
Amazon drops Grubhub and puts Uber Eats inside its own app
THE SO WHAT
Amazon swapping Grubhub for Uber Eats and embedding ordering directly in the Amazon Shopping app turns restaurant delivery into another Prime-native utility. For consumer apps that rely on habitual ordering—food, groceries, quick commerce—the strategic question is whether you integrate into Amazon’s rails or invest heavily in owning the customer relationship outside that gravity well.
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Tech & InnovationThe Data Center Fight Is Just Beginning
Local backlash against data centers is turning AI infrastructure into a frontline political issue, not just a zoning problem. If you depend on US-based capacity, you now have to underwrite political risk at the state and municipal level the same way you model power and water.
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The “neocloud” trade is being repriced as a regulatory and permitting bet, not just a power-and-capex story. Operators planning to lean on upstart data center partners need a second source and a clear view of which states are turning hostile to large-scale AI infrastructure.