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Oct 13, 2025

Uber: Waymo GTM & Autonomous Vehicle Economics

Former Program Manager at Waymo
Partner Interview
UberUSLarge CapWaymoAmazonLyftTeslaNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer Discretionary
Oct 12, 2025

Waymo: Scaling AV1 & Uber Ride-Sharing Partnerships

Former Director at Waymo
Partner Interview
WaymoUberAmazonLyftTeslaMobileye GlobalWayveMotionalGoogleNetwork EffectsScale EconomiesSwitching CostsBrand EquityProcess PowerMarketplaces & PlatformsVertically Integrated RetailerPhysical Infra & NetworksIndustrialsInformation TechnologyConsumer DiscretionaryCommunication Services
May 1, 2025

Google: Waymo & Vehicle Costs per Mile

Former Product Executive at Waymo
Partner Interview
GoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarGoogleAmazonLyftGeneral MotorsNVIDIAAuroraTeslaLuminarNetwork EffectsScale EconomiesSwitching CostsProcess PowerBrand EquityPhysical Infra & NetworksMarketplaces & PlatformsVertically Integrated RetailerMission Critical Products & ServicesCommunication ServicesConsumer DiscretionaryIndustrialsInformation Technology
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Weekly update
Feb 4, 2025

Fever-Tree / Molson Coors, FTAI Short Report, Tesla, Sartorius, CVNA, Farfetch & China Lux, CCC, Zoetis

Fevertree DrinksGBSmall CapFTAI AviationFarfetchTeslaDriveTimeLyftBridgecrestCarvanaAmazonMolson Coors BeverageNVIDIACettireKering
Feb 3, 2025

Tesla vs Waymo: Autonomous Driving & Long Tail Data

Former President, Level 5 at Lyft and Woven Planet (Toyota)
Partner Interview
TeslaUSMega CapAmazonLyftGeneral MotorsNVIDIAAuroraFordMetaVelodyne LidarGoogleMobileye GlobalLuminarScale EconomiesNetwork EffectsSwitching CostsProcess PowerBrand EquityVertically Integrated RetailerPhysical Infra & NetworksMission Critical Products & ServicesMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication Services
Dec 3, 2024

DiDi: LATAM Ridesharing Market Opportunity

Former Executive at DiDI Global
Partner Interview
DiDi GlobalCNUberLyftGrabNetwork EffectsMarketplaces & PlatformsIndustrialsInformation TechnologyFinancials
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Weekly update
Aug 2, 2024

Top 20 Free In Practise Interviews

AmazonUSMega CapWayfairGoogleAldiFerrariDanaherGFL EnvironmentalThe GymDatadogLifcoSDI GroupCopartUpworkTransDigm GroupLyftTeslaBurford Capital
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Weekly update
May 10, 2023

Berkshire & Markel, Tesla, ServiceNOW, Bergman & Beving

TeslaUSMega CapServiceNowLyftToyotaGeneral MotorsFord
May 9, 2023

Tesla: Artificial Intelligence in Autonomous Driving

Former President, Level 5 at Lyft and Woven Planet (Toyota)
Partner Interview
TeslaUSMega CapAmazonLyftGeneral MotorsAuroraUberGoogleMotionalGetaroundWayveFordLargoScale EconomiesNetwork EffectsSwitching CostsBrand EquityProcess PowerVertically Integrated RetailerPhysical Infra & NetworksMarketplaces & PlatformsConsumer DiscretionaryIndustrialsInformation TechnologyCommunication ServicesMaterials
Aug 28, 2020

Tesla, Waymo, & Lyft: Hurdles to Autonomous Driving

Current EVP, Autonomous Driving at Lyft and Former VP Street View at Google
IP Icon
IP Interview
TeslaUSMega CapLyftGoogleUberNetwork EffectsBrand EquityProcess PowerPhysical Infra & NetworksMarketplaces & PlatformsIndustrialsInformation TechnologyCommunication ServicesConsumer Discretionary
Dec 10, 2019

Uber: Relationship with Drivers

Former Strategy & Operations Manager at Uber
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IP Interview
UberUSLarge CapLyftNetwork EffectsMarketplaces & PlatformsIndustrialsInformation Technology

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