Sprint and the problem of fixed costs, Amazon and the advantage of fixed costs, and Jeff Bezos’ fundamental optimism
Uber is officially out of Southeast Asia, ultimately thanks to Softbank. Then, tragedy, as an Uber self-driving car kills a woman. This may be the end of the program, but the decision should have been made before.
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.
Susan Fowler is tech’s person of the year, both because of her impact on Uber and on the tech industry broadly.
Bitcoin versus Bitcoin Cash looks like a pump-and-dump deal; that, though underscores the paradox underlying Bitcoin’s value. Then, Uber and Softbank reach a deal that will reflect the fact Uber didn’t kill Lyft.
Uber has made a deal in Russia that, to the extent it approximates China, is a great idea. However, the company may soon be knocked out of Southeast Asia: capital is the ultimate aggregator.
Softbank is buying ARM, which is interesting in its implications for both companies, but probably not that big of a deal for the industry. Then, what the latest Taylor Swift-Kanye West episode says about Twitter.