Author: Mike Babineau

    Revisited: Uber rider engagement

    One year ago, we dug into Uber ridership and learned just how engaged those riders were. With Uber's continued growth, and with Lyft gaining share in key markets, how has customer behavior changed?

      Lyft vs. Uber: Surpassing $1B ARR

      How does ARR stack up for Uber and Lyft? We used a combination of consumer transaction data and reported revenue to examine each company’s growth from $100M to $1B gross ARR.

        The success of Gobble’s pivot

        Gobble was started in 2011 as a marketplace for home-cooked food. By 2014, they had become a pre-cooked meal subscription service as part of YC. Neither model really took off, so in September they pivoted again - this time to meal kits.