ridesharing
also referred to as: ride sharing
3 statements across 3 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Dec 6, 2019 by Emmanuel Schalit · across every show →
Everything said about ridesharing, oldest first
Dec 6, 2019 positive
Schalit: Pure SaaS margins beat tech-enabled physical businesses on profitability
“When you think about some of the very large public or non-public companies like, you know, ride sharing and office space sharing, these are tech-enabled companies for which technology is somewhat important, but that structurally have very low gross margins bec…”
Jul 7, 2020 bearish
Aug 17, 2026
Macdonald: Price, reliability, and safety will define ride-sharing in 10 years
“Because like ride sharing at the end of the day is price reliability and safety. That's all it is. That's what it was 10 years ago. I think that's what it's going to be 10 years from now, even when it's autonomous vehicles. It's like price, reliability, safety…”