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New Mobility OverviewMark Thomas, VP Marketing/Alliances
Feb, 2019
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The “Triple Disruption”
Autonomous On-demand EVs
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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
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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
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Mobility service providers gain value
Source: ARK Investment Management LLC | ark-invest.com
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
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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
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EuropeUnited States
GM Maven (car)
BMW ReachNow (car/ride)
Daimler Car2Go (car)
VW Gett (ride)
Ford Chariot (shuttle), GoBike (bike)
Audi Silvercar/Audi on demand (rent)
Toyota Getaround (car - investment)
Automotive OEMs Leading the ChargeOEMs establishing direct to consumer mobility offerings
BMW DriveNow (car/ride)
VW Omni(car), MOIA(brand), GETT
Daimler Car2Go/myTaxi (ride), moovel
PSA Free2Move (multi)
Audi Silvercar/Audi on demand (rent)
Toyota Ha:mo (car), MaaS(invest)
7 7 March 2019CarSharecon 2019
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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
Telcos
Energy companies
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Shared
Shared fleets are the first step.
Carsharing
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Critical Elementsof New Mobility
The potential formultiple users a day
• Authenticate new drivers from their smartphone
• Press a button, car unlocks
• Leave the car, and digitally check for doors/windows open
• Includes insurance, gas, maintenance, cleaning
10 7 March 2019CarSharecon 2019
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Overlying use cases increases the return on investment (Aggregated , anonymized data)
Micro-leasing for drivers One-way carsharing for consumers
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
7 March 2019CarSharecon 201911
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Shared EV fleets is the next step.EV Carsharing
CarSharecon 2019
Electric
7 March 201912
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Fleet Charging removes the barriers
to wide adoption
Shared Electric
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CarSharecon 201914
Runs on Ridecell:
Source: Sacramento City Express
7 March 2019
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Adding self driving to carsharing fleetsAutonomous Carsharing
CarSharecon 2019
L4 Autonomous
7 March 201915
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Near term use cases for autonomous driving
Low speed Urban areas Level 4
autonomous
No
passengers
7 March 2019CarSharecon 201916
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Late Night Fleet operations
• Fleet repositioning to high demand areas
• Movement to charging stations
• Schedule maintenancedepot run
7 March 2019CarSharecon 201917
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Car Hailing – pre ridehailing permit
• Eliminate walking to cars
• Delivery to driver
• Driver drives vehicle to destination
• Vehicle parks itself
• Daytime use cases – make this harder to achieve
7 March 2019CarSharecon 201918
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Company
• Company founded in 2009 with focus onnew mobility
• Over 25M rides/rentals delivered
• HQ in San Francisco with offices in Europe and India
• Have raised over $40 Million in funding
by by
Plus over 15 other carsharing/ridehailing customers
Customers
Investors
by +
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Ridecell Product Line
Customers can use Ridecell end-to-end
– or –
Use Core Fleet &Ops Management to accelerate scale and utilization
by integrating with their own software stack using our APIs.
Ridesharing
Platform
Carsharing
Platform
Core
Fleet & Ops
Management
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Customized Apps / API
Active Fleet Management
CRM and Marketing Integration
Pricing, Supply & Demand Management
Vehicle Access, Safety, In-vehicle UX
Supplier, Labor, and Task Management
Compliance, Taxes, Accounting
An End-to-end Solution
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The New MobilityCloud
Build a differentiated offering with
APIs to replace key features
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