Just Realized
Gig economy and autonomous vehicle analysis: Uber, Lyft, DoorDash, Tesla, Waymo, and the race for autonomous mobility.
Corporate strategy, business model decisions, competitive positioning, pricing, and long-term company execution.
Sonder filed for bankruptcy in October after burning through over a billion in capital. The problem wasn't the idea—it was the economics of renting apartments and pretending you're running a hotel
Sweetgreen just posted a $36.1 million loss for Q3—nearly double last year's loss. Same-store sales dropped 9.5%. They slashed their full-year revenue forecast from $700-715 million down to $682-688...
The shareholder vote passed. But the structure means Musk only gets paid if Tesla hits aggressive growth targets. The real story is what it says about retail versus institutional power.
Lyft acquired TBR Global Chauffeuring for $110 million, doubling down on premium human drivers while Uber invests billions in autonomous vehicles. These diverging strategies reveal fundamentally different bets about the future of ride-hailing.
Wonder completed its acquisition of Grubhub from Just Eat Takeaway for $650 million. Grubhub was transferred to Wonder along with $500 million in debt, netting Just Eat Takeaway up to $50 million in...
Uber and BYD announced a multi-year partnership to deploy 100,000 EVs across global markets, offering drivers best-in-class pricing and financing while collaborating on future autonomous vehicles
Motional's hitting pause on robotaxi deployments with Uber and Lyft, and they're laying off staff in the process. They're calling it "restructuring to focus on technology development," which is...
Epic Games just beat Google in their antitrust lawsuit over Play Store practices, after losing a nearly identical case against Apple
Meituan backed out of foodpanda acquisition talks, which is good news for Grab and Southeast Asian competition