Uber + Grubhub?, Aggregator Acquisitions, Uber and Lime

An Uber acquisition of GrubHub makes all kinds of sense, but for the same reasons that it will be frowned upon by regulators (and for good reason). Then, Uber’s investment in Lime makes sense as well.

Email Addresses and Razor Blades

The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

Visa, Plaid, Networks, and Jobs

The history of credit cards helps explain why Plaid is valuable to Visa, and how Visa can make it significantly better.