Uber Questions

Uber’s S-1 raises more questions than it answers

Lyft’s S-1, Demand > Supply, Lyft Concerns

Lyft’s S-1 is out, confirming some suspicions about the ride-sharing market, and raising questions about others. The big question: can Lyft get leverage on its costs, or is Uber better placed?

Aggregators and Jobs-to-be-Done

Aggregators succeed by being the best at doing the jobs consumers want done.

Uber’s Bundles

Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.