Oct. 24 at 12:35 AM
$GRAB
This new investment with May Mobility is significant and I see Grab at
$7-8 by next quarter.
- Regional “first-mover” advantage in Southeast Asia: There are few, if any, autonomous ride-hailing players today operating at scale in SEA. Achieving this early gives Grab potential dominance.
- Building internal AV capability: Instead of relying forever on external partners, this allows Grab to internalize AV R&D and platform integration, which can reduce costs in the future and align incentives.
- Boosting the valuation narrative: Investors often reward companies that show credible paths toward “next frontier” growth. Even if near-term revenue isn’t large, the potential upside can be re-rated by markets
-Leverage across Grab’s existing ecosystem: Grab already has a large base of drivers, fleet management systems, logistics operations, mapping data, consumer reach, and financial services, which can provide synergies and leverage that a pure AV startup wouldn’t have.
