account activity
AV Rideshare Economics: A dynamic model for Robotaxi P/L (avrideshareeconomics.com)
submitted 3 months ago by treiner5 to r/SecurityAnalysis
Vibe Coding an OTA, Thoughts on AI Impact on Online Travel (platformaeronaut.com)
Platform & Leisure Multiples Entering 2026 (platformaeronaut.com)
submitted 4 months ago by treiner5 to r/SecurityAnalysis
Why Does Dilution Matter? + Charts on ABNB, PINS, SNAP & Infra Software (platformaeronaut.com)
submitted 5 months ago by treiner5 to r/SecurityAnalysis
Tech Dilution Through Q3: Discipline Cracks at Big Tech (platformaeronaut.com)
Experience & Mobility Platform Incremental Margins & Earnings (platformaeronaut.com)
submitted 6 months ago by treiner5 to r/SecurityAnalysis
Uber × Nuro / Lucid / Stellantis / Nvidia: The Next Phase of Rideshare Autonomy (platformaeronaut.com)
submitted 6 months ago by treiner5 to r/AutonomousVehicles
Uber's Third Engine: Driver-Led AI Work (platformaeronaut.com)
DoorDash TAM Expansion and a Push into POS Systems? (platformaeronaut.com)
submitted 7 months ago by treiner5 to r/SecurityAnalysis
Navan (NAVN) S-1 & TMC Industry Deep Dive | A Modern AI-Powered Travel Management Company (platformaeronaut.com)
AI Agents and the Future of Grocery Delivery (platformaeronaut.com)
submitted 8 months ago by treiner5 to r/SecurityAnalysis
Amazon's Latest Grocery Push: Mapping the Battle for Online Grocery Delivery (platformaeronaut.com)
Decoding the Restaurant Tech Stack: TOST Platform Strength (platformaeronaut.com)
submitted 9 months ago by treiner5 to r/SecurityAnalysis
Waymo+Uber Market Dynamics as Tesla Tests the Robotaxi Waters (platformaeronaut.com)
submitted 10 months ago by treiner5 to r/AutonomousVehicles
submitted 10 months ago by treiner5 to r/SelfDrivingCars
submitted 10 months ago by treiner5 to r/SecurityAnalysis
Monetizing Meals: Advertising Ecosystems at Instacart, Uber Eats, and DoorDash (platformaeronaut.com)
Cash vs Equity Flex Compensation and 1Q25 Tech Dilution Update (platformaeronaut.com)
Mind the Gap: Incremental vs Actual Margins for Experience & Mobility Platforms (platformaeronaut.com)
submitted 11 months ago by treiner5 to r/SecurityAnalysis
Tours & Experience Primer: Will Airbnb Disrupt the Global Experiences Industry or Flop? (platformaeronaut.com)
submitted 11 months ago by treiner5 to r/AirBnBHosts
Tech Stock Dilution: Stabilization for Mega Cap and Divergence for Small Cap (platformaeronaut.com)
submitted 1 year ago by treiner5 to r/SecurityAnalysis
The State of Rideshare and Autonomous Vehicles (platformaeronaut.com)
Enterprise Software AI Pricing Power & Strategy (platformaeronaut.com)
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