Who is on this subjectordered by the date of their first quote here
2 of 2 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 17 Nov 2017 — a date, and nothing else. It is not a claim about who reached a view first.
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Bill Gurley
4
thin
17 Nov 2017 – 4 Aug 2026
+0 d
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Howard Marks
1
thin
2 May 2022 – 2 May 2022
+1627 d
The chronologysourced and dated, oldest first
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Bill Gurley
Gurley says Uber's entire stakeholder base was at risk before leadership change.
“We reached a point where we felt like, you know, the entire company, you know, and all of its constituencies, drivers, riders, employees, shareholders, were at risk if the company continued to move in the direction it was.”
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Bill Gurley
Gurley reveals five investors including Fidelity felt all Uber constituents were at risk before taking action.
“So people typically say benchmark, but there was five investors, including Fidelity, who felt like all of the constituents at Uber were at risk, if action didn't happen sooner.”
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Howard Marks
Marks argues the belief that there is no risk is the riskiest thing because it encourages dangerous behavior.
“the riskiest thing in the world is the belief that there's no risk. Because when police when people believe there's no risk, they act in very risky ways, which makes the world a risky place.”
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Bill Gurley
Gurley says he learned waiting solves many problems, citing Silicon Valley Bank weekend as example.
“And I used I I I used to go deep in them, and this weekend was a perfect example, and there's a good transition to Silicon Valley Bank.”
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Bill Gurley
Gurley says many people acted manically during SVB crisis weekend but problems resolved by morning.
“But a lot of people did a lot of crazy manic things this weekend that didn't matter. Yeah. Because it all got solved this morning.”
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