Uber, Airbnb, Lufax, Lyft, Blablacar La Sharing Eœnomy Vale300 Miliardi

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Uber, Airbnb, Lufax, Lyft, Blablacar La Sharing Eœnomy Vale300 Miliardi Uber, Airbnb, Lufax, Lyft, Blablacar la sharing eœnomy vale300 miliardi IL SETTORE DELLO SCAMBIO [IL CASO] PEER-TO-PEER È QUELLO A PIÙ RAPIDA CRESCITA DELL'INTERA ECONOMIA. VALUTAZIONI Quel portale STELLARI CHE UMILIANO milanese SOCIETÀ GLORIOSE E che organizza CONSOLIDATE, RAGGIUNTE PERÒ 10 scambio PRIMA DELLA QUOTAZIONE: LAVERÀ PROVA SARÀ CON LE IPO della risorsa tempo Eugenio Occorsio Si racconta che tutto sia cominciato per caso, quasi segue dalla prima per gioco: Brian Chesky e casi si moltiplicano. La rivale Travis Kalanick, i fondatori Icinese di Uber, Didi Xuching, rispettivamente di Airbnb e vale 33 miliardi dopo la fusione fra Uber, che sono amici, hanno 135 "UNICORNI" DELLA SHARING ECONOMY Didi Dache (creata da Alibaba) e l'ufficio a poche centinaia di Kuaidi Dache, figlia dell'operatore metri di distanza nel centro Valori in miliardi di dollari Ultima Fondi Compagnia Paese valutazione wersaìi Data fondazione multimediale Tencent. E che dire di San Francisco e oggi sono dei servizi finanziari? Lufax, un por• entrambi multimiliardari • UBER * ; stati Uniti 68,0 tM 2009 tale per l'interscambio di prestiti di• (almeno sulla carta), « DIDI CHUXING % Cina 33,0 8,6 2012 rettamente fra utenti fondato a stavano facendo la fila per • AIRBNB Sfati Un» 30,0 3,1 2008 Shanghai dall'americano Gregory entrare nel party *r Gibb nel 2011, è valutato 18,5 miliar• deirHufflngton Post in •LUFAX 18,5 1,7 2011 9 Cina di di dollari, cinque volte e mezzo occasione della prima %MBTUAN-DtANPIHG # Cina 18,3 3,3 2015 Ubi, la quarta banca italiana con inaugurazione di Obama, nel 17mila dipendenti e 1540 filiali, che gennaio 2009. Faceva un • WEWORK fi Stati Uniti 16,9 1,7 2010 capitalizza 3,2 miliardi di euro pari freddo bestiale a • STRIPE . j§ Stati Uniti 9,2 0,480 2009 a 3,5 miliardi di dollari (per la crona• Washington quella sera, ma • ZH0NG AN ONLINE @ Hong Kong 8,0 0,934 2013 ca Lufax vale oggi 38 volte Mps). Il avevano un solo cappellino Cahier potrebbe continuare a lun• di lana e così se lo •fi Stai) Uniti 5,5 2,8 2012 •LOT iflHHRHH go, con nomi ormai entrati nel lessi• dividevano, 10 minuti l'uno. • OLA CABS (ANI Technologies) ^ India 5,0 0,903 2011 co comune di tutto il mondo: Bla- «Avete visto che non Sopra, Travis Kalanick, patron • SOFI (Social Finance) ~': Stati Uniti 4,0 2011 BlaCar (la società per cercare pas• abbiamo inventato nulla?», di Uber; sotto: Brian Chesky, M . saggi in auto con 1,5 miliardi di capi• scherzerà Kalanick anni VALORI A CONFRONTO fondatore e attuale Ceo di Airbnb • CREDIT KARMA : |§ Stati Uniti 3,5 0,369 2007 talizzazione), Mobypark che per• dopo. Oggi, grazie a loro, non (1); Gregory Gibb, Ceo di Lufax (2), • BoetMt 2003 mette l'affitto degli spazi di parcheg• solo è più facile trovare UBER il portale per i prestiti online; i§ Stati Uniti . m V i»f*§- gio inutilizzati e vale poco meno, e un'auto o un posto dove Frederic Mazzella, creatore • GRABTAXI Singapore 3,0 1,6 2011 ancora Lyft (5,5 