This analysis is beside the point. The unit economics do not work. Marginal costs are not covered by marginal revenues. All of these companies are doomed unless they increase their pricing. Gurley's analysis is only relevant for start-ups with high operating leverage.
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the startups in this space were profitable, so it is actually a GREAT business if you have an at scale network already
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Where are estimates from?
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The framing of Uber by
@bgurley is inappropriate in my opinion. That is the available cash raised by the entire business, no? Their burn rate is dictated by the entire business’ rate, and from what I understand, Eats is one of the more profitable areas of the company. -
Eats is the least profitable. Uberx rides are nearly profitable, but Uberpool is not doing well. The information released a report about this recently.
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Bigger problem in gig economy is high price elasticity
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@bgurley Is it worse for the scooter companies?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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There is probably a reason Square sold off Caviar.
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Čini se da učitavanje traje već neko vrijeme.
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