Lyft Is a Better Investment Than Uber, Oceanic Partners CEO Says

The transcript discusses Lyft's S1 filing, highlighting its revenue growth and significant losses. It compares Lyft's performance with Uber, noting Lyft's community impact and market share growth. The discussion covers risk factors, including competition with Uber and the founders' voting rights. Lyft's focus on the US market and strategic approach is emphasized, contrasting with Uber's global expansion.

What was the revenue growth for Lyft as mentioned in the S1 filing?

• It decreased to 1.5 billion.

• It remained flat at 1.1 billion.

• It nearly doubled to 2.2 billion.

• It tripled to 3.3 billion.

How does Lyft's community impact compare to Uber's strategy?

• Neither Lyft nor Uber focuses on community engagement.

• Lyft focuses on food delivery, while Uber focuses on community engagement.

• Both Lyft and Uber focus on community engagement.

• Lyft focuses on community engagement, while Uber focuses on food delivery.

What is a significant risk factor for Lyft according to the S1?

• Decreasing number of drivers.

• Lack of market share in Europe.

• High employee turnover.

• Competition with Uber.

What percentage of the US market does Lyft currently hold?

• 22%

• 10%

• 50%

• 39%

How does Lyft's international strategy differ from Uber's?

• Lyft is expanding in Europe, while Uber is focused on Asia.

• Both Lyft and Uber are focused solely on the US market.

• Lyft is focused on the US, while Uber has a global presence.

• Lyft is expanding rapidly in Asia, while Uber focuses on the US.

What is the potential downside of Uber's global strategy as mentioned?

• It increases operational costs in the US.

• It leads to a lack of focus and inefficiency.

• It results in a decrease in US market share.

• It causes a decline in driver satisfaction.

What is the expected timeline for Lyft to hit the public markets?

• Early January

• Mid to late March

• Early February

• Late December