Andrew Macdonald

Mentioned in 1 episode

"Do I think Waymo and Tesla will ultimately be winners? Yes, I do."

Mentioned in 1 episode

"Do I think Waymo and Tesla will ultimately be winners? Yes, I do. I don't know who's going to bet against either of those, but I think there will be more winners."

Mentioned in 1 episode

"Now you start using Uber Eats instead of DoorDash or Deliveroo. And so the LTV of Harry just goes up over time with membership."

Mentioned in 1 episode

"We're not at like Amazon Prime or Costco levels, but we're within getting to within spitting distance."

Mentioned in 1 episode

"We're not at like Amazon Prime or Costco levels, but we're within getting to within spitting distance."

Mentioned in 1 episode

"Now you start using Uber Eats instead of DoorDash or Deliveroo."

Mentioned in 1 episode

"You had players like SoftBank investing in the market as well."

Mentioned in 1 episode

"At one point we were not able to operate on the WeChat platform. Trying to compete in China and not having access to WeChat, it's like trying to compete in the US without like email or a phone number."

Mentioned in 1 episode

"Postmates has a strong brand, a strong followership, and some strong geographic pockets, and I think we've been able to build on those."

Mentioned in 1 episode

"Uber One is, I think, on many metrics one of the more successful membership programs in the world. I mean, we're not at like Amazon Prime or Costco levels, but we're within getting to within spitting distance. And from a company lever perspective, it's highly efficient."

Mentioned in 1 episode

"Delivery Hero presented a unique opportunity to in one fell swoop expand our geographic footprint. They've built a lot of local brands that are really strong."