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Kimiko
Startups | AI | info... • 3m
Ola’s Masterplan Isn’t Cabs—It’s Control Everyone thinks Ola is a ride-hailing company. But that's just the entry point. Ola isn't in the transport business. It's in the infrastructure game—digital and physical. Step 1: Start with Movement Ola didn’t just launch an app. It launched a behavior. Open app → Tap → Car arrives. They trained India to outsource mobility with a tap. But the real value? Millions of geo-tagged, time-stamped journeys = demand map of India. Step 2: Build the Stack Once the habit was set, Ola moved deeper. Ola Electric: control the future of transport. Ola S1: own the hardware. Battery swapping: control the refuel layer. Hypercharger Network: own distribution. Ola Maps: stop depending on Google. This isn’t expansion—it’s insulation. Step 3: Control the Narrative While Uber focused on price wars, Ola quietly built national assets. Factories. IP. Infrastructure. They aren’t just reducing costs—they’re shifting leverage. What Ola Is Really Building Ola isn’t about getting you from point A to B. It’s building the rails for how India moves, charges, and navigates. Mobility is just the interface. The Playbook Start with a high-frequency need. Capture data. Integrate vertically. Replace dependencies. Build defensibility. Final Insight - Ola’s not fighting Uber. It’s building the next ONDC for movement. Whoever owns the infrastructure owns the future.
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