The Ledger
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Reno: Most users choose subscription services to avoid being tied down by ownership
“The reality is most people are using Feather and companies like us whether it's, you know, Rent the Runway or Uber or Lyft or Spotify, et cetera, because they don't necessarily want to own things and have things tying them to a physical space.”
Alströmer: Lyft's key PMF metric is active riders, not ride count
“And finally, Lyft. You might want to think it's rides here. The rides is the best metric here. It's actually riders. Like, the people that are taking the rides are the ones that matter. Because it's the individuals that we want to measure here, and we not nece…”
Gil says passing on Lyft's $90M Series C was a major mistake
“One of the biggest mistakes I made from a passing perspective is I passed on Lyft for their Series C, which was a ninety million dollar valuation, and I think they're now in the, like, nine billion dollar raise range, so I missed a hundred X, or maybe post-dil…”
Benet: Storage miners will multi-home across networks like Uber and Lyft drivers
“I actually bet a lot of people will be mining on both networks, or like all, all, all of the networks, and we'll see how that actually plays out and then we'll see, kind of like right now, there's a lot of drivers driving for either Uber or Lyft”