Search · resolved
Which podcasts are discussing UBER?
64 ATTRIBUTED IDEAS · 42 EPISODES · 19 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
The Compound and Friends
Motley Fool Money
Yet Another Value Podcast
The Twenty Minute VC
All-In with Chamath, Jason, Sacks & Friedberg
CNBC Fast Money
a16z Podcast
Odd Lots
Prof G Markets
Animal Spirits
Barron's Streetwise
Bloomberg Surveillance
Excess Returns
Fintech Insider Podcast by 11:FS
Marketplace
The Grant Williams Podcast
The Tim Ferriss Show
WSJ What's News
Where the discussion went deepest
21 JUL3W AGOA16Z PODCAST · 28:57
Horizontal software model wins autonomous vehicle market
“The thesis presented is that the horizontal component supplier approach will capture the bulk of the autonomous vehicle market by partnering with incumbent OEMs rather than building vertically integrated systems.”
Why Physical AI Is the Next Frontier · with Applied Intuition
Core thesis · 5/5Verify in source →
7 JUN7 JUNWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
Grab reaches inflecting profitability like Uber
“The bull case argued for Grab (GRAB) is that it has successfully pivoted from expensive Blitz-scaling subsidies to operational efficiency, positioning it for long-term margin expansion similar to Uber's trajectory.”
TIP821: Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Shawn O’Malley & Daniel Mahncke · with Rene
Core thesis · 5/5Verify in source →
29 MAY29 MAYPROF G MARKETS · 02:30
17 APR17 APRALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 17:00
AI productivity boom real but uneven
“The debate centered on whether AI-driven productivity gains are translating into bottom-line profits, with one side arguing it's already happening in startups and the other skeptical about implementation at large enterprises.”
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
Core thesis · 5/5Verify in source →
19 MAR19 MARTHE TWENTY MINUTE VC · 18:00
Uber's lost trillion-dollar potential under Kalanick
“A case was argued that Uber would be a trillion-dollar company today if Travis Kalanick had remained CEO, due to a more aggressive push into autonomy and food delivery dominance.”
20VC: The Return of Travis Kalanick: Uber Would Be $1TRN Today With Him | NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC | Anduril Lands $20BN Army Contract
Core thesis · 5/5Verify in source →
9 FEB9 FEBTHE COMPOUND AND FRIENDS · 00:00
Uber's AV strategy: data, fleet, and infrastructure moat
“The guest argued that Uber's competitive advantage in autonomous vehicles stems from its unique data, physical fleet network, and operational infrastructure, which are not fully appreciated by the market.”
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
Core thesis · 5/5Verify in source →
The weekly signal
Get a weekly digest of what podcasts said about your watchlist.
Pick a few tickers. Once a week we send the most-discussed ideas across finance podcasts, attributed and linked so you can verify. No noise, no advice.
Double opt-in: we’ll email you to confirm before anything else. We store your email and chosen tickers only to send this digest. Nothing else, and we never share them.