I think a lot of that assumes that people only use yours, and that price isn’t a significant factor for riders. But I think in a lot of areas they’re still subs

I think a lot of that assumes that people only use yours, and that price isn’t a significant factor for riders. But I think in a lot of areas they’re still subsidizing riders, and once they jack it up to the true cost everywhere, people will start caring a lot more about the price. In SF I’ve noticed that they’ve bumped the price of express pools up by ~50% since IPO, and it’s gone from a no brainer to not such a no-brainer. If there was a significantly cheaper but less reliably fast option, I’d check it before falling back to the others, similar to how I currently check both Uber and Lyft for pricing.