Fortnite Going All-In on UGC but Chasing Roblox
Big changes to Fortnite developer compensation, selling in-game items, and chasing engagement but lost time and ground to Roblox. Is it too late?| www.platformaeronaut.com
Big changes to Fortnite developer compensation, selling in-game items, and chasing engagement but lost time and ground to Roblox. Is it too late?| www.platformaeronaut.com
Exploring adoption challenges for Agentic AI through the lens of trust vs technical difficulty with a deep dive into travel.| www.platformaeronaut.com
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)| www.platformaeronaut.com
App Marketplaces (DoorDash/Uber/Instacart), White-label Storefronts (Instacart), and Vertical Integrations (Amazon/Walmart) in an AI-Agent first world.| www.platformaeronaut.com
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
A deep dive into the technology, partnerships, and competitive maneuvers redefining how advertisers reach shoppers between the curb, kitchen, and couch.| 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
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
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
