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$Uber missed Eats bookings in q2, stock tanked
Missed eats booking in q3, stock tanked
Yet still street modeling 550bps acceleration in q4???
Where is the pilotpic.twitter.com/TplKgMToeI
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PYPL metrics continue to be solid. Offline to online transition could 10x their business. Margins should trend from 23% to 30%. Just waiting on some innovation...pic.twitter.com/mjNcrxCMEL
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Why on earth would DoorDash be reluctant to entertain merger talks with Uberpic.twitter.com/xun7SqZDfd
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$FB Ad load full Time spent not growing (mix adjusted) Privacy going the wrong way Either CPMs
or FB slowspic.twitter.com/zLwW6LJbZx
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$Nflx I thought aapl and dis+ launched this quarter? Nflx on autopilot. Market likes autopilot.pic.twitter.com/YxX9nE01ur
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This is interesting from
@TheRideshareGuypic.twitter.com/KSusiAmWF3
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Wow - you’re right, big ramp in startup lay-off announcements last few months (AlphaSense data).pic.twitter.com/d25PKbNz0J
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I think the argument is that direct customer sourcing leads to step change in GMs and direct sourcing is inflecting but hear you on the decel lapping mkt rolloutspic.twitter.com/OUToTezxzY
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Proposals for 3rd class of worker, primarily. IMO, a good compromise I believe AB5 will lose drivers jobs & reduce lower income mobility per nyc precedent (pics below) Respect you engaging and suspect your willingness to hear other opinions will make you a good leader
pic.twitter.com/IbTT1MTB0v
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Shocker. Lorena doesn’t like that
#AB5 leading to job loss for writers bc now visible. Zero doubt will cost drivers jobs as well. Will we amend AB5 for every job type? Clear evidence of job loss in NYC after rideshare regulations (TLC data). Coming to a city near you
https://twitter.com/LorenaSGonzalez/status/1207719056272310273 …pic.twitter.com/0T77MaJgql
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Major implications only if you think Amzn gets leverage. I’m not sure why it’s assumed Amzn will get leverage whereas it’s questioned for the rest of the gig economy. Why does this pic get leverage but delivering food does not.pic.twitter.com/mKftr7pPHI
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Barc calcs -0.4 to -0.6 elasticity based on impact of congestion surcharge. Think may even be overstated bc Driver Cap / Shared Ride retreat. I suspect Uber will be a v good stock ~Feb when we lap shared ride pullback, driver cap, congestion surcharge, and NYC mkt reacceleratespic.twitter.com/FIat3r3OJ3
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Wow. Outstanding report from Barclay's on Rideshare: detailed examination of NYC market based on TLC data. Rideshare filled a gap left unmet by taxis in outer boroughs. Driver caps/utilization mins will push drivers right back to lower Manhattan.pic.twitter.com/063JNcCEhu
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Alphasense scan for term “cloud” as proxy for cloud adoption (all docs, excluding tech industry). Suggests net adds continue to grow yoy
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DB checks not as rosy
.pic.twitter.com/H8i5x5XE8Y
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Music-accompanied GIFs and videos sounds a lot like core TikTok. Any chance they’re being forced to push TikTok’s music-related content to a paid app by labels
@musicbizworld ? Economics of free TikTok app look much diff after big step up in music rights?pic.twitter.com/wgSwosuIkq
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