Lyft CEO on RoboTaxis, Uber and why investors MISPRICE the stock!

Lyft CEO David Risher joins Phil Rosen on Full Signal to unpack why Lyft stock has underperformed, competing with Uber, whether he would entertain an acquisition from Google or Tesla, how autonomous vehicles impact Lyft's business, and more.

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Timestamps:

0:00 - Intro

0:46 - Lyft stock is down 32%

1:47 - Wall Street mispricing the stock

2:52 - Self-driving cars

4:23 - Fleet management edge

8:09 - Does Tesla break Lyft's moat?

9:36 - 50 million riders and distribution

12:44 - Partnership playbook

15:15 - Owning a car vs. Lyft

17:04 - Taking Lyft private

18:28 - Acquisition by Tesla or Google?

22:16 - Will AI replace all drivers?

26:28 - Why CEO still drives Lyft rides

28:38 - Strategic regrets as CEO

34:59 - Leaving a legacy at Lyft

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