The Ledger
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Harry Campbell: Rideshare drivers earn roughly 50% less than at launch
“Drivers are making probably 50% less than they were when they first started.”
Trucking platforms face lower supply acquisition costs than Uber and Lyft
“They said, let's take people that don't do this as their full-time job and get them to come become drivers and build up a new supply of drivers. So if you're trying to get someone to leave their old job or whatever they were doing to make money before and star…”
Pure business model companies like Uber lack defensible long-term sustainability
“There are other companies that are pure business model companies. I don't think they have the sustainability and the worry you have there is ankle biters coming up through the ground. Think of, you know, Uber and Lyft as an example, great company, In Uber, but…”
Trucking supply is static and cannot flex like the gig economy
“Supply is kind of fixed, right? This is not a gig economy the way we see with like Uber and Lyft in rideshare or DoorDash or Instacart. Those are gig economies whereby in theory, supply can flex with demand. In our space, you're a commercial truck driver drivi…”
Campbell: Gig Platforms Face Major Driver Supply and Retention Problems
“So companies like Uber, Lyft, DoorDash, Postmates, they all have huge problems with retention, retaining drivers, and just on the supply side in general, since they're growing so quickly and they pay out pretty big, Bonuses.”