Elon Musk Joins Twitter’s Board, Gogoro SPAC

Elon Musk doesn’t just own a part of Twitter; now he’s on the board, in a move that has been in the works for a while. Plus, my experience as a Gogoro owner.

Tech Under Biden, Prop 22 Passes, Uber’s Missed Monopoly

It appears that Vice President Biden will win, and that Republicans will hold the Senate, which is the best possible outcome for big tech. Plus, Prop 22 saves Uber, and also hurts it.

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.

Amazon Just Walk Out, Waymo Raises $2.25 Billion

Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.

AB 5, Uber, and the Gig Economy; The ABC Test; What Comes Next

California has passed a new bill, AB 5, that may have a big impact on Uber, Lyft, and other similar companies, but only if it survives court and ballot challenges. The unintended consequences could be huge.

Disney’s Bundle, Huawei’s HarmonyOS, Uber Earnings

Disney’s bundle is compelling both for Disney and also Hulu, then Huawei’s new OS doesn’t make sense commercially but does make sense geopolitically. Plus, Uber’s earnings have been unfairly represented even as they are very concerning.