Archive
2026
11 articles from this year.
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.
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.
Gig platforms after Prop 22: unions, robotaxis, and the earnings grind
Uber, Lyft, and DoorDash still run on contractor labor under Prop 22-era rules. Unions, EV subsidies, and robotaxis are three different answers to the same cost problem.
Robotaxis: what actually ships (and what still needs a person)
Waymo operates driverless rides across multiple cities. California permits still put Tesla in a different category. The work around each ride matters.
iPhone 17 vs 17e vs 17 Pro: Which One Is Actually Worth It
I was on an iPhone 14 and skipped two upgrade cycles. My wife is on a 14 Pro. I got the standard 17. Six months in, I think I made the right call.
Waymo pays DoorDash drivers $11 to close robotaxi doors
An open door stops a Waymo robotaxi. In Atlanta, DoorDash drivers are paid about $11 to close it and return the car to service.
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.
Lyft’s soft Q1 outlook needs more than a weather explanation
Lyft paired a strong 2025 with cautious Q1 guidance. I would watch bookings and adjusted margin before blaming one storm.
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.
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.
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.