Tech companies that will rise and fall in the next recession

Uber
omn

Go to company page Uber

omn
Mar 26, 2017 198 Comments

Thrive:
Uber (increased driver supply)
Netflix (cheap entertainment)

Survive:
Top tier Ad-based companies (Snap)

Fall:
Airbnb (fewer vacations/business travel)
Twitter/Pinterest (3rd tier ad companies will get no $ from buyers)
Instacart
Flexport (less trade)
Uber for X
Fintech startups
Mortgage-lending startups

?:
Lyft (tightening VC $ will force hand much faster than Uber)

comments

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TOP 198 Comments
  • Google
    baeless

    Go to company page Google

    baeless
    how does more drivers help Uber?
    Mar 26, 2017 33
    • Google / Eng
      GanguBai

      Go to company page Google Eng

      GanguBai
      when investor money runs out, and Uber keeps adding new drivers, it can cause bad things: https://swarajyamag.com/business/what-you-should-know-about-the-ola-uber-strike
      Mar 31, 2017
    • Google / Eng
      youryou're

      Go to company page Google Eng

      youryou're
      No, that's a good move by Uber. Earlier, the taxi drivers were a monopolistic hegemony based on taxi licenses. They charged a lot and prevented anyone else poorer than them from becoming taxi drivers through bureaucracy and Monopoly. They were​ basically like a mafia.

      Then comes Uber, disrupts the local market. But they want to start with the help of these mafia drivers first, so they offer lucrative incentives while keeping customer cost down. Slowly but steadily they got enough drivers and started expanding to *other* drivers who were previously not in the mafia Monopoly. These are poor people who previously didn't have a good job, and a driving job without commissions is also a good raise for them.

      Once they have enough of these poorer drivers, the motto is 'down with the corrupt mafia.' and rightfully so. Let those scums strike and complain. The reality is that Uber has created thousands of jobs for the poorer drivers while cutting out the Monopoly of the licensed drivers. They took from the monopolistic rich and gave to the poor. This is the good fight.
      Mar 31, 2017
  • probably one of the worst thread I've seen on blind. even worse than the racist ones.
    Mar 26, 2017 6
  • Airbnb

    Go to company page Airbnb

    Airbnb was born in a downturn. We would thrive in a recession. More hosts will use the platform to make up for lost income. Travelers would use it because it will be cheaper than hotels. Recession doesn't mean the world stops.
    Mar 26, 2017 4
    • Microsoft / Eng
      deadpan

      Go to company page Microsoft Eng

      deadpan
      That's exactly what I thought when I saw Airbnb in the list. If more hungry drivers is good for uber then surely more hungry home owners is good for Airbnb.
      Mar 28, 2017
    • Yelp / Eng
      wandarkxen

      Go to company page Yelp Eng

      wandarkxen
      or people will travel less and thus use airbnb less? and perhaps the ones who still travel will stay in a hostel instead of airbnb since they are so often almost as expensive as hotels?
      Mar 28, 2017
  • Google
    rdbgb

    Go to company page Google

    rdbgb
    Assuming Uber survives till next recession.
    Mar 26, 2017 4
  • Top tier ad companies: you left off google and Facebook?
    Mar 26, 2017 12