Daily Update: Alibaba Buys Out UCWeb, Dropbox Buys MobileSpan, Will Microsoft Undercut AWS on Price?

Good morning, I forgot to link in yesterday’s update, but in case you missed it I wrote a piece on Stratechery defending Uber’s $18.2 billion valuation. To be clear, I’m not saying that Uber is guaranteed to succeed, but rather the size of the opportunity and the relative risk involved make it an obvious investment […]