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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.
Sonder's collapse shows why platform apartments can't escape their landlord problem
My Sonder stay was good. Its fixed leases, operating costs, and failed Marriott deal were harder to fix than the guest experience.
Sweetgreen raised prices. Its regulars bought less.
Sweetgreen's Q3 2025 traffic and mix fell while menu prices rose. New stores masked the pressure on existing restaurants.
Tesla started Cybercab production; the ride business is still the test
Tesla began Cybercab production in 2026. Building vehicles cleared one checkpoint; paid fleet hours and operating costs needed their own evidence.
DoorDash's Q3 profit was real. Its new spending still needs a scorecard.
DoorDash earned $244 million in Q3 2025 and planned a large increase in 2026 investment. The global technology stack is the test.
Lyft crossed $1 billion in annual free cash flow. Read the costs too.
Lyft generated $1.03 billion in trailing annual free cash flow in Q3 2025. More rides helped, but insurance still had to be paid.
Q3 2025 gig earnings: Demand grew. So did the cost questions.
Uber, DoorDash, and Lyft grew in Q3 2025. Their filings showed different costs behind the extra trips, orders, and cash flow.
Musk's trillion-dollar award puts a price on Tesla's next decade
Tesla's 2025 CEO award pairs an $8.5 trillion market-value target with operating milestones. Shareholders still carry dilution risk.
Sonos's revenue recovered. My app still drops speakers.
Sonos grew Q4 2025 revenue after its app crisis. In my home, connection delays and dropped speakers still made recovery feel incomplete.
Waymo's 2025 expansion promises met three different launch tests
Waymo named Detroit, Las Vegas, and San Diego in 2025. By September 2026, public rides had begun in two; Detroit still needed a public launch.