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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
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Thomas Reiner
11
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Tech Dilution: Stabilization on Large; Divergence at the Margin
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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
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Thomas Reiner
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The State of Rideshare and Autonomous Vehicles
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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
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Thomas Reiner
12
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Enterprise Software AI Pricing Power & Strategy
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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
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Thomas Reiner
14
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ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?
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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
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Thomas Reiner
21
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Tech Dilution: Shareholder Heroes, Equity Vampires, and New Dilution Leaderboard
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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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Thomas Reiner
5
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Is the Consumer Weak or Not? Anecdotes from Companies
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May 2024
Tesla Robotaxi: Impact on Rideshare Model
Tesla has made huge strides in Autonomous Vehicle technology and the CyberCab is coming, is it a threat or opportunity for Uber and Lyft?
May 30, 2024
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Thomas Reiner
9
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Tesla Robotaxi: Impact on Rideshare Model
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March 2024
Seven Ways to Look at Stock-Based Compensation & Dilution
SBC can be super esoteric, but a deep dive on investor usage of FCF as a % of FCF/Revenue/Market cap vs % dilution vs DCF and bonus SBC Adjusted Rule of…
Mar 23, 2024
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Thomas Reiner
8
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Seven Ways to Look at Stock-Based Compensation & Dilution
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February 2024
Travel & Leisure Q4 Earnings Quotes
Interesting quotes and anecdotes from Q4 2023 travel and leisure company earnings calls. Consumer demand is still healthy but we've definitely…
Feb 23, 2024
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Thomas Reiner
3
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Travel & Leisure Q4 Earnings Quotes
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Airline Loyalty Program Economics & Enterprise Value
Post-covid the ballpark valuation of airline loyalty programs now composes a majority of the Enterprise Value for the big US carriers.
Feb 2, 2024
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Thomas Reiner
16
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Airline Loyalty Program Economics & Enterprise Value
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January 2024
Excerpts from BG² Conversation with Dara Khosrowshahi
Dara, Brad Gerstner, Bill Gurley, and Jason Calacanis sat down to discuss Uber's history and future around AI, trends, growth, and getting fit.
Jan 16, 2024
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Thomas Reiner
8
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Platform Aeronaut
Excerpts from BG² Conversation with Dara Khosrowshahi
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November 2023
Tech Company Dilution: Finding Ground Truth
Intellectually honest quantitative analysis of tech company dilution from mega cap (META, GOOGL, NVDA) to software companies (SNOW, MDB, DDOG) to…
Nov 27, 2023
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Thomas Reiner
22
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Tech Company Dilution: Finding Ground Truth
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