24. Source: Bureau of Labor Statistics, IBIS World, U.S. Department of Commerce, U.S. Census Bureau, and Morgan Stanley research.
TAXIS & LIMO
CAR OWNERSHIP
RENTAL CARS
TAXIS & LIMO
PUBLIC TRANSPORTATION
SHARED RIDES
13
xincrease
miles
by
TODAY
THE TRANSPORTATION MARKET
U.S. CONSUMER
TRANSPORTATION
2025$2TRILLION.25
CONFIDENTIAL
DO NOT DISTRIBUTE
25. TODAY
Source: Bureau of Labor Statistics, IBIS World, U.S. Department of Commerce, U.S. Census Bureau, and Morgan Stanley research.
15
CAR OWNERSHIP
RENTAL CARS
TAXIS & LIMO
PUBLIC TRANSPORTATION
SHARED RIDES
2025
TRANSPORTATION-AS-A-SERVICE
U.S. CONSUMER
TRANSPORTATION
$2 TRILLION.25
CONFIDENTIAL
DO NOT DISTRIBUTE
26. Source: RethinkX, Rethinking Transportation, May 2017
AUTONOMOUS IS
TRANSFORMING THE MARKET
By
2030
95% of US passenger miles will be served by on-
demand AV electric fleets
$5,600 income gain per household - $1 trillion
annually
Transportation as a Service (TaaS) will be 10x
cheaper than today’s individually owned vehicles
CONFIDENTIAL
DO NOT DISTRIBUTE