| Lots of value props here - Cut R&D cost - Grow in scale - Force people out of buying their own cars by providing rides - Carpool at work programs - Lyft Shared rides - which taxies could not exploit efficiently, makes it a win win for riders and drivers - Imagining auto-driving cars in the near future, that can change economics - Cities that were generally transit heavy, can exploit this alternative, since car usage was low to go to work - Their partnering with Rideshare programs at work, leads to a very cheap commute on demand, which cuts into the vanpool market - with flexible timings - Even with same prices as taxis - it's put so many people and cars to work that were sitting in the driveway. I see some form of Government subsidy here too as an option ( since good for the environment, and the economy in general) - Markets to expand in - Commercial Freight( unused capacity transportation) - basically structuring and leveling the playing field wrt rates, policies, contracts and availability via a digital centralized experience - Food delivery - Many more sure I'm missing |