Disagree with @asymmetricinfo.
1) We didn’t run out of global software businesses: Slack, Stripe, Coinbase, Robinhood, etc
2) On-demand is working for Instacart and Doordash. Autonomy will improve margins over time.
3) Regarding Uber, see next tweethttps://twitter.com/asymmetricinfo/status/1262782944260825089 …
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also "negative press" isn't the right way to attribute this. Negative press is usually just symptomatic of deeper cultural and structural problems that need to be fixed.
@smc90 and Margit had a good podcast on this a few years back:https://a16z.com/2017/04/13/crisis-communications-basics-mindsets/ …Thanks. Twitter will use this to make your timeline better. UndoUndo
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