SBC Dilution Benchmarks: What the Data Actually Shows | PA Dispatch No. 14

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

Mar 26 • Thomas Reiner

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SBC & Dilution Tracker Dashboard Launch

Quarterly dilution analytics, a live leaderboard, and source-auditable methodology across 80+ public companies, all in one place.

Mar 20 • Thomas Reiner

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Uber Is Quietly Winning the AV Rideshare Setup

Waymo leads today, Tesla is still mostly narrative, Lyft is stuck in between, and by the end of 2027 Uber may sit in the best economic position of all.

Mar 12 • Thomas Reiner

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Platform Margins Update + A New MCP/GPT Tool for Transcript Research | PA Dispatch No. 13

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

Mar 6 • Thomas Reiner

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February 2026

Uber’s SpotHero Acquisition Is an Autonomous Infrastructure Bet | PA Dispatch No. 12

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

Feb 24 • Thomas Reiner

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Platform Aeronaut Transcripts: Earnings Transcripts, Decks & Summaries in One Place | PA Dispatch No. 11

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

Feb 13 • Thomas Reiner

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AV Rideshare Fleet Sizing: Why the Optimum is Just Shy of Peak

An interactive model to pressure test optimal fleet size by MSA and city. Should AV fleets be sized to peak, average, or trough demand?

Feb 2 • Thomas Reiner

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January 2026

The Great Debate: OTAs, AI, and the End of the 10 Blue Links Era | PA Dispatch No. 10

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

Jan 28 • Thomas Reiner

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Autonomous Rideshare Economics: Stress-Testing the Model

An interactive model to pressure-test the assumptions behind first-party, third-party, and hybrid autonomous rideshare business models.

Jan 21 • Thomas Reiner

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Vibe Coding an OTA, Thoughts on AI | PA Dispatch No. 9

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

Jan 16 • Thomas Reiner

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Platform & Leisure Multiples Entering 2026 | PA Dispatch No. 8

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

Jan 6 • Thomas Reiner

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December 2025

AI Direct Hotel Booking: How CRS and PMS Vendors Become the New Gatekeepers

A breakdown of CRS, PMS, and Booking Engine vendors through the lens of AI agents and MCP-era distribution.

Dec 8, 2025 • Thomas Reiner

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