Sycamore Wire | Issue #10
February 16-28 | Uber CEO Dara Khosrowshahi discusses fleet utilization and AV aggregation at length, SentinelOne partners with Obsidian to combat the 300% increase in SaaS-based breaches, and more
Sycamore Wire is a bi-monthly newsletter featuring official press releases, noteworthy news, interviews and analyst insights from Sycamore’s portfolio companies.
With a concentrated portfolio, it's critical to know what you own. This newsletter helps me—and Sycamore's 1,225+ subscribers—stay informed on the latest developments.
Uber Technologies
An Interview with Uber CEO Dara Khosrowshahi About Aggregation and Autonomy - Stratechery
Uber CEO Dara Khosrowshahi discusses his journey from Wall Street to leading Uber through its crisis years, navigating regulatory challenges, and proving the viability of its business model. The interview covers his approach to aggregating supply, Uber’s exit from self-driving car development, and how the company is positioning itself for the future of autonomous mobility while expanding its delivery services. He believes Uber will win in self-driving cars by leveraging its existing network to maximize vehicle utilization, integrating autonomous fleets with human drivers, and acting as the aggregator for multiple AV providers.
FULL STORY → here
Uber Receives Highest Rating for Road Safety from FIA - Uber Newsroom
Uber has received the highest rating—three out of three stars—on the FIA Road Safety Index, recognizing its leadership in road safety across more than 70 countries. This rating highlights Uber’s commitment to innovation, data-driven risk management, and safety technology, setting a new benchmark for mobility companies in reducing road risks globally.
FULL STORY → here
Uber Ski launches across Europe - Uber Newsroom
Uber Ski offers Belgian skiers a seamless and stress-free way to reach top European ski resorts with fixed-price fares starting at €49 and vehicles equipped with ski and snowboard racks. Available in seven countries, including France and Switzerland, the service connects travelers from major transport hubs to over 90 resorts, responding to rising demand for convenient winter mobility solutions.
FULL STORY → here
Tesla Sets Sights on Waymo, Uber in California Ride-Hail Bid - Bloomberg
Tesla has applied for a transportation charter-party carrier permit in California, signaling its intent to enter the ride-hailing market with a fleet it owns and controls, initially using human drivers before transitioning to robotaxis. This move positions Tesla in direct competition with Uber, Lyft, and Waymo as Elon Musk pushes autonomous driving while the company faces declining EV sales.
FULL STORY → here
From Driving Uber to Chasing a Spot on the Yankees Roster - AlBat
J.C. Escarra, once released by the Orioles, turned to driving for Uber and working as a substitute teacher to support himself while chasing his baseball dreams. His perseverance paid off as he developed his skills, earning a spot on the Yankees' 40-man roster and a real chance to make the Opening Day lineup—an incredible journey from shuttling passengers to competing in the majors.
FULL STORY → here
SentinelOne
SentinelOne awarded best workplaces in UAE 2025 by Great Place to Work - Zawya
SentinelOne has been recognized as one of the Best Workplaces in the UAE™ 2025 by Great Place to Work®, highlighting its commitment to fostering a positive workplace culture based on trust, teamwork, and career development. This recognition reinforces SentinelOne’s dedication to both employee well-being and its mission to provide top-tier AI-powered security solutions across the UAE and beyond.
FULL STORY → here
SentinelOne Named to CRN’s Security 100 List for Eighth Straight Year - SentinelOne PR
SentinelOne has been named to CRN’s Security 100 list for the eighth consecutive year, recognizing its leadership in AI-powered cybersecurity and commitment to channel partnerships. The company continues to innovate with solutions like Singularity AI SIEM and Hyperautomation, helping organizations stay ahead of evolving cyber threats.
FULL STORY → here
Ghostwriter | New Campaign Targets Ukrainian Government and Belarusian Opposition - SentinelOne Labs
SentinelLABS has identified an ongoing Ghostwriter cyber campaign targeting Belarusian opposition activists and Ukrainian military and government organizations, using weaponized Excel documents to deploy malware. The campaign, linked to Belarusian government espionage efforts, demonstrates evolving tactics, including advanced obfuscation techniques and controlled payload delivery, reinforcing the persistent cyber threats in the region.
FULL STORY → here
Obsidian Security Partners with SentinelOne to Deliver Unified Threat Protection Across Endpoint and SaaS - Business Wire
Obsidian Security has integrated its SaaS security platform with SentinelOne’s Singularity™ Platform, enabling enterprises to unify detection and response across endpoint, cloud, and SaaS environments. With SaaS-based breaches surging 300% in the past year and 85% involving identity compromise, this partnership enhances cybersecurity operations by combining SentinelOne’s AI-driven security with Obsidian’s SaaS threat intelligence, providing comprehensive visibility, automated threat detection, and faster incident response for modern enterprises.
FULL STORY → here
Could SentinelOne Stock Help You Become a Millionaire? - The Motley Fool
This is the dumbest article, and it’s not worth your time reading it.
FULL STORY → here