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Lyft获Alphabet 10亿美元投资

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2017年10月23日

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Google parent Alphabet has led a $1bn investment in Lyft, Uber’s biggest rival, in a move that sharply escalates the fierce competition between the two leading US ride-hailing companies.

谷歌(Google)母公司Alphabet领头向优步(Uber)最大的竞争对手Lyft投资10亿美元,此举大幅加剧了这两个美国领先的叫车平台间的激烈竞争。

Alphabet subsidiary CapitalG will head the investment, which values Lyft at $10bn, double its valuation at the beginning of the year.

Alphabet的子公司CapitalG将领导这次投资,本轮投资使Lyft的估值达到了100亿美元,较今年年初翻了一番。

In securing Alphabet as a backer, Lyft has signalled the changing fortunes of the two ride-hailing rivals, with the Google-owning group switching sides at a key moment following a series of setbacks at Uber.

有了Alphabet这座靠山,Lyft已展示出它与优步的命运正在改变,在优步遭遇一连串挫折后,Alphabet在一个关键的时刻转变了立场。

Alphabet is a major shareholder in Uber, although relations between the two companies have been strained during a bitter court case over self-driving technology.

Alphabet是优步的一个主要股东,但在一场关于无人驾驶技术的不愉快的官司中,这两家公司的关系已变得紧张。

Lyft, which has long been considered the underdog, has benefited this year as its rival has struggled. It now controls a quarter of the US ride-hailing market, an increase of nine percentage points compared to the beginning of the year, according to data from Second Measure.

Lyft一直以来都屈居下风,今年却因优步的境况不佳而受益。Second Measure的数据显示,Lyft目前控制着美国四分之一的叫车市场,较今年年初增加了9个百分点。

“Lyft right now has a big advantage in that they are gaining market share, it is pretty popular, there are no self-inflicted wounds, and it has a lot of room to grow,” said Santosh Rao, analyst at Manhattan Venture Research.

“Lyft现在的一个很大优势在于赢得了市场份额,它现在很受欢迎,既没有自己造成的创伤,又具有很大的成长空间,”《曼哈顿风险研究》(Manhattan Venture Research)的分析师Santosh Rao说。

Alphabet’s tie-up with Lyft comes at a delicate time for Uber, which is in final discussions over an investment deal with SoftBank. The deal, which has been delayed amid price negotiations, will see the majority of shares sold at a price that is lower than what Uber charged for its shares last year.

Alphabet与Lyft达成合作的同时,优步正处在一个微妙的时刻,其与软银(Softbank)的投资交易进入了最后的商谈阶段。这笔因价格谈判被耽搁的交易,将让优步以低于去年的价格出售其大量股份。

The investment values Lyft at $10bn on a “pre-money” basis, which excludes the new funds raised, 45 per cent higher than a previous fundraising just six months ago.

Alphabet的投资对Lyft做出的100亿美元估值是一种“投资前”估值,其中不包括这笔新融资,这一估值比六个月以前Lyft上一轮融资时高出了45%。

One Uber shareholder pointed out that the new funding for Lyft could allow it to stay private for longer, continuing the price wars that have driven down the cost of ride-hailing in many US cities.

优步的一个股东指出,Lyft最新的融资能够让其更久地维持私有,继续打价格战,这些价格战已压低了很多美国城市的叫车成本。

Alphabet investing in Uber in 2013 through its subsidiary GV. The relationship between Alphabet and Uber became fraught when the companies started competing on self-autonomous vehicles, prompting Alphabet’s representative to resign from the Uber board.

Alphabet在2013年通过子公司GV向优步投资。后来Alphabet和优步开始在自动驾驶汽车领域竞争,导致Alphabet的代表辞去了优步董事会的职务,Alphabet和优步之间的关系变遭。

Earlier this year, Alphabet’s self-driving car subsidiary Waymo sued Uber over alleged trade secrets theft, an accusation that Uber denies. That case is still ongoing.

今年年初,Alphabet旗下的无人驾驶汽车公司Waymo起诉优步涉嫌窃取商业机密,而优步否认了这项指控。目前这场官司还在审理中。

The backing of Alphabet could also provide a boost to Lyft’s own research into autonomous cars, which it is ramping up this year. Lyft already has a partnership with Waymo, and is also working with other companies on a plan to eventually integrate self-driving cars into its network.

Alphabet的支持也能促进Lyft今年正加大力度进行的对自动驾驶汽车的研发。Lyft已与Waymo达成合作,也在和其他一些企业合作,计划最终将无人驾驶汽车纳入自身的网络。

David Lawee, partner at CapitalG, will join the Lyft board. The fundraising round will include investment from other groups that have not been named. Lyft’s previous backers include Didi of China, Carl Icahn and the venture capital firm Andreesen Horowitz.

CapitalG的合伙人大卫•拉韦(David Lawee)将加入Lyft的董事会。这轮融资还将包括其他一些尚未透露名称的投资者。Lyft之前的投资者有中国的滴滴(Didi)、卡尔•伊卡恩(Carl Icahn)以及风投公司安德森•霍洛维茨基金(Andreessen Horowitz)。

Lyft has been in expansion mode this year, and its chief executive Logan Green recently said it would begin growing overseas “very soon”. The company is considering London, Toronto and Mexico City as possible first international cities.

今年Lyft一直在扩张,其首席执行官洛根•格林(Logan Green)最近表示,Lyft将“很快”开始向海外发展。该公司正在考虑将伦敦、多伦多与墨西哥城作为其可能登陆的第一批海外城市。
 


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