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Come see Uber CEO Dara Khosrowshahi at TC Disrupt

In the days of Uber 1.0, the ethos seemed to be about doing all the wrong things. Now, with former Expedia CEO Dara Khosrowshahi at the helm, Uber is clearly on its way to becoming a sort of Expedia for transportation. Though, Khosrowshahi has previously likened Uber’s business to aligning more with the idea of an Amazon for transportation.

At TechCrunch Disrupt San Francisco in September, Khosrowshahi will join me to discuss Uber’s big plan to own the entire transportation experience for people, the highs and lows of his first year on the job, Uber’s upcoming initial public offering and much more.

Under Khosrowshahi’s leadership, Uber officially became a multi-modal transportation platform with its acquisition of JUMP Bikes for about $200 million, the launch of UberRENT and a public transportation partnership with Masabi.

Oh, and Uber is also working on electric scooters, as well as flying cars via its Elevate program. Just like residential and buildings have gone three-dimensional, Khosrowshahi said at a tech conference in May, “you’re going to have to build a third-dimension in terms of transportation.”

For Uber, Elevate is its “big bet” on that third-dimension of transportation, he said. The big plan with all of these modes of transportation — whether that’s bike sharing, electric scooter sharing, ride sharing, flight sharing or whatnot — is to become a multi-modal transportation service.

Under the leadership of Khosrowshahi, Uber also seems to be moving into an era where the company works with governments, instead of in spite of them. This is quite the 180 for Uber. Before the days of Khosrowshahi, Uber was reluctant to share data with cities. Now, Uber is expanding Movement, a platform that anonymizes and aggregates Uber data to map travel times, to 12 new cities across five continents. The intent is to help urban planners, local leaders and civic communities make more informed decisions.

While Khosrowshahi is making positive moves in a business direction, it’s worth noting the company is still in need of a chief financial officer, and there have been some high-level departures that have continued under his leadership. In June, for example, Uber’s chief brand officer, Bozoma Saint John, left a little after one year of joining the company.

At the time, Saint John told me that while “nothing horrible or terrible happened,” Uber’s corporate culture has not “righted itself 100 percent.” At Disrupt, Khosrowshahi and I will also discuss Uber’s corporate culture and what it’s going to take to fully recover from its 2017, which entailed reports of sexual harassment, mismanagement and a toxic work environment. Then, just this month, Uber’s chief people officer, Liane Hornsey, resigned following an internal racial discrimination investigation.

This should go without saying, but there will be a lot to discuss. In order to see him in person you’ll need to grab your passes to Disrupt SF, which runs September 5-7, are available here.

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Real estate platform Nestio raises $4.5 million

Real estate platform Nestio is getting new funding as it continues to expand its footprint beyond New York City into other large U.S. markets. The startup’s software gives real estate owners and managers a hub to handle things like leasing and marketing.

The round, which they announced today, was led by Camber Creek and Trinity Ventures, with participation from other real estate firms, including Rudin Ventures, Currency M, The Durst Organization, LeFrak Ventures and Torch Venture Capital. The startup has raised around $16 million to date.

Nestio is building up its unit count in new markets, including Boston, Chicago, Houston and Dallas, and is seeking to expand operations with existing customers in NYC. The startup says that it’s grown the amount of units on its platform by 250 percent in the past 12 months.

“We now have hundreds of thousands of listings on the platform that people are now managing,” Nestio CEO Caren Maio told TechCrunch. “Part of that growth is net new logos, but also expansion. So we’ve seen a lot of growth — particularly in New York — although I think the same behavior will replicate itself once we have some longevity in some of those other cities.”

The company says they will use this new capital and strategic partnerships to “deliver advanced leasing and marketing solutions even faster.”

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Facial recognition startup Kairos acquires Emotion Reader

Kairos, the face recognition technology used for brand marketing, has announced the acquisition of EmotionReader.

EmotionReader is a Limerick, Ireland-based startup that uses algorithms to analyze facial expressions around video content. The startup allows brands and marketers to measure viewers emotional response to video, analyze viewer response via an analytics dashboard, and make different decisions around media spend based on viewer response.

