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<!DOCTYPE html><html><head><meta content="width=device-width, initial-scale=1, maximum-scale=1" name="viewport"/><meta charset="UTF-8"/><style>@media only screen and (max-width:640px) {.stb-container {}.stb-left-cell,.stb-right-cell {max-width: 100% !important;width: 100% !important;box-sizing: border-box;}.stb-image-box td {text-align: center;}.stb-image-box td img {width: 100%;}.stb-block {width: 100%!important;}table.stb-cell {width: 100%!important;}.stb-cell td,.stb-left-cell td,.stb-right-cell td {width: 100%!important;}img.stb-justify {width: 100%!important;}}.stb-left-cell p,.stb-right-cell p {margin: 0!important;}.stb-container table.munged {width: 100% !important; table-layout: auto !important; } .stb-container td.munged {width: 100% !important; white-space: normal !important;} </style></head><body style="width:100%;background-color:#ffffff;margin:0px;"><div class="stb-container-full" style="width:100%;padding:40px 0;background-color:#ffffff;margin:0 auto;display:block;"><table class="stb-container stb-option-normal" cellpadding="0" cellspacing="0" border="0" bordercolor="" align="center" style="margin:0px auto;width:94%;max-width:630px;border-width:0;border: 0;border-style:solid;box-sizing:border-box;;"><tbody><tr style="margin: 0;padding:0;"><td style="width:100%;max-width:630px;margin:0 auto;position:relative;border-spacing:0;border:0;clear:both;border-collapse:separate;padding:0;overflow:hidden;_width:630px;"><div style="height:0px;max-height:0px;border-width:0px;border: 0px;border-color:initial;border-image:initial;visibility:hidden;line-height:0px;font-size:0px;overflow:hidden;display:none;">지난 10년 간 시장을 휩쓴 온디맨드 사업, 성과는?</div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><table class="stb-cell stb-permalink" border="0" cellpadding="0" cellspacing="0" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;" align="left" width="100%"><tbody><tr><td class="stb-text-box" style="padding:0 0;text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:12px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#747579;border:0;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 15px 5px 15px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;line-height:1.7;word-break:break-word;border:0;width:100%;"><div><span style="color: #747579; font-size: 12px; text-decoration: none;"><span class="link-edited" style="font-size: 12px;">WE Issue No. 31 | 2023.03.06 </span>| <a href="https://stib.ee/reA7" target="_blank" style="text-decoration: none;" rel="noopener">웹에서 보기</a></span></div></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:5px 15px 5px 15px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src="https://img.stibee.com/71285_1655676143.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="600" class="stb-center"/></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:16px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#333333;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 15px 15px 15px;font-size:16px;line-height:1.7;word-break:break-word;color:#333333;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div style="text-align: center;"><span style="font-weight: bold; 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mso-table-rspace: 0pt;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;" align="left" width="100%">  <tbody><tr>    <td style="padding:15px 15px 15px 15px;;border:0;">      <table class="stb-partition" style="width:100%;height: 0;background: none;padding: 0px;border-top-width:1px;border-top-style:solid;border-top-color:#999;margin:0 0;border-collapse:separate;"></table>    </td>  </tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:#dceafb;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:16px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#333333;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:5px 15px 5px 15px;font-size:16px;line-height:1.7;word-break:break-word;color:#333333;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span class="link-edited stb-bold" style="font-size: 26px; font-weight: bold;">거의 모든 것의 온디맨드</span><span class="link-edited stb-bold" style="font-size: 26px; font-weight: bold;"></span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:#f7f7f7;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:16px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#333333;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 15px 0px 15px;padding-bottom:0;font-size:16px;line-height:1.7;word-break:break-word;color:#333333;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div><span class="stb-fore-colored link-edited stb-bold" style="color: #028396; font-weight: bold; font-size: 20px;">지난 10년 간 수십조 원의 투자를 끌어들이며 승승장구한 온디맨드 사업, 현재의 성적표는?