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Evidence receipt / belief

Published · transcript-backed

Ben Gilbert: belief

10 Dec 2020 Acquired DoorDash

“I think that gave in the ride sharing market, Lyft, a new breath where they were basically dead until Uber imploded and are now quite a formidable competitor.”

— Ben Gilbert

Source trail

Everything needed to verify it.

Speaker
Ben Gilbert
Attribution
Verified speaker
Claim type
belief
Recorded
10 Dec 2020
Publisher
Acquired
Episode
DoorDash

Transcript context

…That's pretty aspirational. Nice one, Tony. We appreciate that. Good drive. Listeners, for what would have happened otherwise are sort of sections where we are in a traditional Acquired episode would talk about what would happen if this transaction didn't happen. We thought it'd be fun on this episode to dive into what would have happened if Uber hadn't imploded during their 2017 and 2018, would we be here today? I think that gave in the ride sharing market, Lyft, a new breath where they were basically dead until Uber imploded and are now quite a formidable competitor. I don't know if I can call them formidable when no one rideshares. They exist and it doesn't seem like, in 2017 it seemed like they were about to die and indeed, as we've talked about on the Lyft and Uber episodes, they were about to die. Uber was going to win and then they have it and now it's stabilized into more of a duopoly type structure.…

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