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Creative Destruction: an update on shared micromobility business models


July 2, 2019

54 minutes

In this episode, Oliver and Horace discuss a recent trip that Horace made around Continental Europe and reflect on the changing dynamics of shared micromobility business models. Specifically:

- The core product, regulatory and operational challenges that are constraining shared memo companies

- The differences between being anti-car and pro-micromobility

- The parallels in this market to the mistakes made by the Chinese bikeshare operators, and more historically, the clean tech boom of the late ‘00s.

- Why Bird launching the Cruiser was predictable, what the likely next steps will be in terms of product design and how this tracks the early years of the phone industry

- An update on Horace’s blogpost ‘The Three Eras of Micromobility’

- The three categories of operators we’ve seen emerge: Independent Mega’s (Bird, Lime), Corporate Parent backed (Jump, Motivate) and Independent Minors (Voi, Tier, Bolt, Circ, etc etc.) and how the capital constraints of each impact their ability to innovate.

- How micromobility is not going to be a winner-take-all market

The article on the Three Eras of Micromobility:

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