Critical
Mobilidade & Logística
Ride Sharing
Uber and 99/Didi dominate globally. Negative margins for a decade, regulation tightening.
📊 Evidence
- • Uber lost $30B+ since founding
- • 99/Didi dominates Brazil
- • Driver regulation (employment law)
- • Ride prices rising
⚠️ Risks
- • Labor regulation
- • Unsustainable subsidies
- • Autonomous vehicles coming
- • Margins may never be positive
💡 Opportunities
- • Ride-sharing for niches (executive, medical)
- • Corporate mobility management
- • Mobility for elderly/disabled
- • Multimodal integration
Verdict
Don't try to compete directly. Niches or B2B may work.
88
of 100
Saturation Score
Extremely saturated market. Avoid.
Trend
→ Stable
Category
Mobilidade & Logística