$UBER & $PINS Q2 earnings + customer-centric primary care with The Lanby's Chloe Harrouche | E1524

This Week in Startups

Jason Calacanis

Technology

4.2 • 1.4K Ratings

🗓️ 3 August 2022

⏱️ 82 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

J+M break down Uber and Pinterest's Q2 earnings (2:42), and Jason makes a Jay Trade live on air (18:51). Then, The Lanby CEO Chloe Harrouche joins to break down approaching primary care from a customer-centric perspective. (49:40)

(0:00) Jason and Molly tee up today's show! Big news day + a great early-stage founder interview

(2:42) $UBER Q2 earnings: doubled revenue y/y, FCF positive, rides business is back to pre-pandemic levels

(13:12) Vanta - Get $1,000 off automating your SOC 2 at https://vanta.com/twist

(14:24) Does Airbnb have similar pricing controls as Uber?

(18:51) Jason does a LIVE Jay Trade and explains his investment thesis! ***NOT investment advice

(27:28) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://Squarespace.com/TWIST

(28:45) $PINS Q2, Should public CEOs be able to retain super-voting shares?

(38:01) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist

(39:08) Jason proposes a perfect merger target for Pinterest

(45:44) Jason and Molly tee up the interview with The Lanby CEO Chloe Harrouche

(49:40) Chloe breaks down approaching healthcare from a customer-centric POV, pricing model, unit economics, and more

(1:06:09) Onboarding doctors, scaling the business, opaque pricing in healthcare

Transcript

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0:00.0	Hey, everybody. It is Tuesday. Welcome back to this week in startup. It's a fun one.
0:05.1	A big day for your boy, J. Cowl. Uber reported Q2 earnings and it was a monster.
0:12.3	Double the revenue and cash flow positive. Yum, yum.
0:16.8	I know. So we're just in a great mood here at this week in startups. Also in a great mood,
0:22.0	Pinterest see suite. We're talking about the Pinterest Q2 report, which wasn't like
0:28.0	amazing on the surface, but the stock is up big. There's new leadership, new activist investors
0:33.1	and J. Cowl comes up with a great merger idea for this company. I got the M&A of the century for
0:40.0	that. But while we were talking, I made a J-Trade. I'm very excited about a certain hedge fund
0:48.1	manager who owned this particular name. And I just decided to whip out my Robin Hood and place
0:57.0	a 50K J-Trade in the middle of the show. No, like guys that happen live really did.
1:01.4	It did. And then it's not investment advice. No, absolutely not. It's literally just an impulse buy
1:07.9	for this guy up in here. Yeah. I mean, if you would like to follow a maniac who buys a stock
1:15.3	based on another person buying the stock and they like a CRBC has a show for you. Yes, it's called
1:21.6	J-Trade. With Jason Calacanis. Oh my god, I should have a CMBC show. Okay, keep going. I mean,
1:26.1	you really should actually. And then we wrap with a great interview with the CEO of the Lambie,
1:31.6	a healthcare concierge service that's totally focused on the idea of healthcare as a customer
1:36.6	service experience. What a freaking concept. So great. We love it. Absolutely. So it's going to be
1:43.8	a great show. Stick with us. This week in startups is brought to you by Vanta. Compliance and
1:51.2	security shouldn't be a deal breaker for startups to win new business. Vanta makes it easy for
1:56.7	companies to get a sock to report fast. Twist listeners can get $1,000 off at vanta.com slash
2:05.2	twist. Squarespace. Turn your idea into a new website. Go to squarespace.com slash twist for a
2:12.5	free trial. When you're ready to launch, use offer code twist to save 10% off your first purchase
	...

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