Lyft and uber are competing in 2 completely different spaces. Uber is most similar to a company like the nasdaq and lyft is pretty similar to a cable company that existed in a liquid market.<p>Uber is an information arbitrageur. They make markets and have high velocity. By this I mean they are well capitalized and all of their money is spent on people and developing software. Google collects and organizes the worlds information, uber it&#x27;s movements.<p>Lyft, like fed x, runs ligistics and information analytics but largely inside of its own narrow domain here being last mile transportation. Lyft focuses on comfort and style and is modeled on something like virgin airlines. It will continue to make money (i have reversed my thinking here) but not a lot as the industry becomes commoditized.<p>Uber will pivot into something like a CDN in a few years doing end to end delivery or will become software vendors of autopilot technology.<p>Obviously, I dont know what each company will do, but they are super different