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TABLE OF CONTENTS
0:00 Intro 1:51 Bullet point summary 5:16 What is the utilization rate (UR)? 8:20 Uber & Lyft NYC UR update (Oct 2024) 11:40 53% UR regulatory floor vs. lockouts 13:47 How is Uber / Lyft gaming NYC TLC’s UR? 17:00 Uber and Lyft NYC trip update 21:27 Traditional black car, livery & luxury base trip update 24:43 Green Cab (SHL) trip update 25:34 Yellow cabs break 15% market share, industry update 27:42 NYC TLC trip market share analysis 28:55 NYC TLC market predictions 33:13 Total NYC TLC industry trip update & analysis 35:00 Explaining our logic 37:07 Yellow cabs have JFK / LGA curbside pickup advantage 40:21 Yellow cab fares are cheaper for several reasons (taximeter, taxes) 42:10 Rise of street (“hand”) hails? 43:30 Taxi market share gains will impact Uber / Lyft NYC UR, waitlists, part-timers, driver earnings 49:35 Uber / Lyft NYC Access = “Golden Ticket”? 55:41 NYC taxi medallion = Gold? 56:21 Concluding remarks
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