I think this is a mis-read of the market. First, if they can get many/most of their rides to include 2+ passengers, $14/trip is easily supportable without VC su

I think this is a mis-read of the market. First, if they can get many/most of their rides to include 2+ passengers, $14/trip is easily supportable without VC subsidies. Next, if you study Lyft a bit harder you will see that is expending a lot of energy in differentiation and getting good results, especially around driver and rider experience. Following your airline analogy, Lyft hired Virgin America's creative guy.