Lyft聯(lián)合創(chuàng)始人警告汽車行業(yè)
齊默說(shuō),已經(jīng)到了圍繞人而不是汽車來(lái)重塑城市的時(shí)候了。 是時(shí)候了:該圍繞人,而不是汽車來(lái)重塑城市!最近,打車服務(wù)供應(yīng)商Lyft聯(lián)合創(chuàng)始人約翰?齊默向眾多汽車和科技企業(yè)高層發(fā)出了挑戰(zhàn)。 汽車廠商的業(yè)務(wù)當(dāng)然是制造和銷售汽車,但齊默看到了一個(gè)機(jī)會(huì),而且是一個(gè)10年前看來(lái)還不可能的機(jī)會(huì)。 在Connected Car Expo大會(huì)、也就是洛杉磯車展開(kāi)幕式上發(fā)表主題演講前,齊默接受了《財(cái)富》雜志的采訪。他說(shuō):“對(duì)于新一代人來(lái)說(shuō),汽車界需要用新的方式來(lái)對(duì)待汽車,因?yàn)檫@一代人并不重視汽車的所有權(quán)。我覺(jué)得我們城市的未來(lái)(我隨后就會(huì)談到這個(gè)問(wèn)題),我們所有這些公司的未來(lái)真的取決于對(duì)待汽車的全新方式。” 齊默本身并非汽車業(yè)界人士。但Lyft要依靠轎車和卡車,而今還要依靠駕駛這些車輛的人。 成立于2012年的Lyft目前估值達(dá)到25億美元。在《財(cái)富》的獨(dú)角獸公司排行中,也就是價(jià)值達(dá)到或超過(guò)10億美元、前途光明的初創(chuàng)企業(yè)名單上,它排在第42位。Lyft的最初產(chǎn)品是一款把駕駛者和乘車人聯(lián)系在一起的App。 2015年,該公司將業(yè)務(wù)延伸到了拼車領(lǐng)域,推出了作為公共交通替代渠道的Lyft Line服務(wù)。2015年9月,Lyft宣布和滴,滴快的結(jié)為合作伙伴,這家來(lái)自中國(guó)的打車服務(wù)公司向Lyft投入了1億美元資金。 如果沒(méi)有汽車,Lyft就沒(méi)什么生意可做。但齊默相信,城市以汽車為中心的時(shí)代即將結(jié)束。 他說(shuō):“這一代人更看重手機(jī)的移動(dòng)性,而不是只在4%的時(shí)間里才會(huì)用到的資產(chǎn)。這對(duì)汽車行業(yè)來(lái)說(shuō)是個(gè)警示,它表明世界正在發(fā)生改變,而且我們將共同迎接一個(gè)千載難逢的機(jī)會(huì),從而圍繞人而不是汽車重新設(shè)計(jì)我們的城市。” “進(jìn)入城市的人越來(lái)越多,交通越發(fā)擁堵。城市人口已經(jīng)是原來(lái)的兩倍,今后還會(huì)再翻一番。我們不能一直這樣下去。修的路越多,車流量就越大。我們需要從新的角度來(lái)考慮這個(gè)問(wèn)題。” 齊默認(rèn)為,車輛是硬件,Lyft則是操作系統(tǒng)。這樣的看法暗示了這家公司的發(fā)展方向。比方說(shuō),Lyft會(huì)不會(huì)在某一天和汽車廠商共同經(jīng)營(yíng)自動(dòng)駕駛汽車租賃業(yè)務(wù)呢? 齊默說(shuō):“我們的系統(tǒng)里一直都要有硬件,這對(duì)乘客的體驗(yàn)非常重要。因此,今后要談到的一大問(wèn)題,也是要向聽(tīng)眾提出的一個(gè)問(wèn)題是我們?cè)鯓舆M(jìn)行協(xié)作?我想這方面還沒(méi)有定論。” 汽車廠商方面幾乎看不到舉棋不定的跡象,而且似乎也不需要Lyft這樣的合作伙伴。一些廠商仍在因美國(guó)月度汽車銷量打破紀(jì)錄而沾沾自喜。但齊默堅(jiān)持認(rèn)為,汽車行業(yè)正在走下坡路,至少是正在改變,銷量上升只是短暫反彈而已。他指出,80后、90后以及更年輕的人群并不像之前的幾代人那樣看重汽車。 齊默還說(shuō),包括自動(dòng)駕駛在內(nèi),科技的進(jìn)步已經(jīng)帶來(lái)了一個(gè)獨(dú)一無(wú)二的機(jī)會(huì)。 “如果能預(yù)見(jiàn)到未來(lái),這對(duì)汽車行業(yè)來(lái)說(shuō)就可能是一個(gè)很棒的機(jī)會(huì)。”齊默還介紹說(shuō),目前Lyft每周為逾100萬(wàn)人次提供打車服務(wù)。 雖然氣氛有些緊張,而且近期的強(qiáng)勁銷售數(shù)字帶來(lái)了一絲否定意味,但齊默指出,一些汽車廠商知道今后會(huì)出現(xiàn)什么樣的情況。Lyft和汽車制造商有些關(guān)系。福特家族的比爾?福特就是Lyft的投資人之一,Lyft還在和多名汽車廠商高層進(jìn)行會(huì)談。 齊默說(shuō):“總的來(lái)說(shuō)我們的對(duì)話具有建設(shè)性,但我覺(jué)得雙方的運(yùn)行步調(diào)不同。我們認(rèn)為這種情況將很快出現(xiàn),而且希望所有人都采取行動(dòng),共同為之付出努力。我想他們?nèi)栽诳紤]大家要怎樣進(jìn)行合作。” 汽車技術(shù)領(lǐng)域中的其他成員認(rèn)為,傳統(tǒng)汽車廠商正在朝著更全面、更現(xiàn)代化的方向轉(zhuǎn)移。 聯(lián)網(wǎng)汽車服務(wù)公司Airbiquity首席收入官大衛(wèi)?賈姆帕說(shuō):“在這方面,這些公司的推進(jìn)節(jié)奏將體現(xiàn)出它們的歷史和目前的經(jīng)營(yíng)模式。新出現(xiàn)的企業(yè)必然很有想法,而且這些想法可能有顛覆性。其中一些手握大量現(xiàn)金來(lái)保障他們的想法落地,它們帶來(lái)的壓力將成為催化劑,進(jìn)而推動(dòng)今后的競(jìng)爭(zhēng)。” 汽車廠商則表示,它們已經(jīng)投資于多個(gè)著眼于未來(lái)城市交通的項(xiàng)目。舉例來(lái)說(shuō),據(jù)福特汽車GoDrive項(xiàng)目負(fù)責(zé)人艾麗西婭?阿吉烏斯介紹,該公司目前正在實(shí)施25個(gè)移動(dòng)性項(xiàng)目。GoDrive是福特2014年在倫敦啟動(dòng)的按需車輛共享試驗(yàn)項(xiàng)目。 阿吉烏斯說(shuō):“這個(gè)領(lǐng)域的哲學(xué)已經(jīng)有了變化,而且將繼續(xù)發(fā)生改變。人們已經(jīng)意識(shí)到,在人口稠密的城市里,根本做不到人人都有車。但人們?cè)谝欢ㄇ闆r下依然需要用車。對(duì)于這些無(wú)法擁有私家車的人,我們希望讓他們得到使用車輛的機(jī)會(huì)。” 譯者:Charlie 校對(duì):詹妮 |
It’s time to shape cities around people not cars, Zimmer says. John Zimmer, co-founder of ride-hailing service Lyft,looks at out at a sea of automotive and tech executivesand issue a challenge: It’s time to redesign cities around people, not cars. Automakers are in the business of making and selling vehicles, after all. But Zimmer, sees an opportunity that didn’t seem possible a decade ago. “A new approach to cars in the automobile world is needed for this new generation—a generation that doesn’t value car ownership,” Zimmer told Fortune ahead of his keynote speech at the Connected Car Expo, an auto tech conference that acts as an opener to the Los Angeles Auto Show. “I think that the future of our cities (which I’m going to talk about), the future of our companies really depends on a brand new approach to the automobile.” Zimmer isn’t in the automotive industry, per se. But Lyft relies on cars and trucks—and for now, the people who drive them. Lyft, founded in 2012, is valued at $2.5 billion, an amount that puts it at 42 on Fortune’s unicorn list of high-flying startups valued