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$迪士尼 (DIS.US)$ 迪士尼将赢得流媒体大战时期。 $奈飞 (NFLX.US)$ 意识到了这一点,并正在尝试转向电子游戏以与迪士尼竞争。Netflix正在消耗太多现金,只依赖直播。迪士尼可以承受流媒体放缓,但Netflix不能。
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The rideshare industry continues to make its slow crawl back to pre-pandemic levels with spending down 31.1% relative to 2019 levels for the week ending October 17th, according to data from research and analytics firm M Science. Uber held 71.8% of the total market for the week, while $Lyft Inc (LYFT.US)$ market share fell to 26.9%. The chart below provided by M Science shows the improvement trend.
M Science's take is that the sequential improvement in the gap between 2021 vs. 2019 is likely an indication of some improvement in the supply/demand imbalance between drivers and riders.
However, even if ridesharing is not yet back to normal, the industry is not stalling out. The sector was jolted during the week by an announcement between $Hertz Global Holdings, Inc. (HTZZ.US)$ and $优步 (UBER.US)$ on accelerating the adoption of EVs through a new exclusive partnership to make up to 50K Teslas available by 2023 for drivers to rent through the Uber network. Wedbush Securities notes the Uber partnership is the largest expansion of EVs on a mobility platform in North America and starts to lay the groundwork for the long awaited robotaxi network over the next decade from $特斯拉 (TSLA.US)$.
$Lucid Group (LCID.US)$ CEO Peter Rawlinson doubts that a fleet of robotaxis will be up and running before 2030, but $通用汽车 (GM.US)$ has a huge investment in the concept through its Cruise autonomous vehicle startup. $百度 (BIDU.US)$ and $蔚来 (NIO.US)$ are also testing autonomous vehicles that could one day be used for a robotaxi fleet. Other companies with robotaxi dreams include Waymo $谷歌-C (GOOG.US)$, $福特汽车 (F.US)$-backed Argo AI and $亚马逊 (AMZN.US)$ through its Zoox partner. Waiting in the wings for a partner could be $安飞士 (CAR.US)$. Why the big investments? ARK Invest's Tasha Keeney estimated earlier this year that the autonomous ride-hail total addressable market is as high as $11T to $12T. Lower labor and insurance costs could make margins very attractive at scale for platform winners.
M Science's take is that the sequential improvement in the gap between 2021 vs. 2019 is likely an indication of some improvement in the supply/demand imbalance between drivers and riders.
However, even if ridesharing is not yet back to normal, the industry is not stalling out. The sector was jolted during the week by an announcement between $Hertz Global Holdings, Inc. (HTZZ.US)$ and $优步 (UBER.US)$ on accelerating the adoption of EVs through a new exclusive partnership to make up to 50K Teslas available by 2023 for drivers to rent through the Uber network. Wedbush Securities notes the Uber partnership is the largest expansion of EVs on a mobility platform in North America and starts to lay the groundwork for the long awaited robotaxi network over the next decade from $特斯拉 (TSLA.US)$.
$Lucid Group (LCID.US)$ CEO Peter Rawlinson doubts that a fleet of robotaxis will be up and running before 2030, but $通用汽车 (GM.US)$ has a huge investment in the concept through its Cruise autonomous vehicle startup. $百度 (BIDU.US)$ and $蔚来 (NIO.US)$ are also testing autonomous vehicles that could one day be used for a robotaxi fleet. Other companies with robotaxi dreams include Waymo $谷歌-C (GOOG.US)$, $福特汽车 (F.US)$-backed Argo AI and $亚马逊 (AMZN.US)$ through its Zoox partner. Waiting in the wings for a partner could be $安飞士 (CAR.US)$. Why the big investments? ARK Invest's Tasha Keeney estimated earlier this year that the autonomous ride-hail total addressable market is as high as $11T to $12T. Lower labor and insurance costs could make margins very attractive at scale for platform winners.
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