Lyft edges Uber on overall AI exposure (62 vs. 57), a counterintuitive result driven by nearly identical operational integration but a massive divergence in monetization. Lyft generates only 15 points from AI-driven revenue compared to Uber's 45—a critical gap reflecting Uber's diversified business model (Uber Eats, freight) where AI directly captures value, while Lyft remains dependent on a single ride-sharing product.