Just Realized
Gig economy and autonomous vehicle analysis: Uber, Lyft, DoorDash, Tesla, Waymo, and the race for autonomous mobility.
Gig economy developments, platforms, and worker dynamics.
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.
California's SB 371 just became law, slashing rideshare insurance costs by 95% and setting the stage for unprecedented growth in the gig economy.
California passed AB 1340, granting certain gig drivers the right to unionize, bargain collectively, and engage in concerted activities without being classified as employees. The law takes effect...
Lyft is deploying May Mobility's hybrid-electric Toyota Sienna autonomous vehicles in Midtown Atlanta, marking the company's first AV deployment with the autonomous technology startup
Uber is replacing Charter Communications in the S&P 100 index, marking another milestone in the company's transformation from cash-burning startup to blue-chip corporate heavyweight
Uber announced a partnership with May Mobility to deploy thousands of self-driving vehicles across US cities, starting with Arlington, Texas by late 2025, adding another AV provider to Uber's growing autonomous strategy
DoorDash will join the S&P 500 on March 24, marking a major milestone for the food delivery platform as it transitions from mid-cap to large-cap status alongside quarterly index rebalancing
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...
Uber has made a big step in the financial world by joining the prestigious S&P 500, as announced on December 1, 2023