The Uber IPO

Acquired

Ben Gilbert and David Rosenthal

Venturecapital, Ma, Investing, Acquisitions, Startups, Vc, Investment, Business, Technology

4.8 • 2.9K Ratings

🗓️ 11 May 2019

⏱️ 144 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Welcome to the big one. On the day of its IPO, we tell the story of Uber. It’s a story whose roots stretch back 130 years, but whose impact reverberates perhaps more powerfully on our current world than any other. A story that, in all of its greatness and in all of its ugliness, may just be the story of our time.

Sponsors:
Vanta: https://bit.ly/acquiredvanta

Statsig: bit.ly/statsigacquired
Modern Treasury: https://bit.ly/acquiredmoderntreasury

Links:

Austin Geidt’s incredible journey: https://youtu.be/-NjaqDMYNVs
Travis’s self-introduction as “the Wolf from Pulp Fiction”: https://youtu.be/VMvdvP02f-Y
Travis interview on TWiST: https://www.youtube.com/watch?v=550X5OZVk7Y

Join the Acquired Limited Partner program! https://glow.fm/acquired/ (works best on mobile)

Transcript

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0:00.0	Oh my god this is insane I have literally 21 pages of notes in the Google Docs. Welcome to Season 4, episode 6 of Acquired, the podcast about technology acquisitions and
0:27.2	IPOs.
0:28.2	I'm Ben Gilbert.
0:29.2	I'm David Rosenthal.
0:30.5	And we are your hosts. We sit here today on the day of Uber's long-awaited IPO and David let me tell you I am super pumped to be here today.
0:39.0	Me as well Ben, me as well.
0:41.0	Well here here was my alternate intro and frankly I have a few here. We
0:45.4	covered Pinterest and lift recently both valued at about 15 billion dollars.
0:49.6	Today we are covering a company who has raised over 20 billion dollars in Uber.
0:55.2	Or perhaps this third, Uber just raised $8 billion or approximately one half of LIF's entire market
1:01.1	cap in its IPO.
1:03.0	Or maybe this fourth one.
1:05.0	Today we are diving into a company whose epic history is matched only by its epic operating losses
1:10.0	with over 3 billion last year, the largest of any company to ever go public.
1:16.3	But what you really need to know about Uber, they are a broad multimobility transportation
1:20.8	platform, a hyper-growth food delivery service that leverages
1:25.3	Uber's existing customers and driver assets and an international ride-sharing
1:29.3	holding company with enormous chunks of DD Yandex Taxi and Grab and a trucking shipping
1:35.7	marketplace called Uber Freight to top it all off so holy God David there is a
1:40.6	lot to cover here I thought we were doing an Uber episode not a
1:43.8	soft bank episode. At this point what's the difference? What is the difference?
1:48.3	Yep. All right well listeners before we dive in I want to say this past week's
	...

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