01x03 - w*r

[bunniefuu]

Previously, on

"Super Pumped"

He's just gonna see

a guy in his lame jeans

and these f*cking shoes.

Yeah, he'll see

you're a dung-colored man.

Your ideas will matter.

Not your clothes.

- He'll see that.

- Grow or die.

- Full access card?

- You come and go

at Uber cab as you please.

- One of us?

- Full access.

Nice.

Boom! You just got

grey-balled, m*therf*cker!

Is this ill*gal?

VCs have a purpose other

than just writing a check.

I have a purpose.

Advising, vision shaping.

Really? You're not owed

anything except a return,

which I will give you.

I'm the one who put you in here,

I'm the one

who can take you out, too.

I say we keep

Bill close for now.

But you keep

doing what you're doing.

We're k*lling it.

- TK, this is

- Gabi Holzwarth.

- What did you say to her?

- I told her she needed to meet

the next Jeff Bezos.

Hi, what made you choose Lyft

instead of Uber?

It's so much cheaper,

and the drivers

are super friendly.

We make more money.

And we get tips.

These m*therf*ckers.

They're stealing all my sh*t!

Oh, we're going to f*cking w*r.

SUPERPUMPED THE BATTLE FOR UBER

Season 01 Episode 03.

Episode Title: "w*r"

Aired on: March 13, 2022.

We had 93% of the market

on lock.

We invented this sh*t.

But now, look at heaven.

Look at what it's telling us.

Our first-mover advantage

is dimming.

And what's taking it?

Lyft.

John f*cking Zimmer?

This guy's been drafting on our

speed the whole Tour de France.

He's always been behind us,

and now he's gonna pretend

like he's winning?

I'm the one in the yellow

f*cking jersey.

We need to just knock

these assholes off the road.

Are the drivers

the assholes or?

Lyft, f*ck. Lyft.

I am being cucked now.

What are we doing about it?

Well, the drivers

like the optionality.

We can't stop

our guys from double-apping

and driving for both.

We should just buy Lyft.

Absorb them.

We don't have

the w*r chest for that.

- Okay, let's get it.

- Look, who cares

about John Zimmer's

little rideshare company?

You've got a powerful brand.

Build it.

Keep your focus on that.

Stop obsessing over Lyft.

You know, Bill,

I get your point.

But we are in the w*r room

right now.

And it seems none

of you guys want to go to w*r,

but that's what this is.

And you don't get it done

with milk and cookies.

You're quoting

Bobby Knight at me?

- Nice.

- Look, you are so f*cking good,

but this isn't zero-sum

like a basketball game is.

That's exactly what it is.

Uber right now

is like Google was

at the dawn of search.

One entrant in a crowded pool.

What did Google do?

They flattened

their competitors,

and now they're f*cking Google.

Google did it by being better,

not by being Al Capone.

"Don't be evil" ring a bell?

Yeah. Tell that to AltaVista.

It's funny you say Capone,

though.

I remember my parents

never wanted to get us cable

because they thought

we were just, like,

watching MTV all day

or something.

But then eventually they caved

when I was, like, seven.

And the first weekend we had it,

my dad found The Untouchables,

because he thought it was like

history or something.

Because, you know, it is.

Okay, right, so my

My dad and Cory and me

were sitting there

watching this, like,

history lesson.

I'd have started you

on The Dirty Dozen,

like my dad did me, but sure.

Okay, but De Niro as Capone.

That banquet scene with the bat.

Capone was just like, walking

talking, and then bam!

f*cking brains that guy.

That sh*t changed me.

I felt like my skull

that just got hit with a bat.

I couldn't sleep for, like,

a week.

I felt horrible for the guy.

I mean,

he just gets brained at dinner.

But I saw the point.

He had it coming.

Uh, I don't know if he did.

That's not important.

The point is, that sh*t worked.

You crack a guy's cranium open

between the soup

and the fish dish?

You know, you make

an example of somebody,

people start to fall in line.

That is what needs

to happen here.

Just to clarify,

you want to beat the drivers

into submission?

I want to win.

And disloyalty,

however it shows its face,

that needs to be punished.

Well, we're not the Mob, though.

Okay, but if you don't want to

own this whole f*cking business,

like it's prohibition and we're

the only ones making gin,

then why are we here?

You threatened them

with a baseball bat?

No, not them exactly.

It was a meta

What I'm saying is,

sometimes fear works.

Not that it I don't know.

