The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 9 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Uber Gave Cities 30 Days To Enforce Lyft Regulations Before Launching
“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'…”
Chamath: Tesla would dominate ride-hailing if it cuts prices
“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.”
Friedberg notes Waymo captured 22% of the San Francisco rideshare market
“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…”
Chamath: Uber and Lyft profitability relies on raising prices
“Uber and Lyft seemingly are profitable because they find pricing power to raise prices.”
Gerstner: Lyft's management lost the script spending $48M on California Prop 30
“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.”
Friar: Markets reward long-term durability over being first to IPO
“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”
Sacks: Uber beats Lyft primarily because passenger wait times are lower
“This is why Uber is beating Lyft is, oh, and the wait time is lower.”