https://minutesof.com/on/uber/ Everyone on the record about uber: 36 verbatim quotes from 2 people, December 2012 to August 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:33:19 +0000 https://minutesof.com/q/1de082cf-3681-416b-8030-2799026d6c09/ https://minutesof.com/q/1de082cf-3681-416b-8030-2799026d6c09/ “And I'm like, what happens at 02:30? He goes, I have to meet at the Amazon warehouse at 02:30.” — Bill Gurley, BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 uber https://minutesof.com/q/5ab0ffc7-704b-4cb1-aa64-fa8498e4e0ac/ https://minutesof.com/q/5ab0ffc7-704b-4cb1-aa64-fa8498e4e0ac/ “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.” — Bill Gurley, BlackNova Productions Tue, 04 Aug 2026 07:34:54 +0000 uber https://minutesof.com/q/800bc5a3-0a2a-41c5-ae68-feac635778e5/ https://minutesof.com/q/800bc5a3-0a2a-41c5-ae68-feac635778e5/ “Uber's a case where we were burning 2,000,000,000 a year and Dara, you know, has it now generating over 10,000,000,000 a year in free cash flow.” — Bill Gurley, Forbes Mon, 13 Jul 2026 11:00:14 +0000 uber https://minutesof.com/q/3146a5d6-a15a-4728-abd5-fdd21f7ccaf1/ https://minutesof.com/q/3146a5d6-a15a-4728-abd5-fdd21f7ccaf1/ “You could take the board members from Walmart and Costco and GM and and General Electric or whatever you consider the top 10 best company, and they would have never been in this situation before.” — Bill Gurley, The Knowledge Project Podcast Tue, 09 Jun 2026 10:00:30 +0000 uber https://minutesof.com/q/cf949927-ec97-41f5-aa77-59dc7fdec4a5/ https://minutesof.com/q/cf949927-ec97-41f5-aa77-59dc7fdec4a5/ “I said to my partners, if we ever see a company that's putting a layer on top of the black cars, we should run at it.” — Bill Gurley, School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 uber https://minutesof.com/q/9dda9f9d-2235-4f8c-a5b9-ae359e76574c/ https://minutesof.com/q/9dda9f9d-2235-4f8c-a5b9-ae359e76574c/ “I knew that if you wanted to create a digital marketplace, you wanna use price to to cause liquidity, to get encourage drivers to come out at the right time, like you'd hate to give up price in a digital marketplace or auction, like you never would.” — Bill Gurley, School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 uber https://minutesof.com/q/73c2c5d8-9bd8-4fba-83e3-6c51a81efd3b/ https://minutesof.com/q/73c2c5d8-9bd8-4fba-83e3-6c51a81efd3b/ “And I knew that if you wanted to create a digital marketplace, you wanna use price to to cause liquidity, to get encourage drivers to come out at the right time, like you'd hate to give up price in a digital marketplace or auction, like you never would.” — Bill Gurley, School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 uber https://minutesof.com/q/8e79f90e-8324-4a57-8462-413113c60312/ https://minutesof.com/q/8e79f90e-8324-4a57-8462-413113c60312/ “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.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 uber https://minutesof.com/q/61322fad-fe58-4032-b3d6-1b2d655b4bf8/ https://minutesof.com/q/61322fad-fe58-4032-b3d6-1b2d655b4bf8/ “I already knew in San Francisco that Uber was 20 x bigger than the taxi market.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 uber https://minutesof.com/q/2c885987-19ef-4ccb-ae15-63930428aead/ https://minutesof.com/q/2c885987-19ef-4ccb-ae15-63930428aead/ “I already knew in San Francisco that Uber was 20 x bigger than the taxi market. He didn't know that.