Renting through share operators has been the dominant mode in the short life of the e-scooter era to date, but look for an emerging sales market direct to consumers soon.  As enthusiasts get hooked (easy to do) and find friction when looking for their morning connection, the decision to get your own will become one people increasingly make.  Already seeing anecdotal evidence of this in Singapore.  

Dilution is often a distraction -- it means selling more shares, when what actually matters is the price at which shares are sold.  If I hold shares of AMZN and they announce the sale of 1b new shares, all I care about is the share price, not the share count.

AI is probably the biggest tech hype this decade. 99% of AI has nothing to do with actually building any kind of "intelligence" but is just some basic machine learning models bolstered by cloud-scale hardware and better software frameworks. Just because you can do it doesn't mean it magically produces results with everything.

Given that the taxi business is highly regulated in most markets and ride-hailing is less regulated, Uber and Lyft have an advantage over incumbent providers.

I have lived full-time in Airbnbs for the last 18 months. I've noticed that this trend of professional hosts has decreased quality. Slumlords are taking over the site. Nowadays, it seems like you need to look for signs of full-time occupancy, or Airbnb's new Plus program, to find that original charm that made Airbnbs special.

Zoox's $500 million round brought along bigger expectations and probably a more compressed timeline, which may have conflicted with Tim's long term vision of transforming transportation. A startup simultaneously developing a vehicle, self-driving software, and a ride hailing service is competing in three industries at once, which may not sit well with investors who expect a hefty return.