Airbnb or Lyft

Airbnb
Apr 2, 2018 34 Comments

Stay at Airbnb or leave for Lyft?

Lyft seems to have more potential upside if they get a piece of the Waymo pie through their self-driving partnerships.

Airbnb has seen slower growth this last year. Lots of long-time employees moving on.

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TOP 34 Comments
  • Microsoft eurbd
    Lol are you crazy, Lyft is ages away from self driving. It's just for PR. Ford/other automakers will do it before Lyft even spells it out, they got nothing rn. Their l5 team is a joke so far, they at most can really create a platform for others.
    Apr 2, 2018 10
    • Lyft Farmers
      Even if self-driving fails, it can be a net positive for the company with regards to recruiting, headcount/valuation, and marketing.
      Apr 3, 2018
    • Everyone is ages away from true L5 but we have a few advantages that Ford/ waymo others don’t have.
      Apr 6, 2018
    • Lyft Farmers
      Lol like what?
      Apr 6, 2018
    • Not with AV but the network as eurbd said. I’d disagree that it would be “the most” we could do.
      Apr 6, 2018
    • Twitter gilt
      Lyft will benefit not from its own self driving platform but through partnerships. If you look at the list of car manufacturers partnering with Lyft for their open platform, almost all the top companies are. Except Waymo, but its probably just a matter of time.
      May 9, 2018
  • Airbnb Wan
    Lyft is a super risky bet. If they use waymo then waymo will eat up all of their profits eventually. Uber has a solid chance of beating them out — they are behind waymo but not as much as it seems. I just don’t see how Lyft wins long-term in any case unless they are acquired by google or something.

    I think this is a “grass is greener” situation to be honest. Chat with people that left Airbnb for Lyft to get their thoughts — the one I talked to thinks he made a mistake.
    Apr 2, 2018 0
  • Daimler avbm55
    Lyft definitely isn't looking to solve the problem alone. It has been collaborating with multiple companies. What people don't understand is that creating an expensive stable self driving car system won't give you a big reward, because you won't be able to sell directly to customers (at least initially). What you need is a service which has customers like Uber or Lyft. Even if Lyft might not be able to crack the problem, they would have a system in place by collaboration with other companies which they can use. That's the money maker. I would say Lyft would be a better potential compared to AirBnB
    Apr 2, 2018 2
    • Airbnb
      OP
      I agree the network in place by Lyft is their current value point. The open platform is also a valuable add. It seems like Waymo should buy them.
      Apr 3, 2018
    • Lyft redwin
      Lyft is trying to solve this, they’re just behind.
      Apr 4, 2018
  • Lyft hmm!
    Everybody and their grandmother thinks they are going to build their own network, and they are all wrong. Running a TNC is a matter of ops and growing one is a long slog. Nobody is going to install a Chevy/Ford/etc app to get a Chevy ride. They are going to open Lyft and maybe get a Chevy ride, maybe get a Ford ride, etc. At best, there will be a Chevy/Ford/etc app which uses Lyft as a backend.
    Apr 5, 2018 0
  • Expedia / Eng
    DCoder

    Expedia Eng

    PRE
    IBM
    BIO
    In the process of knowing who am I and what am capable of
    DCodermore
    Go for Lyft
    Apr 2, 2018 0
  • Airbnb oJvR24
    So what did you pick?
    Apr 9, 2018 0
  • New / Eng
    L-Infinity

    New Eng

    PRE
    Waymo, Uber
    L-Infinitymore
    Lyft’s only option is if Waymo lets them take a piece of the pie. That piece does not sound appetizing! 😬
    Apr 2, 2018 3
    • Airbnb
      OP
      With your experience working for both Uber and Waymo what do you think Lyft’s chances are? Will Waymo buy them?
      Apr 3, 2018
    • New / Eng
      L-Infinity

      New Eng

      PRE
      Waymo, Uber
      L-Infinitymore
      Waymo is an independent company now. Waymo acquiring Lyft sounds hard.

      I don’t think Waymo needs to acquire Lyft. Waymo needs to solve the supply of its AVs first. Demand side should automatically scale.
      Apr 4, 2018
    • Airbnb
      OP
      Thanks for your reply. Haven’t Waymo recently solved the supply of AVs with the recent purchase of 20K cars? It seems to me the challenge Waymo faces now is the network containing rider supply which Lyft can provide.
      Apr 4, 2018
  • Airbnb
    OP
    Waymo folks, with the recent purchase of 20,000 cars Lyft is only needed for their network of riders? However, Waymo can also tap into Waze for ridership. I think Lyft is looking pretty risky.
    Apr 3, 2018 4
    • Microsoft mount
      Yes Waze already has a carpool ride-sharing service
      Apr 3, 2018
    • Airbnb
      OP
      A handful of people using their carpool service is drastically different from the ridership of Lyft’s existing network.
      Apr 4, 2018
    • Microsoft mount
      Yes but my point is that it's not hard for google to create a platform for self driving tech if they get waymo working. At the end of the day if it's cheaper word will get around and Lyft Will be dead
      Apr 4, 2018
    • Airbnb GooogIe
      Yeah, why would they give that extra profit to Lyft?
      Apr 5, 2018
  • Lyft / Eng fyi39
    If upside is your only concern, maybe you should switch to JP Morgan Chase?
    Apr 2, 2018 2
    • Lyft Lyftsoft
      Huh? Everyone wants to enjoy the job with max TC.
      Apr 2, 2018
    • Airbnb
      OP
      Thank you, Lyftsoft
      Apr 3, 2018
  • Tesla LLcs58
    You got offers from both?
    Apr 2, 2018 1
    • Capital One / Eng Sashimi
      OP works at Airbnb
      Apr 2, 2018
  • Lyft / Eng
    AirLyftnB

    Lyft Eng

    PRE
    Google
    AirLyftnBmore
    Why not both?
    Apr 16, 2018 1
    • Airbnb
      OP
      Omg
      Apr 16, 2018