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In today’s episode, I’m speaking with David Risher, Chief Executive Officer of Lyft. We discuss how Lyft is thinking about the autonomous vehicle transition, where the company fits into the broader AV ecosystem, and why David believes Lyft can play a meaningful role even without developing its own self-driving technology.
We also dive into Lyft’s partnerships with autonomous vehicle companies, including its recent big launch with Waymo in Nashville, and explore how Lyft and AV operators can complement one another through a hybrid marketplace model. David shares how receptive AV companies have been to Lyft’s value proposition, the biggest challenges facing autonomous vehicle deployment today, and what Lyft’s investors, drivers, and riders think about the growing role of autonomy in the industry.
We also discuss David’s first ride in a Zoox robotaxi, whether consumers are likely to use multiple autonomous vehicle and rideshare apps, and how Lyft views competition and cooperation with companies like Uber and Waymo. Finally, David explains how Lyft’s Flexdrive subsidiary fits into the company’s long-term autonomous vehicle strategy, highlights progress with international partners, and shares what excites him most about Lyft’s autonomous future.
Chapters
(00:00) Introduction to David Risher
(02:27) What Lyft’s overall AV strategy looks like
(03:35) How confident is David in the maturity of AV tech?
(04:40) How important are AVs to Lyft right now, and how much are they focusing on them?
(06:47) Are Lyft’s investors interested in AVs?
(08:57) Where Lyft stands out most in the AV future, and what they bring to the table
(12:20) How receptive are AV companies to Lyft’s value proposition?
(13:30) The hardest challenge for AV companies
(15:29) Lyft’s partnership with Waymo in Nashville, and how it works
(17:01) How Lyft and Waymo complement each other in Nashville through their hybrid partnership
(19:01) The biggest challenge in the hybrid partnership
(22:04) What Lyft drivers think of the partnership with Waymo
(24:04) How does AV proliferation affect human drivers in the long run, and what are their current concerns?
(27:09) David’s first Zoox ride, and his experience
(29:00) Are customers likely to download multiple rideshare/AV apps?
(30:50) David’s thoughts on Waymo’s relationship with Uber
(32:35) How Lyft’s demand aggregator role connects with the AV fleet maintenance role of their Flexdrive subsidiary
(34:20) Lyft’s AV strides with their international partners
(37:15) What the ideal Lyft AV product/partnership would look like in London
(38:19) What has David most excited about Lyft’s AV future
(38:55) Conclusions and final thoughts
Notes/Links:
Lyft’s article about former drivers filling in AV roles in their new AV depot, mentioned in the 22:07 timestamp (link).
David’s first Zoox ride.
-Harry
