Self-Driving
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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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Follow-up: Dollar Shave Club, CPG, and Amazon; Tesla’s Master Plan, Part Deux
More on exactly how Dollar Shave Club succeeded, and if it’s replicable. Then, Musk has another inspiring blog post, but is it enough to erase nagging doubts about Tesla?
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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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The Significance of AlphaGo, Google to Sell Boston Dynamics, Google’s Self-Driving Car Will Take Awhile
The reason why AlphaGo is such a big deal is, I suspect, related to why it is that Google is selling Boston Dynamics.
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Car Follow-up, The Apple Car, Uber’s Financials
Google’s vision for driverless cars fails to take into account the world as it is. and Apple’s car efforts likely have a market for the foreseeable future. Plus a look at Uber’s financials.
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Cars and the Future
A massive revolution in cars seems right around the corner. However, I think it will take longer then most technologists think, but when it comes it will come quickly.
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Fidelity Reprices Again, Uber Partners with Tom-Tom, Lyft Struggling
Fidelity repriced some startups again, and it really isn’t that big of a deal. Plus, why Here may not have been right for Uber, and the struggles of Lyft.