Important takeaways from Lyft’s S1 Filings Rev PAU (per active user) has essentially doubled in the past two years alone. 25% comes from increase in # of rides, and rest comes from ASP (38%) and take rate (48%). Raising prices is a great way to flesh out whether you actually do have a moat… The definition of a moat is the ability to charge more.” – Marc Andreessen Clear demonstrator of market power is ability to raise your prices and keep your customers.
Intersection notepad 