Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?
Exchanges25 Juli 2019

Ride Hailing, Electric Scooters, Even Flying Cars – What’s Next for the Mobility Market?

The next 10 years of mobility will bring more change in the way that people and products move than any decade since the invention of the automobile, Goldman Sachs Research’s Heath Terry explains in this episode. Emerging technologies and business models like ride-hailing and sharing, autonomous driving and delivery, micro-mobility and even eVTOL (flying cars, finally) stand to disrupt profit pools that we estimate exceed $700 billion, and venture-backed startups and incumbents will attempt to address over $7 trillion in spending. Given the size of the opportunity, it should come as no surprise that access to capital has created a hyper-competitive environment marked by massive operating losses driven by marketing, subsidies, incentives, and capital investment. As this environment matures and rationalizes, Goldman Sachs Research expects consolidation that will lead to profitability, the establishment of category leaders, and significant opportunities for investors. Learn more about your ad choices. Visit megaphone.fm/adchoices

Avsnitt(599)

Brexit: After the Vote

Brexit: After the Vote

The UK's vote to leave the EU sets in motion a series of complex adjustments for the UK and Europe that will take years to play out. Huw Pill, chief European economist in Goldman Sachs Research, discu...

28 Juni 201628min

The Big Deal about Big Data

The Big Deal about Big Data

Armen Avanessians, chief investment officer of Goldman Sachs Asset Management's Quantitative Investment Strategies team, discusses how big data can help investors make smarter, better informed decisio...

16 Juni 201626min

Bright Spots in Emerging Markets

Bright Spots in Emerging Markets

A better external backdrop is just part of the reason why emerging market assets have surprised in the first half of 2016. Kamakshya Trivedi, chief Emerging Markets macro strategist in Goldman Sachs R...

3 Juni 201624min

Disruption in Deutschland

Disruption in Deutschland

Export-heavy Germany is contending with a wave of disruptive changes that are altering the competitive landscape for both the country's largest corporations and its globally admired small and medium-s...

19 Maj 201624min

Whenever, Wherever: The New Model for Retail

Whenever, Wherever: The New Model for Retail

Kathy Elsesser, global co-head of the Consumer Retail and Healthcare Group in the Investment Banking Division at Goldman Sachs discusses how the slowdown in deal-making in the first quarter of 2016 ha...

4 Maj 201616min

Niche No Longer: ESG Investing Goes Mainstream

Niche No Longer: ESG Investing Goes Mainstream

What does it mean to be an environmental, social and governance (ESG) investor? For John Goldstein, co-founder of Imprint Capital and a managing director in Goldman Sachs Asset Management, investing f...

21 Apr 201628min

Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

Mutant Mosquitoes, 'Peak Stuff' and the Shifting Currents of Innovation

Hugo Scott-Gall recaps the technologies and topics discussed at the second-annual Goldman Sachs Research Innovation Symposium, including the evolving markets for drones, the surprising demographics of...

6 Apr 201620min

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Billion Dollar Babies: Virtual Reality and the Shift to Cloud

Heather Bellini, head of the Technology Research Group in Goldman Sachs Research, discusses the multi-billion dollar industry forming around virtual and augmented reality, and the $300 billion in ente...

22 Mars 201623min

Populärt inom Business & ekonomi

badfluence
framgangspodden
varvet
rss-jossan-nina
uppgang-och-fall
svd-tech-brief
bathina-en-podcast
avanzapodden
rss-borsens-finest
borsmorgon
rss-kort-lang-analyspodden-fran-di
rss-inga-dumma-fragor-om-pengar
kvalitetsaktiepodden
lastbilspodden
kapitalet-en-podd-om-ekonomi
rikatillsammans-om-privatekonomi-rikedom-i-livet
fill-or-kill
rss-dagen-med-di
tabberaset
dynastin