Platform Aeronaut

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 • 

Thomas Reiner

10

1

August 2025

How Hotels Can Thrive in an Agentic AI World: From SEO to MCP

AI assistants are reshaping how travelers discover and book hotels. Hotels can reclaim visibility, bookings, and guest ownership with AI-readable data…

Aug 26 • 

Thomas Reiner

16

AI Agents and the Future of Grocery Delivery

App Marketplaces (DoorDash/Uber/Instacart), White-label Storefronts (Instacart), and Vertical Integrations (Amazon/Walmart) in an AI-Agent first world.

Aug 22 • 

Thomas Reiner

13

1

Amazon's Latest Grocery Push: Mapping the Battle for Online Grocery Delivery

Amazon’s latest grocery delivery expansion cements its ambition to be a full-spectrum player. But the bigger story is how competing fulfillment models…

Aug 19 • 

Thomas Reiner

21

July 2025

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 • 

Thomas Reiner

17

2

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 • 

Thomas Reiner

23

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 • 

Thomas Reiner

14

1

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 • 

Thomas Reiner

13

3

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 • 

Thomas Reiner

14

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 • 

Thomas Reiner

7

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

13

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 • 

Thomas Reiner

13

2