Platform Aeronaut

Home
Links
About
New
Instacart Overview & CEO Strategy
Strategic overview and network effects at Instacart as they prepare for their eventual IPO and the public filing of their S-1.
 • 
Thomas Reiner
Executive Comp at Founder Led Companies
Founder led companies like DASH and RBLX have very different Proxy Statements that evolved directly from the Elon Musk TSLA package
 • 
Thomas Reiner
April 2023
Proxy Season: BKNG, UBER, AAPL, UAL
Uber tiptoes towards being onside while Booking runs away from the pack, Apple remains A+, United Airlines impressively bad
 • 
Thomas Reiner
March 2023
How Platforms are Integrating AI
Early product innovations leveraging AI/LLMs at Discord, Roblox, Unity, and Instacart among others give early insights into what may be prominent…
 • 
Thomas Reiner
Fortnite Creative 2.0 Supercharging UGC Creation Tools
With the launch of Unreal Engine for Fortnite (UEFN), UGC creation tools are entering a new phase. Fortnite will share 40% of net revenues with creators…
 • 
Thomas Reiner
Mature Tech Dilution: Up and to the Right
Over the last decade mature technology companies have continued to dilute at increasingly higher levels.
 • 
Thomas Reiner
February 2023
Q4 Food Delivery Review & Rideshare Dilution Update
Dilution still ugly, but delivery sequential improvements a bright spot
 • 
Thomas Reiner
4
Ridesharing Q4 2022 Review: Dispersion
Uber's keeps executing, Lyft train wreck continues
 • 
Thomas Reiner
January 2023
State of the Leisure Recovery: Feb 2023
A quick look at airlines, OTAs, ridesharing, cruise lines, and rental cars and where they are vs 2019 post-pandemic
 • 
Thomas Reiner
Tech Dilution Role Model: BKNG
Easy to point out whose SBC is a disaster, who is the positive example?
 • 
Thomas Reiner
Rideshare & Delivery SBC and Dilution Hell
Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+
 • 
Thomas Reiner
© 2023 Thomas Reiner
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing