Rideshare & Delivery
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
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.
March 2026
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.
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.
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.
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
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.
November 2025
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.
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.
DoorDash TAM Expansion and a Push into POS Systems?
At Dash Forward 2025 DoorDash announced restaurant bookings, Dot autonomous delivery robots, expanded grocery access, and DashMart fulfillment, and more, let’s dive into what their TAM looks like now
August 2025
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.