Transportation
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Intel is buying Mobileye; it’s an acquisition that makes sense once you realize how much value there is in components.
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The competition between Uber and Google has broken out into the open: who has the advantage in the evolution of transportation-as-a-service, and who will likely win?
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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.
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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.
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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.
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China O2O and Unit Economics; The Fallout — Or Not — Of a Chinese Internet Crash; Uber, Postmates, Shyp, Instacart
The Wall Street Journal says China’s O2O industry may be crashing, something that comes as little surprise to many observers. However, does that mean Silicon Valley should be worried? Plus, how to think about Uber, Postmates, Shyp, and Instacart
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About that Apple Car (and Jony Ive), The 21 Inc Bitcoin Computer
I’ve agreed that there is probably an Apple Car for a while, but I do need to make it official that I was likely wrong about Jony Ive. Then, what is the deal with 21 Inc’s Bitcoin Computer? Is there any way it makes sense?
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UberPool Follow-Up, Google Bans Interstitial App-Install Ads, Instagram Allows Multiple Photo Sizes
More on UberPool, including the inevitability of self-driving cars, Uber’s competitors, and whether or not Uber needs mass transit. Then, Google’s ban on interstitial app install ads may be a bit arbitrary, but does that matter? Plus a must-read article that ties Instagram’s photo sizes to Twitter’s 140 characters.
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Uber 2.0: Human Self-Driving Cars
Uber 1.0 is a huge success, but it’s still basically a taxi service. We know the future is self-driving cars, but is there an intermediary step? What if Uber could do self-driving cars today?
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German Automaker Consortium Buys Here Maps, Don’t Dismiss Apple MVNO Rumors
As expected a consortium of German automakers has acquired Here Maps. It’s hard to see this as anything other than defense of the status quo, particularly against Uber. What, though, will the latter do now? Then, the usual skepticism surround rumors that Apple will launch an MVNO. However, I think that Apple has more leverage than…
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In Defense of Markets, The Qualcomm Mess, Uber and de Blasio
I think that the stock market tends to get a bad rap amongst tech pundits and executives; in fact, it is a critical part of how new companies defeat incumbents. Still, sometimes markets get it wrong and I think that is the case with Qualcomm. Plus, what Uber’s episode with New York City mayor Bill de…
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Uber in China, Didi Kuaidi Raising $1.5 Billion, China Scale and Apple Maps
It seems that Uber is doing far better in China than expected. How is the company succeeding where other western companies have failed, and is their success sustainable? Plus fundraising news from Uber’s biggest competitor, and some amazing numbers about China’s scale.