§ 15 · SECTOR DEEP DIVE · 6 PLATFORMS
Automotive & Mobility
From supercharger networks to ride-hailing graphs. Mobility lock-in is physical and digital.
6
Platforms
3.25
Mean B
3.15
Median B
6/6
Above B = 1
Key Structural Finding
Automotive lock-in bifurcates into hardware-ecosystem (Tesla NACS standard, BYD vertical integration) and marketplace-network (Uber, Grab). Tesla’s Supercharger network becoming the NACS standard is the purest example of infrastructure lock-in in mobility — competitors now pay to use Tesla’s charging network, deepening the moat. Southeast Asian super-apps (Grab, Gojek) achieve lock-in through service bundling: rides + food + payments create a dependency web that no single-service competitor can replicate.
Sector Rankings — Tesla (4.61) to BYD (2.51)
| # | Platform | Ticker | Mkt Cap | Capture | Escape | B | Zone |
|---|---|---|---|---|---|---|---|
| 01 | Tesla | TSLA | $1.4T | 1.81 | 0.39 | 4.61 | BLACK HOLE |
| 02 | Grab | GRAB | $18B | 1.57 | 0.45 | 3.52 | BLACK HOLE |
| 03 | Gojek/GoTo | GOTO.JK | $7B | 1.47 | 0.43 | 3.46 | BLACK HOLE |
| 04 | Waymo | Private (GOOG) | $45B+ | 1.19 | 0.42 | 2.84 | BLACK HOLE |
| 05 | Uber (Mobility) | UBER | $170B+ | 1.37 | 0.53 | 2.59 | BLACK HOLE |
| 06 | BYD | 1211.HK | $120B+ | 1.09 | 0.43 | 2.51 | BLACK HOLE |
B-Index Distribution
Mean Parameter Profile
Capture Escape Extended