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Carsharing as the path to autonomous ridehailingMark Thomas, VP Marketing/Alliances
July, 2018
The “Triple Disruption”
Autonomous On-demand EVs
The “Triple Disruption”
will change transportation forever
MaaS
Mobility services gain usage
20302018
34%
Source: Expert Interviews; PwC Autofacts; Strategy & Analytics—The 2017 PwC’s Strategy & Digital Auto Report.
25%
Autonomous
MaaS
Personal
Vehicles
The growth
happens with
autonomous vehicles
Mobility services gain vehicles
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2015 2020 2025 2030 2035
Forecast of new vehicle sales distribution in urban areas in the United States
Personal ownership On-demand service
Source: Deloitte University Press, The future of mobility: What’s next?, 2017 Issue 20
Mobility service providers gain value
1,020 1,2001,900
1,400
209
4,200
6,900
9,000
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
9,000
10,000
Today 2021 2025 2030
($ Billions) Market cap mobility as a service vs. automotive manufacturers
Automotive Manufacturer Market Capitalization Autonomous Mobility as a Service Market Capitalization
Source: ARK Investment Management LLC | ark-invest.com
Mobility as a service evolution
Service EconomyShared EconomyTraditional Ownership RidesharingCarsharingVehicle Ownership
Self Driving
Driven
Autonomous Ridehailing
Recruit and
manage drivers
Own and
service a fleet
Industries stepping up to new mobility……are those that lose when private vehicle ownership declines
Mobility as
a Service
Automotive
Related
Industries
Serving
Vehicle
Owners
OEMs
Dealers
Auto Clubs
Auto Insurance
Rental Agencies
Energy companies
The most efficient services use fleets
for multiple business models
Different mobility services have peaks at different times of the day
Carsharing for drivers One-way carsharing for consumers
Aggregated , anonymized data
00 01 02 03 04 05 06 07 08 09 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Station based, on-demand
Different mobility services have peaks on different days of the weekAggregated , anonymized data
Carsharing for drivers
Sun Mon Tue Wed Thur Fri
One-way carsharing for consumersResidential carsharing
Sat
Company
• Company founded in 2009 with focus onnew mobility
• Over 25M rides/rentals delivered
• Based in San Francisco with 120 employees
• Series B funding of$28 Million
by by
Plus over 15 other carsharing/ridehailing customers
Customers
Investors
by +
A single platform for multiservice mobility,with an intelligent operations engine powering it all
CarsharingFree-floating
Station-based
Rentals
Dynamic lease
RidesharingOn-demand
Scheduled
Pooled
Operations EngineMaintenance
Scheduling
Supplier Ticketing
Ridecell enables customers to launch new mobility businesses to supplement their existing business
Free-Floating
Carsharing(eg ReachNow,
Car2Go)
Station Based(e.g. Zipcar)
Residential/
Corporate
On-demand
Car Rental+ delivery
AutonomousPilot and test
fleets
RidesharingWith drivers.
On-demand,
scheduled,
pooled
Dynamic Opsfor shared and autonomous
fleets
Carsharing
Vehicle access
Fleet operations and
maintenance
Ridesharing
Dispatch intelligence
Pooling and routing
Demand prediction
Autonomous builds on today’s services
Autonomous
Ridehailing
Apps
Fleet Management
Demand/Supply Management
Operations
Vehicle Integration
Vendor Management
Compliance
An End-to-end Solution
The New MobilityCloud
Build a differentiated offering
with APIs to replace key features
[email protected] @ridecell