AI

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 •

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 •

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 •

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 •

Excerpts from BG² Conversation with Dara Khosrowshahi

Dara, Brad Gerstner, Bill Gurley, and Jason Calacanis sat down to discuss Uber's history and future around AI, trends, growth, and getting fit.

Jan 16, 2024 •

Impact of AI/LLMs on Travel Distribution

Will AI and LLMs disrupt travel distribution? Can OTAs and the GDS like Sabre survive the coming onslaught or will some of them emerge as dominant…

Jun 11, 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…

Mar 26, 2023 •

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