Rideshare & Delivery

Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

San Francisco lessons, Austin early reads, and what consumer surveys reveal about adoption as Tesla finally enters.

Jun 17 •

Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash

A deep dive into the technology, partnerships, and competitive maneuvers redefining how advertisers reach shoppers between the curb, kitchen, and couch.

Jun 16 •

Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms

Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB

May 19 •

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 •

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 •

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 •

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 •

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 •

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 •

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 •

Q4 Food Delivery Review & Rideshare Dilution Update

Dilution still ugly, but delivery sequential improvements a bright spot

Feb 28, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts