ACQ2 by Acquired Reflections on the APLUSS IPOs so far, Uber+Lyft+regulators+autonomy, and listener Q&A
May 30, 2019
The hosts dive into the fascinating world of recent IPOs, spotlighting the contrasting paths of Uber and Lyft. They tackle the challenges of profitability for these ride-sharing giants amidst fierce competition. The discussion also covers the impact of tech regulations and the evolving role of retail investors in an unpredictable market. Plus, there's an exciting look at the future of self-driving technology and how companies like DoorDash are thriving in suburban areas. Listeners are treated to a lively Q&A session that brings real-world context to these discussions!
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Profitability Matters
- Public markets signal a strong preference for profitability in recent tech IPOs.
- Zoom's success and Pinterest's struggles highlight this.
Uber and Lyft's Dilemma
- Uber and Lyft face a profitability challenge due to intense competition.
- A merger could solve this but might face antitrust issues.
Antitrust and Infinite Capital
- US antitrust laws assume finite capital, which is challenged by companies like Uber and Lyft.
- Their continued unprofitability despite massive funding raises questions about regulatory frameworks.