The acquisition makes sense considering that Kairos core business is focused on facial identification for enterprise clients. Knowing who someone is, paired with how they feel about your content, is a powerful tool for brands and marketers.

The idea for Kairos started when founder Brian Brackeen was making HR time-clocking systems for Apple. People were cheating the system, so he decided to implement facial recognition to ensure that employees were actually clocking in and out when they said they were.

That premise spun out into Kairos, and Brackeen soon realized that facial identification as a service was much more powerful than any niche time clocking service.

But Brackeen is very cautious with the technology Kairos has built.

While Kairos aims to make facial recognition technology (and all the powerful insights that come with it) accessible and available to all businesses, Brackeen has been very clear about the fact that Kairos isn’t interested in selling this technology to government agencies.

Brackeen recently contributed a post right here on TechCrunch outlining the various reasons why governments aren’t ready for this type of technology. Alongside the outstanding invasion of personal privacy, there are also serious issues around bias against people of color.

From the post:

There is no place in America for facial recognition that supports false arrests and murder. In a social climate wracked with protests and angst around disproportionate prison populations and police misconduct, engaging software that is clearly not ready for civil use in law enforcement activities does not serve citizens, and will only lead to further unrest.

As part of the deal, EmotionReader CTO Dr. Stephen Moore will run Kairos’ new Singapore-based R&D center, allowing for upcoming APAC expansion.

Kairos has raised approximately $8 million from investors New World Angels, Kapor Capital, 500 Startups, Backstage Capital, Morgan Stanley, Caerus Ventures, and Florida Institute, and is now closing on its $30 million crowd sale.

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Opera adds a crypto wallet to its mobile browser

The Opera Android browser will soon be able to hold your cryptocurrencies. The system, now in beta, lets you store crypto and ERC20 tokens in your browser, send and receive crypto on the fly, and secures your wallet with your phone’s biometric security or passcode.

You can sign up to try the beta here.

The feature, called Crypto Wallet, “makes Opera the first major browser to introduce a built-in crypto wallet” according to the company. The feature could allow for micropayments in the browser and paves the way for similar features in other browsers.

From the release:

We believe the web of today will be the interface to the decentralized web of tomorrow. This is why we have chosen to use our browser to bridge the gap. We think that with a built-in crypto wallet, the browser has the potential to renew and extend its important role as a tool to access information, make transactions online and manage users’ online identity in a way that gives them more control.

In addition to being able to send money from wallet to wallet and interact with Dapps, Opera now supports online payments with cryptocurrency where merchants support exists. Users that choose to pay for their order using cryptocurrency on Coinbase Commerce-enabled merchants will be presented with a payment request dialog, asking them for their signature. The payment will then be signed and transmitted directly from the browser.

While it’s still early days for this sort of technology it’s interesting to see a mainstream browser entering the space. Don’t hold your breath on seeing crypto in Safari or Edge but Chrome and other “open source” browsers could easily add these features given enough demand.

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GrubMarket gobbles up $32M led by GGV for its healthy grocery ordering and delivery service

As consumers become more discerning about the food they are eating, a wave of startups has emerged that are catering to that demand with convenient alternatives to the more ubiquitous options that are available today. One of these, GrubMarket — which sources organic and healthy food directly from producers and then delivers it to other businesses (Whole Foods is a customer) as well as consumers at a discount of 20-60 percent over other channels — is today announcing a $32 million round to grow its already profitable business, including making acquisitions and expanding on its own steam as it eyes a public listing.

“We are looking to buy companies to make more revenues ahead of an upcoming IPO,” said Mike Xu, the founder and CEO. He said GrubMarket is “in proactive steps” to expand from its home base in California to the East Coast, starting in New York and New Jersey, by October this year. The plan, he said, will be to file with the SEC sometime between the end of this year and early 2019, with the IPO taking place in the second half of 2019.

E-commerce, and in particular food-related businesses with perishable items and associated waste, can be tricky when it comes to margins, and indeed, there have been many casualties in the world of food startups. Xu said in an interview that GrubMarket is already profitable and working at a $100 million run rate.

