Our community narratives are driven by numbers and valuation.
Marti says Türkiye’s ride-hailing market is still early, with room to grow as pricing rises and new services like delivery get added into the same app. But bigger rivals already want a piece of the market, so the question is whether Marti can scale fast enough to stay ahead.Read more
A little-known Turkish app is trying to become the one-stop place for getting around town, using the same drivers and customers to power both rides and deliveries. It’s growing fast and says it’s getting closer to steady profits, but it’s doing it in a market where digital ride-hailing is still early and competition could change quickly.Read more
Grab Holdings (NASDAQ: GRAB) stands out as an intriguing investment opportunity due to its transformation from a Southeast Asian app focused on ride-hailing to a profitable ecosystem spanning mobility, deliveries, financial services, and advertising. Business Overview Grab operates as a dominant superapp in eight Southeast Asian countries, including Indonesia, Singapore, and Vietnam, with over 11,000 employees and a platform connecting millions of users to on-demand services.Read more
Uber’s recent moves in Türkiye are hard to ignore. In the past year, $UBER has committed over $1B across Trendyol Go and Getir delivery assets — paying ~0.34–0.41x gross bookings for businesses operating at ~4% global EBITDA margins.Read more
Uber is throwing off more cash than ever, but investors worry that driverless cars could shift the power — and profits — to the companies that own the vehicles and self-driving tech. The key question is whether Uber’s huge rider network keeps it in the middle of future driverless rides, or forces it to spend heavily just to stay relevant.Read more
Ryde is trying to win ride-hailing and deliveries in Southeast Asia by treating drivers differently, and early signs suggest customers are sticking around as the business scales. Partnerships, greener transport options, and plans to expand beyond Singapore could help it grow faster—but the path to consistent profits is still the big question.Read more
Delta stays ahead of other big US airlines by running its fleet efficiently and keeping planes fuller, even as travel demand starts to cool. The bigger question is whether a weaker economy or another sudden shock could hit flying hard enough to derail that lead.Read more

Ryde is tightening its link to electric vehicles by taking a stake in a major local fleet operator that also runs charging and fleet tech. That could help it attract and keep drivers with more affordable access to EVs, but it also raises the stakes on how fast Singapore’s shift to cleaner transport really plays out.Read more
UPS is trying to turn itself around with a sweeping effort to reshape its delivery network, cut costs, and lean harder on automation—while also dialing back its reliance on a major customer. But rising debt, worker tensions, and uneasy shareholders could make this overhaul harder than it looks, even as new partnerships aim to rebuild trust and drive more shipments.Read more