Platform Aeronaut | Thomas Reiner | Substack

With the launch of Unreal Engine for Fortnite (UEFN), UGC creation tools are entering a new phase. Fortnite will share 40% of net revenues with creators putting Roblox and peers on the defensive.

Mar 22

Over the last decade mature technology companies have continued to dilute at increasingly higher levels.

Mar 6

Early product innovations leveraging AI/LLMs at Discord, Roblox, Unity, and Instacart among others give early insights into what may be prominent product features down the road.

Mar 26

Dilution still ugly, but delivery sequential improvements a bright spot

Feb 28

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Uber's keeps executing, Lyft train wreck continues

Feb 9

A quick look at airlines, OTAs, ridesharing, cruise lines, and rental cars and where they are vs 2019 post-pandemic

Jan 30

Easy to point out whose SBC is a disaster, who is the positive example?

Jan 19

Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+

Jan 12

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