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 uber https://minutesof.com/q/8e98f130-77e9-4631-85ed-88969d27f6f7/ https://minutesof.com/q/8e98f130-77e9-4631-85ed-88969d27f6f7/ “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.” — Bill Gurley, Bloomberg Podcasts Thu, 05 Mar 2026 01:47:37 +0000 uber https://minutesof.com/q/f8bbfec5-034b-484a-80d0-c1f0d116fc80/ https://minutesof.com/q/f8bbfec5-034b-484a-80d0-c1f0d116fc80/ “I remember when we did the first Uber investment, Travis, his his first couple of companies, one of them I think ended up in bankruptcy.” — Bill Gurley, BigDeal by Codie Sanchez Wed, 04 Mar 2026 15:00:36 +0000 uber https://minutesof.com/q/1a7859d1-d819-4fae-9b87-9f34272d6e9d/ https://minutesof.com/q/1a7859d1-d819-4fae-9b87-9f34272d6e9d/ “And Dara has done an amazing job. I mean, to take it from there to $200,000,000,000 public company, over 10,000,000,000 a year in free cash flow, like from where we were. Yeah, unbelievable.” — Bill Gurley, Young and Profiting Mon, 23 Feb 2026 11:01:05 +0000 uber https://minutesof.com/q/ef844a59-5578-4ce5-af3c-e132ce078b21/ https://minutesof.com/q/ef844a59-5578-4ce5-af3c-e132ce078b21/ “We actually have a small slice of of Uber in our portfolio today that we've added right over the course of the past few weeks on some of these pullbacks.” — Brad Gerstner, CNBC Television Thu, 03 Apr 2025 18:08:17 +0000 uber https://minutesof.com/q/d9bf9ba2-64ad-4f01-9591-d18ae4bb686b/ https://minutesof.com/q/d9bf9ba2-64ad-4f01-9591-d18ae4bb686b/ “I I I think this does pose a risk fundamentally to the Uber business model.” — Brad Gerstner, CNBC Television Thu, 03 Apr 2025 18:08:17 +0000 uber https://minutesof.com/q/5ffad9d0-2541-45f5-90c8-0de940e5c6db/ https://minutesof.com/q/5ffad9d0-2541-45f5-90c8-0de940e5c6db/ “in San Francisco, we're already 20 x bigger than the San Francisco taxi market at the time he wrote it.” — Bill Gurley, McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 uber https://minutesof.com/q/26a2f882-5241-4350-9fb4-50905c5b0327/ https://minutesof.com/q/26a2f882-5241-4350-9fb4-50905c5b0327/ “it slowed down and prevented the natural order of things. The 8020, the winner take most from developing in a profitable way.” — Bill Gurley, Bg2 Pod Mon, 10 Jun 2024 14:22:07 +0000 uber https://minutesof.com/q/709fd42c-9df4-4490-99a0-edfa9e399043/ https://minutesof.com/q/709fd42c-9df4-4490-99a0-edfa9e399043/ “Because there's going to be less friction and we're going to be able to use the tools that entrepreneurs know how to use to be successful.” — Bill Gurley, Qualia Wed, 01 May 2024 17:09:06 +0000 uber https://minutesof.com/q/4cb0be7b-8493-46f0-b365-c3be9a0bdc6c/ https://minutesof.com/q/4cb0be7b-8493-46f0-b365-c3be9a0bdc6c/ “And my my partner, Matt Cola, used to call this the remote control for your life. And we would talk about Uber as a one click ride.” — Bill Gurley, Qualia Wed, 01 May 2024 17:09:06 +0000 uber https://minutesof.com/q/bdd29fa5-2d57-49d2-8b3e-5f09ffdc2b76/ https://minutesof.com/q/bdd29fa5-2d57-49d2-8b3e-5f09ffdc2b76/ “Uber at the time was hemorrhaging cash, needed to get rid of some divisions, needed to focus on the core.” — Brad Gerstner, This Week in Startups Fri, 12 Jan 2024 05:28:40 +0000 uber https://minutesof.com/q/7fc0ecce-e0fe-4920-8deb-c9f88b0a4b8e/ https://minutesof.com/q/7fc0ecce-e0fe-4920-8deb-c9f88b0a4b8e/ “if you look at the consensus forecast for the business, which is pretty mind boggling, it's estimated by the consensus that it'll reach almost 10,000,000,000 in free cash flow, just a few years from now.” — Brad Gerstner, This Week in Startups Fri, 12 Jan 2024 05:28:40 +0000 uber https://minutesof.com/q/78d9ba48-a347-4595-947f-3587a41b2120/ https://minutesof.com/q/78d9ba48-a347-4595-947f-3587a41b2120/ “The company went from losing over 2,500,000,000 or around 2,500,000,000 when Dara took over to profiting over 3,500,000,000, and we're talking free cash flow.” — Brad Gerstner, This Week in Startups Fri, 12 Jan 2024 05:28:40 +0000 uber https://minutesof.com/q/119cebc1-d2df-4d7b-a60e-9e4af73c108a/ https://minutesof.com/q/119cebc1-d2df-4d7b-a60e-9e4af73c108a/ “Uber also competes with DD internationally. And so whether or not this affects DD's ability to be competitive is a different force that could impact Uber's valuation.” — Bill Gurley, CNBC Television Fri, 09 Jul 2021 16:31:30 +0000 uber https://minutesof.com/q/c561f67f-6295-4adb-adea-74b83da1688a/ https://minutesof.com/q/c561f67f-6295-4adb-adea-74b83da1688a/ “I think their segment EBITDA margins in January and February for rideshare were over 30%. I believe six quarters earlier, they were negative 20%.