think anyone at benchmark regrets decapitating uber yet?
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How long until Uber buys CloudKitchens?
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I think the better question is how long until Uber market cap drops enough for Travis and PE to take it private
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only if it had remained private right where fundraising ability is a major input into valuation? for this to be true in the public market, uber would have needed multiple miracles
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Travis is quite good at putting his mind to something and accomplishing it Would've done fine in public markets after a quarter or two
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What would have been different? I don’t follow them as closer anymore. Products? Marketing spend?
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They basically conceded food delivery to DoorDash Travis would have put up quite the fight and potentially won
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Travis is a visionary, John Galt-like figure
Thanks. Twitter will use this to make your timeline better. UndoUndo
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He would have brought the company down around him.
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