1/ Thread: $UBER follow-up
After publishing my $UBER deep dive yesterday, I received one gentle push back from a shareholder and we had a nice back and forth.
I am sharing our conversation which I believe will be additive to the write-up.
Color code
Blue= Shareholder
Black= Me
2/ Point on consolidation and decreasing competition
3/ My counter argument
$LYFT
4/ Point on no VC money left for funding another ridehailing company
5/ Point on Eats bookings numbers too conservative
End/ Enjoyed this nice back and forth. It is always a pleasure to receive good questions.
Here's the original piece in case you don't know what I am referring here: mbi-deepdives.com/deep-dive-on-u…
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