I don't know what I'm saying.

You make me nervous.

No, I don't,

but it's a good line.

Every once in a while.

So tell me about the violin.

I guess I didn't know

that I really wanted

to play at first.

It felt like homework.

And eventually,

it became my best friend.

Plus, playing, you burn almost

200 calories an hour.

Is that right?

What else do I need

to know about you?

Maybe that I'm surprised

that we're here together.

When we met,

we spoke so briefly.

I didn't know what you thought.

I was surprised

when you came and found me

playing at the farmer's market.

No, you weren't.

But it's a good line.

- Every once in a while.

- Uh-huh.

Here you are.

Thank you.

So, what do you play

to burn off the best meal

in the Bay Area?

"Sibelius," probably.

The concerto in D minor

if we're having dessert.

Okay, hold on,

I need the full download

on everything

I need to listen to

so I can know how great you are.

Thank God for Ek.

Ek?

Yeah. Ek is a founder, like me.

I actually tried to crack

this space with the company,

but Ek did it.

It's Spotify.

See, look, you just, uh,

put in everything there

that I need to listen to.

I can tell you're thinking hard.

It's important.

What are you doing?

I'm just putting in a code

to give you free Uber.

I prefer Lyft.

Careful.

Come on in.

Sorry, I've, uh,

sort of been in work mode.

I've seen worse.

I call this place my Jam Pad.

I think I'll kiss you anyway.

Portrait of a man at w*r.

Yeah, that's great. Nice.

Well, I'm not at w*r.

I'm sitting in

a booth somewhere

telling you about this guy

who is, in fact,

very much at f*cking w*r.

Are we doing it?

We're doing it.

They say good wars,

winnable ones,

are fought on a single front.

But what if you have to win

on all the f*cking fronts?

New plan. We're gonna step up

the information technology

on our drivers.

You mean surveillance.

We don't have to use words

like that.

- Hello.

- Hey, there.

So, uh, you like driving?

It's a good way to meet people.

Yeah, I bet.

And, uh, San Francisco,

you probably get

a lot of crazies, huh?

You think we can modify

having to figure out

who the double-appers are?

Snoop around

in our drivers' phones,

see if they ever used

the Lyft app.

Might be doable.

Might cross the line.

Might be a good time to consider

the business you've chosen.

And what if it's not

a finite w*r,

but a forever w*r?

Well, then you do

what you have to,

and anyone calls you out

on the morality,

that m*therf*cker

is either a child, an enemy,

or a f*cking traitor.

So I see you have both logos

and both apps.

But you're not more

of a Lyft guy, are you?

Just asking, because I happen

to know that Uber

has some very special incentives

coming online right now.

Okay, okay, hold on.

- Halas.

- You quit?

I quit Lyft.

The bonuses Uber is offering,

you have no idea.

We are thrilled to have you

exclusive to Uber.

- Twenty dollars a mile?

- Yeah.

And the price for the rider

stays the same.

We just appreciate your loyalty.

And, uh, tell all your friends,

okay?

So they are

just giving away money?

No, no, no, habiti.

They're giving away money to us.

It's very different.

f*cking work-life balance.

If I hear those

three words again

- What's up?

- We can find them now,

the double-appers.

Pretty soon, anyway.

We won't have to go one by one

from the field.

We can do it all from here.

And they'll never know

we're scanning their phones?

Hold on, well,

if we can get in their phones,

we can turn on the mics

and the cameras.

We can find out

who's taking Lyft?

Can.

Not sure I'd want

to see what happens

in the back of those cars.

- She's the prettier one.

- Yeah, I know.

Look, I can't help it.

You are insecure

about this sh*t.

What am I supposed to say?

No, you look like sh*t

in that bikini?

Oh, it's all right.

It's all right.

Sometimes I wish you were dead.

Great. f*cking wonder

You know what?

Sometimes,

I wish I was dead too.

Dude!

Whoa, shake that thing now.

- Shake that thing.

- Baby, shake that thing now.

Shake that thing

Baby, shake that thing

Austin sent out street teams to

request and cancel Lyft rides,

which peels off

some of the drivers.

Now, this is the same idea,

just less analog.

Let's go. By the way,

did she move to the regulators?

Yep.

So now you got your espionage

with a solid helping

of clandestine attacks.

And then, of course,

you've got your frontal attack.

- Miss Geidt.

- My team took 20 Lyft rides

over the past 24 hours,

which means we got in the back

of Class C licensed vehicles,

driven by regular

old civilians for Lyft.

