Archive - Platform Aeronaut

Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy | PA Dispatch No. 5

A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.

Oct 30 •

Uber's Third Engine: Driver-Led AI Work | PA Dispatch No. 4

A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.

Oct 19 •

OpenAI “App Store”: What it Means for Travel | PA Dispatch No. 3

A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.

Oct 9 •

Platform Aeronaut Dispatch | No. 2 | AI Travel Distribution Models & EA Take-Private

A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.

Oct 3 •

DoorDash TAM Expansion and a Push into POS Systems?

At Dash Forward 2025 DoorDash announced restaurant bookings, Dot autonomous delivery robots, expanded grocery access, and DashMart fulfillment, and…

Oct 1 •

September 2025

Navan S-1 & TMC Industry Deep Dive | A Modern AI-Powered Travel Management Company

Navan’s S‑1 shows a TMC built like software: a single platform where AI, direct content, and payments converge to pull unmanaged spend on‑platform (and…

Sep 28 •

Platform Aeronaut Dispatch | No. 1 | Navan IPO Filing, Toast Pricing Error

A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.

Sep 25 •

Fortnite Going All-In on UGC but Chasing Roblox

Big changes to Fortnite developer compensation, selling in-game items, and chasing engagement but lost time and ground to Roblox. Is it too late?

Sep 23 •

The Agentic AI Adoption Matrix: Consumer & Travel

Exploring adoption challenges for Agentic AI through the lens of trust vs technical difficulty with a deep dive into travel.

Sep 9 •

August 2025

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