In short: Named only as a peer — an alternative an agent would compare against Uber.
31:06With Uber, this is far less exposed because while the agent can compare Uber against Lyft, Whimo, Tesla, it can compare all of those together. Ultimately, it's going to go with the best combination of reliability, all your preferences, safety, travel time, all of that, plus price. And Uber already has massive demand density which will make it in most cases the best choice. We have Dualingo.
In short: Written off on the density argument: "competitors like Lyft, they're out of it. They don't have a chance, they don't have density, and nobody's going to use them because they already don't have density. Nobody wants to wait 20 more minutes per ride, even if it's a little cheaper."
Lyft is the direct casualty of the density argument. In ride-hailing the customer is buying speed of pickup, and speed of pickup comes from having many drivers concentrated in the same area. A smaller network has fewer drivers spread over the same city, so wait times are longer — and, Carlson argues, no discount compensates for that: "nobody wants to wait 20 more minutes per ride, even if it's a little cheaper."
Because riders keep choosing the fastest service, the denser network keeps getting denser and the thinner one keeps thinning. That's why he says a competitor without density "doesn't have a chance" — the disadvantage compounds rather than eroding over time.
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