Well, unless you were

forced by gunpoint, I don't

Just wondering when you're gonna

start enforcing the law.

We are monitoring the situation

very closely.

Yeah, I can tell.

The thing is, we care too much

about passenger safety

to let Betty the soccer mom

turn her Prius into a cab

to pay for her Vicodin habit,

but you've got us

considering it.

Well, I will certainly alert

the soccer moms ASAP.

Though I have a feeling

the drivers aren't

the middle-aged,

drug-addled dilettantes

you're conjuring,

but more the working poor

who are busting their heinies

hustling to fill in the blanks

so that maybe they can get

a decent meal for their kids.

Not so much to buy

a few more Norcos.

This goes one of two ways.

You start enforcing the laws

on Lyft,

or we have justification

to break those same laws.

And once we start,

we won't stop like Lestat

after a taste of blood,

or teenage boys with YouPorn.

Do me a favor.

Wait five minutes before

you call Zimmer to tell him.

So now they know

you're after them,

and that you have

your forces mobilizing.

Wars are expensive,

and this one's no different.

These driver incentives

are getting very pricey.

- You're still with me on this?

- In theory, absolutely.

It'd be damn nice

to take out Lyft.

But in practice,

we may be financing something

that only ends

in a bloody stalemate.

We think it's time for a raise

round to fill the coffers.

- A road show.

- Oh, no, no.

I need to be at the conn,

not out begging for capital

- we don't actively need.

- Show him the list.

We raise enough money

to actually beat Lyft

instead of pissing away money

pissing them off.

Kleiner, Excel,

TPG and Greylock.

This is a little anemic,

don't you think?

No.

That is spinach

and prime USDA beef right there.

$350 million on the table

if you close all those.

What about Google Ventures?

Well, they haven't raised

their hand yet.

Well, make them

raise their hand.

That's your special talent

right? You're Bill Gurley.

Truth is, I don't want them to.

Not at the moment yet.

I do.

David Drummond and Google

Ventures rolls in?

Come on, we're minted. That

sends a message to the valley.

The whole business world.

That we're special.

That we're not Lyft.

Here's how Google rolls.

They're going to insist

on being your lead investor

on the first round.

They'll limit their spend

to $100 million tops.

That's all they'll sh**t

their first hand.

Stops everyone else

from going beyond that.

They will bigfoot you,

they will lowball you,

and you'll be screwed.

You ever been to a rodeo?

Went to a pie-eating contest

once.

I got messy and sick, but I won.

Yeah, well, at a rodeo,

all the young riders,

they always want to climb

onto the rankest bull

to, you know, prove themselves,

but it's best to get yourself

seasoned first,

because bull's always

gonna be there.

But you ride too soon,

you might not be.

And if I finish the ride

and I win the big shiny

belt buckle,

then I'm a legend, right?

So I'm not seeing the downside.

Word gets around

that they turned you down.

It will snuff a lot

of possibilities, Travis.

TPG, others on that list.

It starts a trend.

And word always gets around.

Pretty good list, TK.

And you know we'll k*ll it.

All right, fine. Road show.

Let's book it.

All right then.

Open it.

What is this?

Oh, sh*t.

What what made you do this?

You said that

you're doing a road show,

so you got to look, you know

Yeah.

So I'm not a dun-colored mare?

It's, uh, Salinger.

Oh, I didn't like

Catcher in the Rye.

It was overrated to me,

so I skipped the others.

Worth it?

Uh, yeah.

I mean, I guess.

But thank you so much

for the shoes.

It's so sweet of you.

You're welcome.

Hey.

Hey. You okay?

Yeah, you know,

you left these Polaroids

from the Tahoe trip?

Yeah. You can keep them

if you want.

Okay, well

also, they're here

if you want them.

It's a pretty awesome trip.

You called to talk

about traveling?

We're doing a road show.

Or I said I would do it,

but I think I could

probably walk it back.

Why would you?

Zimmer's gonna find out

about it,

and he'll know I need money

to beat him.

It just feels weak.

You don't like asking for money,

because it makes you feel needy.

And you don't want to need

anything from anybody.

But tell yourself this.

Soon enough, you'll never have

to ask for anything ever again.

And you know when that is.

After this round,

this meeting, this money close.

Yeah, I can't wait for that.

This is your ticket.

And it's not a scratch-off.

You already have the magic

numbers in your head.

You know what to fill out.

