I wish Lyft didn't have tips, it's the one thing keeping me from rooting for them to win.
Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
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Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#72I wish Lyft didn't have tips, it's the one thing keeping me from rooting for them to win.
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#73Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#74Earlier quoted context omitted.
Lyft barely exists outside of the US. Uber is still on top if you take a global view.
Lyft have a deal with Grab here in Southeast Asia. As I understand I can use Grab to book Lyfts in areas where Lyft operates and Grab doesn't (and vice versa).
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#75Earlier quoted context omitted.
Lyft - Uber might be a Facebook - MySpace story.
Actually, it's on a smaller scale but I was thinking a "Digg - Reddit" analogy was more appropriate. Reddit was much smaller than Digg for years: https://trends.google.com/trends/explore?date=2005-06-01%202... . Reddit was definitely "the little engine that could" for about 6 years, but it was really in 2010 when Digg imploded with the self-inflicted wounds of Digg v4 when Reddit really took off. In other words, MySp…
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#76When I use lyft now, I'm coming across drivers that only drive for lyft. The tide has definitely shifted against Uber. I'm not really sure there's a way back at this point. The one advantage Uber had was network effect, but in my experience that has diminished. Lyfts come just as fast as Ubers now because they have enough drivers on the road to support the response time. I'll never go back to Uber.
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#77They are so ahead of everyone.
I think everyone including regular car companies buy the tech from Waymo in the short term.
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#78Earlier quoted context omitted.
Lyft - Uber might be a Facebook - MySpace story.
That's an interesting way to put it. Facebook seemed destined to overtake MySpace as it provided useful data connections (college courses/networks) and a uniform design that MySpace did not have. Lyft has pretty much been trying to be a drop-in replacement for Uber (to be fair, Uber nicked a few ideas from Lyft), with no projects like automation or even Uber's attempts at being a delivery service. If Lyft ends up win…
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#79If Alphabet really wants to mess with Uber, why don't they just buy Lyft and offer lower ride pricing/higher driver pay for as long as it takes to put Uber out of business?
Re: Lyft and Waymo Reach Deal to Collaborate on Self-Driving Cars
#80However, the self-driving cars remain a capital expense that someone has to finance. I couldn't Google up numbers easily, but it looks like the number of ride-hailed vehicles is in the multiple millions in the US. 1,000,000 autonomous cars at $50,000 each is a $50 Billion-per-million capital expense. I'd guess that the capital is out there, but would it be that raising and deploying that much capital takes as long as developing the autonomous technology? Globally, why wouldn't this be a $1 Trillion spend? Can Uber and Lyft pull that off?