Self-Driving
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Taking Waymo, Uber and Waymo
My first ride with Waymo was an emotional experience, even if most Waymo rides in the future will be provided by Uber.
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Micron’s China Ban; Neeva Gives Up on Search; Uber and Waymo, Finally
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.
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An Interview with Qualcomm CEO Cristiano Amon
An interview with Qualcomm CEO Cristiano Amon about his history at the company, why Qualcomm is more than a mobile company, and why semiconductors are the future.
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Amazon Just Walk Out, Waymo Raises $2.25 Billion
Amazon Go is licensing its technology, contrary to my previous prediction. Then Waymo is taking on outside investors which should result in a needed shift in incentives.
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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.
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Uber Questions
Uber’s S-1 raises more questions than it answers
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Amazon Abandons New York, The Upside of Amazon’s Decision, Waymo and Disruption
Amazon is abandoning to New York, and everyone is a loser, at least in the short term. There may, though, be upside in the lessons learned. Then, a truly excellent article about why Google may be approaching self-driving cars all wrong.
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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.
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Uber’s Bundles
Uber had a good strategy, but its crisis meant Lyft had new life and the strategy was no longer workable. Now the company is pursuing something new, even though it is more complicated.
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The Apple Espionage Case, Apple’s New Organization, The App Store Turns 10
A corporate espionage case involving Apple gives clues about Project Titan. Better news is Apple’s new organization. Plus, the App Store turns 10 and Apple won’t change its approach there.