Uber
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Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
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Uber’s S-1 raises more questions than it answers
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Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
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Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
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Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
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South Dakota v. Wayfair, and Amazon; Wayfair’s Unintended Consequences; Ohio v. American Express, and Tech
Two Supreme Court decisions have an impact on tech: first, states can collect sales taxes on e-commerce, and second, the burden of proof for antitrust just got higher.
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Scooter Follow-up, Microsoft and the Xbox, Spotify Signs Indie Acts
Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.
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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.
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The Moat Map Follow-up; Uber, YouTube, and Spotify; The Public Cloud and Scale
More on The Moat Map, and how it applies to Uber, YouTube, Spotify and the public cloud.
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Uber Acquires JUMP, Background on Bikes, Uber’s New Strategy?
Uber has acquired JUMP, the dockless e-bike company. It’s an acquisition that makes sense for both sides, and suggests that Uber has a more coherent strategy than previously.
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Uber Sells Out in Southeast Asia; Uber’s Self-Driving Tragedy; Doing the Right Thing, Inevitably
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.
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More Spotify; Spotify, Uber, and Airbnb; Uber, Waymo, and SoftBank
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.
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Shipping With Amazon, FBA Onsite, Uber and Waymo Settle
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.
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Tech’s Person of the Year; Uber at the End of 2017; Fowler’s True Impact, and Means
Susan Fowler is tech’s person of the year, both because of her impact on Uber and on the tech industry broadly.