101–110 of 319 posts
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I am private beta testing an app that does exactly what is described.
It seems like there might be a difference between an app that serves a few hundred people and an app that serves hundreds of millions of people.
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Why would ridesharing be winner take all? There's almost no network effect (beyond splitting the cost, but Venmo has largely solved that) and the drivers all drive for all of them. In NYC I think there's at least 4 ridesharing companies and I usually choose which one based on which one has given me a promo.
There are plenty of network effects. To start a new ridesharing company, you have to get drivers and riders. You'd have to offer them a ton of incentives to start driving/riding with your service, when the existing options are well established. For drivers, Lyft and Uber have incentives (lower fees) if you do the majority of rides with their service, which incentivizes you to only drive with one service. When's the l…
From a purely investment point of view, why would anyone invest in Lyft over Uber? Lyft has a smaller footprint and only operates in the US (except Toronto). They are more susceptible to economic conditions in a single country, the US, and every point of marketshare they get is a zero-sum game against Uber and presumably expensive because Uber won't give it up for free. Uber has a global operations, is in multiple st…
From a purely investment point of view, why would anyone invest in Lyft over Uber? Lyft has a smaller footprint and only operates in the US (except Toronto). They are more susceptible to economic conditions in a single country, the US, and every point of marketshare they get is a zero-sum game against Uber and presumably expensive because Uber won't give it up for free. Uber has a global operations, is in multiple st…
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You can't own that market at least the way Uber or Lyft do it. It's so easy for their drivers to switch and it's easy for their customers. In my view they will keep their dominant market positions only while they subsidize rides and lose money. But as soon as they raise prices to be profitable there will be plenty of competition. I think the endgame is to dump the stock on the public market so investors and execs can…
A ride hailing service needs to reach a critical density of available cars per km^2 to be useful. When you first install the app there needs to be someone nearby who will pick you up - if there's no car nearby most people will uninstall it. Additionally the more people use your app and the more drivers you have in an area the more effectively you can deal with idling (less variance in demand spikes - making planning…
From a purely investment point of view, why would anyone invest in Lyft over Uber? Lyft has a smaller footprint and only operates in the US (except Toronto). They are more susceptible to economic conditions in a single country, the US, and every point of marketshare they get is a zero-sum game against Uber and presumably expensive because Uber won't give it up for free. Uber has a global operations, is in multiple st…
> Uber has a global operations, is in multiple streams of business and has diversity across business lines and countries [...] If you invest in a gold company, do you want them hedging the price of gold? Some corporations function as diversified quasi-portfolios. But it's often far easier to analyze and model pure plays. Plenty of pure-play securities on public markets.
From a purely investment point of view, why would anyone invest in Lyft over Uber? Lyft has a smaller footprint and only operates in the US (except Toronto). They are more susceptible to economic conditions in a single country, the US, and every point of marketshare they get is a zero-sum game against Uber and presumably expensive because Uber won't give it up for free. Uber has a global operations, is in multiple st…
Also revenue. They has it.
I can more easily see how a public market shareholder would make money in a lyft holding, than in an uner holding. This isnt about getting married to a stock and putting the share certificate in a frame, this is about growth and potential addressable market, which is easier to see.
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> Uber has a global operations, is in multiple streams of business and has diversity across business lines and countries [...] If you invest in a gold company, do you want them hedging the price of gold? Some corporations function as diversified quasi-portfolios. But it's often far easier to analyze and model pure plays. Plenty of pure-play securities on public markets.
by that logic, amazon should just be selling books to make it easy for investors to make 'pure plays'