Uber's purchase of Car Next Door on front page of AFR today. They're obviously seeing the opportunity. Carly's fleet seems to be pretty much booked out so would expect decent revenue numbers into the next quarterly. Feels like the right timing for subscription services w/ amount of uncertainty in the air and cost of purchasing 2nd hand vehicles. Seeing e-bike / scooter subscriptions popping up everywhere, gets everyone used to the idea.
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