One of the reasons it’s profitable may also be the same reason you may have never heard of GrubMarket. Currently, between 60 and 70 percent of its business is in the B2B space. Xu says that customers number in the thousands and include offices, grocery stores and restaurants across the San Francisco Bay Area, Los Angeles, Orange County and San Diego.

And so, if you don’t know GrubMarket, you might know some of its customers, which include all WeWorks between San Diego and San Francisco, Whole Foods, Blue Apron, Hello Fresh and Chipotle. GrubMarket has also cornered some very specific niches: It has become the biggest mushroom supplier in all of Northern California, and it’s the biggest supplier of Hawaiian farm produce in the Bay Area.

Another point in the company’s favor is the technology it uses. Working directly with farmers and other producers, GrubMarket has built apps that allow it and its partners to manage the logistics of the business in an efficient way. The idea will be to bring more AI to the platform over time: for example, to be able to run better modelling to figure out how much fruit and veg might sell during a given season, and how to price items.

GrubMarket also is dabbling in areas that you might not normally associate with a grocery-on-demand delivery company: it built an educational app called Farmbox, which — when you play it — can be used to collect points to spend on GrubMarket; and it’s also exploring how blockchain technology can be used in a “next-generation open platform for direct farm-to-table.”

Xu says that as the company continues to grow, it will shift more into direct-to-consumer deliveries to complement its wholesale business.

This latest round is a mixture of equity and debt and is being led by GGV with other previous investors Fusion Fund (formerly New Gen Capital) and Great Oaks Venture Capital participating, along with new investors Max Ventures, Castor Ventures, Bascom Ventures, Millennium Technology Value Partner, Trinity Capital Investment, Investwide Capital and others. The company is not publicly disclosing its valuation; it has raised around $64 million to date.

Many eyes are on Amazon these days, and what moves it might make next in groceries after acquiring Whole Foods, ramping up its own Pantry offerings, courting restaurants for delivery and making its own meal kits. This is not a question that keeps up Xu at night, however.

“Food is the largest and biggest opportunity in e-commerce,” he said, estimating that today the total value for the global food and agricultural industry is around $9 trillion (versus $8 trillion in 2017), with only about one percent of buying done online. “That’s a big enough opportunity to have a few giant companies, and not just Amazon.”

It’s also an opportunity that could sustain some slightly smaller companies, too: One of my favorite e-commerce businesses in England is a service that I’ve been using for years, an organic grocery delivery called Abel & Cole that brings us a box of organic fruit and vegetables (and whatever else I order on top of that) each week. Like GrubMarket, it’s working directly with smaller producers who might have otherwise found it hard-going to find a way of selling their produce directly to buyers (and buyers would have found it hard-going to ever buy directly from these producers). Unlike GrubMarket, it takes a more modest approach that doesn’t involve eventually becoming a leviathan itself. May they all be around for years to come.

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The Nudge is a planner app packaged as an SMS subscription service

How do you fix digital information overload and the resulting life-attention deficit that’s apparently afflicting smartphone owners everywhere — and even leading some very large tech giants to unbox “digital wellness” tools lately?

San Francisco-based startup The Nudge reckons the answer to getting millennials to spend less time sucked into screens, and more time out and about actually doing things, is — you guessed it — another technology service! Albeit one that delivers inspirational plan ideas for stuff to do in your free time, delivered via the traditional text message conduit of SMS.

The sibling duo behind the startup, John and Sarah Peterson, have bagged $540,000 in pre-seed funding for their text planner idea, after running a year-long public beta of the service in San Francisco. The investment is led by seed-stage VC firm NextView Ventures, with Sequoia’s scout fund also participating.

Peterson says the idea to send plans via SMS evolved out of his earlier (and first) startup, called Livday: Also a planner app for friends to share their favorite ideas for weekend hikes and so on. But being just another app meant having to compete for attention with noisy social content, so the siblings hit on the idea of using SMS — as a sort of artisanal reversion of current state consumer tech — to “find a way to rise above the noise,” as they put it. Or, well, attempt to circumvent app notification fatigue/mute buttons.

