#misc Alex Immerman on X: "Waymo's market share is now equal to Lyft within SF. Incredible. Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing. You need a minimum network size, but once you have that, there are diminishing returns. In

#misc

Alex Immerman on X: "Waymo's market share is now equal to Lyft within SF. Incredible. Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing. You need a minimum network size, but once you have that, there are diminishing returns. In https://t.co/0l0fKk9qoC" / X
https://x.com/aleximm/status/1867257473671082356

X (formerly Twitter)

Alex Immerman (@aleximm) on X

Waymo's market share is now equal to Lyft within SF. Incredible.

Network effects is one of the best sources of defensibility. But it's proven to be not that important in ridesharing.

You need a minimum network size, but once you have that, there are diminishing…