Discussion about this post

User's avatar
Mark Dolan's avatar

There is likely not a better company at optimizing processes than Alphabet. This is all about squeezing out more of the 1440 minutes in the day per car to improve unit economics. The new Zeekr CM1e should be able to extract 2-3 more rides per day. Simply better battery economics and no answer in the US market that is comparable for now.

Paul Gantheil's avatar

Very interesting seeing how this evolves. I think you're right that this is confirmation that utilization is key for their business models... to me this reinforces the idea that they'll have to partner with a demand aggregator like Uber if they want to maximise profit. In any case, thanks for your work, its very interesting and very helpful!

4 more comments...

No posts

Ready for more?