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Stratechery by Ben Thompson

On the business, strategy, and impact of technology.

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Postmates

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

Posted onWednesday, July 8, 2020Thursday, February 4, 2021

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

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

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Explore Stratechery

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  • Years in Review
The Stratechery Update
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Dithering
Sharp Tech with Ben Thompson
Sharp China with Sinocism's Bill Bishop
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