An interview with Uber CEO Dara Khosrowshahi about taking over Uber in crisis, managing dynamic marketplaces, and the value chain for autonomous vehicle ride-sharing.
Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.
It appears that Vice President Biden will win, and that Republicans will hold the Senate, which is the best possible outcome for big tech. Plus, Prop 22 saves Uber, and also hurts it.
California has passed a new bill, AB 5, that may have a big impact on Uber, Lyft, and other similar companies, but only if it survives court and ballot challenges. The unintended consequences could be huge.
Lyft’s S-1 is out, confirming some suspicions about the ride-sharing market, and raising questions about others. The big question: can Lyft get leverage on its costs, or is Uber better placed?
San Francisco has decreed which scooters should win, and acquiesce to regulators appears to be top of the list. Plus, why the differences between scooters and ride-sharing should result in very different strategies.
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.
New York City has enacted a moratorium and pay floor on ride-sharing services. Uber may be losing its political power, and the effects could be wide-ranging.
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