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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
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Thomas Reiner
19
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Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters
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6
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
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Thomas Reiner
8
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Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash
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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
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Thomas Reiner
11
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Cash-vs-Equity Flex Compensation: Dilution Math & Market Benchmarks (Q1 2025 Update)
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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
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Thomas Reiner
11
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Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms
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3
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
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Thomas Reiner
5
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Tours & Experiences Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop?
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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
•
Thomas Reiner
12
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Tech Dilution: Stabilization on Large; Divergence at the Margin
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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
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Thomas Reiner
11
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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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4
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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4
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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