Business Model
Disruption
Challenges
Companies
Investor Thinking
100

This is the main way Uber makes money

What is taking a percentage of each ride or delivery transaction?

100

Uber disrupted this traditional industry.

What is the taxi/transportation industry?

100

Uber has faced criticism over this issue involving how its workers are classified.

What is driver treatment / independent contractor status?

100

This co-founder of Uber was known for his aggressive leadership style and later resigned as CEO after multiple company scandals.

Who is Travis Kalanick?

100

An investor in Uber might like its strength in this area.

What is real-world utility / transportation demand / delivery services?

200

This is the main way TikTok makes money

What is advertising or TikTok Shop?


200

It fundamentally changes how an entire industry works

What is disruptive innovation? 

200

TikTok has faced criticism over this issue involving user information.

What is data privacy?

200

Both companies rely heavily on this technology to match users with relevant services or content.

What are algorithms / data-driven technology?

200

Uber leveraged its logistics network and driver base to expand into this delivery service that now generates billions in annual revenue.

What is Uber Eats ?

300

Uber used this technology to navigate around government regulations

What is Greyball?

300

This company disrupted the bakery business model

What is Crumbl?

300

Governments have sometimes challenged Uber because of this issue.

What is regulation / transportation laws?

300

This company is the parent company of TikTok, and built it around powerful recommendation algorithms.

What is ByteDance?

300

When a company grows rapidly but still loses money while expanding, investors often describe this as a strategy of prioritizing this over short-term profit.

What is growth?

400

TikTok’s success is heavily driven by this system, which recommends videos users are likely to watch.

What is the algorithm / recommendation algorithm?

400

This company disrupted the auto industry by making high-performance electric cars popular and desirable.

What is Tesla?

400

Governments have raised concerns about TikTok partly because of this issue.

What is national security / foreign ownership concerns?

400

About 200–202 million monthly active users worldwide

What is Uber's user numbers?

400

Uber’s expansion into Uber Eats and delivery services shows a strategy investors like because it reduces reliance on one product.

What is business diversification?

500

This business concept occurs when existing users help bring in new users, causing a product or platform to grow rapidly without traditional advertising.


What is viral growth?

500

This company disrupted the music industry by giving users access to millions of songs through a freemium service.

What is Spotify?

500

This broad business issue applies to both Uber and TikTok: balancing rapid growth with public trust, regulation, and this.

What is responsibility/accountability or ethics?

500

Roughly 1.5–2 billion monthly active users worldwide

What are TikToks user numbers?

500

TikTok’s ability to keep users watching videos for long periods increases this key metric advertisers care about.


What is user engagement?