@senradavid: Travis Kalanick on the little details that helped Uber beat Lyft: “I needed to subsidize rides to gain market share. When I gain market share there's a network effect because if I'm bigger, then my system is more efficient and if I'm more efficient than them, they have to subsidize more than I do to compete with me. This is why Lyft is smaller than Uber because we were better at this and people don't really know that's what it takes. But how do you get efficiency edge? Efficiency edge starts when somebody even downloads the app and signs up. If it's easier to sign up on one versus another you have an efficiency edge. If it's easier to call a vehicle and get it to you without problems, you have an efficiency edge because you'll have less support. If the cars are moving to where the demand is because the driver app has good ways to point drivers to the right place that means you have shorter pickup time, that’s another efficiency edge. And efficiency edge means you get bigger faster.”

David Senra
David Senra
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Region: CA
Thursday 20 August 2026 23:05:54 GMT
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s_u_s_h_i_10
Romulus :
Interesting
2026-08-30 11:28:04
0
smizzie
Sauce :
Because Uber came first and monopolized the market, why would Lyft be bigger?
2026-08-21 05:13:50
6
sscampo45454
scampo454545 :
modern business, take notes, who ever can lose slightly less money wins modern business. profit is so 1995
2026-08-21 02:12:18
14
bosshog1642
BossHog1642 :
Basically China playbook - subsidize industries to gain network effects - our low IQ politicians better be listening.
2026-08-21 22:22:29
2
cgt3103
cgt3103 :
He didn’t explain how he would be profitable. He explained how he would bleed out slower than his competitor. Not a good business.
2026-08-21 15:38:29
0
canmoveoceans
FunWithMusic :
He burned through three billion dollars to kill taxis, have lower fees, and pay more. then they got big enough and changed everything.
2026-08-21 16:22:43
2
cali.surferncolombia
Cali-Surfer :
All this just to say he has better App Developers 😅😅
2026-08-21 04:28:50
3
jimmyshi03
Jim Shilander :
I mean, both are still here, it’s not like he conquered them
2026-08-21 15:06:55
1
edbro69
Ash0069 :
So Lyft didn’t have it?
2026-08-21 20:16:54
0
seththeteachertalks
Seth The Teacher Talks :
We call it in the industry "Reduction of friction"
2026-08-21 18:59:45
0
cashmemeousside
Cash Meme’n :
Man, pre-Covid Uber was getting rides across San Francisco for less than $5 (via Uber Pool).
2026-08-21 09:31:37
2
tescelerator
Tescelerator | Startups :
One thing I like about TK is his ability to strategize
2026-08-21 10:58:28
2
wab1284
wab :
See how he explains it? Its really about asking the right questions to get the right answers for execution.
2026-08-21 10:04:15
2
dezmarshall4
. :
The efficiency edge
2026-08-21 06:04:53
0
shoshingo_
Shoshingo :
Hand talking final boss
2026-08-21 14:47:03
0
salhcode
salhcode :
👏👏👏
2026-08-21 00:37:46
0
miracle88405
Miracle :
@Mr Gibson 💯l
2026-08-24 11:03:58
0
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