As is often the case in fashion-led consumer tech, old ways can get polished up to feel shiny and new again once whatever displaced them has lost enough sheen to start to look old.

The Nudge has garnered around 10,000 active weekly users at this point, launching out of its year-long public beta. Peterson describes the typical user as “an active millennial woman,” with the community skewing 70 percent female at this point.

For the active user metric the team defines an active user as someone who is reading and engaging with the text messages they’re sending — either by clicking a link or replying.

They further claim to have signed up 5 percent of San Francisco’s millennials to their lifestyle “nudges.”

“While our new rebrand has a somewhat feminine aesthetic it’s interesting that we initially were targeting men. It just really resonated with millennial women,” says Peterson.

“They need this because taking the initiative is the essential yet hardest part of living our lives to the fullest, and that’s what we give them,” he adds. “A nudge. We’re laser-focused on that demo right now but have plans to help other demographics long-term. My empty nest parents badly need this.”

Nudges take the form of — initially — an SMS text message, containing a handwritten brunch idea or a hike plan, or details of a hip coffee venue or volunteering opportunity which the startup reckons will appeal to its SF community.

The texts may also contain a link to a more fully fledged plan (with photos, address, logistics etc.). You can see some of their sample plans here.

While the core delivery mechanism is SMS, there also is a Nudge app where plans can be saved for later perusal, and subscribers to the service can mark Nudges as “done” (presumably to avoid being spammed with the same plan later).

Currently, the startup has an editorial team of three people coming up with plan ideas to inspire subscribers — writing in a friendly, narrative style that’s intended to complement the cozy SMS delivery medium.

They’re also working with local social media influencers to hit on trendy ideas that resonate with their target millennial users.

Convincing information-overloaded consumers to willingly hand over their mobile digits to get random texts might seem a bit of a counter-intuitive “fix” for digital information overload. But Peterson reckons it boils down to getting the tone of voice right. (And, clearly, being careful not to send too many texts that you end up coming across as spam.)

“We want people to really feel like The Nudge is just another one of their (ridiculously resourceful and fun) friends texting them, and I think we’ve succeeded there so far,” he tells TechCrunch. “Nearly all of our growth has come from word of mouth. You’re right that text messaging is a sacred space, and we’re very sensitive about that.”

Peterson claims that unsubscribe rates are less than 1 percent each week — though they’re also limiting themselves to sending three “personalized” lifestyle “nudges” per week at this point.

On the personalization front, they say plan ideas are customized based on factors such as the current weather and local trends. They are not, as a rule, customized per user though — beyond being personalized with the subscriber’s name. So it’s more “Nudge Club” than VIP personalized lifestyle advisor.

“In general, everyone is getting the same content, as we’ve found that there’s a lot of power in the shared experience (you know your friend just got the same text at that moment),” he says. “That said, we do sometimes create a dialogue where we ask you a question and depending upon your answer, we recommend something specific for you.

“We’re carefully not taking this part too far, as we really don’t view ourselves as a bot.”

Given they are (usually) sending ~10,000 people pretty much the same idea of what to do at the weekend or of an evening, Peterson admits that venue overcrowding has been a problem they inadvertently ended up creating — for example he says they recommended a free event that ended up getting 10x overbooked and had to cancel some tickets.

“Our answer is to only recommend small venues as a general suggestion (do this date idea this summer), and recommend larger venues specifically (do this hike tomorrow),” he says, explaining how they’ve tweaked the service to try to workaround creating unintended flash mobs of demand.

On the business model side, the plan is to make The Nudge a subscription service. Though they’re not going into details at this stage as they’re still experimenting with different options. (And they’re not currently charging for the service.)

But Peterson says the intention is not to make money via the specific things they’re recommending — which, in theory, frees them from needing to operate a creepy, privacy-hostile data-harvesting surveillance operation to determine whether an SMS can be linked to a specific bar bill or restaurant check for them to take a cut, for example.

Though, to be clear, Peterson says they’re gathering “as much data as we can about people doing a Nudge” — presumably so the team can better tailor the content and recommendations they’re making by figuring out what their users really like doing.

