Airbnb or Lyft
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. If you vote please leave a comment 🙏
Lyft’s only option is if Waymo lets them take a piece of the pie. That piece does not sound appetizing! 😬
With your experience working for both Uber and Waymo what do you think Lyft’s chances are? Will Waymo buy them?
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.
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
You got offers from both?
OP works at Airbnb
Go for Lyft
If upside is your only concern, maybe you should switch to JP Morgan Chase?
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.
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.
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.
So what did you pick?
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.
IMO this is accurate
I can’t agree more.