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Impact of AI/LLMs on Travel Distribution
 • Thomas Reiner
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Travel & Leisure Demand: Peaking or Not?
 • Thomas Reiner
Instacart S-1 Deep Dive
 • Thomas Reiner
Rideshare & Delivery SBC and Dilution Hell
 • Thomas Reiner
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Instacart S-1 Deep Dive
On Friday Instacart formally filed their S-1 for an IPO we can likely expect in mid September. A deep dive on the fundamentals, unit economics, and…
 • 
Thomas Reiner
Global Food Delivery: Normalization
From hyper-growth during covid to ugly comps in 2022, global food delivery is starting to see normalization on both growth and multiples in 2023
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Thomas Reiner
1
DoorDash: Philosophical Clarity
In DoorDash's quarterly investor letter they laid out a masterwork in capital allocation, investing in growth, and is a must read for growth investors
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Thomas Reiner
Travel & Leisure Demand: Peaking or Not?
Quotes and overview from Q2 earnings calls on demand into Q3 and 2024 show continued strength from peak summer travel but can that strength continue…
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Thomas Reiner
Impact of AI/LLMs on Travel Distribution
Will AI and LLMs disrupt travel distribution? Can OTAs and the GDS like Sabre survive the coming onslaught or will some of them emerge as dominant…
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Thomas Reiner
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Instacart Overview & CEO Strategy
Strategic overview and network effects at Instacart as they prepare for their eventual IPO and the public filing of their S-1.
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Thomas Reiner
Executive Comp at Founder Led Companies
Founder led companies like DASH and RBLX have very different Proxy Statements that evolved directly from the Elon Musk TSLA package
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Thomas Reiner
Proxy Season: BKNG, UBER, AAPL, UAL
Uber tiptoes towards being onside while Booking runs away from the pack, Apple remains A+, United Airlines impressively bad
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Thomas Reiner
How Platforms are Integrating AI
Early product innovations leveraging AI/LLMs at Discord, Roblox, Unity, and Instacart among others give early insights into what may be prominent…
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Thomas Reiner
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