“We don’t promote any products or services,” he emphasizes. “Selling tickets or products or ads is tempting, and a lot of lifestyle services do that, but it would ruin or credibility. This is ultimately a subscription service based on trust.”

Despite that reassuring claim, it is worth noting that their current privacy policy states they “may periodically send promotional emails about new products/special offers/info etc via provided email addresses.” So be aware you are at least agreeing to theoretical email spam if you hand over your details.

What’s next for The Nudge now that the team has raised their first tranche of VC? Peterson says they’re planning to expand the service to LA this year — which he confirms will mean hiring a team on the ground to produce the custom content needed to power the service.

Albeit, he concedes, “right now our process is very manual.” And it’s not at all clear whether their concept could sustain much automation-based scaling — at least not if they don’t want to risk generating yet more impersonal noise versus the friendly digital lifestyle advisor tone they’re aiming to strike as a strategy to stand out.

Beyond LA, Peterson says they plan to expand “pretty aggressively” in 2019. “The Nudge as it stands now would work in any urban market as I believe it’s a solution to a fundamental human problem,” he says.

The Nudge’s spare time plans by text is by no means the only SMS-based lifestyle subscription service hoping to cut itself a slice of the attention economy.

In 2016 a startup called Shine launched on-demand life coaching by text messaging, for example.

And let’s not forget Magic — the “get anything via a text message” service that had a viral moment in 2015 — and now bills itself as a “24/7 virtual assistant.”

Google has also tried texting people shopping deals. And Microsoft has dabbled in event planning specifically — outing an iMessage app for social event planning last year.

Meanwhile Facebook added “M,” a text-based assistant app (which was itself human-assisted), to its Messenger platform back in 2015 — but went on to shutter the service in January this year, apparently never having found a way to scale M into a fully fledged AI assistant.

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Box acquires Butter.ai to make search smarter

Box announced today that it has acquired Butter.ai, a startup that helps customers search for content intelligently in the cloud. The terms of the deal were not disclosed, but the Butter.AI team will be joining Box.

Butter.AI was started by two ex-Evernote employees, Jack Hirsch and Adam Walz. The company was partly funded by Evernote founder and former CEO Phil Libin’s Turtle Studios. The latter is a firm established with a mission to use machine learning to solve real business problems like finding the right document wherever it is.

Box has been adding intelligence to its platform for some time, and this acquisition brings the Butter.AI team on board and gives them more machine learning and artificial intelligence known-how while helping to enhance search inside of the Box product.

“The team from Butter.ai will help Box to bring more intelligence to our Search capabilities, enabling Box’s 85,000 customers to more easily navigate through their unstructured information — making searching for files in Box more contextualized, predictive and personalized,” Box’s Jeetu Patel wrote in a blog post announcing the acquisition.

That means taking into account the context of the search and delivering documents that make sense given your role and how you work. For instance, if you are a salesperson and you search for a contract, you probably want a sales contract and not one for a freelancer or business partnership.

For Butter, the chance to have access to all those customers was too good to pass up. “We started Butter.ai to build the best way to find documents at work. As it turns out, Box has 85,000 customers who all need instant access to their content. Joining Box means we get to build on our original mission faster and at a massive scale,” company CEO and co-founder Jack Hirsch said.

The company launched in September 2017, and up until now it has acted as a search assistant inside Slack you can call upon to search for documents and find them wherever they live in the cloud. The company will be winding down that product as it becomes part of the Box team.

As is often the case in these deals, the two companies have been working closely together and it made sense for Box to bring the Butter.AI team into the fold where it can put its technology to bear on the Box platform.

“After launching in September 2017 our customers were loud and clear about wanting us to integrate with Box and we quickly delivered. Since then, our relationship with Box has deepened and now we get to build on our vision for a MUCH larger audience as part of the Box team,” the founders wrote in a Medium post announcing the deal.

The company raised $3.3 million over two seed rounds. Investors included Slack and General Catalyst.

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Some iOS users report that 11.4 update triggers excessive battery drain

iOS users have been reporting problems with excessive battery drain after updating to iOS 11.4.

