Archive
All writing, page 3
Zoox's Hayward factory has capacity; its fleet still needs a ramp
Zoox's Hayward line offered room to build thousands of robotaxis. Early output and vehicles in public service were much smaller measures.
Kroger wants the grocery sale, wherever the order starts
Kroger put its full assortment on DoorDash and planned an Uber Eats expansion. The hard question is who owns the repeat shopper.
OpenAI's new structure gives the nonprofit control. What will it use it for?
OpenAI's 2025 recapitalization clarified ownership and control, but it was not an IPO announcement. The governance decisions are the real test.
Uber’s $4,000 EV grant has to work for the driver
Uber’s EV grant can reduce the cost of switching cars. The driver still has to make the charging, mileage, and loan math work.
Starlink launched 10,000 satellites. The useful number is how many stay working.
Starlink’s launch milestone shows execution at scale. Satellites that fail or need replacement make fleet upkeep the more useful test.
Tesla’s cheaper Model 3 and Y are a trim decision, not a new car
Tesla lowered the entry price with Standard trims. The buyer’s question is whether the missing features are worth the savings.
Banks got a clearer crypto path. They still have to manage the risk.
U.S. regulators relaxed crypto-specific banking guidance in 2025. Custody, compliance, and customer protection still needed real operations.
Uber's AI microtasks need to pay for the interruption
Uber piloted digital tasks for drivers in 2025. The useful test is net pay per minute of attention, including task switching and quality checks.
DoorDash and Waymo put driverless delivery to a Phoenix test
DoorDash announced a Phoenix Waymo delivery test in October 2025. Customer deliveries began in December, starting with eligible DashMart orders.
Lyft bought a chauffeur business. Now it has to keep the clients.
Lyft’s TBR acquisition adds global corporate transport. The test is repeat bookings and service quality, not a promised robotaxi split.