But you need to get

the guy to hand it to you.

Yeah, exactly.

See? As usual.

Exactly.

How are you?

New place okay?

Yeah, it's great.

Uh, would have loved

something a little bigger.

Wow, subtle.

What?

I don't know, you're telling me

to convince people

to put money into Uber,

but then you want me

to take money out of Uber

and sell some of my shares

so I can pay you.

Don't. f*cking don't.

I'm just saying look, you

You told me to stay here.

You said you wanted

to find a new spot.

- You said you would buy me out.

- I will.

Okay, so stop accusing me

of being some kind of Valkyrie.

I should go.

Whoa, whoa, whoa.

You're gonna leave it like that?

Do you want

to consider for a second

you just got into my head

right now?

You're like Lancaster Dodd

from the f*cking Master.

Travis, you're no Freddie Quell.

You can handle this

without making yourself

a torpedo juice c*ck.

- Okay, fine.

- Hey

you're going to be great

at this.

I promise.

You can do this.

Thank you.

Here you go, guys.

Thank you.

Thanks.

Here.

Kalanick, right?

Emil Michael.

And you guys are?

InfoVis.

Never heard of it.

B2B.

Crowd analytics.

Hasn't been a great run for us.

That's really surprising given

the confidence you're emanating.

You probably walk in,

and they hand you a check.

Usually.

You didn't do your homework,

Travis.

- All I do is homework. Come on.

- Regulators, taxicab commissions

are gonna do all they can

to shut you down.

There's not gonna be a problem.

You know I'm a survivor.

At Swoosh you almost

did not survive, man.

- That was ahead of its time.

- I looked at your projections.

You have to spend at least five

times more marketing

just to have anybody

know who you are.

I'm gonna raise all that.

That's gonna be fun.

Yeah, you know how much

f*cking money

you're going to have to raise?

You know my rule.

We went through this in

Red Swoosh over and over again.

I am not going to invest in a

company where you have to raise

hundreds of millions of dollars

to do tens of millions

of dollars in revenues.

Bro, we are going to be making

billions of dollars.

This idea is much bigger

than Red Swoosh.

- You know that.

- Billions in revenues, maybe.

But you're going to have

to spend billions of dollars

to get there,

and I'll get diluted to nothing.

I don't what's the point

of making an investment

in a company where I put in

a lot of money,

and I end up with zip?

If you pass on this right now,

I'm never coming back to you.

Guess what, Travis. I just did.

Hello, InfoVis.

We are ready to go.

Please follow me.

I told you we came too early.

Yeah, I don't want to rush

and get sweaty.

Some of these places

got leather seats,

and the leather and the sweat

not a fun combo.

Oh, sh*t! Sorry.

Travis?

- Zimmer.

- Yeah.

Uh, I know.

But we loved

your campaign that much.

Figure we can't ignore

we're in a dogfight,

might as well lean in.

And the VCs

seem to get it so far.

Yeah, my, uh

My shirt's our closer.

Though I guess technically,

it's your shirt.

So thank you.

Hey, good luck in there.

He's taller than I thought.

I just need to get in your Wi-Fi

and I'll be set.

Travis, Emil, the team and I

are excited you came in.

Yeah, no, I don't think so.

You guys just had

a company in here

I don't even want to be

in the same room with.

I mean, I get it, right?

Companies have to donate

to Republicans and to Democrats

so you're greased in

with whoever wins, but you

you're VCs.

You're supposed to believe in

the company you put money into,

not just protect yourself

in the possibility

you made the wrong call.

So your pitch is we go with you

or Lyft, but not both?

I'm gonna make it easy for you.

We're done here.

Thanks for the water.

Cancel the meetings.

- Which?

- All of them.

That's f*cking genius.

That's f*cking insane.

You canceled the road show?

- You don't want to do the raise?

- No, no, no. We're doing it.

Bill, look, it's like,

you ever been to a club?

You know, the velvet rope that

makes everyone want to get in?

So I am a club called Unicorn,

and if investors want in,

they got to get in line.

Maybe that stunt

that you pulled

at the VC firm works.

Maybe they want in so bad

they make an offer.

They block out Lyft.

Even so, we still have

to raise the rest.

We're gonna raise the rest,

dude.

We're just gonna do it here.

We're flipping the paradigm.

It's not a road show.

Home show. Home show!

Home show! Come on!

Right?

You're with the insurgents now.

This shouldn't be

f*cking with your head.

