The landscape of ride-hailing has changed drastically in recent years, with Ola on autopilot even as its American rival doubles down.
Before 2020, when Uber’s global leadership would visit India, the discussion would quickly turn to the competition. The local team would break down everything rivals here were doing, how they were doing it and what Uber India was or should be doing in comparison, according to a person familiar with the discussions inside the company.
Today, talking about local competitors comes much further down the agenda, this person says, requesting anonymity.
That shift in outlook indicates a big but quiet change in the ride-hailing industry in India—a market that was largely seen as settled, with Bengaluru-based Ola as the leader …
Harveen is a co-founder at The Morning Context, and leads our Internet coverage. She has previously worked as a media, consumer and tech reporter at The Ken and Mint. At The Morning Context, she writes on startups, venture capital, consumer and media businesses across India and the Middle East—from e-commerce to healthtech to streaming.
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Dubai
Pranav is a co-founder at The Morning Context and used to lead the edit team here. He has previously worked as a writer and editor at The Ken and Mint, where he worked on business news from tech to banking to deals. At The Morning Context, he helps manage editorial operations, edits and commissions long-form stories, and writes at the intersections of technology, business and finance.
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Bengaluru