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.
Uber represents something new: a company that is different than incumbents because of technology, yet not itself a tech company — just like the Venture Fund is not a VC.
California has passed a new bill, AB 5, that may have a big impact on Uber, Lyft, and other similar companies, but only if it survives court and ballot challenges. The unintended consequences could be huge.