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Post-pandemic, the battle between Uber and Lyft is looking more one-sided

109 点作者 prostoalex超过 2 年前

21 条评论

guywithahat超过 2 年前
<a href="https:&#x2F;&#x2F;archive.ph&#x2F;4vM9v" rel="nofollow">https:&#x2F;&#x2F;archive.ph&#x2F;4vM9v</a>
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mwattsun超过 2 年前
As a former driver, I concur that Lyft is better than Uber for a couple of reasons: customer service and serving the needs of the poor. I was able to actually get a human at Lyft to talk to several times to resolve issues in favor of the customer. The bill was corrected on the spot. I was never able to get a human at Uber for any reason at any time.<p>For the poor, I did a lot of runs taking older low income patients to dialysis clinics. Several rides were set up before hand where I took mentally disabled people to clinics (I was instructed not to drop them off in between home and the clinic if they requested.) Admittedly, Lyft is not a charity, so they&#x27;re probably making good government money, but I like that Lyft made the effort to help the less fortunate and gave me the opportunity to feel like I was doing something that mattered.
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SilverBirch超过 2 年前
Do we really need a graph of a tech stock that goes &quot;&#x27;20 Boom, &#x27;22 bust&quot;. Here&#x27;s the thing - in this article about how Uber is beating Lyft, you could have shown a chart of <i>Uber&#x27;s</i> stock price, and no one would&#x27;ve noticed the difference. Even the central thesis of the article is flawed. Both of these companies are starting to trade like they&#x27;re big taxi companies. Which they are. The only advantage that Uber has is they do food delivery (that&#x27;s going to go great during a recession) and scooters. Now, I don&#x27;t know how much Uber makes on scooters, so shall we look at a competitor to see how well that industry is doing? Bird Scooter spac&#x27;d at 2.3Bn. How&#x27;s that going? Oh well, you know, they&#x27;re being delisted by NYSE because they&#x27;re a penny stock.
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time_to_smile超过 2 年前
Cool, let me know when either of them has a positive earnings per share.<p>I&#x27;m still a bit surprised that we don&#x27;t see more investor pressure for many of these companies to demonstrate that <i>they actually can turn a profit</i>.<p>I get it, when Uber was just in SF, the argument was &quot;don&#x27;t worry about profit, just grow until you eat the entire industry... <i>then</i> you turn on the profit switch&quot;. But here we are, Uber has IPO&#x27;d, is in every city in the US and many countries around the world, and has only one major competitor which the WSJ claims is &quot;eating their dust&quot;.<p>When do you flip that profit switch if not now?<p>The most obvious reason I can think for not flipping the switch is <i>there is none</i>. Still very curious when, if ever, the market will care.
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rblatz超过 2 年前
I started using Lyft because every time I book an Uber it would end up taking 3x as long to get picked up vs the estimate shown, typically 15+ minutes. Additionally, it was always &quot;completing a trip nearby&quot;. Lyft would offer to let me pay a few bucks extra to get a ride in 3 minutes, for the same price or lower.
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Izkata超过 2 年前
Why I switched from Uber to Lyft within a week of installing it: After having already used my card for a ride, Uber insisted on verification (using the phone&#x27;s camera to take a picture to show you actually have the physical card), but it uses an auto-shutter and didn&#x27;t recognize my card, so it wouldn&#x27;t let me verify.<p>Luckily I remembered Lyft existed or I would have been stranded that night. Installed and set up in less time than I had already wasted trying to get Uber to verify.
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0xbadcafebee超过 2 年前
&quot;Lyft has since ditched the facial hair, but it hasn’t matured much geographically. It remains a North American business predominantly focused on the U.S. market. And while Uber has enjoyed the Covid-precipitated boom in food delivery over the past few years, Lyft remains largely a rideshare company.&quot;<p>&quot;But Lyft’s total revenue is forecast by analysts to remain less than a third of Uber’s global ride-hailing business alone this year&quot;<p>&quot;Not surprisingly, Uber is racing to broaden its horizons, adding taxi and other travel bookings as well as alcohol and grocery delivery. For now, Lyft is still chugging along the same beaten path.&quot;<p>Lyft is a purely rideshare company in only the US market. Uber is doing all kinds of different shit, globally. Yet the article makes it seem strange that Lyft is &quot;eating Uber&#x27;s dust&quot;, when they are barely comparable.
