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  1. 16. pro 2019.

    A wild stat: "estimated that stopping MAX production for one quarter would shave 0.3 of a percentage point from quarterly annualized GDP growth."

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  2. 15. stu 2019.

    A candid look into a week of — leading through finding its first tens of thousands of users, asking questions like "what a hug sounds like"?

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  3. proslijedio/la je Tweet
    7. stu 2019.

    Ohh -- that's a super special guest , good find.

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  4. 16. ruj 2019.

    There were 30k users when I was fortunate to start working with . The team has maintained a relentless focus on the customer that has earned the trust to now serve 5%+ of the UK adult population

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  5. 3. kol 2019.
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  6. 25. srp 2019.

    More capital to further 's terrific impact on important R&D

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  7. 25. srp 2019.
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  8. 11. lip 2019.
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  9. 26. tra 2019.

    Been an honor to partner w/ since it was just the 2 of them. Consistently strong pace of product execution, close development with customers, all playing out now in customer love & traction. Lots more to come from that strong foundation!

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  10. 18. tra 2019.

    Should have bought ZOOM not ZM for a 5-6x on ticker confusion

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  11. 12. tra 2019.

    Copying is the best form of flattery 😂

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  12. 12. tra 2019.

    Tesla changes its pricing, packaging and delivery more than most startups, maybe even more than some A/B tested signup copy in the last quarter

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  13. 11. tra 2019.

    Maps are important, from the Uber S1: "From January 1, 2016 through December 31, 2018, we have paid Google an aggregate of approximately $58 million pursuant to this agreement."

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  14. 11. tra 2019.

    "In 2018, we derived 24% of our Ridesharing Gross Bookings from five metropolitan areas – Los Angeles, New York City, and the San Francisco Bay Area in the United States; London in the United Kingdom; and São Paulo in Brazil."

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  15. 11. tra 2019.

    Another: "Uber Eats attracts new consumers to our network – in the quarter ended December 31, 2018, 50% of first-time Uber Eats consumers were new to our platform"

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  16. 11. tra 2019.

    This is a fun little fact from the Uber S1: "Over the same period (2018), we generated 15% of our Ridesharing Gross Bookings from trips that either started or were completed at an airport, and we expect this percentage to increase in the future."

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  17. 27. ožu 2019.

    16/ Yes, a bunch of further caveats e.g., macro, currency and political risks. Also not clear which will have a larger TAM (US 2x population but also ~3x car ownership per capita). But back of the envelope, pretty compelling!

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  18. 27. ožu 2019.

    15/ If you’re not a buyer at those prices for Lyft given competition, losses etc maybe worth buying YNDX though to get exposure to the category

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  19. 27. ožu 2019.

    14/ If you’re a buyer of Lyft at reported $20-23BN, given YNDX taxi growth rate, monopoly position, room for take rate increase, strategic maps asset, overall business unit efficiency, back of the envelope not hard to believe a 2x+ in YNDX

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  20. 27. ožu 2019.

    13/ So, you’re getting a dominant search business at a reasonable price, with a very well positioned ride sharing business

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