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Rideshare & Delivery

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.
 • Thomas Reiner
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.
 • Thomas Reiner
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.
 • Thomas Reiner
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?
 • Thomas Reiner
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.
 • Thomas Reiner
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.
 • Thomas Reiner
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.
 • Thomas Reiner
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…
 • Thomas Reiner
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.
 • Thomas Reiner
Amazon's Latest Grocery Push: Mapping the Battle for Online Grocery Delivery
Amazon’s latest grocery delivery expansion cements its ambition to be a full-spectrum player. But the bigger story is how competing fulfillment models…
 • Thomas Reiner
Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions
Restaurant ops now run on a maze of specialized apps and payment rails. A deep dive on how vertical-integrated players are outflanking point solutions…
 • Thomas Reiner
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.
 • Thomas Reiner
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