Everything said about
LYFT
+ Watchlist3
Ideas · 30d
2
Episodes
4.3
Avg depth
3
Ideas · all time
The conversation · most recent first
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 08:15
The Uber flywheel drives market expansion
"The host argued that Uber's pricing strategy created a self-reinforcing flywheel that structurally expanded the total addressable market for ride-hailing."
Core thesis · 5/5
17 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 16:10
Convenience beats luxury in ride-hailing
"The thesis argued is that the core value proposition of ride-hailing is time and convenience rather than the luxury status of the vehicle."
In depth · 4/5