My read was "Uber nailed the black car/taxi experience. We'll concede that ground. But the fastest growing segment of Lyft (and Uber) is ride sharing and that's good because that's actually where Lyft started. So we're going to talk just about ride sharing as we go forward and try and redefine the landscape" I think the cherry on top was the subtle jab about a huge Suburban for one person which can happen with Uber.