Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP...

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Transcript of Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP...

Page 1: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.
Page 2: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

Carsharing as the path to autonomous ridehailingMark Thomas, VP Marketing/Alliances

July, 2018

Page 3: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

The “Triple Disruption”

Autonomous On-demand EVs

Page 4: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

The “Triple Disruption”

will change transportation forever

Page 5: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 6: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 7: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 8: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 9: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 10: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

The most efficient services use fleets

for multiple business models

Page 11: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 12: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 13: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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 +

Page 14: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 15: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

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

Page 16: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

Carsharing

Vehicle access

Fleet operations and

maintenance

Ridesharing

Dispatch intelligence

Pooling and routing

Demand prediction

Autonomous builds on today’s services

Autonomous

Ridehailing

Page 17: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

Apps

Fleet Management

Demand/Supply Management

Operations

Vehicle Integration

Vendor Management

Compliance

An End-to-end Solution

Page 18: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

The New MobilityCloud

Build a differentiated offering

with APIs to replace key features

Page 19: Carsharing as the · Carsharing as the path to autonomous ridehailing Mark Thomas, VP Marketing/Alliances July, 2018. The “Triple Disruption” Autonomous On-demand EVs.

[email protected] @ridecell