The AV Market Strategist breaks down strategic developments, market dynamics, and competitive moves in the autonomous vehicle industry to reveal where the market is truly heading.
Building a long-duration high growth portfolio of companies, looking to outperform the QQQ for the next 7 years. In depth stock analysis and portfolio management thoughts.
This is your weekly digest of important events and new developments at the intersection of technology and transportation.
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Data-driven deep dives on travel, delivery, marketplaces, and enterprise software from unit economics to dilution. Plus how agentic AI reshapes distribution, loyalty, and advertising moats.
Are autonomous systems such as robotaxis safe? And what does "safe" even mean?
Plus other posts on Computer System Safety, Embedded Systems, Software. 100% Human-Written.
Cutting-edge news and analysis of the mobility revolution — from batteries to bicycles, 15-minute city conspiracy theories, sustainable maritime and everything in between.
Where technology and venture capital intersect: A deeply reported newsletter on the inner workings of the startup industry. Helmed by Eric Newcomer with writing from Madeline Renbarger.