No, I'm just trying

to figure out

how it is that starving

your own company

is insurgency

and not just a temper tantrum.

- Worked for Gandhi.

- Yeah, well,

when Gandhi made that choice,

he was the one

doing the starving.

Not his investors.

I've tried every f*cking thing.

I can't get this class C

bullshit shut down.

Yeah, and Zimmer knows it,

and he's using it.

Every meeting now

someone's asking me,

what does Uber have to do

to get bigger?

Do you have an answer?

It occurs to me

I think we got polite.

We're just using registered

livery drivers, why?

Because it's a f*cking rule?

I mean while Lyft

is undercutting us

like they're Costco of livery.

We're disruptors.

We can't be afraid

to disrupt even ourselves.

We open up the business.

Let in civilians,

anybody with a driver's license

can come join the team.

We will crush Lyft

at their own game.

Luxury in an app.

That was the vision always.

And it's a great vision.

Uber is a black car company.

No one wants to ride around

in someone's used Camry.

Are you so sure about that?

This is the last time

this ever happens.

Police walked in

For Jimmy Jazz

I said "He ain't here

But he sure went by".

Oh, you're looking for.

Jimmy Jazz.

Yeah, they said.

Satta Massagana

For Jimmy Dread.

Cut off his ears

And chop off his head.

Police come look for.

Jimmy Jazz.

Jazz, Jazz, Jazz.

So go look.

Wow! Thanks so much, guys.

Have a fantastic night.

Chatty fella.

That's the Lyft UX in action.

You know, you sit up front,

you make a friend.

Yeah, I'm not that lonely yet.

I'm not saying

that it couldn't happen,

but there's nothing cool

about that experience.

Maybe that's not the point.

Are we selling cool,

or selling transportation?

We're selling cool transpo.

Elegant. James f*cking Bond.

That's the brand.

Always has been.

TK, it's your call.

I mean, it's your call.

Both.

You go into a department store,

they have that shitty jewelry

on the counter, right?

But the good stuff

is in the glass boxes.

- Two levels of service.

- Exactly, all right.

So you want luxury, you want

cool, you can pay for cool.

But we slide another option

into the app.

Charge 35% less

and call it UberX,

so it still feels cool.

It's always X with you.

Yeah, the X is for "extra sexy."

You would laugh at that.

Dude, you brought me in to grind

on these kinds of calls.

Yeah. That's true.

But I'm still gonna

give you my opinion,

and I expect you

to take it seriously.

And then I'll ride with you

on it.

No matter what you decide.

It's your company, man.

For Garrett?

You know,

I'm hearing Google Ventures

is in the mix this round.

That's weird.

I can't control the rumor mill,

Bill, can I?

That's me.

Once we added the UberX

functionality, boom,

that is driver supply,

that is rider demand.

What part of

"do not disturb" do?

David m*therf*cking Drummond.

In theory, a top Google lawyer.

In practice, Larry and Sergey's

business brain.

Head of their investment arm,

Google Ventures.

Loved and feared in every

boardroom in Silicon Valley.

A real OG.

And a BFD.

And the one-man TK

set this entire trap for.

Hi. Travis Kalanick.

No sh*t. I'm in your office.

Sit down.

I don't imagine

you made the drive

all the way from Mountain View

to hear me talk,

so why don't you start?

I'm wondering

who you think you are

telling everyone in my valley

we're in your round.

Aren't you?

Because again,

long drive, David.

Or is it Mr. Drummond?

I'm more of a TK to my friends,

Travis to my enemies,

and a f*cking lottery ticket to

anybody who knows what's what.

Breakfast, Tuesday, 9:00 a.m.,

Charlie's Café on the campus.

This is a home show,

not a road show.

You know what?

I can make an exception.

That's cool.

But

I want Larry Page there.

That's a tough get.

I'll see what I can do.

Um, hi.

David f*cking Drummond

came into the office today,

and we are going

to the Googleplex on Tuesday.

And Larry Page

is gonna be there!

I feel f*cking amazing!

I can see that.

You are my good-luck charm.

Okay. Well, I like that.

Is he coming?

Larry Page, Travis Kalanick,

and Emil Michael.

It's so great to meet you, man.

So, look, I'll admit

when I started Uber,

it was just a way

for me and my buddies

to get around San Francisco

in limos like ballers.

You know, we didn't have

a grand plan.

For a minute.

But then I was forced

to learn to improvise

once it turned out

everybody wanted in.

