Lyft CEO谈旧金山增长与全球扩张

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Back to tech earnings. Shares of Lyft higher. The company reported growing demand for premium rides. Also strengthening European markets. Super interesting in kind of the global expansion story. Lyft CEO David Risher is with us. There is a very specific data point actually that I'd like to start on and that is that in markets specifically San Francisco where you have lift rides and Whimo rides you said San Francisco grew 20% yearon year.

That's right.

Explain the the causal or casual relationship within that data point.

Yeah. So you know our industry has gone through a big transformation and it is the sort of bringing on of these self-driving vehicles. Whimo, of course, is the market leader in that. Anytime you see a transformation like this, one of two things can happen. You can either see sort of a substitution or you can see a market expansion. And in this case, we're seeing a market expansion. And it's not that surprising when people take self-driving cars.

They tend to like them a lot. They're very reliable product. Uh they're a nice private product, so you feel like you could have a private conversation, but at the same time, it doesn't seem to take away from people's interest in driven being driven by humans who can help with luggage or have a good conversation. So, it really is a creative.

This is a micro case study. It's one market, San Francisco. But you know, the questions are, is Lyft gaining market share from Whimo in this city or is it that this is an issue of supply? So, because somebody cannot get into a Whimo within a reasonable time frame, they go to the Lift app.

Yeah. Yeah.

Which which is happening.

I probably both honestly probably both.

So interesting.

Yeah. And I think this is such an interesting thing that's going to play out. My expectation over time is what will dominate will be the market expansion. And again, the reason is sort of simple. you have a cool new product coming onto an existing platform and well we believe the hybrid network which is you know human-driven cars plus AVs really kind of creates the best possible outcome for everyone but we'll you know we'll all have to see how that works.

I think that you and I have discussed on several occasions the idea that the introduction of the robo taxi and and and maturity of the market expands the overall TAM for ride hailing. Just recap that that argument.

I think that's exactly it. So I mean look people take just in the United States about 160 billion rides a year in their private cars. Okay today we deliver a billion maybe the other guys deliver two billion. So let's call that three billion out of 160 billion. And it's a good experience. You're sitting in the back seat. You're able to text. You're able to have your own space. What holds it back? Well for whatever reason some people might want not want to be driven by another driver or someone else in the car.

This takes that away. I'll tell you a very specific story. So I was just with an old friend of mine. I just ran into drew to the airport. Her son had a tragic, tragic accident a couple of years ago. Absolutely devastating physical accident. He's in rehabilitation. For him, the idea of getting in a self-driving car where the doors open wide, maybe there's not even a driver there, not that there's anything wrong with that, but it just gives him more space to sort of be in his own zone is actually going to be

a technology and an engineering story, a design story.

It's a design story. Exactly. And so, so anyway, I'm very optimistic about this. Then then when I look at our capabilities around fleet management and and you know kind of matching supply and demand, I get really excited about the future.

Lyft is um let's let's go back to the core business and then earnings, but Lyft is pushing um outside of the United States. You know, every time you've been on the show over the last year, there's been an a development on that front, but what did we actually learn through your earnings about how you're growing XUSA?

So, here's what's really cool. So, Lyft was primarily a domestic company up until about a year ago, maybe call it 18 months ago. Uh then we started to expand in Canada. That's gone very well. Now we acquired a company called Free Now and a couple of other smaller companies overseas. Okay. What's happened since then? We're in the process of transforming oursel to a truly global company. Some of that is internal stuff.

Back of the house, multicurrency, GDPR, all these sorts of things, but we're also beginning to introduce new functionality to customers. So I was just in Barcelona a couple of weeks ago. I was very lucky to be there. I got a chance to check out on our beta app the ability to use the Lyft app, not a new app, but the Lyft app to to hail local supply, local taxi cab in Barcelona. I did it four times, worked flawlessly. So good cuz I don't have to do a different app.

I already know the user interface and so forth and so on. Free now, the company we acquired, they're also growing now too because of some of the innovation and the technology we've been able to add to their stack. So it's look, our service levels are really good and I love that about what our product and now we can take that to a more global audience and hopefully continue to grow as a result. How it let you know it could be Europe, Spain specifically, but how are those markets different to the United States?

How does the consumer behave differently?

You know there are subtle differences. I mean a very significant I guess difference not subtle is the role of the taxi cab in a lot of Europe is very significant. [clears throat] You know this

culturally entrenched in many economies in Europe as an example

very much so. And and unlike maybe in a New York where people almost begrudgingly take a cab for example, but in a place like Spain and certain

you're going to have New Yorkers phoning into this program now.

And I get that and I understand. Well, and and and New Yorkers have opinions about their taxi cabs, right? But in in Spain, it tends to be almost a career. You know, you get in the car and it's probably someone who's been doing it for many years. Maybe his father did it as well. Certainly in London, everyone knows the knowledge. I mean, it's a whole sort of incredible thing. So, that's a really significant difference.

And for us it favors us because free now is strong in taxis and the sort of double click there is because taxis tend to be quite regulated. The relationship that that company and our company has with governments tends to be quite strong which back to the AV question really matters a lot. AV is new technology and for a lot of governments it it feels maybe a little bit intimidating and we can help there. So it it's a it's a really nice sort of um set of circumstances that tends to sort of favor our business

in in markets outside of the United States. Uber is already there in some cases um bolt etc. How are you going to make different from a technology perspective or just a product perspective?

Yeah. So stay tuned on this. This is actually a very very live conversation we're having uh internally. I can use some of the examples of the US maybe and give you a little sense. So in the US we've really redoubled our innovation and yo

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