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?
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 you might think, and Aggregation Theory explains why.
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.
Daily Update: BuzzFeed, Trust, and Regret; Backdoor Hypocrisy; Uber Acquires deCarta
Good morning! In case you missed it, I mentioned yesterday that I’m going to Happy Hour Friday in Seattle and Monday in San Francisco, both from 5:00-6:30, and would love if you joined me. I’ll send out details about location to those who have expressed interest later today. On to the update: BuzzFeed, Trust, andSubscribe […]
Daily Update: LINE Launches Grocery Services, Google Versus Uber?
Good morning, Thank you all for your patience yesterday in my ongoing litigation of the viability of blogs-as-a-business. Do note that I edited the piece a fair bit; the current version on Stratechery is a bit shorter and bit fairer to Vox (no poop references). As I’ve written, I’m cheering for all of the newSubscribe […]
Daily Update: What is Happening with Bitcoin?, Republicans and Net Neutrality, Uber Market > Taxi Market
Good morning, Thanks for the all the positive notes yesterday about the Daily Update’s recent Xiaomi coverage. This was certainly a special circumstance, and I’m glad you all enjoyed it. Hopefully there will be more in the future. I am working on an article that touches on Xiaomi, although the main points are much broader,Subscribe […]
Daily Update: On The New Republic, Journalism, and BuzzFeed; Uber and Portland; Uber and India
Good morning, Today’s report is a little long and little late due to some late-breaking developments. My apologies. On to the update: On the New Republic, Journalism, and BuzzFeed Anyone who follows journalism even tangentially was certainly inundated with the news about the upheaval at The New Republic. In case you missed it, a summarySubscribe […]
Daily Update: On the Occasion of Thanksgiving; Lyft Driver Destination; Apple’s Cloud Problem, Revisited
Good morning, Tomorrow is the Thanksgiving holiday in the U.S., and the markets and most tech companies will be closed for the next two days. There will also be no Daily Update. I do plan on doing some back-end work, including taking care of all outstanding issues from the transition to a single membership tierSubscribe […]
Why Uber Fights
Ride-sharing is a winner-take-all market that depends on controlling demand more than it does supply.
Daily Update: Qualcomm’s Challenges, Uber’s Potential
Good morning, A quick update about the transition to a single membership level: Monthly Access members ($30/month) have all been transitioned to a standard Daily Update subscription ($10/month). I have prorated your payment and applied credit to future billings. If you would prefer a refund (the amounts will range from $1 to $20), please contactSubscribe […]