Episode
Lyft CEO on RoboTaxis, Uber and why investors MISPRICE the stock!
- Podcast
- Full Signal
- Published
- May 21, 2026
- Duration seconds
- 2258
- Processing state
not_requested
Actions
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Summary
Lyft CEO David Risher joins Phil Rosen on Full Signal to unpack why Lyft stock has underperformed, competing with Uber, whether he would entertain an acquisition from Google or Tesla, how autonomous vehicles impact Lyft's business, and more. This episode is sponsored by Public: https://public.com/openingbell Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - Intro 0:46 - Lyft stock is down 32% 1:47 - Wall Street mispricing the stock 2:52 - Self-driving cars 4:23 - Fleet management edge 8:09 - Does Tesla break Lyft's moat? 9:36 - 50 million riders and distribution 12:44 - Partnership playbook 15:15 - Owning a car vs. Lyft 17:04 - Taking Lyft private 18:28 - Acquisition by Tesla or Google? 22:16 - Will AI replace all drivers? 26:28 - Why CEO still drives Lyft rides 28:38 - Strategic regrets as CEO 34:59 - Leaving a legacy at Lyft Disclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. #podcast #investing #markets #macro #stocks #bitcoin #fed