Building on Aggregation Theory, this provides a precise definition of the characteristics of aggregators, and a classification system based on suppliers. Plus, how to think about aggregator regulation.
Uber Loses London License (Pending Appeal), The Idea of Uber, Uber’s Existential Test
Uber is losing its London license, pending appeal: whether or not the company gets it back is a test of the company’s long-term viability. Plus, why Facebook has to realize that facts are not enough.
Uber CEO Follow-up, BuzzFeed Adds Banner Ads, Google Offers Cheaper Networking
Who wanted Dara Khosrowshahi as Uber CEO? Then, BuzzFeed is making the right move in adding ads, and why Google’s seemingly innocuous decision to offer cheaper networking is so interesting.
Uber’s New CEO
Uber has a new CEO, and the reason he is a great choice explain why the Uber job is still an attractive one.
Benchmark’s Letter to Uber Employees, Is Benchmark Right?, Intel CEO Leaves Trump Advisory Board
Follow-up on Benchmark’s suit against Uber, and then why it is time for tech to draw the line with President Trump.
The Uber Dilemma
Benchmark’s lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
Uber and Yandex; Grab Raises $2 Billion; Softbank, Ride-Sharing, and Capital
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.
Bill Gurley Leaves Uber’s Board, Uber Adds Tipping, Chris Lattner Leaves Tesla
Bill Gurley ultimately believes in the Uber idea, and it probably cost both Kalanick and him their jobs. Then, why it’s a problem that Uber is adding tipping, plus the news that Chris Lattner is leaving Tesla.
Travis Kalanick Resigns, Uber’s Dangerous Delusion, Uber Going Forward
Travis Kalanick has resigned. His downfall came from a dangerous delusion that forgot what Uber represented; the way forward is about remembering.
The Uber Endgame, Unchanging Uber, Uber Justice
The Uber endgame has arrived, and the events of last week showed what should happen — even if they might not. Plus, Kalanick’s fatal flaw and broader questions for all of tech.