Uber's corporate governance - or lackthereof - is a hurdle in consumating a deal with Softbank. We are not fans of entrenched founders and out-sized voting stakes.
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
WSJ article: Toyota’s Talking Car Wants to Be Your Clingy BFF Embedded voice-based intelligence/AI within the automobile - one more reason for Apple, Amazon, Google/Alphabet and Microsoft to insert/expand their footprint within the auto sector. Vehicles are feature-rich and lend themselves well to voice-based commands/ AIs. Each of Apple, Amazon, Google and Microsoft could readily … Continue reading The Auto Sector is as Fluid as Any. Who Will Dominate in an Autonomous, AI-Driven World?