Oct. 2 at 6:31 PM
$LYFT While Amazon leads the pack, other names have surfaced in discussions:
• Tech Giants: Apple (
$AAPL) has shown past interest in ridesharing (e.g., its Didi stake), and could leverage Lyft for Apple Car integrations if autonomous tech advances. Google/Alphabet (via Waymo) is already partnering with Lyft on driverless pilots in Nashville (launching 2026), but a full buyout could consolidate control.
• Strategic Players: Uber remains the elephant in the room—speculation on X includes mergers with DoorDash (
$DASH) or Instacart (
$CART) for “synergies” in delivery-rides combos, though antitrust hurdles loom large. Automakers like GM (Cruise) or oil majors (e.g., Shell’s EV charging plays) could eye Lyft for fleet tech.
• Wild Cards: Chinese firms like Baidu (Lyft’s robotaxi partner) or even media conglomerates with deep pockets, though regulatory scrutiny would be intense.