On Sunday, 9to5Mac reported on a raft of posts on Apple forums complaining about excessive battery drain since updating. ZDNet also flagged complaints around the issue early last month.

The update to Apple’s mobile operating system was released at the end of May, adding support for Messages in iCloud, plus some media and entertainment features, such as AirPlay 2 and support for two HomePod speakers to work as a stereo pair.

Safe to say, radically reduced battery life was not among the listed additions.

This TC writer also noticed an alarming depreciation in battery performance after updating to iOS 11.4 at the end of last month — with the battery level dropping precipitously even when the handset was left untouched doing nothing.

Looks like updating to iOS 11.4 has decimated iPhone battery life 😬

— Natasha (@riptari) June 30, 2018

We reached out to Apple immediately after noticing the problem — but the company has not responded to multiple requests for comment.

Judging by forum complaints, other iOS users have also found that updating to iOS 11.4 impacts the standby battery life of their device.

In my case checking the (beta) battery health feature in the iPhone settings threw no light on the abnormal performance, with maximum capacity reported as a (healthy sounding) 91%, as well a claim that “normal” peak performance was supported.

The ‘battery usage’ report that’s built into iOS also seemed unable to shed any light on what was causing the battery to drain so fast — listing an app that had been used prior to the previous charge as responsible for the largest chunk of usage. So evidently not identifying the real culprit.

In the end, rebooting my affected iPhone seemed to improve the battery drain issue. Though I can’t be sure whether or not the device has taken a small hit to battery performance as a consequence of the iOS update.

In the middle of writing this report, an additional update — iOS 11.4.1 — has been pushed out by Apple, though it’s not clear whether this explicitly fixes the battery drain issue or not. Battery drain is not listed among the bugs iOS 11.4.1 addresses. But, either way, it’s worth updating in case it helps.

Battery and performance issues have been something of a recurring problem for Apple’s iOS devices in recent years. Again in my case, my affected iPhone 6S only had its battery replaced under an Apple free battery replacement program last year — ironically as a result of a battery fault that caused unexpected shutdowns — so really the battery should have a decent amount of life left in it still.

And as (bad) luck would have it, the iPhone 5 I owned prior to this was also affected by an earlier Apple battery fault. So this is the third battery-related problem to strike the two iPhones I’ve owned over the past five years. Which is certainly unfortunate.

That said, two handsets lasting five years is a testament to Apple’s otherwise lasting build quality. (Albeit, this Samsung-branded portable battery pack has been the unsung workhorse hero stepping in when the batteries conked out, as TC colleagues can also testify…)

Meanwhile after more user complaints last year Apple was forced to apologize for not being more transparent with customers about how it handles performance on iOS devices with older batteries — clarifying that its software in fact slows down the maximum performance of iPhones with older batteries as a power management technique to avoid unexpected shutdowns.

The company has faced lawsuits and regulatory scrutiny as a result of this throttling of device performance.

Although it also quickly offered discounted $29 battery replacements to iPhone owners with an iPhone 6 (or later) whose battery “needs to be replaced” — as well as promising to add controls to iOS to enable users to switch off the feature if they choose.

For its forthcoming iOS 12 update — which was trailed at WWDC, and is due out this fall — Apple says the release will “double down” on performance, slating a slew of refinements, bug fixes and optimizations incoming. So, hopefully, any lurking battery and performance gremlins will soon be kicked into touch.

In the meanwhile, update. And reboot.

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With Lime teaming up with Uber, can rival Bird afford to go it alone?

Yesterday, we learned that 18-month-old, Bay Area-based electric scooter rental company Lime is joining forces with the ride-hailing giant Uber, which is both investing in the company as part of a $335 million round and planning to promote Lime in its mobile app. According to Bloomberg, Uber also plans to plaster its logo on Lime’s scooters.

Lime isn’t being acquired outright, in short, but it looks like it will be. At least, Uber struck a similar arrangement with the electric bike company JUMP bikes before spending $200 million to acquire the company in spring.

There are as many questions raised by this kind of tie-up as answered, but the biggest may be what the impact means for Lime’s fiercest rival in the e-scooter wars, 15-month-old L.A.-based Bird, which several sources tell us also discussed a potential partnership with Uber.

