Santosh Rao of Manhattan Venture Partners on Uber and Lyft

The video features a discussion with Santosh, head of research at Manhattan Venture Partners, about the dynamics of private and public markets, focusing on Uber and Lyft. Santosh explains the strategic advantages of Lyft over Uber, particularly in the US market, and highlights the importance of early investment in private markets. He also discusses the challenges of public market validation and the potential of autonomous vehicles, emphasizing Lyft's partnership with Waymo. The video concludes with advice for investors considering IPOs.

In what ways does the speaker believe Lyft is better positioned than Uber?

What considerations should investors keep in mind when choosing between a pure play and a global player?