Just Realized

Gig economy and autonomous vehicle analysis: Uber, Lyft, DoorDash, Tesla, Waymo, and the race for autonomous mobility.

Posts from 2025

All articles published in 2025.

OpenAI's Restructuring Is a $1 Trillion IPO Announcement

OpenAI just pulled off a corporate restructuring that looks weird on the surface but is actually a straightforward $1 trillion IPO announcement. And it worked—they got it done despite Elon Musk's...

Why Uber's EV Subsidy Strategy Makes Business Sense

Uber's $4,000 EV driver grants reveal sophisticated strategy managing regulatory requirements, driver economics, and autonomous vehicle optionality. This isn't charity—it's mature business planning.

Tesla's 'Budget' Models: A Reality Check on the Model 3 and Y Standard

Tesla's new Model 3 Standard ($36,990) and Model Y Standard ($39,990) promise affordability, but stripped features and fierce Chinese competition raise questions about whether this is genuinely opening EV access or just managing margin pressure.

Banks finally getting serious about crypto

Trump's return flipped the regulatory landscape. Banks can now offer crypto without jumping through hoops, and Morgan Stanley and Citigroup are leading the charge.

Lyft Bets $110M on Luxury While Uber Chases Robotaxis

Lyft acquired TBR Global Chauffeuring for $110 million, doubling down on premium human drivers while Uber invests billions in autonomous vehicles. These diverging strategies reveal fundamentally different bets about the future of ride-hailing.

California's Game-Changing SB 371

California's SB 371 just became law, slashing rideshare insurance costs by 95% and setting the stage for unprecedented growth in the gig economy.

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