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 mimo 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 and why micromobility is not going to be a winner-take-all market
The article on the Three Eras of Micromobility: https://micromobility.io/blog/2019/4/29/the-three-eras-of-micromobilityCatch us on Twitter @MicromobilityCo. Horace and Oliver are also active on their personal accounts and would love to hear from you.Micromobility is coming to Berlin Oct 1st! Get tickets here.Our newsletter is completely free, and you can subscribe to have it in your inbox every Tuesday morning here! And for those who want more, we offer our Micromobility membership (mmm) which includes exclusive content, swag, and conference discounts, as well as live calls with Horace and team!We’re also on LinkedIn and Instagram.