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Tech & Innovation·July 26, 2026·1 min read

TechCrunch Mobility: Uber bets on its former CEO

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Ride-hail and delivery are becoming AI-native logistics networks, and the people who built the original demand and driver liquidity are now being reactivated to wire in autonomy and agents. If you operate in mobility or local commerce, assume incumbents will use AI to re-cut unit economics before new entrants can undercut them on price.

Tech & Innovation

Shein's IPO prospectus shows Q1 revenue of $9.05B, up 1% YoY, as it swings from $395M profit in Q1 2025 to $99M loss partly due to US' "de minimis" rule removal

Regulatory friction on cross-border e‑commerce is now directly visible in P&L — a $395M profit swinging to a $99M loss on flat revenue is policy risk, not demand collapse. If your margin story depends on customs arbitrage or similar loopholes, assume that edge gets repriced by public markets and regulators over the next few years.