Platform Aeronaut
Thomas ReinerData-driven deep dives on travel, delivery, marketplaces, and enterprise software from unit economics to dilution. Plus how agentic AI reshapes distribution, loyalty, and advertising moats.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 62 | Subscribers | Read | platformaeronaut.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Uber’s SpotHero Acquisition Is an Autonomous Infrastructure Bet | PA Dispatch No. 12
With the announcement of Uber buying SpotHero, it first reads like a logical adjacency:
Platform Aeronaut Transcripts: Earnings Transcripts, Decks & Summaries in One Place | PA Dispatch No. 11
Earnings season is a scavenger hunt: transcript here, deck there, Q&A buried, calendar in a different tab. For awhile I’ve had a tool I made that automatically captures and summarizes earnings call transcripts. There’s no replacement for li...
AV Rideshare Fleet Sizing: Why the Optimum is Just Shy of Peak
It’s not a question of whether autonomous vehicle ridesharing is coming, but a question of economics, scale, and sizing. I recently published AVRideshareEconomics.com that is an interactive model that tries to answer the question of “How pr...
The Great Debate: OTAs, AI, and the End of the 10 Blue Links Era | PA Dispatch No. 10
Last week at Skift Megatrends, I did a live, two-minute-clock, buzzer-happy debate with Skift’s Seth Borko and Sarah Kopit on what AI means for travel distribution. I’m sharing my answers below in a cleaner format than stage banter allows. ...
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Authors
The writers behind this newsletter.
Partner at Altimeter Capital, Northeastern alum, curious on all things gaming, travel and leisure. Views are my own, no investment advice. Amateur astronomer
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