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Lyft

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jun 10, 2025 by Bill Gurley · said 9 times in 6 episodes since 2025 · across every show →

Mentions by year

brought up most by Dan Sundheim (2), Bill Gurley (2), Patrick O'Shaughnessy (1), Kelly Granat (1), David George (1), Ben Horowitz (1), Andrew Milgram (1)

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02420252026episodes it came up in
000.821.5420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 6 mentions in 4 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Lyft, oldest first

Jun 10, 2025 negative
Prediction Not checkable as stated
Gurley: Uber-style capital battles will happen across every category
“And I lived it in the Uber lift situation, but we're going to have that type of capital battle in every category under the sun.”
Bill Gurley Jun 10, 2025 ▶ 39:44 The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
Dec 2, 2025 bullish
Assertion Supported
George: Waymo surpassed Lyft in San Francisco Bay Area market share
“There are something like 50,000 Lyft drivers in the San Francisco Bay Area and Waymo overtook them in market share.”
David George Dec 2, 2025 ▶ 15:57 How a16z Growth Invests · Invest Like The Best
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