Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
Larry Page and Sergey Brin’s impact on Silicon Valley is incomparable; now, though, they are formalizing a departure that arguably happened years ago. Why now, and what should Alphabet and Google do next?
Uber’s S-1 raises more questions than it answers
Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.
A bit more on Spotify, and then the lessons to be learned by Uber and Spotify. Plus, a potential Uber-Waymo partnership, and why they company will likely sell-out in Southeast Asia.
Amazon is unsurprisingly moving into logistics. It is another announcement, though, that explains the orthogonal way they are doing so. Then, Uber and Waymo settle in a win-win.
Uber’s disasters continue, but the Lyft partnership with Waymo has a chance to be existential.
Uber looks to be in very big trouble if the allegations in Waymo’s lawsuit are true; this also may be what finally does in Uber CEO Travis Kalanick. Google, though, messed up too, in the same way they have before.
The rhetoric of the president-elect in his meeting with technology executives was more worrying that it appears. Then, Google is forcing its self-driving car initiative to actually build a business, while Uber launches self-driving cars in San Francisco in the most Uber way possible.