Ridesharing
topic on 6 shows · 11 statements across 11 episodes
Lenny's Podcast 
Capital Allocators 
Top Founders 
the a16z Podcast 
All-In 
20VC
11 statements about Ridesharing, every show
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…”
Ridesharing currently accounts for only 1% to 2% of global rides
“A little more, but it's between one and two percent.”
Maples: Ridesharing could not succeed before smartphone GPS chips enabled location matching
“If you had had the idea for ride sharing before the iPhone four S had a GPS chip, you could have been right about the future, but you wouldn't have been able to build a system that embodied your idea about the future. Riders and drivers wouldn't have been able…”
Chamath: Ride-sharing is Tesla's highest-potential future business line
“Ride sharing. The absolute probably by an order of magnitude.”
Atawodi: Uber scaled ride-sharing uniquely by combining core culture with regional adaptation
“No other company has been able to create ride sharing at that kind of scale. It's very region by region. And I think it's because of that.”
Hockenmaier: Autonomous vehicles will end the ride-sharing marketplace model
“As soon as autonomous vehicles arrive, we're gonna fully consolidate that industry. And it's not gonna be marketplace model anymore.”
Lonsdale: The giant investment gap in ride sharing is mostly closed
“If you want to invest in ride sharing now, the gap's mostly closed. There's not, at least maybe as far as I can see, there's not giant gaps versus how ride sharing works now and how it could be working.”
Arison: Used car demand will jump as consumers avoid rideshare
“And my guess is that people are also going to try to avoid transportation and avoid ride sharing, right? So my hunch is that demand for used cars over the next couple of quarters is going to jump because of everything that's kind of going on.”
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…”
Okpaku: Early Municipal Laws Set Precedents That Subsequent Jurisdictions Copy
“When you're dealing with a new industry like ride sharing, That has not yet issued any sort of legislation or regulations that that framework has not yet been created. You have, in my opinion, really one chance to get that right. If you have one law on the boo…”
Hariharan: Point-to-point ride sharing relies on scale economies, not network effects
“So I would say the general ride sharing, we think it's more supply side economies of scale. And what that means is the more drivers you have on the platform, you know, you can make sure that you get a good quality driver within five minutes, but that's where i…”