Has that ever happened to you?

You know, you have an idea

and then it spins

into something else?

Maybe not.

Maybe you just see it all

in front of you

perfectly mapped out,

exactly the way

it'll come to pass.

I don't know, me? I have to stay

open to opportunity

and nimble enough to change,

because here's the thing:

We are not a limo company.

We're a technology company.

But if I had known that

at the start,

I might have never started.

You know, my mom, she says,

"Look before you leap."

But I'm always like, how am I

going to get a good enough view

and decide what's next

if I'm not already up

in the air, you know?

Because I took the leap, right?

Like you guys with Google Maps,

that is a leap.

But you're up in the air,

and you can look, and boom.

Autonomous vehicles, right?

Yeah, you know,

self-driving cars

are very much front of mind.

Still early stages, but

Yeah.

Ooh, you make me live.

Whatever this world

Can give to me.

It's you.

You're all I see.

Ooh, you make me live now

Honey.

Ooh, you make me live.

Oh, you're the best friend.

That I ever had

I've been with you

Such a long time

Look, it'd be easy

for Google Ventures

to just plug some money

into Uber

and walk away and siphon off

some of our success.

But I don't think

that's what you want to do.

I think you want us

to grow together, right?

Like, imagine we could

share data

from all the millions of trips

that Uber runs every day.

Plug that into Google Maps

or anything else

that we want to team up on.

Flying cars.

The numbers.

You aware?

Flying cars?

Move 14% of vehicles currently

on the road to air lanes,

traffic congestion

goes down 82%.

Wow.

That

Your idea?

Uber?

Oh, yeah.

Yeah, it was.

My partner, Garrett,

he ideated the concept,

but I refined it

and really built it.

Interesting.

How does route planning work?

That's not easy.

That's is that OSRM,

or are you using our APIs?

It's open-source.

Open-source what?

OpenStreetMap, I'm pretty sure.

It's it's really advanced.

We have the best guys on it.

If you say so.

You don't actually write code,

do you, Tyler?

Travis.

Kalanick.

Okay.

Good.

Yeah, we should, you know

You know

Let's do this.

If we come on,

I'll get a board seat.

- An observer's seat.

- A voting seat.

That's a deal-breaker.

The only way I'm giving up

a voting seat is if there's

a spend commensurate

- with the people at this table.

- It's my table.

If Uber weren't the hottest

entrant in transportation space,

I wouldn't be sitting here,

and neither would you.

Look

Amazon is a warehouse company.

We are the everything company.

You revolutionize

transportation,

you revolutionize

urban development,

real estate, the energy sector,

food and hospitality,

trading and shipping.

I mean, this is a lot more

than just how people shop.

This is how they live,

and it's all frictionless,

because that's who we are.

Our brand changes the world,

just like your does.

You got an ask?

Quarter-bil.

The most Google's ever invested

is a hundred million.

I'm willing to talk something

in that ballpark

Talk about

a quarter-billion dollars.

That's the ask.

- Can you believe that?

- That was f*cking insane.

Dude, the vibe between

me and Larry was tight.

I'm calling Bill.

Hmm? No, no, no.

Don't don't do that.

Okay, maybe I don't?

I'm running this play without

protection in the pocket.

f*ck.

You went in there

without even telling Bill

and without telling me what

the actual ask was gonna be?

Are you actually in the pocket?

I'm fine.

He's gonna find out.

He's not my dad.

And if we nail a quarter-bil,

then he can apologize.

If we don't, then he can gloat.

You don't actually

have the Google cash.

We might never have it.

You might have completely

blown it with that ask.

I cannot believe

you're not with me on this one.

Dude, the money is coming in

one way or another.

Look at our growth rate.

- Look at our burn rate.

- That's true.

- The incentives are k*lling us.

- But that's why we buy Lyft,

so we can stop paying these

f*cking incentives to the

drivers, because where else

are they gonna go?

Maybe we should

run this by Bill

No, we're not. Don't say "Bill."

We're not running by anything.

No run-bys.

We endgame Lyft, okay?

We get the Google money,

and we end them.

That's it.

Unless you want them nipping

at our heels forever.

Should I have called?

Give me the room.

I love saying that.

David Drummond called.

Called you?

I'm the guy they call.

That's how this works.

When you f*ck up, they call me.

When you try to go deep

with Larry Page, they call me.

When you land over

a quarter of a billion dollars

of Google's money, they call me.

f*ck you.