at $1 billion or more. The company started by creating an app that connects drivers and riders. It expanded its service last year with Lyft Line, a carpooling service that provides an alternative to public transit. In September, Lyft announced a partnership with DidiKuaidi, a China-based ride-hailing service that invested $100 million in the company. Without cars, Lyft doesn’t have much of a business. Still, Zimmer believes the era of car-centric cities is ending. “This is a generation that values the mobility of their cell phone more than ownership of an asset they use 4% of the time,” Zimmer says. “This is a wake up call to the auto industry that the world is changing and together we have this once in a lifetime opportunity to redesign our cities around people instead of cars.” “More people are moving into cities and traffic is getting worse—it’s doubled and it’s going to double again. We cannot keep going down this path. When you build more roads, you get more traffic. We need a new way of thinking about this.” Zimmer sees cars as the hardware and Lyft as an operating system—a viewpoint that offers a hint at where the company is headed. Could Lyft someday partner with an automaker to provide a fleet of self-driving cars, for example? “We’re always going to have hardware in the system, and it’s very important to the experience that the passenger has,” Zimmer says. “And so, in the future one of the big questions in the talk and one of the big questions for the audience is how do we work together? I think that’s still being decided.” Automakers hardly seem to be struggling or in need of a partner like Lyft. Several are still basking in the success of record monthly U.S. sales. But Zimmer insists this is a short-term blip on an otherwise downward, or at least changing, trend. Millennials and those younger than them don’t value cars as much as previous generations, Zimmer says. Advances in technology involving autonomous driving has created a unique opportunity, he added. “This can be fantastic for the auto industry if they see the future before it happens,” says Zimmer, who notes that Lyft is now providing well over 1 million rides weekly. And while there is some tension and a bit of denial because of recent strong sales numbers, Zimmer says some automakers understand what’s coming. Lyft has ties to car companies—Bill Ford of the Ford auto family is an investor—and has had multiple and ongoing discussions with automotive executives. “It’s generally been a productive conversation, but I think we’re operating at different paces,” he says. “We see this happening fast and we want everyone to move and work on it together. I think they’re still trying to figure out how we all work together.” Others in the auto-tech space see traditional automakers shifting towards a broader, more modern approach. “But they’re going to do it at a rate and pace that reflects where they’re coming from and their current business models,” says David Jumpa, chief revenue officer of connected car services company Airbiquity. “The newcomers will definitely have big ideas with potential for disruption, some will have large cash hoards to fund their efforts, and the pressure they create will serve as a catalyst to nudge the scrum forward.” The automakers themselves say they’re already investing in a variety of projects that focus on the future of how people move in and around cities. For example, Ford Motor Co. has about 25 different mobility projects going on right now, according to Alicia Agius, project lead of GoDrive, an on-demand car-sharing pilot the company launched last year in London. “The philosophy has changed and is continuing to change,” Agius says. “There’s a realization in these densely urban cities that it’s just simply not practical for everyone to own a car. And yet people still have a need for cars in certain circumstances. We want to give those people, living in situations where ownership isn’t an option, the opportunity and access to a car.” |
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