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 | 66 | Founded | 3 years ago | Last Issue | 2 months ago |
| Active | |||||
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platformaeronaut.comLatest Issues
SBC Dilution Benchmarks: What the Data Actually Shows | PA Dispatch No. 14
I added a Benchmarks page to Platform Aeronaut Dilution this week. The leaderboard and company pages are useful for evaluating individual tickers, but I kept running into a gap: there was no easy way to answer the question “is this level of...
SBC & Dilution Tracker Dashboard Launch
I’ve been writing about stock-based compensation and dilution for a few years now. The first post was a back-of-envelope exercise on rideshare companies. Then it turned into a ground-truth methodology post. Then a leaderboard. Then quarterl...
Uber Is Quietly Winning the AV Rideshare Setup
If 2025 was the proof point that consumers will actually take autonomous rides at scale, 2026 is starting to look like the year the strategic map gets redrawn. For the last few years the AV debate has mostly been framed around who has the b...
Platform Margins Update + A New MCP/GPT Tool for Transcript Research | PA Dispatch No. 13
I’ve been looking at one of my favorite charts that compares EBITDA margins (as a % of GBV, on a TTM basis) against incremental margins and the spread tells an interesting story.
Actual vs. Incremental: The Chart Worth Staring At
Book...
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:
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Ride-hailing platform buys parking marketplace
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Urban mobility meets urban parking
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Cross-sell airport rides with airport parking
Uber...
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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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