No, thanks. I'm good.

My founder just raised

some serious cash.

- You feeling it?

- Holy sh*t!

Yes. Holy sh*t.

I know how to win now.

I know how.

I already set up

the dinner with Zimmer.

Now you can do it.

Okay, then.

We're gonna go in there,

we're gonna scoop up Lyft.

Zimmer is gonna

He's gonna act weird at first.

He's bleeding.

His board's after him.

He knows he's dying,

and he doesn't want to die.

So you're gonna let him know

that you're not going to go to

the press and call him a loser.

And you're gonna treat

his employees with respect

and a seat on the board.

- Okay, I can do that.

- Oh, I know you can,

because a guy marries a woman

with kids,

he has to prove he's not gonna

f*ck up her life or theirs.

You get it?

I got it.

Did you say

over a quarter-billion?

Two-fifty-seven.

I guess it's okay if they

bigfoot us now, right, Bill?

It's very f*cking okay.

They bought the right.

The legend's always been

the restaurants in Little India

all share the same kitchen.

So you walk down Sixth Street

in New York City,

and every storefront

has a different name.

They have a different collection

of Christmas lights

and different aging menus

taped to the windows,

but it's all a mirage.

You mean like an actual mirage,

or people just can't believe

that all these different

Indian restaurants

share the same kitchen?

Never did find out.

The vindaloo,

it doesn't taste the same

at all those places.

I just I call bullshit.

Yeah, me too. Probably, right?

But maybe

that's the magic of it.

Create the sense of choice

that the customer is engaging

in a decision.

But actually all the money's

flowing back to the same place.

And in this case, that'd be us.

Something like that.

We think you retaining 17%

of the company is a fair deal.

We wanted 25.

We know, Kate.

I can sit with 17.

Board seat as discussed.

Lyft retains its app and staff,

and we can discuss

lightening our C-suite.

We have a few top performers

we'd like to protect.

Eight percent.

You know what I wanted to say?

Here's my final offer: nothing.

Like the Lake Tahoe scene.

I just didn't want you guys

to think I was screwing around.

- Travis.

- So you're serious?

I mean, I also sprung

for the Sam Wo's.

You know, Travis,

sometimes when you put your d*ck

out on a table,

it doesn't necessarily mean

you have a big one.

It might just mean

you exposed yourself.

You have no f*cking idea

how many people assume

that everything

I've accomplished

is somehow to compensate

for everything I'm not.

But you have to know

the whole worth of your company

is predicated on my success.

You're a tapeworm.

I'm the host. You need me.

What, to be on that wall?

I need you on that wall?

You need me to survive.

I understand you feel that way.

This isn't about feelings, man.

This is about facts.

You're shedding six and a half

percent a day

of potential revenue

to us post-UberX.

We're gonna roll out

dynamic pricing.

That number's going to double.

You're going to lose all your

drivers.

More than that, you're going to

lose your customers.

Because they like

your little interface.

But you know

what they like more?

A car that shows up fast,

and you won't be able

to provide it.

He's not putting it

very diplomatically.

His terms are not the ones

I recommended.

But it is true.

Something funny?

You could have walked

out of here tonight

owning the entire

rideshare space.

Like Coke and Pepsi got hitched.

But you're not smart enough.

No, no, that's not it.

You're not sophisticated enough.

You're not cultured enough.

f*ck, you're not human enough.

Sure, you have some savvy.

And, yes, you are good

with numbers.

But you're too much

of a g*dd*mn predatory animal

to take a sure thing

when it comes to you.

I don't know why.

I I don't actually care.

Here's what's gonna happen.

I'm not ever leaving

the rideshare space.

Not now.

I mean, I was ready

to pull back.

But after this, uh-uh.

I will grow, and I will suck

the ever-loving f*cking life

out of your company.

And I will outlast you.

And when I do,

when I go public first,

I just want you to remember,

you brought this sh*t-ton

of bricks down on your own head.

Bill, thanks much.

Well, that was f*cking

ridiculous.

I had to take a walk.

I'm sorry you wasted

your evening.

It's fine.

I know it's not.

What are you doing, Bill?

Riding shotgun

with a guy like that?

I saw your face. You had no idea

he was gonna self-immolate

in there tonight.

I'm sorry we couldn't

throw you a lifeline,

but his point's not wrong.

Probably all healthier

if we compete.

Sure.

You got to defend your founder.

Gurley stands behind his man.

