Shares of Lyft having its second best day ever, surging more than 25% after reporting record

ride share trips in a new AV partnership. What impact could another Trump White House have on the stock

and the gig economy as a whole? Our Deirdreboast is watching that for today's tech check. Good morning, Dee.

Hey, good morning, Carl. So better bookings and guidance. That's, of course, in focus this morning.

But what may be more interesting for investors is what's going on under the hood.

Call it survival of the fittest or survival of the more nimble.

There's this overhanging question. Will they be killed off by the coming wave of robotaxies?

Or can they morph into something beyond ride share and delivery?

The incoming administration could be the new catalyst.

Lift and Uber over the last few months. They have been on a deal-making frenzy. Most of them

centered around autonomous. They're all here. You've got Uber and Waymo Cruz, Wave, B-Y-D. That's just a

handful. Then Lyft yesterday morning playing catch-up, announcing three partnerships all at

once. Now, they both used to have their own in-house self-driving tech units, but they shut them

down on the drive for profitability a few years ago. And now with the threat of Robotaxy fleets

getting nearer and nearer, they're painting themselves as key partners or maybe fleet managers

to the industry. Also in an effort to show investors that they won't be displaced. An analyst on

the Lyft call last night, he asked about the impact of Waymo on Market Share in San Francisco,

where they are all over the streets. David Rich or the CEO kind of dodged answering directly,

just saying again and again what we hear, that they want to be partners. Now that Elon Musk is in the president-elect's ear,

that's another factor here. That push by the ride share and delivery companies could become

a whole lot more urgent. And it is worth asking the question, could these tie-ups go from

partnerships to all-out consolidation, actual M&A?

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