Business Case Studies & Business Publications

Lyft and Autonomous Vehicles: A Fast Lan...

Feldman, Pnina, Ka...

Case

Lyft and Autonomous Vehicles: A Fast Lane to Growth?

Feldman, Pnina; Kalogeropoulos, Demitri

OM-1846 | Published September 19, 2025 | 9 Pages Case

Collection: Darden School of Business

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This case explores Lyft’s strategic position in the autonomous vehicle (AV) industry as it competes against ride-sharing market leader Uber. It introduces Jeremy Bird, executive vice president of driver experience at Lyft, who in early 2025 faced growing competitive pressure as Uber expanded its AV services through partnerships with Waymo that spanned multiple US cities. Bird is reviewing Lyft’s approach with AVs and considering how the company might better compete against its rival in the emerging industry. The case outlines how ride-hailing platforms displaced taxi services by improving the short-haul trip experience for riders and drivers. It highlights competitive dynamics around driver recruitment and engagement, surge pricing, and customer loyalty, all in the context of an approaching technological disruption that industry participants view as potentially transformative to their businesses.