Ride Hailing
topic on 2 shows · 5 statements across 4 episodes
5 statements about Ride Hailing, every show
Immerman: Ride hailing represents under 1% of US vehicle miles
“Ride hailing in that aggregate large number I just shared, is less than one percent of vehicle miles in the US.”
Courier Acquisition Is a Small Expense for Food Delivery Compared to Ride-Hailing
“Courier acquisition is, is it's not a huge line in the P&L in our business compared to ride hailing. It's fairly cheap.”
Villig: Second movers in ride-hailing cannot win without unique differentiation
“So the first Player has a huge advantage. They have bigger density. They have therefore better pickup times in terms of the cars. They can therefore offer you a much better customer value proposition. So if you're coming in as a second player, it's generally a…”
Villig: 40% of Bolt's ride-hailing trips are under four kilometers
“About 40% of the ride-hailing trips in a lot of these countries are less than four kilometers long.”