Capitalist Letters

Capitalist Letters

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Capitalist Letters
Capitalist Letters
UBER: Distribution is The King

UBER: Distribution is The King

It's still 50% discounted from the reasonable option value.

Oguz Erkan's avatar
Oguz Erkan
May 11, 2025
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Capitalist Letters
Capitalist Letters
UBER: Distribution is The King
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I met with Travis Kalanick on a panel at UCLA back in 2016.

He was still the CEO of Uber at the time, and he was answering questions ranging from entrepreneurship, corporate governance, how to build, how to scale, etc..

What stuck with me from that panel is how the UBER business model evolved over time. It didn’t happen. It happened because of a critical …

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