LYFT directional thesis
In ride-hailing the gap between winner and loser is widening fast, and Lyft sits on the losing side against Uber as execution and leadership now decide everything.
“Uber versus Lyft. And, you know, there's there's so many examples of winners and losers getting way more pronounced. And a lot of that's strategic decision. A lot of that's leadership, honestly, and execution.”63:53claim_id
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