Discussion

• @jbutlernyc Josh Butler on x

  Excited to welcome @Blacklane to the @Uber family. Together, we're combining luxury travel expertise with global scale and technology to deliver even better options for every journey. Looking forward to what we build next. https://investor.uber.com/...

• @jason @jason on x

  Blacklane a highly predictable experience, but it doesn't do real-time pickups (nor should it, since it's for special use cases) 1. I use it exclusively at the Austin airport because they are allowed to park closer to the terminal, and they come help with the bags. 2. I

• @artlevy Art Levy on x

  This is what I've called Product M&A. Uber didn't need Blacklane's revenue (rumored at ~$300M). They bought the operational backbone to deliver on a vision they've JUST put in market. It's the same playbook I've seen with Amex buying Center. You buy the product (and credibility)

• @artlevy Art Levy on x

  Two weeks ago, Uber quietly launched Uber Elite, with professional chauffeurs, airport meet & greet, luxury amenities. Then they acquire the global chaffeur network live in 500+ cities, 60+ countries, with 15 years of corporate travel trust in this exact space. You don't

• @artlevy Art Levy on x

  Everyone thinks Uber acquiring Blacklane is a premium travel play. The real story here is the sequencing. This was a Product roadmap acceleration disguised as M&A. Buying time - not revenue. Let me explain: 🧵

• @dkhos Dara Khosrowshahi on x

  Blacklane has spent 15 years refining an excellent, consistent high-end travel experience around the world. Premium and executive travel is one of our most exciting growth areas, and I'm looking forward to building together. https://investor.uber.com/... [image]