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On the business, strategy, and impact of technology.

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By Ben Thompson

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Companies

Postmates

Uber Acquires Postmates; DoorDash Optimism; TikTok, Apple, and Hong Kong

Posted onWednesday, July 8, 2020Thursday, February 4, 2021 Author by Ben Thompson

Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.

China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart

Posted onMonday, October 5, 2015Wednesday, March 21, 2018 Author by Ben Thompson

The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart

By Ben Thompson

  • About
  • Dithering
  • Exponent

The Daily Update

About The Daily Update
Subscribe: Monthly | Annual
Member Forum

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Weekly Updates via
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Explore Stratechery

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