Micron takes a hit in the U.S.-China tech war, Neeva gives up on search (and is acquired by Snowflake), and Uber and Waymo finally partner up.
Lyft’s Founders Exit, Uber Driver Improvements, Wrong About Aggregation
Uber appears to finally have the upper hand in its battle with Lyft, thanks to its focus on drivers; this shows they were never an Aggregator in the first place.
The Uber Files, Musk Tries to Dump Twitter, Musk and the Hero Paradox
Uber raises philosophical questions about ends versus means; Elon Musk’s actions with Twitter raise similar questions.
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.
Lime Leaves 12 Cities; Scarcity Amongst Abundance; An Update on Apple, Trump, and Encryption
Scooter companies appear to be struggling, which is not a surprise; still, it is an excuse to re-visit assumptions around ride-sharing in comparison, and an generalizable principle about Aggregation Theory. Plus, an update on Apple versus the FBI.
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.
Uber Layoffs, T-Mobile-Sprint Merger Approved, Additional Notes on the Merger
Uber’s layoffs were a necessary adjustment to a marketing strategy that made sense previously, but not today. Then, why the T-Mobile-Sprint merger should have been approved, and the secondary impacts of the decision.
Uber’s Rocky IPO, What Went Wrong, The Perils of Private
What went wrong with Uber’s IPO, and why the trend to stay private longer is problematic for everyone involved.