Andrew Milgram

If you were going to take a ride on a Saturday night from the Upper West Side to Tribeca for dinner, you're probably going to call an Uber.

And when we looked at the data, what I love about data analysis in companies and sectors is when you really dig into it, the truth pops out.

And it's obvious.

It makes sense.

You relate to it intuitively.

Uber's killing all taxes.

Exactly.

And so you saw how New Yorkers were making decisions.

And like I said earlier, it's squared with the economic reality.

Uber's going to subsidize my Friday night date.

Great.

Let's do that.

So how New Yorkers were making decisions, how drivers were making decisions was also super interesting because we could track individual driver behavior.

So we could tell successful driver behavior looked schematic.

It was symmetrical.

They were following

almost predetermined patterns.

Now, not the same pattern.

Each driver had their own system that they had developed, but it was thoughtful and looked thoughtful and looked intentional.

Drivers who were under-earning looked like a Rorschach test.