ezCater and the Other Half of Uber's FCF

Barely a week after my Uber Deep Dive, Uber announced yesterday it is buying ezCater, the largest online catering marketplace in the US, for $2.3 Billion in cash.

When the Ads Come to the Data

Last week, I wrote why Muse may never need ads. That piece traveled quite a bit, and interestingly, while I received glowing praise from some readers, I have also heard from people who vehemently disagreed with the word “never”.

The Thin Margin of Safety in Selling Compute

I came across this funny tweet last week that says “the best way to signal status in the Bay Area is to act noticeably stressed about lack of compute”. Every earnings season, all the hyperscalers and neoclouds remind us how demand for compute is outstripping supply.

The Ever-Widening Overton Window of AI Safety

AI alignment or safety used to be bit of a fringe issue primarily discussed in some corners in the Silicon Valley offline or in the pages of LessWrong online.

Why Muse May Never Need Ads

It didn’t take too long for the app layer to start to respond to Muse. Amazon, of course, already blocked Muse.

MBI at The Synopsis Podcast

I had a great chat with Drew Cohen on 'The Synopsis' podcast. We dove deep into how AI agents like Muse could impact consumer internet platforms such as Booking, Airbnb, DoorDash, and Amazon.

The Case for Meta Enterprise Platform

Meta seems to be announcing something everyday these days. Yesterday, the company announced “Meta Enterprise Platform”.

Uber: The Aggregator on Trial

You can listen to the Deep Dive here The very first Deep Dive I wrote for MBI Deep Dives, back in 2020, was on Uber, and a lot has obviously changed since then. Uber in 2019 did ~$65 Billion of Gross Bookings while burning ~$4.9 Billion of Free Cash Flow (FCF).

A Portfolio Change

I know I promised an Uber Deep Dive this week, but I am pushing that to next Monday. In the meantime, I wanted to share some quick thoughts on a portfolio change I made today, which I'll discuss behind the paywall.

A Few Changes to My Publishing Schedule

I would like to make a few changes to my schedule. I am currently working on my Uber Deep Dive but, frankly speaking, I am further behind than I would like to be.