Evercore ISI's Mark Mahaney gives his read on earnings from the gig sector

Lyft shares are down 2%. Evercore ISI's Mark Mahaney says it remains to be seen if Lyft can sustain topline growth while ramping profitability. He's keeping an inline rating on Lyft.But for Uber, Door Dash and Shopify, Mark is raising his price target for all three. So joining me now is Mark Mahaney, head of internet research at Evercore ISI. Mark, it's great to have you on.And let's start right there. The takeaway we've and I realize we get Instacart after the bell, which I don't think you cover, but the t ...