Despite recently raising $300 million in fresh capital at a somewhat stunning $2 billion valuation, could its goose be, ahem, cooked?

At first glance, it would appear so. Uber’s travel app is the most downloaded in the U.S. by a wide margin, despite gains made last year by its closest U.S. competitor, Lyft, as Uber battled one scandal after another. It’s easy to imagine that Lime’s integration with Uber will give it the kind of immediate brand reach that most founders can only dream about.

A related issue for Bird is its relationship with Lyft, which . . . isn’t great. Bird’s founder and CEO, Travis VanderZanden, burned that bridge when, not so long after Lyft acqui-hired VanderZanden from a small startup he’d launched and made him its COO, he left to join rival Uber.

Lyft, which sued VanderZanden for allegedly breaking a confidentiality agreement when he joined Uber, later settled with him for undisclosed terms. But given their history, it’s hard to imagine Lyft — which also has a much smaller checkbook than Uber — paying top dollar to acquire his company.

Where that leaves Bird is an open question, but people familiar with both Bird and Lime suggest the e-scooter war is far from over.

For example, though Uber sees its partnership with Lime as “another step towards our vision of becoming a one-stop shop for all your transportation needs,” two sources familiar with Bird’s thinking are quick to underscore its plans to expand internationally quickly and not merely fight a turf war in the U.S. (It already has one office in China.)

That Sequoia Capital led Bird’s most recent round of funding helps on this front, given Sequoia Capital China’s growing dominancein the country and the relationships that go with it. Then again, Sequoia is also an investor in Uber, having acquired a stake in the company earlier this year. And alliances are generally temperamental in this brave new world of transportation. In just the latest unexpected twist, Lime’s newest round included not only Uber but also GV, the venture arm of Alphabet, which only recently resolved a lawsuit with Uber.

Another wrinkle to consider is the exposure that Lime receives from Uber, which could prove double-edged, given the company’s ups and downs. Uber’s new CEO, Dara Khosrowshahi, appears determined to steer the company to a smooth and decidedly undramatic public offering in another year or so. But for a company of Uber’s scale and scope, that’s a challenge, to say the least. (Its newest hire, Scott Schools — a former top attorney at the U.S. Justice Department and now Uber’s chief compliance officer — will undoubtedly be tasked with minimizing the odds of things going astray.)

Lime’s arrangement with Uber could potentially create other opportunities for Bird. First, by agreeing to allow Uber to apply its branding to its scooters, Lime will be diluting its own brand. Even if Uber never acquires the company, riders may well associate Lime with Uber and think, for better or worse, that it’s a subsidiary.

Further, Uber does not appear to have made any promises to Lime in terms of how prominently its app is featured within its own mobile app, which already crams in quite a lot, from offering free ride coupons to featuring local offers to promoting its Uber Eats business.

Consider that in January 2017, Google added to both the Android and iOS versions of its Google Maps service the ability to book an Uber ride. Uber might have thought that a coup, too, at the time. But last summer, Google quietly removed the feature from its iOS app, and it removed the service from Android just last month. If there wasn’t much outrage over the decision, likely it’s because so few users of Google Maps noticed the feature in the first place.

Lime’s arrangement could prove more advantageous than that. Only time will tell. But everything considered, whether or not Bird flies away with this competition will likely owe less to Lime’s new arrangement with Uber than with its own ability to execute. That includes making its own mobile app the kind of go-to destination that Uber’s has become.

Certainly, that’s what Bird’s flock would argue will happen. Yesterday afternoon, Roelof Botha, a partner at Sequoia and a Bird board member, declined to discuss the Lime deal, instead emailing one short observation seemingly designed to say it all: “Travis [VanderZanden] is far more customer obsessed than competitor obsessed. That is a quality we look for in great founders.”

A Bird spokesperson offered an equally sanguine quote, saying that Bird is “happy to see our friends in the ride-sharing industry coalesce on the pressing need to offer a sustainable and affordable alternative to car trips.”

