[카카오모빌리티 딜레마]① 9년 묶인 FI 압박… 美상장·매각 갈림길

Kakao Mobility dominates Korea's taxi market with a 95% share but faces structural growth limits due to market saturation. Mounting pressure from private equity investors seeking returns after nine years, combined with approximately 1.93 trillion won in accumulated goodwill impairment losses from past acquisitions, has forced Kakao to consider a US IPO or asset sale. This strategic crossroads reflects tensions between portfolio restructuring ambitions and external stakeholders' financial expectations, with the outcome determining whether Kakao pivots toward Physical AI transformation or pursues near-term liquidity.