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.
-
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.
-
The Uber Conflation
It’s easy to conflate criticism of Uber’s regulatory approach with accusations about the company’s culture. That is CEO Travis Kalanick’s responsibility; it’s also a failure of all of tech.
-
Google Assistant Added to Android, Amit Singhal Out at Uber
Google Assistant is being added to Android, which makes the company’s previous statements and actions even more confusing than they already are. Then, another controversy hits Uber, but Google is implicated as well — along with the entire industry.
-
Crisis at Uber, Uber’s Culture, Who is Responsible?
Uber is facing explosive allegations of sexual harassment and general corporate dysfunction; the seeds, though, were planted years ago.
-
Planet of the Apps, #DeleteUber, Amazon Earnings
“Planet of the Apps” is probably not nearly as big a deal as its being made out to be, why #DeleteUber was uniquely dangerous for Uber, and Amazon’s ongoing shift to being a service business.
-
Uber Losses (But China Gains?), Uber and Unit Economics, Reconsidering Uber
New Uber financials have leaked, showing more losses but perhaps unexpected gains in China. However, while it’s hard to gain insight without a view into Uber’s unit economics, that doesn’t mean the company shouldn’t be questioned.
-
Tech and Trump: The Meeting, Google Self-Driving Cars = Waymo, Uber Deploys Self-Driving Cars in San Francisco
The rhetoric of the president-elect in his meeting with technology executives was more worrying that it appears. Then, Google is forcing its self-driving car initiative to actually build a business, while Uber launches self-driving cars in San Francisco in the most Uber way possible.
-
Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists
-
Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).