The Agentic AI Adoption Matrix: Consumer & Travel

September 09, 2025

How Hotels Can Thrive in an Agentic AI World: From SEO to MCP

August 26, 2025

AI Agents and the Future of Grocery Delivery

August 22, 2025

Amazon's Latest Grocery Push: Mapping the Battle for Online Grocery Delivery

August 19, 2025

Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions

July 14, 2025

Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

June 17, 2025

Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash

June 16, 2025

Cash-vs-Equity Flex Compensation: Dilution Math & Market Benchmarks (Q1 2025 Update)

June 11, 2025

Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms

May 19, 2025

Tours & Experiences Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop?

May 14, 2025

Tech Dilution: Stabilization on Large; Divergence at the Margin

April 01, 2025

The State of Rideshare and Autonomous Vehicles

February 13, 2025

Enterprise Software AI Pricing Power & Strategy

October 25, 2024

ChatGPT Advanced Voice: The Future of Travel Booking or the End of OTAs?

October 03, 2024

Tech Dilution: Shareholder Heroes, Equity Vampires, and New Dilution Leaderboard

August 22, 2024

Is the Consumer Weak or Not? Anecdotes from Companies

August 07, 2024

Tesla Robotaxi: Impact on Rideshare Model

May 30, 2024

Seven Ways to Look at Stock-Based Compensation & Dilution

March 23, 2024

Travel & Leisure Q4 Earnings Quotes

February 23, 2024

Airline Loyalty Program Economics & Enterprise Value

February 02, 2024

Excerpts from BG² Conversation with Dara Khosrowshahi

January 16, 2024

Tech Company Dilution: Finding Ground Truth

November 27, 2023

Rideshare & Delivery Nov '23: Profitability and Strong Growth (for some)

November 09, 2023

Travel & Leisure Q3 Earnings Quotes

November 03, 2023