Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms
Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB| www.platformaeronaut.com
Tracking the second-derivative profits that point to tomorrow’s steady-state returns at UBER, DASH, LYFT, CART, EXPE, BKNG, and ABNB| www.platformaeronaut.com
Over the last decade mature technology companies have continued to dilute at increasingly higher levels.| www.platformaeronaut.com
