There's nobody who has as big of a real-time logistics network than Uber.
Sentiment: NEGATIVE
I think Uber is a good car service, but Lyft is going after a much bigger problem in trying to make life without a car possible and reinvent the way people get around cities.
Uber is efficiency with elegance on top. That's why I buy an iPhone instead of an average cell phone, why I go to a nice restaurant and pay a little bit more. It's for the experience.
There's no such thing as an uber-mom.
I believe the auto business is a highly comprehensive and complicated business. It's not that easy for people simply to enter and ruin the whole thing.
Lyft is the fastest-growing on-demand transportation service in the United States. It's as easy as opening the Lyft app, clicking a button, and a driver arrives within minutes.
Success in business today requires real-time, mobile access to business opportunities.
Relative to the taxi industry, Uber is a sustaining innovation; that is, it makes customers' lives better. Uber targeted mainstream markets with a better service for existing customers, and it succeeded in serving them better than the incumbents.
I have realised more and more that great companies, founded for a long-term purpose, such as Google or Facebook or SpaceX, may do more good in the world than any other vehicle that we have.
Customers buy Basecamp without ever having to interact with us. If they do have a question, we handle everything via email. We've been in the business of automation. We've never really valued full service.
Uber is a good car service, and that's exactly what they were when we launched.