But every time

Travis gets a win

you're making him believe

the world owes him that win.

First loss he has,

he's gonna think he's drowning,

and he's gonna stand on

your shoulders to save himself.

He'll push you right under.

John.

Let me know if I can help you

this funding round.

Just, uh, make some quiet calls.

I used to consider you

one of the good ones.

Now I see you've turned

into a jackal like all the rest.

I don't want you

anywhere near my company.

"Google Ventures

is the largest investor,

"with $257.79 million in.

"This round values Uber at

around $3.4 billion pre-money,

$3.76 billion post-money."

This is absolutely

f*cking great.

Well, I'm happy to be here.

You going down

to say hello to David?

Yeah, I'm walking now.

Uh, hey, listen,

I was just curious.

When was it that, uh, you guys

decided to tank the Lyft deal

and try to k*ll them

instead of buying them?

There wasn't a specific

internal discussion.

Well, I mean, did you, uh?

Did you lose my phone number

for a while,

or you forget how to dial?

We had a relationship

when you put me in, for sure.

And we still have one now.

It's different, though.

It has to be.

Now, I know that.

You know that.

Why don't we just enjoy

his success, Bill?

It's all to our benefit.

Alright, take care of your mom.

What time is your flight?

Tomorrow morning at 8:00.

You finally left Rex alone

to sh**t around out there, huh?

I was just trying to impart

something about the game

to our guy

before I leave tomorrow.

Not just about the game.

I tell you what,

I hope he listens to his coaches

better than he does to me,

because he tunes me out

like an old radio dial.

Because you play D1,

which he has to ignore,

or it'll be too hard

to keep going.

You always say a good coach

finds a way to cut through.

Either gets loud or quiet,

or finds an angle

until he's heard.

I'm kind of sucking

at that lately.

Say the rest.

The thing you don't want to.

Uber scored huge

in this last round.

Massive.

And you're mad? Why?

Sounds like you did good.

Because his wins are his,

and his losses, his sins,

are all of ours.

And he won't listen.

Ah, you know,

I can't protect him.

I

I stood up for him.

A smart guy,

a guy I greatly respect.

He looked me right in the eye,

right in the soul,

and he told me

exactly what he saw.

There's nothing.

Well, if Travis won't let you

protect him,

then that's on him, not you.

Or is this about the money?

No.

A little.

A lot.

At the end of this run,

it's the one that

It's the one that pays

for all the others.

It's the one that makes it

so we nev

Ever have to think

about money again.

Oh, I don't think

about it much now.

And I rarely heard you talk

about it until this

This idea of changing

the family tree seemed possible.

Meaning I'm fine

just the way we are.

But what if you got the money

out of your head

and made the right decision?

For the guy? For the team?

For everyone

who deals with them?

Because if you don't,

I don't want to see you

carrying that around.

Hey, Bill, they should have

water out there for us.

But you want

anything else to drink?

- You want a soda or something?

- Water sounds just fine.

- Thanks, Mike.

- How about any, uh,

specific questions

you want me to ask you?

I think whatever you throw out

at me will be fine, yeah.

TK, Gurley's panel's up.

Oh, yeah.

Think I mentioned the raise.

All right, it's about that time.

Are you ready?

- Yeah.

- All right, let's do it.

You know, uh,

come to think of it, uh, Mike

yeah, there is.

Bill, I got one

last question for you.

Do you think we're in

a tech bubble?

I think that we're in

a risk bubble.

Uh, especially with these, uh

these so-called unicorns.

Except for your one

true unicorn, right, Bill?

We've flushed an excessive

amount of money onto them,

and they, uh

Well, a lot of them,

including some favorites of mine

are, uh, acting, uh

irrationally.

Warren Buffett has a

Has a great saying.

"Be fearful

when others are greedy,

and be greedy

when others are fearful."

I'm not here to accuse anyone

of being greedy.

But there is nowhere near

enough fear

in Silicon Valley right now.

And I think you will see

some dead unicorns this year.

There you have it,

ladies and gentlemen.

Bill Gurley.

What the f*ck was that?

"Dead unicorns." What, is he

sending a coded f*cking message?

Okay, we just raised

a crazy successful round.

We basically destroyed

our nearest rival,

and that's his f*cking response?

I guess it was.

All right, he wants to play

with f*cking baseball bats.

Let's play with bats.

Penny, I need a sit-down

with Bill Gurley

as soon as he is f*cking back.

And get me building security.

sh*t.