In this episode, Oliver and Horace discuss a recent trip that Horace madearound Continental Europe and reflect on the changing dynamics of sharedmicromobility business models. Specifically:- The core product, regulatory and operational challenges that areconstraining shared memo companies- The differences between being anti-car and pro-micromobility- The parallels in this market to the mistakes made by the Chinesebikeshare operators, and more historically, the clean tech boom of the late‘00s.- Why Bird launching the Cruiser was predictable, what the likely nextsteps will be in terms of product design and how this tracks the earlyyears 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 IndependentMinors (Voi, Tier, Bolt, Circ, etc etc.) and how the capital constraints ofeach impact their ability to innovate.- How micromobility is not going to be a winner-take-all marketThe article on the Three Eras of Micromobility:https://micromobility.io/blog/2019/4/29/the-three-eras-of-micromobility
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