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.
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.
Uber’s S-1 raises more questions than it answers
More on Scooters; Airbnb and Hotels; Netflix, AT&T, and Friends
Succeeding in scooters may require vertical integration, why Airbnb should go deeper into hotels, and why AT&T is making a mistake with Friends (or are they)
Aggregators and Jobs-to-be-Done
Aggregators succeed by being the best at doing the jobs consumers want done.
San Francisco and Scooters, Skip’s Strategic Moat, Santa Monica and Scooters
San Francisco has decreed which scooters should win, and acquiesce to regulators appears to be top of the list. Plus, why the differences between scooters and ride-sharing should result in very different strategies.
Uber Invests in Lime, Uber Versus Google Maps, AT&T and HBO
Uber is investing in Lime along with Google: is the real competition between Uber and Google Maps? Then, AT&T is considering big changes for HBO — or are they?
Scooter Follow-up, Microsoft and the Xbox, Spotify Signs Indie Acts
Scooter follow-up, then why the future of gaming may be very good for Microsoft. Plus, why Spotify’s new distribution agreements are not a big deal for now, but point to a positive future.
The Scooter Economy
Scooters are everywhere, and the use case is amazing. What is not so clear, though, is how scooter companies can build strong businesses, which means consumers are the real winners.