Uber IPO Preview: Fast-Growing Uber Eats Has Become a Material Part of Uber (Part 2)
In publishing this piece we hope to achieve four broad objectives: To define and estimate the size and potential medium-term growth of the...
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AI Readings - Is AI Becoming an Oligopoly?
FEATURE NEWS Will Mobileye reduce Intel’s dependence on PC and Server markets? Intel made a splash when they acquired Israeli company Mobileye for...
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Uber IPO Preview: Its Sprawling Empire and Battle Lines (Part 1)
Uber is preparing for an IPO in the next six months, putting it in direct competition for funds with Lyft, according to a recent article in the...
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Autonomous Vehicles Mean Massive Disruption and Opportunity
AVs could change society more than anything else this century, bringing a threat to automakers, but also new markets.We think autonomous vehicles...
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Four Reasons Why It Could Be a LONG Time Before Meituan's Food Delivery Segment Becomes Profitable
In our view, Meituan Dianping (3690 HK)'s Food Delivery segment (62% of Meituan's reported Revenue last year) needs to do two things in order to...
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