</span></div></td></tr></tbody></table></div><div class="stb-image-box" style="text-align:center;margin:0px;width:100%;box-sizing:border-box;clear:both;;"><table border="0" cellpadding="0" cellspacing="0" style="width:100%;" aling="center"><tbody><tr><td style="padding:15px 15px 0px 15px;padding-top:20px;;text-align:center;font-size:0;border:0;line-height:0;width:100%;box-sizing:border-box;"><img src="https://img.stibee.com/71285_1678050379.png" style="width:100%;display:inline;vertical-align:bottom;text-align:center;max-width:100%;height:auto;border:0;" width="600" class="stb-center"/></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:#f7f7f7;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:16px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#333333;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:0px 15px 0px 15px;font-size:16px;line-height:1.7;word-break:break-word;color:#333333;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div style="text-align: center;"><span style="font-size: 12px;">음식배달에서 &#39;거의 모든 것의&#39; 배달로 확장 중인 우버이츠 사업</span></div></td></tr></tbody></table></div></div></td></tr></tbody></table></td></tr></tbody></table></div><div class="stb-block-outer"><table class="stb-block stb-cols-1" border="0" cellpadding="0" cellspacing="0" style="overflow:hidden;margin:0px auto;padding:0px;width:100%;max-width:630px;clear:both;background:#f7f7f7;line-height:1.7;border-width:0px;border: 0px;font-size:14px;border:0;box-sizing:border-box;" width="100%"><tbody><tr><td><table class="stb-cell-wrap" border="0" cellpadding="0" cellspacing="0" width="100%"><tbody><tr><td style="text-align:center;font-size:0;"><div class="stb-left-cell" style="max-width:630px;width:100%!important;margin:0;vertical-align:top;border-collapse:collapse;box-sizing:border-box;font-size:unset;mso-table-lspace:0pt;mso-table-rspace:0pt;-ms-text-size-adjust:100%;-webkit-text-size-adjust:100%;display:inline-block;"><div class="stb-text-box" style="text-align:left;margin:0px;;line-height:1.7;word-break:break-word;font-size:16px;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;color:#333333;clear:both;border:0;mso-line-height-rule-rule:exactly;"><table class="stb-text-box-inner" border="0" cellpadding="0" cellspacing="0" style="width:100%;"><tbody><tr><td style="padding:15px 15px 0px 15px;padding-bottom:0;font-size:16px;line-height:1.7;word-break:break-word;color:#333333;border:0;font-family:AppleSDGothic, apple sd gothic neo, noto sans korean, noto sans korean regular, noto sans cjk kr, noto sans cjk, nanum gothic, malgun gothic, dotum, arial, helvetica, MS Gothic, sans-serif!important;;-ms-text-size-adjust: 100%;-webkit-text-size-adjust: 100%;width:100%;"><div style="text-align: justify;"><span style="text-align: justify;">투자자들에게 3월은 실적 발표로 바쁜 시즌입니다. 직접 주식 포트폴리오를 관리하는 펀드매니저는 물론 경제 흐름 동향을 파악하고자 하는 많은 시장 참여자들이 앞으로의 시장을 예측하기위해 연간 실적 발표와 경영진의 코멘트에 귀를 기울입니다.</span></div>
<div style="text-align: justify;"><br/></div>
<div style="text-align: justify;"><span style="text-align: justify;">올해 실적발표 시즌에는 지난 10년 간 수십조 원의 벤처자금을 빨아들이며 한 시대를 풍미했던 차량공유와 음식배달 &#39;온디맨드&#39; 기업들이 주목을 받고 있습니다. 특히 지난 8월 뉴스레터에서도 다룬 적이 있는 우버의 경우 3-4분기 연속으로 시장의 예상을 뛰어넘는 실적을 발표하며 투자자들의 이목을 끌고 있습니다.</span></div>
<div style="text-align: justify;"><br/></div>
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글로벌 스타트업 | 벤처투자 | 테크기업 소식을 전달하는 뉴스레터입니다. 기사에 대한 단편적 해석을 넘어, 직접 분석하고 검토한 내용을 바탕으로 테크 투자에 대한 보다 생생한 이야기를 '관점'과 함께 전달합니다.

글로벌 스타트업 및 벤처투자 뉴스에 '데이터'와 '관점'을 담아 전달합니다.

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글로벌 테크 기업, 스타트업 및 벤처투자  뉴스에 '관점'과 '데이터'를 담아 전달합니다.

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✔️ 유료구독은 월간 자동 구독 또는 6개월 일회성 구독 선택이 가능합니다. 
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https://tally.so/r/n0QarA



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