High Growth Investing

High Growth Investing

Two Roads to Autonomy: Why Uber and Lyft Can Both Win

This article provides an analysis of Q3 2025 figures and a sober look at the valuation.

Stefan Waldhauser's avatar
Stefan Waldhauser
Nov 13, 2025
∙ Paid

Uber or Lyft? For many investors, the choice comes down to a matter of faith. Some prefer Uber’s global market leadership and superior network effects, while others like Lyft’s turnaround story and focus on free cash flow. Essentially, it’s two different ways of riding the same wave: the digital orchestration of mobility. Today, it is still predominantl…

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