miliardi), GrabTaxi dormire purché si abba uno 1 di BlaBlaCar (3); Logan Green, • MOZID0 <fi Stati Uniti 2,4 8,298 2008 Hertz. cofondatore di Lyft (4); Adam (3 miliardi). É così via. smartphone, ma il mondo è 2006 cambiato. E la finanza Neumann, Ceo di WeWork (5) •ADYEN ^ Olanda 2,3 0,266 Disintermediazione aspetta il prossimo miliardi di dollari miliardi di dollari • HELL0FRESH Germania 2,2 0,387 2011 "unicorno": sarà Vinted che 1,7 Le prime 35 aziende della sha• •D0M0 fi Stati Uniti 2,0 0,589 2010 promuove lo scambio di I Uber continua a crescere • Hertz possiede un imponente ring economy - l'economia del e oggi è disponibile in 545 HERTZ parco: S/Omilaauto, vestiti usati, Spinlister che « ZENERTS (YourPeople) fi Stati Uniti 2,0 0,596 2013 peer-to:peer, della disintermedia• città in 66 Paesi. Il fatturato gestite attraverso 9.400 zione, della cessazione della pro• gestisce le attrezzature è di poco inferiore ai 2 stazioni in tutto • BLUE APRON fi Stati Uniti 2,0 0,193 2012 sportive (se ho un tapis miliardi di dollari il mondo prietà privata, del "consumo colla• • AVANT •fi Stati Uniti 2,0 8,689 2012 borativo" - valgono 300 miliardi di roulant a casa lo affitto dollari. Però, attenzione: è un valo• quando sono in ufficio), • RR0SPER MARKETPLACE -fi Stati Uniti 1,9 8,360 2005 re stimato, nessuno ha mai sotto• LeftoverSwap (per il cibo • LAKALA.COM # Cina 1,6 8,273 2005 scritto azioni fino all'ammontare avanzato dalle feste), • JETSMARTER fi Stati Uniti 1,8 0,157 2012 di tale cifra. Per il semplice motivo Parkatmyhouse AIRBNB che le società non sono quotate. I (parcheggi), Streetbank «T4UANEHGY Stati Uniti 1,6 , 8,156 2012 (i vicini di casa si scambiano soldi veri entrati in cassa sono mol• • BLABLACAR *j ) Francia 1*5 0,312 2006 ti di meno: la capofila Uber ha mes• 11 trapano elettrico o il divano 1 • HIKE 1,4 8,286 2012 so insieme un equity funding con letto quando hanno ospiti)? ••••X India sottoscrittori come Blackrock, Jeff In tanti nomi ce n'è anche 1,5 • THUMBTACK fi Stati Uniti 1,3 0,273 2009 30 miliardi di ddollar i miliardi di dollari Bezos, Menlo Ventures (il fondo uno italiano: Gabriele Donati 19,9 • APPDIREGT fi. Stati Uniti 1,0 8,245 2009 che portò al boom di Amazon), Va¬ ha fondato nel 2012, con I Airbnb non possiede I Hilton ha un patrimonio liant Capital Management e molti Karim Vadini, TimeRepublik neanche una camera HILTON HOTEL immobiliare di 774mila • CHINA RAPID FINANCE Cina 1,0 0,060 2001 altri nomi. Tutti autorevoli, il pro• per lo scambio di tempo: ma ne ha in catalogo camere in 4.820 alberghi " JUSTFAB fi Stati Uniti 1,0 830 2010 2,4 milioni in 34mila e resort in ogni blema è che sommati non hanno se io so fare i lavoretti m CUÛ7<\r>« Donnn Hnìtn città di 191 Paesi angolo del pianeta " OMAZJUVI •:53Si 1,0 0,170 2002 investito nella compagnia più di in casa e la mia vicina è ^Jt? ricynu unno • QUIKR 2005 12,9 miliardi. Airbnb a sua volta ha brava a stirare, ci si scambia X .tedia 1,0 8,358 raccolto le speranze di Andreessen le competenze. La start-up, • ZOMATO 2008 X '"dia 1,0 8,163 Horowitz, Axel Springer, Baillie Gif¬ finanziata da Intesa, • M0FANG 1,0 0,500 2010 ford, Capitale (il fondo di Google), è attiva già in 110 Paesi. 