Uber and Lyft Race Toward IPOs

The transcript discusses the strategic timing of Uber and Lyft's IPOs, highlighting the competitive dynamics between the two companies. It covers their valuations, market positions, and the impact of banking relationships on their IPOs. The discussion also touches on concerns about SoftBank's connections to Saudi money and the potential governance issues that may arise. Despite these concerns, it is suggested that public market investors may prioritize the company's growth story over governance issues.

What factors contribute to Uber's valuation compared to Lyft's?

In what ways might public market investors react to Uber's governance issues?