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Re:Uber S-1 by oarabbus_ on Thursday April 11, 2019 @06:33PM (#19639954)
>But in fact, Uber does have a massive moat -- its network of drivers and riders in thousands of cities around the world. No competitor is even close.

Ola in India, Didi in China... both are expanding internationally.

If Lyft somehow manages to offer riders consistently cheaper fares (say, 50% off the Uber fare for 1 month) people will switch in droves.

Re:Uber S-1 by panarky on Thursday April 11, 2019 @07:01PM (#19640162)
> 50% off the Uber fare for 1 month

That's exactly what it would take.

A tremendous capital expenditure, sustained over time, to dismantle Uber's network of drivers and riders.

Re:Uber S-1 by oarabbus_ on Friday April 12, 2019 @02:47PM (#19647831)
Lyft can survive 1 month of that no problem...

25% off would probably do the trick.