Lyft, every mention

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Verbatim, from the transcripts: the passages where Lyft comes up

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▶ 39:41 Matt Fitzpatrick I actually think the dynamic, again, why I would use Uber and Lyft, you could use, um, you could use Airbnb and VRBO as the same context is, I don't think people, I don't think experts go on five platforms, right?
▶ 47:58 Harry Stebbings Is this a market where, you said like Uber and Lyft, is this a market where there's one and two players and they take the dominant market share and then there's everyone else?

▶ 2:50 David George In that fund, we also had GitHub, DigitalOcean, uh, Lyft, and many other things.

▶ 42:45 Harry Stebbings Not only the winner though, Rory, I think actually market dominance in a way that Uber and Lyft is.

▶ 37:35 Harry Stebbings When you project forward this market, I always kind of try and think about market makeup and composition, like your Uber and Lyft style market or a much more even distribution, maybe a little bit more like cloud where you've got three or…

▶ 39:14 Max Junestrand Well, it's like the Uber and Lyft situation a little bit, right?

▶ 0:10 Larry Aschebrook We made a ton of money on Lyft, and we lost money on Uber.
▶ 29:31 Larry Aschebrook But that fund also, but by the way, that fund also had, um, Lyft, Uber, um, um, uh, SpaceX, um, Instacart, um, Impossible Foods, um, uh, the list goes on and on of companies.
▶ 30:46 Larry Aschebrook Lyft and that fund became the value play. 6 times in the scene
▶ 1:32:29 Larry Aschebrook No, no, but we had come off, in fairness to us, we just came off a great outcome in, in Lyft. 2 times in the scene

▶ 1:04:34 Harry Stebbings Is it like Uber and Lyft where Uber takes 90% and everyone else takes 10% and that's duo and everyone else?

▶ 1:02:35 Harry Stebbings Is it an Uber and a Lyft or is it a Salesforce and a HubSpot and a lots of CRM plays and a Viva also for a specialized industry and much more fragmented?

▶ 45:33 Harry Stebbings Or is it one like Uber, where Uber has 90%, Lyft has five, and then there's alternative providers with the other five?

▶ 11:36 Harry Stebbings How does this market play out in terms of Uber, Lyft, or actually multiple providers all kind of distributed evenly?

▶ 38:35 Sridhar Ramaswamy Mobile did produce truly new things like Uber and Lyft, but I would say that generation of companies had already smarted up to the world that platform disruptions were, um, were going to be a pretty big deal, and this is why you see these…

▶ 10:08 Mike Maples It was Lyft, who followed us, uh, Naveen at Mayfield Fund, uh, Founders Fund, A-Six-Teen-Z.
▶ 21:23 Mike Maples Ann funded Lyft at five and a half million post money.
▶ 27:12 Harry Stebbings You, you said there about, kind of, Anne's, uh, incredible investment, seven 50 into Lyft, um, and whatever that was, a two 50 X. 6 times in the scene
▶ 41:12 Mike Maples Lyft harnessed the iPhone for us had a GPS chip in it.

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