Lyft

Lyft is an app-based ride-sharing service. Founded in 2012, the company has quickly grown to become a major player in the transportation industry. David Risher serves as CEO. Competitors include Uber and traditional taxi services.

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Google CEO Sundar Pichai. David Paul Morris/Bloomberg via Getty Images.
The Briefing

Why Google’s AI Weakness Turned Out to Be a Strength

By Martin Peers · Dec 18, 2025 5:00pm PST
Sometimes people’s greatest weakness can be their biggest strength. And in AI, it is turning out that what we thought was a weakness for Google—the fact that it had both a search portal and an AI chatbot—is actually an advantage. People use search and AI chatbots interchangeably, to be sure, but it’s become clear through the course of this year... Sometimes people’s greatest weakness can be their biggest strength. And in AI, it is turning out...
Art by Mike Sullivan
AI Agenda

OpenAI’s ChatGPT Problem

By Stephanie Palazzolo · Dec 18, 2025 7:00am PST
OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its money: ChatGPT.In this story that Sri, Amir and I published this morning, we revealed that over the past year OpenAI staffers had noticed that improvements to the company’s models weren’t necessarily lifting ChatGPT usage. Their quandary is that... OpenAI has a problem and, unfortunately for it, that problem is also how it makes most of its...
OpenAI executives Fidji Simo, Sam Altman and Mark Chen. Images via Getty. Art by Clark Miller.
Exclusive

How OpenAI’s Organizational Problems Hurt ChatGPT

By Stephanie Palazzolo, Sri Muppidi and Amir Efrati · Dec 18, 2025 6:00am PST · 6 comments
Over the past year, some OpenAI staffers noticed a concerning change in the way people who used ChatGPT were reacting to improvements in the chatbot. In prior years, every time OpenAI made a big upgrade to the artificial intelligence that powers the chatbot, usage surged as people easily found ways to get useful responses out of it, one employee... Over the past year, some OpenAI staffers noticed a concerning change in the way people who used...
True Value

Lyft Investors Are Enjoying the Ride

By Anita Ramaswamy · Nov 13, 2025 6:00am PST · 1 comment
Here’s a stock market fact that will surprise nearly everyone who has followed the ride-hailing industry: Lyft’s stock performance is beating Uber’s by a fair margin this year. Lyft is riding a surprising rebound, turning a money pit into a cash generator and making promising deals in ride hailing. Lyft shares are up nearly 80% in 2025, ahead of... Here’s a stock market fact that will surprise nearly everyone who has followed the ride-hailing...