| ▲ | willahmad 3 days ago |
| From market standpoint I am curious if Google or Amazon is willing to acquire Lyft for the tech and customer base. Lyft is a good distribution channel for their self driving car initiatives with good coverage, Uber is too expensive at this moment. |
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| ▲ | AnishLaddha 3 days ago | parent | next [-] |
| what moat does lyft have? i know san francisco is a special case but waymo is already beating out lyft, with its own app: https://www.fastcompany.com/91347503/waymo-is-winning-in-san... |
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| ▲ | willahmad 3 days ago | parent [-] | | moat is in institutional knowledge of operations in ride hailing industry. Also, pleasing the customer, imagine opening Waymo app and not being able to order a taxi 40% of the time. With Lyft/Uber you can easily switch the ride mode and get a car with driver if all self driving cars are busy |
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| ▲ | sib 3 days ago | parent | prev [-] |
| What customer base (at least in the US) does Lyft have that Google or Amazon don't? Estimates for Amazon are ~250M and Google ~275M users in the US. |
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| ▲ | willahmad 3 days ago | parent [-] | | it's not only about number of users. You also have regulations in different cities and states, existing models trained based on past supply demand behavior, somewhat optimized workflows for the ride hailing industry, payments, risks. They both can build themselves, but if you provide solely self-driving ride hailing, a lot of times customers might not be able to find cars in upcoming 6-7 years until they ramp up full production to meet demand. | | |
| ▲ | sib 3 days ago | parent [-] | | >> willing to acquire Lyft for the tech and customer base Sure - that seems like "tech" - I was asking about "customer base" |
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