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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
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Thomas Reiner
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The State of Rideshare and Autonomous Vehicles
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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
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Thomas Reiner
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Tesla Robotaxi: Impact on Rideshare Model
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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
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Thomas Reiner
8
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Excerpts from BG² Conversation with Dara Khosrowshahi
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Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)
All of the big rideshare and delivery companies have reported and so here is a deep dive on margins, FCF, and profitability as well as interesting…
Nov 9, 2023
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Thomas Reiner
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Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)
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Instacart S-1 Deep Dive
On Friday Instacart formally filed their S-1 for an IPO we can likely expect in mid September. A deep dive on the fundamentals, unit economics, and…
Aug 29, 2023
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Thomas Reiner
6
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Instacart S-1 Deep Dive
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Global Food Delivery: Normalization
From hyper-growth during covid to ugly comps in 2022, global food delivery is starting to see normalization on both growth and multiples in 2023
Aug 11, 2023
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Thomas Reiner
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Global Food Delivery: Normalization
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DoorDash: Philosophical Clarity
In DoorDash's quarterly investor letter they laid out a masterwork in capital allocation, investing in growth, and is a must read for growth investors
Aug 3, 2023
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Thomas Reiner
7
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DoorDash: Philosophical Clarity
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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.
May 18, 2023
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Thomas Reiner
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Instacart Overview & CEO Strategy
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Q4 Food Delivery Review & Rideshare Dilution Update
Dilution still ugly, but delivery sequential improvements a bright spot
Feb 28, 2023
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Thomas Reiner
1
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Q4 Food Delivery Review & Rideshare Dilution Update
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Ridesharing Q4 2022 Review: Dispersion
Uber's keeps executing, Lyft train wreck continues
Feb 9, 2023
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Thomas Reiner
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Ridesharing Q4 2022 Review: Dispersion
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Rideshare & Delivery SBC and Dilution Hell
Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+
Jan 12, 2023
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Thomas Reiner
9
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Rideshare & Delivery SBC and Dilution Hell
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