Welcome to another weekend bonus episode of the Tech Mem Right Home. I'm Brian McCullough.

Lift has gone public. Uber will do so soon, so will Airbnb.

Courts is Allison Griswold covers this stuff every day, and she has a great newsletter covering this stuff roughly every week.

It's called oversharing. You can get it for free at oversharing.substack.com

because she covers the sharing everything, the sharing economy, whatever. We talked to her today about the ride sharing companies,

but also about the deliver me something companies and especially the e-Scoater companies. The economics of all things sharing today please enjoy.

You said over email that you were deep in the weeds of the Uber S1 so I don't know if you've written a piece about that

yet but are there without without spoiling any piece that might be coming

are there any surprises there or anything that jumps out at you that you weren't

expecting? Yeah, so I am so deep in the weeds of the Uber S-1 that I actually printed the entire thing. Three-hole punched it and put it in a binder.

How many pages is that?

Much more difficult than you would think to do.

I think these things are designed to not be printer friendly.

It is three hundred ninety five pages. I printed a double-sided but probably still

killed at least one tree. Yeah and so I would say there is sort of like two takeaways high level on the Uber S one like the first is just some of the financial stuff we already knew which is that for the most part they continue to lose truly massive amounts of money with the

exception that they did make a profit in 2018 due to this like one-time offset from sales of

their international businesses.

And then the second thing is it's just very interesting

to see how Uber has chosen to formally present

its business to the SEC. So one example I could give you is that if you start to get in the

weeds on some of their metrics, it becomes clear that like the metrics they've devised to measure revenue around things like food delivery and trucking and these like other sort of less

Central businesses they've developed all came from the original brides framework.

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