Uber/Lyft

Uber and Lyft are ride-sharing companies that provide on-demand transportation services through their mobile applications. Founded in 2009 and 2012 respectively, both companies have disrupted the traditional taxi industry by using technology to connect riders with drivers. Dara Khosrowshahi serves as CEO of Uber, while Lyft is led by CEO David Risher. Competitors in the ride-sharing industry include smaller companies such as Juno and Gett, as well as traditional taxi services.

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Judgment Labs cofounders (from left to right): Chief Scientist Andrew Li, CEO Alex Shan and CTO Joseph Camyre. Photo courtesy of Judgment Labs.
AI Agenda

Why Lightspeed Backed This Agent Evaluation Startup’s Back-to-Back Rounds

By Stephanie Palazzolo · May 12, 2026 7:00am PDT
Alex Shan may not have been old enough to legally buy alcohol in 2023, but he was still old enough to start his own company and join the AI boom.Shan was 20 when he was first introduced to James Alcorn, an investment partner at Lightspeed Venture Partners, through a fellow Stanford University classmate. Shan, who started college at 16, had... Alex Shan may not have been old enough to legally buy alcohol in 2023, but he was still old...
Eran Zinman, co-CEO of Monday.com. Screenshot via YouTube/SaaStr AI.
The Briefing

Monday.com’s AI Hiring Lesson; BuzzFeed’s Rescue

By Martin Peers · May 11, 2026 5:00pm PDT
Digital media historians will be intrigued by news this afternoon that media mogul Byron Allen is buying control of once-important media outlet BuzzFeed. For more on this unusual deal, see below. Meanwhile... if you’re using mass layoffs as an indicator for AI’s impact on the job market, you may be looking in the wrong place. It might be smarter... Digital media historians will be intrigued by news this afternoon that media mogul Byron Allen is...
Angela Weiss/AFP/Getty Images.
Sunday Insights

Tech’s AI Margin Math Is Getting Messier

By Meredith Mazzilli and Shane Burke · May 10, 2026 8:01am PDT · 3 comments
Tech companies from Spotify to Uber to Airbnb told investors on their March-quarter earnings calls that AI was making their workers more productive, allowing them to ship more code and handle more customers with the same or fewer employees. Many companies are seeing profit margin improvement as AI is helping them do more while holding their... Tech companies from Spotify to Uber to Airbnb told investors on their March-quarter earnings...
Uber CEO Dara Khosrowshahi. Photo by Bloomberg.
The Briefing

Rising Gas Prices Threaten Uber, Lyft, DoorDash

By Martin Peers · Mar 10, 2022 5:00pm PST
Can Uber and Lyft ever catch a break? Just when investors might have thought it was safe to wade back into the ride-hailing waters, thanks to the decline of Omicron, gas prices take off. That’s going to raise fuel costs for drivers—including those working for both ride-hailing services and food-delivery operations like DoorDash—probably causing... Can Uber and Lyft ever catch a break? Just when investors might have thought it was safe to wade...