AI
225k Robotaxis by 2030: Why Uber Still Wins the Trip Math
The US robotaxi fleet just crossed 6k vehicles. Here’s the fleet and trip math out to 2030: the pie gets a lot bigger, and most of the new slices still run through Uber.
September 2026
Agents Coming for the Middlemen: Will Muse Kill the OTA or Just Change the Landlord?
Meta’s Muse agent wiped roughly $54B off the travel aggregators in two weeks. The market is pricing a supply shock but what actually happened is a distribution shock.
AV Fleet Tracker Bottoms Up: 5.5k+ Vehicles | PA Dispatch No. 15
A quick view of this week’s shifts in platforms, valuations, and AI adoption. Numbers, context, and curated reads you can use.
August 2026
Everyone Is Playing a Different Robotaxi Game
Waymo wants every city. Tesla wants the cost curve. Uber wants everyone else’s AVs. Zoox wants a premium. Someone’s wrong.
February 2026
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.
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?
January 2026
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.
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.
September 2025
Navan S-1 & TMC Industry Deep Dive | A Modern AI-Powered Travel Management Company
Navan’s S‑1 shows a TMC built like software: a single platform where AI, direct content, and payments converge to pull unmanaged spend on‑platform (and gross margins along with it).
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.
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 through Model Context Protocol (MCP)
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.