Lyft

“Lyft and Uber are reporting that the driver shortages are over. They no longer have to pay people spiffs and stuff like that to get people to come back to work.”

“Spending 40 to fifty million dollars on this, it just seems that they've totally lost the script. The company has way bigger problems to focus on, right, than, you know, this measure.”

“Lyft has provided almost all of the 40, almost forty eight million in funding for this prop 30.”

“So if Tesla enters in as a third player in that field and just guts pricing, which I think would make sense for them to do, I think this thing is just gangbusters nuclear.”

“Uber and Lyft seemingly are profitable because they find pricing power to raise prices.”

“Each and every city we went to, we would send, we would wait for Lyft to launch. And then we would basically say to the city, we'd send them a letter saying, there's this really cool thing called ride sharing. This company called Lyft is doing it. We think it'…”

“This is why Uber is beating Lyft is, oh, and the wait time is lower.”

“Waymo launched in SF in August, 20, 23 in kind of an open market way. Uber and Lyft were 66 and 34% market share at the time. And in 15 months in November of 2024, Waymo is now a 22% market share of rides in SF, which is the same as Lyft and Uber is now down t…”

“In the end, the market is a weighing machine, not a popularity machine. No one remembers who went first, Google or Yahoo, Lyft or Uber”