Uber Technologies Inc at Evercore TMT Conference Transcript
Good afternoon. I'm Mark Mahaney, Head of Internet Research here at Evercore ISI. Spencer Tan and I co-cover Uber. And we're thrilled to have Andrew Macdonald, SVP, Mobility and Business Operations, also a 10-year vet of Uber. There are not too many 10-year vets of Uber. So this guy knows the stories, the ups and downs. Hey, what start-ups don't have ups and downs? We were talking about the Super Pumped book, which I thought was great. I didn't watch the series. I read the book. But I just -- this is a fascinating company.
By the way, it's one of our top picks in mega cap. We talked about a ship between easy money and hard money longs. Hard money, those that need free cash flow support. Well, guess what company has had a free cash flow tipping point? And it's -- and that's Uber. Nobody would have thought that a few years ago when they went public with record losses, but things can change, things can scale.
So anyway, that's where we are. I'm going to go through 30
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