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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November 2025

Why Does Dilution Matter? + Charts on ABNB, PINS, SNAP & Infra Software | PA Dispatch No. 7

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

Nov 25, 2025 • Thomas Reiner

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Tech Dilution Through Q3: Discipline Cracks at Big Tech

Why Meta, Tesla, and others Are backsliding while smaller caps stabilize. The AI supercycle is exposing who has real SBC discipline and who’s losing the…

Nov 17, 2025 • Thomas Reiner

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Experience & Mobility Platform Incremental Margins & Earnings | PA Dispatch No. 6

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

Nov 7, 2025 • Thomas Reiner

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October 2025

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, 2025 • Thomas Reiner

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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, 2025 • Thomas Reiner

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