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All writing, page 11
Tesla's Texas factory reached its 10,000th Model Y
Tesla's 10,000th Texas Model Y proved the line was running. It did not show whether production had reached an economical pace.
Adobe plans to acquire Figma
Adobe's planned $20 billion Figma purchase looked defensive to a product-team user. The deal later fell apart.
Lyft shuts down in-house rentals
Lyft ended its in-house rental program in 2022. The customer experience had looked good; the fleet economics were harder.
Amazon takes stake in Grubhub
Amazon's 2022 Grubhub deal offered Prime distribution, but repeat orders after the free membership were the real test.
California's proposed car rebate used the wrong measure of need
California's March 2022 relief proposal offered a rebate per vehicle and help for transit. Owning a car was a poor measure of need.
The SEC proposed climate disclosures. Comparable data was the test.
The SEC proposed climate disclosures in 2022. The value would depend on comparable risk data, not a longer sustainability report.
Bird continues to face challenges
Bird's scooters were useful when they worked. Broken vehicles made fleet uptime and repair cost the business question.
Kia's EV6 record tested charging speed, not everyday reliability
Kia's EV6 beat a U.S. cross-country charging-time record in 2021. A record run still left everyday charger reliability untested.
Peloton reports wider-than-expected loss
Peloton's 2021 price cut and guidance downgrade raised a basic question: would lower-margin Bikes produce lasting subscribers?
Lime's $500 million financing left the fleet economics open
Lime's 2021 financing showed investor interest, but debt and ride counts couldn't prove its scooter fleet was profitable.