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kaesar14超过 2 年前
It seems like a fundamental issue is that there&#x27;s no really no product differentiation - a Lyft&#x27;s end result is the same as Uber (getting to your destination) so the only path to winning is having the money to outspend your opponent. Now that Uber&#x27;s cut out the bullshit with self-driving and endless expansion, and started to focus on winning in the US, I see a tough road ahead for Lyft.
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tambourine_man超过 2 年前
It feels so weird to me that the WSJ is writing about a post-pandemic scenario when 500 people are still dying everyday from Covid in its country.
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bachmeier超过 2 年前
I tried Lyft in San Antonio. App kept saying a driver was on the way, but they&#x27;d mysteriously never show up. Tried it again in Philadelphia. Same thing - was repeatedly left hanging. I don&#x27;t know if Lyft actually had drivers on the way, but even if they did, I&#x27;ve used Uber since and never had a problem.
renewiltord超过 2 年前
On Reddit, drivers are claiming that Uber pays surge pricing to drivers but Lyft pays a fixed hours plus mileage and takes the surge increase for itself. Is this true?
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baby超过 2 年前
All these stories about Lyft are cute but if you’re traveling or not in the US then you most likely use Uber.
forrestthewoods超过 2 年前
I swore Uber off years ago. However I recently had 3 horrible experiences with Lyft in a row so now I’m back to Uber.<p>There’s so some type of scam where Lyft drivers accept a ride then don’t move. They try to get you to cancel and pay a $3 fee. If you wait long enough you can cancel for free. My last Lyft ride took multiple drivers and 30 minutes to arrive in downtown Seattle. So frustrating.<p>I’m sure other people have had similar and worse experiences with Uber. I’m sure I’ll rage quit them again before long.
oofbey超过 2 年前
I uninstalled Uber when Travis Kalanick&#x27;s myriad improprieties came to light. I&#x27;m not ready to forgive the company, since its very existence is built on such despicable behavior. Sure they&#x27;ve made improvements blah blah, but I see no reason to go back. I hope Lyft survives for this reason alone.
sytse超过 2 年前
I&#x27;m surprised that article doesn&#x27;t discuss Uber Eats which brings in more revenue that the taxi part (called Mobility by Uber, both are 13b in the quarter that ended June 30, 2022 <a href="https:&#x2F;&#x2F;investor.uber.com&#x2F;news-events&#x2F;news&#x2F;press-release-details&#x2F;2022&#x2F;Uber-Announces-Results-for-Second-Quarter-2022&#x2F;default.aspx" rel="nofollow">https:&#x2F;&#x2F;investor.uber.com&#x2F;news-events&#x2F;news&#x2F;press-release-det...</a> ). Lyft doesn&#x27;t have this revenue.
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kaycebasques超过 2 年前
My anecdotal experience last week is that Lyft&#x27;s experience has fallen off a cliff. Even in SF it often takes 10 minutes to get a ride (not including the time for the driver to pick me up). Sometimes Lyft just leaves me hanging and can&#x27;t find me any rides whatsoever. I&#x27;m gradually switching to Uber simply out of lack of confidence that Lyft will get me a ride in the timeframes I&#x27;ve been conditioned to expect based on past experience.
Lendal超过 2 年前
Any way to read this using my Apple News+ subscription? They have wsj.com, but I can&#x27;t find this story in there.
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petarb超过 2 年前
Uber is way more expensive and less reliable in the SF Bay Area for me
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ergocoder超过 2 年前
To be honest, I somehow believe that car service, delivery, and payment should have been an infrastructure like electricity and partially controlled or highly regulated by government.<p>Some day it&#x27;ll be like that.
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borbulon超过 2 年前
Remind me again how Uber&#x27;s doing? Still losing lots of money?
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curiousDog超过 2 年前
Lyft seems like a great candidate for Tesla to acquire and eventually replace with their autonomous fleet. But Elon is busy winning the culture wars atm.
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