Released October 20th, 2021
Mario Cibelli, Ram Parameswaran - Uber: The Undeletable App
Mario Cibelli and Ram Parameswaran are Portfolio Managers at Marathon Partners and Octahedron Capital respectively. We cover the opportunity for Uber’s business segments, what deteriorating service means for the product, and what COVID may have revealed regarding Ubers’ financials.
Public Equity
Professional Investors
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Uber: Business Breakdowns Research
Read our research on Uber's history, business model, and competitive position ahead of Patrick's break down with Mario and Ram.
Bill Gurley - All Things Business and Investing
Bill Gurley is a general partner at Benchmark Capital. We cover the current venture capital landscape, the marketplace model, and user generated content businesses.
Sarah Tavel - Consumer & Marketplace Investing
Sarah is a general partner at Benchmark. We cover Sarah's insights from the food delivery & space rental sectors, building marketplaces, and the future of the consumer social sector.
Bill Gurley - An Update on Consumer & Enterprise Venture Capital
Bill Gurley and Chetan Puttagunta are both partners at Benchmark Capital. We cover updates on consumer and enterprise investing, their view on the state of funding and growth, and the entrepreneurial spirit in the face of a crisis.
The Uber IPO
The complete history and strategy of Uber from founding till IPO.
All Markets Are Not Created Equal
A classic by veteran marketplace investor Bill Gurley, discussing the 10 factors to consider when evaluating digital marketplaces.
Understanding how Uber & Lyft Grow in Markets
Kevin Kwok takes a quantitative look at TAM expansion and how Uber and Lyft expand into new markets.
How Uber Makes Money Now
A look at where Uber makes money, where it spends it, and where it's looking next to move closer to profitability.
Super Pumped: The Battle for Uber
Inside look at the highs and lows of one of the first mobile unicorns and a key to understanding modern day Silicon Valley.
The Upstarts: How Uber, Airbnb, and the Killer Companies of the New Silicon Valley Are Changing thee World
Brad Stone chronicles what it feels like inside Uber and AirBnB as they grow from ideas to multi-billion dollar enterprises.