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California Today: What to Watch When Uber Goes Public

On Friday, Uber plans to list its share on the New York Stock Exchange, marking the unicorn’s first foray into the public market.

The move comes at the end of a long, bumpy road. (Forgive the pun.) But it’s also the start of a new era for the company.

I asked my colleague Mike Isaac, who wrote a book about the ride-hailing company, about what he’ll be watching:

Uber has come a long way since its early days in San Francisco, circa 2009, where it began as a smartphone-based black car service tailored to the Valley elite.

A decade later, Uber has moved far beyond its luxury roots, expanding into low-cost UberX rides, lower cost carpooling, and other far-flung categories like bikes, scooters — even flying cars. The company hopes to raise as much as $9 billion in its IPO, giving it much more runway to burn oodles of cash as it invests in its future.

But once-bullish investors have grown wary of the ride-hailing company’s debut, in part because of trade tensions with China affecting the economy and overall choppiness of the market.

It didn’t help that Lyft, Uber’s closest competitor and look-alike company, debuted on the Nasdaq only a few weeks ago and is already tanking. Both companies require mountains of cash to plunge into continuing subsidy wars; neither show any sign of letting up the practice.

We’ll be watching Friday as to whether there will be a Day 1 “pop,” or a jump in the price of Uber’s shares as they hit the market for the first time. It is something early investors look to as a reward for confidence in the company.

Another thing to watch: Will Travis Kalanick, Uber’s co-founder and former chief executive, be present on the trading floor — especially after tensions with Dara Khosrowshahi, Uber’s current chief executive?

One thing you won’t see from the trading floor: The numerous, unofficial “Uber OG” parties being planned by early employees for that evening — all replete with Champagne wishes, caviar dreams and restricted shares waiting to be sold for millions.

How will the waves of newfound riches shape California — and especially the Bay Area — in the years to come? To be determined.

This article originally appeared in The New York Times.

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