Travis was deeply flawed as the CEO of Uber. It was clearly beyond any scale he had ever operated at. But he was also a force of nature and willed a new industry into existence.

Since Travis left, Uber has stopped innovating. Dara was a safe bet but perhaps too safe. Uber is about as exciting as Expedia now.

I am not surprised that Travis is having another huge success. Hopefully, he has learned a lot from his experience at Uber.