Scott

I'll do four Ubers today. And... To your point about it being stitched into societal norms and into the zeitgeist of our culture, because I write a lot about young men and mating, I get served all of these TikToks with people talking about dating. And have you seen this? One of the new litmus tests for whether a guy is worth dating is – or a new –

minimum table stakes for a date is did he send an uber to bring her to the location yeah to bring the date to the dinner yeah oh fuck off no way uh-oh glad you're in a relationship yeah that that's sort of an expectation now and i thought i can't imagine when i was a kid like sending a limo for my date i'm like this generation has become pretty entitled

minimum table stakes for a date is did he send an uber to bring her to the location yeah to bring the date to the dinner yeah oh fuck off no way uh-oh glad you're in a relationship yeah that that's sort of an expectation now and i thought i can't imagine when i was a kid like sending a limo for my date i'm like this generation has become pretty entitled

minimum table stakes for a date is did he send an uber to bring her to the location yeah to bring the date to the dinner yeah oh fuck off no way uh-oh glad you're in a relationship yeah that that's sort of an expectation now and i thought i can't imagine when i was a kid like sending a limo for my date i'm like this generation has become pretty entitled

Look, I think this company is vulnerable to a recession, but I bet it would be more, all right, I'm not going to take Uber Lux. I'm going to take Uber X or whatever. I think consumers have just gotten way too used to the convenience of having a private driver show up and drive you somewhere.

Look, I think this company is vulnerable to a recession, but I bet it would be more, all right, I'm not going to take Uber Lux. I'm going to take Uber X or whatever. I think consumers have just gotten way too used to the convenience of having a private driver show up and drive you somewhere.

Look, I think this company is vulnerable to a recession, but I bet it would be more, all right, I'm not going to take Uber Lux. I'm going to take Uber X or whatever. I think consumers have just gotten way too used to the convenience of having a private driver show up and drive you somewhere.

Yeah, I just think the cost... When you say build the vehicles, you mean build the autonomous driving technology? Yeah. Yeah, I just think it's such an arms race and there's so much capital involved that I think you're underestimating the power of the custody of the consumer and how lazy consumers are when they get comfortable with an interface. I have uploaded all my credit cards to Uber.

Yeah, I just think the cost... When you say build the vehicles, you mean build the autonomous driving technology? Yeah. Yeah, I just think it's such an arms race and there's so much capital involved that I think you're underestimating the power of the custody of the consumer and how lazy consumers are when they get comfortable with an interface. I have uploaded all my credit cards to Uber.

Yeah, I just think the cost... When you say build the vehicles, you mean build the autonomous driving technology? Yeah. Yeah, I just think it's such an arms race and there's so much capital involved that I think you're underestimating the power of the custody of the consumer and how lazy consumers are when they get comfortable with an interface. I have uploaded all my credit cards to Uber.

I understand it. And it's just super easy for me to hit it and go. And so, I mean, essentially... Uber has become the iOS for transportation. And I'm so comfortable with it. It's so deeply integrated in my life. I understand it. My credit cards are there that I think that these guys are going to figure out a way to work together.

I understand it. And it's just super easy for me to hit it and go. And so, I mean, essentially... Uber has become the iOS for transportation. And I'm so comfortable with it. It's so deeply integrated in my life. I understand it. My credit cards are there that I think that these guys are going to figure out a way to work together.

I understand it. And it's just super easy for me to hit it and go. And so, I mean, essentially... Uber has become the iOS for transportation. And I'm so comfortable with it. It's so deeply integrated in my life. I understand it. My credit cards are there that I think that these guys are going to figure out a way to work together.

And, you know, it's sort of like the default operating system, you know, Android and iOS have so much power because consumers are comfortable with that UI.

And, you know, it's sort of like the default operating system, you know, Android and iOS have so much power because consumers are comfortable with that UI.

And, you know, it's sort of like the default operating system, you know, Android and iOS have so much power because consumers are comfortable with that UI.

The idea of me pulling up Waymo, that app, downloading it, uploading my credit cards, as opposed to just Uber, which has the selection, the option of autonomous or the option of an SUV or the option if I don't want, if I want a driver. I just think they're going to be in a position to drive so much customer value that they'll be able to negotiate contracts and say, look, you can't fuck us.

The idea of me pulling up Waymo, that app, downloading it, uploading my credit cards, as opposed to just Uber, which has the selection, the option of autonomous or the option of an SUV or the option if I don't want, if I want a driver. I just think they're going to be in a position to drive so much customer value that they'll be able to negotiate contracts and say, look, you can't fuck us.

The idea of me pulling up Waymo, that app, downloading it, uploading my credit cards, as opposed to just Uber, which has the selection, the option of autonomous or the option of an SUV or the option if I don't want, if I want a driver. I just think they're going to be in a position to drive so much customer value that they'll be able to negotiate contracts and say, look, you can't fuck us.

I think they're going about it the right way, the same way that Apple said, We're not going to spend a ton of money on developing our own browser instead or our own search. We're going to just cash a check for $20 billion from someone else and focus on other things. I think Uber actually has made the right choice.