Archive - Platform Aeronaut

Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions

Restaurant ops now run on a maze of specialized apps and payment rails. A deep dive on how vertical-integrated players are outflanking point solutions…

Jul 14 •

June 2025

Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

San Francisco lessons, Austin early reads, and what consumer surveys reveal about adoption as Tesla finally enters.

Jun 17 •

Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash

A deep dive into the technology, partnerships, and competitive maneuvers redefining how advertisers reach shoppers between the curb, kitchen, and couch.

Jun 16 •

Cash-vs-Equity Flex Compensation: Dilution Math & Market Benchmarks (Q1 2025 Update)

A data-driven look at cash-versus-equity flexibility—plus the latest Q1 ’25 dilution scoreboard.

Jun 11 •

May 2025

Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms

Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB

May 19 •

Tours & Experiences Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop?

The newly relaunched Airbnb Experiences business is super exciting, but is it a new S-curve for the business or doomed to flop like the original…

May 14 •

April 2025

Tech Dilution: Stabilization on Large; Divergence at the Margin

Continued progress on dilution at big tech while growth software & internet stabilized at pre-covid levels. Meta has gotten worse within it's cohort…

Apr 1 •

February 2025

The State of Rideshare and Autonomous Vehicles

2025 is looking peak disruption for the human-centric rideshare model in the US with launches from Uber, Tesla, Waymo, Lyft, Mobileye, and Zoox.

Feb 13 •

October 2024

Enterprise Software AI Pricing Power & Strategy

Every enterprise software company is coming out with AI tools and agents with a variety of pricing strategies. What is sustainable? What can capture…

Oct 25, 2024 •

ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?

After a history of false starts with Tellme, Alexa, and Siri, will ChatGPT Advanced Voice Mode unlock the holy grail: booking a flight?

Oct 3, 2024 •

August 2024

Tech Dilution: Shareholder Heroes, Equity Vampires, and New Dilution Leaderboard

An overview through 2Q24 of stock-based compensation, equity dilution, and the worst offenders with a bonus most improved overview.

Aug 22, 2024 •

Is the Consumer Weak or Not? Anecdotes from Companies

Color from Uber, Lyft, Doordash, the airlines, and other leisure names on consumer health

Aug 7, 2024 •

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