The first fatality due to self-driving cars captures why this space is so difficult: the numbers favor Tesla, but the optics may not. Then, why Hertz’ partnership with Uber is so fascinating.
Apple, Didi, and Occam’s Razor; Uber in China
Apple investing $1 billion in Didi could signify all kinds of things, but only one explanation makes sense. The big loser, though, is Uber.
Uber Loses in Austin, Uber and the Zenefits Test
Uber lost a ballot proposal in Austin that may have far-reaching effects; an application of the Zenefits Test shows why it was the wrong battle to fight.
Zenefits and Regulation
Zenefits fired its CEO after violating a number of regulations, and many people are drawing a connection to Uber. In fact, I think the situations are quite different; understanding why gives a framework for thinking about regulation.
Josh Horwitz: Uber in China, What Uber Got Right, Is Second Place Winning?
Ben is on vacation; in a guest post, Josh Horwitz explores Uber in China. What did they get right that so many other Western companies get wrong, and is it sustainable? What if they are only ever second place?
Car Follow-up, The Apple Car, Uber’s Financials
Google’s vision for driverless cars fails to take into account the world as it is. and Apple’s car efforts likely have a market for the foreseeable future. Plus a look at Uber’s financials.
Cars and the Future
A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.
A Politics For Technology
Technology is changing the world, which means politics should change as well. There is a way forward that entails less regulation and a much bigger safety net.
The Anti-Uber Alliance, WeChat Blocks Uber, Tiger Capital Invests in Uber
Didi Kuaidi, Ola, GrabTaxi, and Lyft are teaming up against Uber. Most are focused on Lyft, but they’re the least interesting part of this deal. Meanwhile, why is anyone surprised that Tencent would compete “unfairly”, plus, Tiger Capital hedges its bets.
Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling
Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.