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 uber https://minutesof.com/q/f5cc2159-f6f7-49c5-b1ac-41466418dd38/ https://minutesof.com/q/f5cc2159-f6f7-49c5-b1ac-41466418dd38/ “Uber just reported their quarterly reports and I think their segment EBITDA margins in January and February for rideshare were over 30%. I believe six quarters earlier, they were negative 20%.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 uber https://minutesof.com/q/3abd7a1e-95c3-4305-9ee5-4a8d7e5e9edf/ https://minutesof.com/q/3abd7a1e-95c3-4305-9ee5-4a8d7e5e9edf/ “the DAR is starting to build up a track record of having put out these fires and and attack these problems.” — Bill Gurley, Bloomberg Tech Thu, 15 Feb 2018 00:05:18 +0000 uber https://minutesof.com/q/2541cfab-6012-4ef9-b8ec-70a71823e2e9/ https://minutesof.com/q/2541cfab-6012-4ef9-b8ec-70a71823e2e9/ “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.” — Bill Gurley, Bloomberg Television Fri, 17 Nov 2017 19:47:21 +0000 uber https://minutesof.com/q/b13117c1-db86-48aa-9850-f9df9a8b76d3/ https://minutesof.com/q/b13117c1-db86-48aa-9850-f9df9a8b76d3/ “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.” — Bill Gurley, CNBC Fri, 17 Nov 2017 18:49:28 +0000 uber https://minutesof.com/q/027bc066-8eb8-4fc2-8e03-5a6ed7b98924/ https://minutesof.com/q/027bc066-8eb8-4fc2-8e03-5a6ed7b98924/ “There's an interesting thing that Morgan Stanley put out where they calculate that 97% of cars are idle.” — Bill Gurley, SXSW Fri, 20 Mar 2015 17:13:49 +0000 uber https://minutesof.com/q/e71e6958-d091-42e8-8dfa-4e4e94589810/ https://minutesof.com/q/e71e6958-d091-42e8-8dfa-4e4e94589810/ “The most fascinating thing for me is that for basically eighty years, we grossly underestimated the demand for transportation services. And we limited it at a city government level with the taxi medallion.” — Bill Gurley, SXSW Fri, 20 Mar 2015 17:13:49 +0000 uber https://minutesof.com/q/1c69ece4-c7bd-48ec-bbf1-91cf622cf4d9/ https://minutesof.com/q/1c69ece4-c7bd-48ec-bbf1-91cf622cf4d9/ “There's about 300,000 Uber drivers right now and they're adding it right now at a pace of 50,000 a month. That's on a global basis.” — Bill Gurley, SXSW Fri, 20 Mar 2015 17:13:49 +0000 uber https://minutesof.com/q/c8bf9c24-8402-47c0-b87f-2e433895cc4d/ https://minutesof.com/q/c8bf9c24-8402-47c0-b87f-2e433895cc4d/ “C, his former chief of staff is in jail because he took a bribe from the taxi fleet, you know, like two years ago, and he's still on the commission that's deciding these things.” — Bill Gurley, SVTV Mon, 17 Dec 2012 16:59:38 +0000 uber https://minutesof.com/q/16c4605a-2c12-4aae-a523-9da6f266ef22/ https://minutesof.com/q/16c4605a-2c12-4aae-a523-9da6f266ef22/ “The predominant driver of most 100% of the legal issues is either a taxi commissioner or a taxi fleet.” — Bill Gurley, SVTV Mon, 17 Dec 2012 16:59:38 +0000 uber 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.” — Bill Gurley, SVTV Mon, 17 Dec 2012 16:59:38 +0000 uber 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.” — Bill Gurley, SVTV Mon, 17 Dec 2012 16:59:38 +0000 uber https://minutesof.com/q/e62c07e2-423e-4543-9cbb-49b9043a05f6/ https://minutesof.com/q/e62c07e2-423e-4543-9cbb-49b9043a05f6/ “You're not going to go install 700 embedded systems designs in every car and the wireless and build the contracts. You're not going to do all that.” — Bill Gurley, GigaOm Tue, 11 Dec 2012 18:06:49 +0000 uber