Platform Aeronaut

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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
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Rideshare & Delivery SBC and Dilution Hell
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Tech Dilution Role Model: BKNG
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Mature Tech Dilution: Up and to the Right
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Q4 Food Delivery Review & Rideshare Dilution Update
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Executive Comp at Founder Led Companies
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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
Fortnite Creative 2.0 Supercharging UGC Creation Tools
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…
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Thomas Reiner
Mature Tech Dilution: Up and to the Right
Over the last decade mature technology companies have continued to dilute at increasingly higher levels.
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Thomas Reiner
Q4 Food Delivery Review & Rideshare Dilution Update
Dilution still ugly, but delivery sequential improvements a bright spot
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Thomas Reiner
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Ridesharing Q4 2022 Review: Dispersion
Uber's keeps executing, Lyft train wreck continues
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Thomas Reiner
State of the Leisure Recovery: Feb 2023
A quick look at airlines, OTAs, ridesharing, cruise lines, and rental cars and where they are vs 2019 post-pandemic
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Thomas Reiner
Tech Dilution Role Model: BKNG
Easy to point out whose SBC is a disaster, who is the positive example?
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Thomas Reiner
Platform Aeronaut
Platform Aeronaut
Data-driven views and opinions on platform/network effect businesses
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