Tag: Podcast

Automobiles as a Service (AaaS); Uber Completes Tender Offer

Automobiles as a Service (AaaS); Uber Completes Tender Offer

Cadillac's "BookbyCadillac" premium automobile subscription service (we refer to as AaaS), sits comfortably between the traditional car ownership model and the pure rideshare model (Uber, Lyft, Waymo). Priced at $1,500/month (plus $500 initiation fee), we don't believe that Cadillac's bundled subscription service is a good value - flexibility and convenience come at a price. Listen … Continue reading Automobiles as a Service (AaaS); Uber Completes Tender Offer

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Netflix Loses In A Disney Fox Deal

Netflix Loses In A Disney Fox Deal

A Disney Fox deal could be announced as early as this week. "Content is King" to quote Sumner Redstone, and Disney in recent years has loaded-up on content (Pixar, Marvel, Lucasfilm) to push through its OTT network - BAMTech. Fox's movie library would further bolster Disney's original content library - feeding BAMTech's demand for content. … Continue reading Netflix Loses In A Disney Fox Deal

Apple’s Acquisition of Shazam Will Benefit Siri

Apple’s Acquisition of Shazam Will Benefit Siri

I have previously been critical of Apple’s AI effort. Siri lags both Google and Amazon (Alexa) in terms of speed and accuracy. Apple’s Shazam acquisition is good for consumers in that it bundles a service people enjoy with Apple Music. More importantly, the acquisition will drive more Siri queries – something Siri needs to get … Continue reading Apple’s Acquisition of Shazam Will Benefit Siri

Uber Killer? Waymo & Autonomous Ride-Hailing

Uber Killer? Waymo & Autonomous Ride-Hailing

  It would seem to us that Alphabet (tkr: GOOG) has a greater probability of bringing a functioning autonomous ride-hailing service to market at scale via its Waymo unit more quickly than Uber or Lyft given the strength of Alphabet's balance sheet. We cover Uber - although primarily from a corporate governance standpoint - in … Continue reading Uber Killer? Waymo & Autonomous Ride-Hailing

CEORater (“CR”): Company & CEO Reviews; CR Podcast

CEORater (“CR”): Company & CEO Reviews; CR Podcast

We rolled out the CEORater ("CR") platform earlier this year. CR is a public forum where employees, customers and investors may anonymously review various companies and CEOs. The platform is free to use. No registration required to post a review. Register for free to read reviews. In addition, we've launched a podcast as our first … Continue reading CEORater (“CR”): Company & CEO Reviews; CR Podcast