LYFT
0Bull1Bear0Mention
Serenity @aleabitoreddit
Focused on AI photonics and semiconductor supply chains — sourcing asymmetric setups from bottoms-up value-chain research. Tracks CPO & optical modules closely, with ongoing deep-dives on SIVE, AAOI, LITE, POET.
Quick verdict
LYFT is net bearish (0 bull · 1 bear)
Lyft faces significant long-term competitive pressure from autonomous vehicles like Waymo due to their ability to compress ride-sharing costs.
Last spoke: 07/24/2026, 20:38 · conviction 8/10
8-10 confidence views use larger markers▲ Bull▼ Bear● Mention
View History (1, newest first)
- Feels like every other car you see in SF is a Waymo. Short-medium term I see it as negligible impact to $UBER and $LYFT. Long term I see them cooked in US markets unless they act… Since autonomous vehicles can compress cost/margins of human ride shares by a lot. Then robotics can compress cost of delivery if Waymo launches a competitor to Uber Eats. Just like how people compare uber/lyft costs before rides, what people care about is lowest cost out of the bunch, and directionally Waymo/$TSLA would likely win there
Ongoing takes on other optical names too
Beyond LYFT, his viewpoint library also covers: