Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.
Unity’s merger with ironSource makes lots of sense, plus more on live sports and the Internet, and tough questions raised by Elon Musk and Uber
Uber raises philosophical questions about ends versus means; Elon Musk’s actions with Twitter raise similar questions.
It appears that Vice President Biden will win, and that Republicans will hold the Senate, which is the best possible outcome for big tech. Plus, Prop 22 saves Uber, and also hurts it.
Uber acquires Postmates, which makes me bullish about DoorDash. Then, TikTok invokes Shakespeare.
An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.
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.
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.
Why Neither/New companies are different than traditional marketplaces, how Vision Fund’s flaws led to Adam Neumann being forced out, and why Peloton has a big opportunity it might not see.