All-In with Chamath, Jason, Sacks & Friedberg
Dueling Presidential interviews, SpaceX’s big catch, Robotaxis, Uber buying Expedia?, Nuclear NIMBY
Friedberg
So if you cut about half the GNA in an acquisition, because you don't need all the people that overlap with Uber's people, you know, and you cut about 30% of the sales and marketing dollars, because you can cross sell into the Uber install base, you could see a scenario where you could increase Expedia's EBITDA by 75 to 100%, maybe getting it as high as $6 billion.
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