Nov 9, 2025
The 10x opportunity lies in the disruption of supply.
LYFT
+1
Sep 13, 2025
Changing how we get goods delivered and how we move through the world is a bigger innovation than the iPhone.
+3
Sep 5, 2025
Aggregation, autonomy, and (eventually) robots make this deal a no-brainer.
Aug 9, 2025
The opportunity has arrived, even if the market doesn't see it.
+2
Jul 19, 2025
There won't be a "winner-take-all" autonomous vehicle.
Jun 21, 2025
A lot happened with Asymmetric Portfolio stocks this week.
+5
May 29, 2025
Autonomy announcements are coming left and right, and this could be a turning point for the industry.
+4
Mar 29, 2025
The right business model is a critical differentiator in autonomy.
Feb 8, 2025
If he does, I need to raise my prices.
UBER
Feb 1, 2025
Progress is the word of the week.
Dec 14, 2024
Autonomy will supercharge the winners in ride sharing.
