Lyft, every mention
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tap a year for its mentions
every year anyone David Rosenthal 9Dara Khosrowshahi 6Ben Gilbert 5Katherine Boyle 1Hamilton Helmer 1Chenyi Shi 1
Verbatim, from the transcripts: the passages where Lyft comes up
Google Part III: The AI Company. Google is amazingly well-positioned... will they win in AI? (Audio) · Acquired
- ▶ 2:59:39 Ben Gilbert This year, in January, they were reportedly doing more in gross bookings than Lyft in San Francisco.
- ▶ 3:04:16 Ben Gilbert Managed by there's a rental car company in Texas that manages it, or they've partnered, I believe with Lyft and with Uber and different.
- ▶ 3:06:14 David Rosenthal Scoping just to rideshare, now that we have Waymo in San Francisco, I use Waymo in scenarios where I would never use an Uber or a Lyft.
Novo Nordisk (Ozempic) · Acquired
- ▶ 2:37:13 Ben Gilbert Uber and Lyft is sort of our modern canonical example.
Doug Demuro on Analyzing the Car Industry, Creator-Led Businesses, and Porsche Follow Up (Raw Video) · Acquired
- ▶ 1:04:49 David Rosenthal It's a, it's not even fully like an Uber Lyft replacement.
- ▶ 1:06:13 David Rosenthal So that's why it's not even a real replacement for Uber and Lyft.
Uber CEO Dara Khosrowshahi · Acquired
- ▶ 21:52 Dara Khosrowshahi So if you think about post pandemic and one of the reasons why I think generally we're doing really well and gained a bunch of categories share versus lift coming out of the pandemic.
- ▶ 50:05 Dara Khosrowshahi And it was losing a bunch of share to lift.
- ▶ 50:40 Dara Khosrowshahi I think Lyft is stronger than people give it credit for.
- ▶ 50:59 David Rosenthal Lyft is such a great example of a story we see over and over again on acquired of like, it's never over till it's over.
- ▶ 51:06 David Rosenthal It was over for Lyft.
- ▶ 1:07:47 Dara Khosrowshahi So there was this game of chicken, which is SoftBank wanted in, and in typical MASA fashion, it was like, hey, if you don't let us invest in you, we're going to invest in that pink company, right?
- ▶ 1:08:36 Dara Khosrowshahi And so every, like, we literally had to go shareholder, shareholder, and like, Ben said he would say yes, and George, like, like, everybody, and if anyone said no, none of it would work, and, you know, Salt Bank would go to, came to, you…
- ▶ 1:09:47 Dara Khosrowshahi Everything would have blown up, and, and, and you might have had a Lyft who was gaining category position against us with a ten billion dollar investment from SoftBank.
Benchmark Part II: The Dinner · Acquired
- ▶ 1:22:42 Ben Gilbert I mean, like learning from Lyft's discovery of the UberX model, like that's the business.
Benchmark Part I · Acquired
- ▶ 1:06:56 Ben Gilbert That's what like Lyft is today.
American Dynamism (with Katherine Boyle) · Acquired
- ▶ 16:50 Katherine Boyle Intelligence agencies or NASA, you know, the kind of classical realm, but also things like Lyft and Uber that were completely transforming public transportation in cities across America.
Platforms and Power (with Hamilton Helmer and Chenyi Shi) · Acquired
- ▶ 21:04 Hamilton Helmer However, I'd argue all other people at Uber and Lyft that know this much better than we do, I'd argue that's not a linear function, right?
- ▶ 23:06 David Rosenthal Cause that sort of feels like for Uber at least and Lyft, that's where the rubber hits the road on how valuable are they?
- ▶ 27:26 Chenyi Shi So the case of Uber and Lyft, we are, Ben, as you said, the drive is undifferentiated.
- ▶ 1:21:31 David Rosenthal Whereas, you know, Uber, it's like, yeah, I can get a car on Uber or Lyft or DD or whatever.
Standard Oil Part II (Extended Cut) · Acquired
- ▶ 2:07:27 David Rosenthal At a certain point, you know, just like Uber and, you know, Lyft today are like, you know, the,
Standard Oil Part I · Acquired
- ▶ 59:11 David Rosenthal You remember when Uber went out and raised all that money and it was like, oh, we're going to flatten Lyft and