Neither, and New: Lessons from Uber and Vision Fund

Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.

Stitch Fix and the Senate

Stitch Fix is a perfectly fine company that is a big startup success, in part because it paid attention to costs. It is very problematic that the Senate is threatening that, and potentially entrenching incumbents.

Uber’s New CEO

Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.

The Uber Dilemma

Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.