AI assistants are reshaping how travelers discover and book hotels. Hotels can reclaim visibility, bookings, and guest ownership with AI-readable data through Model Context Protocol (MCP)| Platform Aeronaut
App Marketplaces (DoorDash/Uber/Instacart), White-label Storefronts (Instacart), and Vertical Integrations (Amazon/Walmart) in an AI-Agent first world.| Platform Aeronaut
Amazon’s latest grocery delivery expansion cements its ambition to be a full-spectrum player. But the bigger story is how competing fulfillment models are reshaping the economics of online grocery.| www.platformaeronaut.com
Restaurant ops now run on a maze of specialized apps and payment rails. A deep dive on how vertical-integrated players are outflanking point solutions and running away with market share.| www.platformaeronaut.com
San Francisco lessons, Austin early reads, and what consumer surveys reveal about adoption as Tesla finally enters.| Platform Aeronaut
A deep dive into the technology, partnerships, and competitive maneuvers redefining how advertisers reach shoppers between the curb, kitchen, and couch.| Platform Aeronaut
A data-driven look at cash-versus-equity flexibility—plus the latest Q1 ’25 dilution scoreboard.| 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| Platform Aeronaut
The newly relaunched Airbnb Experiences business is super exciting, but is it a new S-curve for the business or doomed to flop like the original incarnation?| www.platformaeronaut.com
Continued progress on dilution at big tech while growth software & internet stabilized at pre-covid levels. Meta has gotten worse within it's cohort, Snowflake has struggled, and Robinhood gets an A+| Platform Aeronaut
Every enterprise software company is coming out with AI tools and agents with a variety of pricing strategies. What is sustainable? What can capture true value? What is just ante into the game?| Platform Aeronaut
After a history of false starts with Tellme, Alexa, and Siri, will ChatGPT Advanced Voice Mode unlock the holy grail: booking a flight?| Platform Aeronaut
An overview through 2Q24 of stock-based compensation, equity dilution, and the worst offenders with a bonus most improved overview.| Platform Aeronaut
Color from Uber, Lyft, Doordash, the airlines, and other leisure names on consumer health| Platform Aeronaut
Tesla has made huge strides in Autonomous Vehicle technology and the CyberCab is coming, is it a threat or opportunity for Uber and Lyft?| Platform Aeronaut
SBC can be super esoteric, but a deep dive on investor usage of FCF as a % of FCF/Revenue/Market cap vs % dilution vs DCF and bonus SBC Adjusted Rule of 40 for Software| Platform Aeronaut
Interesting quotes and anecdotes from Q4 2023 travel and leisure company earnings calls. Consumer demand is still healthy but we've definitely normalized.| Platform Aeronaut
Post-covid the ballpark valuation of airline loyalty programs now composes a majority of the Enterprise Value for the big US carriers.| Platform Aeronaut
Dara, Brad Gerstner, Bill Gurley, and Jason Calacanis sat down to discuss Uber's history and future around AI, trends, growth, and getting fit.| Platform Aeronaut
Easy to point out whose SBC is a disaster, who is the positive example?| www.platformaeronaut.com
Uber, DoorDash, and Lyft are all facing significant shareholder dilution into 2023+| www.platformaeronaut.com
2025 is looking peak disruption for the human-centric rideshare model in the US with launches from Uber, Tesla, Waymo, Lyft, Mobileye, and Zoox.| www.platformaeronaut.com
Intellectually honest quantitative analysis of tech company dilution from mega cap (META, GOOGL, NVDA) to software companies (SNOW, MDB, DDOG) to internet (UBER, SNAP, EXPE) compared to non-tech.| www.platformaeronaut.com
Interesting quotes and anecdotes from Q3 2023 travel and leisure company earnings calls. Lots of interesting commentary on volatility and the impact from the war in Israel/Gaza.| www.platformaeronaut.com
Over the last decade mature technology companies have continued to dilute at increasingly higher levels.| www.platformaeronaut.com