Uber’s Bundles

Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.

The Scooter Economy

Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.

The Moat Map

The Moat Map describes the correlation between the degree of supplier differentiation and the externalization (or internalization) of a company’s network effect.