0 Cina China Broadband Capital, Dst ©RIPRODUZIONE RISERVATA LUFAX Fonie: El3ooraàni Repubblica su dati Wall Street Journal Group, Dragoneer Investment, Le 35 società Eniac Ventures, Fidelity Invest¬ della sharing ments, e tanti altri. Peccato che tut• r LufaX.com calcolati in base a un multiplo del ziamento: da quella iniziale, dei "bu• economy che mondo in via di sviluppo, stando ad ti insieme abbiano corrisposto fatturato o del profitto, sia semplice• siness angels" ai fondi di venture ca• sono arrivate, alcuni elaborati sondaggi, si dichia• non più di 3,1 miliardi, il 10% della 5.6v pital e infine a quelli di private equi• ra pronto a share, condividere, qual• miliardi di dollari miliardi di dollari mente sul fattore-similitudine («an• secondo valutazione assegnata. E così via: 18,5 3,3 che se in questo settore è importan• ty. Verso la fine di questo percorso gli analisti cosa. Le aziende prendono fiducia, Lufax, il già ricordato sito di sha• I Lufax è un portale cinese UBI BANCA I Ubi è la quarta banca te arrivare a presidiare per primi un c'è il momento dell'Ipo, e allora sì finanziari, non si curano degli attacchi (cercan• ring finanziario, ha raccolto 1,7 mi• per lo scambio di prestiti italiana, con 17mita determinato comparto e le possibili• che diventa fondamentale indicare a valere do opportunamente il più delle vol• miliar peer-to-peer, senza dipendenti, 1,540 filiali liardi, anche qui non più del 10% tà di imitazione sono limitate», pun• il valore giusto». L'esperienza di Fa- un miliardo te di negoziare come sta facendo IL PIL DI HELSINKI intermediazioni. e 180 miliardi del valore assegnato dal mercato, Ha 45 dipendenti di patrimonio tualizza l'avvocato Olivi), un altro cebookinsegna: valutata pre-quota• di dollari: Airbnb con gli albergatori soprattut• BlaBlaCar ha un funding effettivo L'intera economia della fattore determinante risiede nelle zione 100 miliardi di dollari, crollò in tutto, to dal punto di vista fiscale), annun• di appena 312 milioni ma vale 1,5 Finlandia vale 5 miliardi invece a 50 in poche settimane. Ci 300 miliardi ciano nuovi investimenti: Uber lan• Fonie: Elaborazioni leoonufa su aatiP Street Journal J potenzialità di crescita. «Parliamoci miliardi. E allora? Come si forma• meno del valore cumulato chiaro: oggi ha più potenzialità di volle tutto l'impegno a modificare cia UberPop in cui ci si mette a di• no queste valutazioni stellari? «Le dei 35 "unicorni", crescita un'azienda come Uber o in fretta alcuni criteri di gestione (co• sposizione con l'auto propria an• quotazioni (riportate periodica• le start-up che valgono più me una forte spinta sulla pubblici• che se non si è un Ncc, UberBus che do l'attenzione crescente delle va• corre spesso se non proprio nella prato recentemente una quota del• una come Procter & Gamble?», si mente dal Wall Street Journal, ndr) di un miliardo, direttamente tà) per recuperare, poi faticosamen• affìtta pullman, UberEats con cui rie autorità di regolazione, e sono new economy dove spesso l'Ebitda la società di sharing Zomato valu• chiede Caputo Nassetti.
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