Jeff (on behalf of Ben Black)'s questions to Lyft Inc (LYFT) leadership • Q1 2025
Question
Jeff from Deutsche Bank asked about the long-term impact of autonomous vehicles (AVs) on pricing, frequency, and membership, and sought Lyft's perspective on the Waymo/Toyota partnership for personally owned AVs.
Answer
CEO David Risher responded that it's too early to determine the long-term pricing impact of AVs, as current market dynamics vary and cost factors are still uncertain. He validated the concept of phased AV adoption, including personal ownership, and highlighted Lyft's Mobileye partnership as part of a long-term strategy to create 'Lyft Ready' cars that owners can monetize on the platform.