piece that said Uber would never be worth more than $4,000,000,000 And I wrote one of my favorite blog posts ever titled How to Miss by a Mile, where I took apart his analysis”
Gurley says Uber in San Francisco was 20 times bigger than the taxi market, proving TAM conservatism wrong.
“By the time I wrote that, I already knew that Uber in San Francisco was 20 x bigger than the taxi market in San Francisco.”