Uber’s Sandcastle

Uber’s Sandcastle
by Roger C. Lanctot on 05-13-2019 at 7:00 am

As Uber’s initial public offering arrives this is a good moment to consider what kind of employment model for the future we all, as employees and employers, would prefer to adopt: Amazon or Uber?

One of my sons has interviewed with Amazon. The other has his Amazon moment today. My across-the-street neighbor works for Amazon Web Services.… Read More


Which Way is Up for Lyft, Uber?

Which Way is Up for Lyft, Uber?
by Roger C. Lanctot on 04-07-2019 at 7:00 am

Lyft’s initial public offering was expected to be the biggest tech offering in two years. A public offering is very much like an elevator and everyone getting on the elevator wants to go up. It’s worth noting as the doors open on the Lyft IPO elevator, General Motors is likely to be getting off – and they are not alone.… Read More


Lyft Uber and Soylent Green

Lyft Uber and Soylent Green
by Roger C. Lanctot on 03-31-2019 at 10:00 am

It wasn’t enough that Lyft and Uber introduced the world to the concept of taxi and limousine drivers committing suicide, we now have Lyft and Uber drivers committing suicide. In other words, it’s not enough that the business models of these companies are suicidal, they are actually visiting suicide upon their non-employees.… Read More


Lyft & Auto Industry Annihilation

Lyft & Auto Industry Annihilation
by Roger C. Lanctot on 03-31-2019 at 5:00 am

The good news is that Lyft’s initial public offering is over-subscribed, according to published reports. That also happens to be the bad news.

Like its disruptive corporate kin – Waymo, Uber, and Tesla Motors – Lyft is out to creatively destroy the automotive industry. In the process, the company is set on a course for its own annihilation… Read More


Car Sharing Prophets and Losses

Car Sharing Prophets and Losses
by Roger C. Lanctot on 02-15-2019 at 12:00 pm

Industry analysts are fond of painting terrifying pictures of catastrophic market changes resulting from disruptive technologies or business models. Nowhere is this more evident, of late, than in the automotive industry where everything from artificial intelligence to automated driving is expected to upend current thinking… Read More


Connected Cars High Tech Low Demand

Connected Cars High Tech Low Demand
by Roger C. Lanctot on 11-04-2018 at 6:01 am

The latest reliability report from Consumer Reports which dumped on domestics and rained glory upon Asian imports highlighted a conundrum facing car makers. The more effort car makers put into innovation, the greater the risk of consumer confusion, system failure and lousy reliability scores.

The picture is even worse if one… Read More


What Mary Meeker Missed

What Mary Meeker Missed
by Roger C. Lanctot on 06-01-2018 at 12:00 pm

It must be a measure of the dim view taken of the automotive industry by Silicon Valley types that of the 294 slides in Mary Meeker’s annual Trends presentation delivered at this year’s Code Conference less than 10 of those slides refer to transportation. The Kleiner Perkins Caufield & Byers partner even managed to avoid… Read More


The Good the Bad and Tesla and Uber

The Good the Bad and Tesla and Uber
by Roger C. Lanctot on 04-08-2018 at 7:00 am

In “Willy Wonka and the Chocolate Factory” circa 1971, Gene Wilder plays a vaguely misanthropic Willy Wonka who leads the young winners of his golden wrapper contest on a tour of the seven deadly sins within his candy factory and labs. (Who can forget Augustus Gloop?) At one point, Mike Teavee, a television-obsessed… Read More


Uber’s Epic Fail Changes Everything

Uber’s Epic Fail Changes Everything
by Roger C. Lanctot on 03-27-2018 at 4:00 pm

This morning at Nvidia’s AI and Deep Learning Conference, GTC 2018, CEO Jen-Hsun Huang will give a keynote in which he will tout the company’s extraordinary progress in fostering and advancing the cause of artificial intelligence and deep learning along with the correlated autonomous driving industry. Hundreds… Read More


Uber’s Monkey in the Wrench

Uber’s Monkey in the Wrench
by Roger C. Lanctot on 03-23-2018 at 7:00 am

The news of a pedestrian fatality in Tempe, Ariz., resulting from the operation of an Uber autonomous vehicle has set off alarm bells throughout the AV development community. As always in such circumstances there will be a simultaneous rush to judgement and the immediate termination of all such testing, as well as a call for calm… Read More