A Thread on Uber's S-1 Filing
This is an excellent thread on the Uber S-1 filing.
modest proposal@modestproposal1
So UBER. Tough to make sense of it. Have seen people citing aggregated stats to get at unit economics but the US is 26% of trips and ~53% of revs, so aggregates not very helpful. There's some disclosures on adjusted platform revs and geos, but not enough to be useful. No cohorts.