Uber
-
Robotaxis are poised to further close the delta between suburbs and the city; the city (and Uber) might never recover.
-
Uber’s S-1 raises more questions than it answers
-
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 lawsuit against Uber is extraordinary; that is because Uber, despite everything, remains an extraordinary company. Game theory explains the implications.
-
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
-
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.
-
Blue Apron Files for IPO, Network Effects and Customer Acquisition Costs, Uber Concerns
Blue Apron’s S-1 raises some red flags about unit economics and lifetime value; Uber, meanwhile, lost its CFO, who suggested the company is missing some key financial controls
-
Ford Fires CEO, Car Companies and the Future, Anthony Levandowski vs. Google
Ford has a new CEO, and it probably doesn’t have much to do with the tech industry. That said, what car companies are best placed for the future? Plus, 100x engineers and the problem of culture.
-
The Uber Disaster Round-up, Waymo and Lyft Form Partnership
Uber’s disasters continue, but the Lyft partnership with Waymo has a chance to be existential.
-
Airbnb Versus Hotels, The FCC and Differences of Opinion, Airbnb Versus Uber
Opposition to Airbnb is often chalked up to regulatory capture, but it’s not clear that is the case, as illustrated by both the FCC and Uber.
-
Medium and Bundle Economics, Text vs Music vs Video, Another Uber Scandal
More on Medium: the company is trying to sell a bundle, but there are no bundle economics in its favor. Then, Uber has another scandal, with a familiar person at the center.
-
Waymo’s Lawsuit Against Uber, Existential Logic, Uber — and Google’s — Miscalculation
Uber looks to be in very big trouble if the allegations in Waymo’s lawsuit are true; this also may be what finally does in Uber CEO Travis Kalanick. Google, though, messed up too, in the same way they have before.