Onde Alternatives & Competitors

Gallardo named several competitors in the ride-hailing software and consumer ride-hailing markets. In the white-label software segment, he referenced a set of competitors he described as technologically inferior, stating that leads frequently tell Onde the competing products are "literally a toy" compared to Onde's platform. He did not name these software competitors specifically.

In the consumer ride-hailing market, Gallardo named Uber, Bolt, Lyft, Indrive, and Gett (referred to as Django from Russia) as players competing with Onde's customers in various markets. He stated that Bolt invested $600 million in electric scooters across Europe to build brand awareness, according to Gallardo, though this figure is his characterization and not a company-confirmed figure from Bolt. Gallardo argued that Uber and Bolt cannot profitably operate in 40 to 60 percent of countries on Earth due to structural cost disadvantages, which is the market Onde's customers serve.

Gallardo also referenced Waymo as an example of a robotaxi operator that relies on Uber for consumer distribution, using this to illustrate the importance of consumer brand in the ride-hailing value chain. He estimated that displacing human drivers globally with robotaxis would require a trillion dollars in capital deployment, which is his opinion and not a figure from any robotaxi company.