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

markt@ridecell.com @ridecell