Archive

2026

11 articles from this year.

Year in focus

The busiest threads

One article can appear in several topics.

  1. Waymo's Caltrain bet starts with 40 parking spaces

    Waymo plans to lease 40 Caltrain parking spaces. The economics depend on pickup waits, repeat riders, and whether the whole trip beats driving.

  2. Who does the work when a robotaxi has no driver?

    Driverless rides still need dispatch, charging, cleaning, remote assistance, and recovery. Those operations decide whether robotaxis can scale.

  3. Gig platforms after Prop 22: unions, robotaxis, and the earnings grind

    Contractor labor still carries gig platforms. California bargaining, insurance changes, and autonomous supply each move a different cost.

  4. Robotaxis: what actually ships (and what still needs a person)

    A robotaxi launch can mean driverless rides, a supervised pilot, or a fleet plan. Booking access and the work between trips tell them apart.

  5. The standard iPhone 17 was enough for my upgrade

    I moved from an iPhone 14 to the standard 17. The display and battery mattered more to me than paying for another Pro camera.

  6. Waymo's open doors turn driverless rides into gig work

    Waymo's Atlanta door-closing pilot shows where driverless driving stops. A person still has to return the car to service.

  7. ARK sold Airbnb. A trade log cannot tell us why.

    ARK’s reported Airbnb sale and Robinhood purchase show position changes. They do not prove a new investment mandate.

  8. Lyft’s soft Q1 outlook needs more than a weather explanation

    Lyft paired a strong 2025 with cautious Q1 guidance. The guidance gives no lost-ride data to isolate the storm’s cost.

  9. Ring canceled its Flock integration before a video was shared

    Ring and Flock canceled a planned integration. The privacy question remains with Ring’s Community Requests feature.

  10. Amazon can spend $200 billion. The return is the hard part.

    Amazon planned about $200 billion of 2026 capital spending. AWS growth is real; the payback on that buildout remains unproven.

  11. Uber grew fast in Q4. The earnings miss needs a closer look.

    Uber’s Q4 2025 bookings and cash flow grew, while investment marks complicated EPS. The operating margin deserves its own read.