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Thomas Reiner

101 posts indexed0 in the last 30 daysVisit site ↗

Tuesday, 19 August 2025

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

Monday, 14 July 2025

1 piece
Decoding the Restaurant Tech Stack: Vertical Platforms vs Point Solutions

Tuesday, 17 June 2025

1 piece
Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters

Monday, 16 June 2025

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

Wednesday, 11 June 2025

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

Monday, 19 May 2025

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

Wednesday, 14 May 2025

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

Tuesday, 1 April 2025

1 piece
Tech Dilution: Stabilization on Large; Divergence at the Margin

Thursday, 13 February 2025

1 piece
The State of Rideshare and Autonomous Vehicles

Friday, 25 October 2024

1 piece
Enterprise Software AI Pricing Power & Strategy

Thursday, 3 October 2024

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

Thursday, 22 August 2024

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

Wednesday, 7 August 2024

1 piece
Is the Consumer Weak or Not? Anecdotes from Companies

Thursday, 30 May 2024

1 piece
Tesla Robotaxi: Impact on Rideshare Model

Saturday, 23 March 2024

1 piece
Seven Ways to Look at Stock-Based Compensation & Dilution

Friday, 23 February 2024

1 piece
Travel & Leisure Q4 Earnings Quotes

Friday, 2 February 2024

1 piece
Airline Loyalty Program Economics & Enterprise Value

Tuesday, 16 January 2024

1 piece
Excerpts from BG² Conversation with Dara Khosrowshahi

Monday, 27 November 2023

1 piece
Tech Company Dilution: Finding Ground Truth

Thursday, 9 November 2023

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

Friday, 3 November 2023

1 piece
Travel & Leisure Q3 Earnings Quotes
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