During a Prof G Show podcast (by Scott Galloway), NYU professor, Arun Sundararajan, gave his opinion around which entities will drive the mobility space (a space that I’m defining as transportation-as-a-service with self driving vehicles). Sundararajan believes the players could be Tesla, Uber, Lyft, Alphabet’s Waymo, GM, and Didi in China (Didi is the largest ride hailing company in the world). While many believe the value of companies like Tesla will be based on dominance in the global EV sales space, I can’t imagine any company acquiring enough global EV share with enough EV margin to command an Apple or Microsoft-like market capitalization north of $1 trillion. The real value in these companies will come from what Galloway has described as the recurring revenue bundle that will be built around TaaS as well as EV sales and EV battery and autonomous technology sales to other companies. With Amazon’s acquisition of autonomous driving startup, Zoox, never count-out that company’s ability to create even more recurring revenue bundle value than exists for the company today.
The Players in the Mobility Space
