Lyft, every mention
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tap a year for its mentions
every year anyone Bill Gurley 7Brad Gerstner 5Apoorv Mehta 1
Verbatim, from the transcripts: the passages where Lyft comes up
ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
- ▶ 27:49 Apoorv Mehta The, the, the analog that is most common is the Uber and Lyft of the 2015 era.
AI Bubble, Stablecoin Boom, and Runnin' Down a Dream | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 26:01 Brad Gerstner This was and Lyft.
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 52:57 Bill Gurley When, when I was going through the, the Uber lift wars and, you know, we'd be in board meetings and look at these burn rates and all this money we're spending, you talk about whether or not to raise another round and certainly thought…
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 30:55 Bill Gurley I mean, I saw, you know, through the Uber and Lyft situation, I saw a precursor to this, but this, these,
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 37:45 Bill Gurley That there, there, like, are still contingencies on whether the full conversion from a non-profit to a for-profit happens, so I think there's some stuff, if that's true, there's still some stuff to play out, but, you know, one thing I… 2 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 31:32 Bill Gurley And so, um, if, if, if this is a, one of these situations where people think it's winner take all, just like we had with Uber Lyft, and they're gonna go hard,
- ▶ 41:38 Brad Gerstner Ma, enter Masa back to Lyft Uber, and, you know, Masa is rumored to be leading, you know, a very big round, forty billion dollar round, you know, with a lot, which we saw they announced it at the White House.
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 11:07 Bill Gurley I think, I think Lyft endured rides well below cost for a decade.
Ep10. Pre-IPO Market, AI Hype Cycle, Is Software Dead? | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:58 Brad Gerstner So is that what, is that what you feel like happened between Uber and Lyft?
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:00:26 Bill Gurley I could put the link in there, but he, he implied that, um, he also attacked the VCs and said they were going about it all wrong, but he, he, he implied that the AI was now in its Uber phase where the, you know, the, talking about Uber and…
Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 47:56 Brad Gerstner Obviously that's made it very difficult on Uber's competitors and they're achieving the natural market leadership economics and share position that you would expect vis-a-vis Lyft. 2 times in the scene