Ride-sharing
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Tech and Trump: The Meeting, Google Self-Driving Cars = Waymo, Uber Deploys Self-Driving Cars in San Francisco
The rhetoric of the president-elect in his meeting with technology executives was more worrying that it appears. Then, Google is forcing its self-driving car initiative to actually build a business, while Uber launches self-driving cars in San Francisco in the most Uber way possible.
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Does Uber Have a Strategy Problem?, Netflix and Aggregation Theory, Google Trips
Is Uber bad at strategy? It would be understandable if they were. Then, Hollywood is finally realizing that Netflix is a textbook aggregator. Plus, why Google Trips exists
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Uber’s Problematic Google Deal, Lyft’s Sales Pitch, Twitter’s Live Hail Mary
Uber took a shortcut with Google two years ago and are paying the price today, even if the wound is only temporary. Meanwhile, Lyft is costing Uber money but not strategic positioning, and seem to be marketing themselves to acquirers. Plus, mourning the end of what Twitter could be (and no, the NFL didn’t help).
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Google, Uber, and the Evolution of Transportation-as-a-Service
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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Uber-Didi Follow-up, SalesForce Buys Quip
More on Uber and Didi, and why the evaluation of this deal depends on the lens you use. Then, why Salesforce bought Quip, and what that says about both enterprise startups and Salesforce versus Microsoft.
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Didi Acquires Uber China, Why Uber China Was Doomed, Was Uber China Worth It?
Didi has acquired Uber China. This Update goes through the history of ride-sharing in China, why Uber China was doomed, and evaluates whether Uber China was worth the investment.
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The Tesla Autopilot Fatality, Uber Partners with Hertz
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.
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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.
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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.
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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?