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Facebook was never ephemeral, and now its Stories won’t have to be

Before Snapchat made social media about just today, Facebook made it about forever. The 2011 “Timeline” redesign of the profile and keyword search unlocked your past, encouraging you to curate colorful posts about your life’s top moments. That was actually an inspiration for Snapchat, as its CEO Evan Spiegel wrote in its IPO announcement that “We learned that creativity can be suppressed by the fear of permanence.”

Now Facebook is finding a middle ground by optionally unlocking the history of your Stories that otherwise disappear after 24 hours. Facebook will soon begin testing Stories Highlights, the company confirmed to TechCrunch. Similar to Instagram Stories Highlights, it will let you pick your favorite expired photos and videos, compile them into themed collections with titles and cover images and display them on your profile.

The change further differentiates Facebook Stories from the Snapchat Stories feature it copied. It’s smart for Facebook, because highly compelling content was disintegrating each day, dragging potential ad views to the grave with it. And for its 150 million daily users, it could make the time we spend obsessing over social media Stories a wiser investment. If you’re going to interrupt special moments to capture them with your phone, the best ones should still pay dividends of self-expression and community connection beyond a day later.

Facebook Stories Highlights was first spotted by frequent TechCrunch tipster Jane Manchun Wong, who specializes in generating screenshots of unreleased features out of the APK files of Android apps. TechCrunch inquired about the feature, and a Facebook spokesperson provided this statement: “People have told us they want a way to highlight and save the Stories that matter most to them. We’ll soon start testing highlights on Facebook – a way to choose Stories to stay on your profile, making it easier to express who you are through memories.”

These Highlights will appear on a horizontal scroll bar on your profile, and you’ll be able to see how many people viewed them just like with your Stories. They’ll default to being viewable by all your friends, but you can also restrict Highlights to certain people or make them public. The latter could be useful for public figures trying to build an audience, or anyone who thinks their identity is better revealed through their commentary on the world that Stories’ creative tools offer, opposed to some canned selfies and profile pics.

Facebook paved the way for Highlights by launching the Stories Archive in May. This automatically backs up your Stories privately to your profile so you don’t have to keep the saved versions on your phone, wasting storage space. That Archive is the basis for being able to choose dead Stories to show off in your Highlights. Together, they’ll encourage users to shoot silly, off-the-cuff content without that “fear of permanence,” but instead with the opportunity. If you want to spend a half hour decorating a Facebook Story with stickers and drawing and captions and augmented reality, you know it won’t be in vain.

Facebook Stories constantly adds new features, like this Blur effect I spotted today

While many relentlessly criticize Facebook for stealing the Stories from Snapchat, its rapid iteration and innovation on the format means the two companies’ versions are sharply diverging. Snapchat still lacks a Highlights-esque feature despite launching its Archive-style Memories back in July 2016. Instead of enhancing the core Stories product that made the app a teen phenomenon, it’s concentrated on Maps, gaming, Search, professional Discover content, and a disastrously needless redesign.

Facebook’s family of apps seized on the stagnation of Snapchat Stories and its neglect of the international market. It copied whatever was working while developing new features like Instagram’s Superzoom and Focus portrait mode, the ability to reshare public feed posts as quote tweet-style Stories and the addition of licensed music soundtracks. While writing this article, I even discovered a new Facebook Stories option called Blur that lets you shroud a moving subject with a dream-like haze, as demonstrated with my dumb face here.

The relentless drive to add new options and smooth out performance has paid off. Now Instagram has 400 million daily Stories users, WhatsApp has 450 million and Facebook has 150 million, while Snapchat’s whole app has just 191 million. As Instagram CEO Kevin Systrom admitted about Snapchat, “They deserve all the credit.” Still, it hasn’t had a megahit since Stories and AR puppy masks. The company’s zeal for inventing new ways to socialize is admirable, though not always a sound business strategy.

At first, the Stories war was a race, to copy functionality and invade new markets. Instagram and now Facebook making ephemerality optional for their Stories signals a second phase of the war. The core idea of broadcasting content that disappears after a day has become commoditized and institutionalized. Now the winner will be declared not as who invented Stories, but who perfected them.

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