Framework · 1 note · discussed by Lenny Rachitsky

Occupancy Rate vs. Bookings Rate Inflection

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Lenny’s Newsletter · Free post♥ 84

How To Know If You're Supply or Demand Constrained 🤹‍♂️ - Phase 2 of Kickstarting and Scaling a Marketplace Business

Dec 10, 2019 · 9 min

““Lyft was always supply constrained. It was obvious to everyone. You open up the app on a Friday night and there were no cars available. Instead, you got a Lyft message saying sorry, try again later. We eventually ended up having to build a waitlist for supply to catch up to demand. This was especially bad for us because Lyft focused on being reliable — a ride when you need one, with the tap of a button. The aha moment, or inflection…”