This week Oliver interviews Tony Ho, VP of Global Business Development forSegway/Ninebot. As the largest Micromobility hardware player globallyacross a whole heap of different verticals, Tony has a unique perspectiveon the space and how it’s developing. He’s a Clayton Christensen discipleas well - having studied at Harvard under him, so we get to unpack thetheory against the practice of disruptive innovation and why Tony isexcited about this space. It’s a great discussion.Specifically, we dig into:- Segway’s wide range of products, and how it conforms to our thesis thatmicromobility is not just scooters, but a whole range of sub-500kgvehicles.- We talk through how their operations have been affected by Coronavirus inthe last 3 months- We talk about how the collapse of the international shared Micromobilityindustry has impacted the company strategy?- Why Tony sees micromobility as disruptive vs. other modes of transport,and how it conforms to disruptive innovation theory per Clay Christensen’stheory.- How does Segway of thinking of itself positioned alongside auto OEM's- How Segway is thinking about retail vs. shared- Where does Tony think the major growth potential is in terms of vehicletype and markets- We talk through robotics and what has become of the Loomo robot and T60autonomous scooters- We talk about Segway's performance in the shared space, how they losttheir early lead and how they’re responding to it.- How Tony thinks about Segways contribution to a possible Wall-e styledystopian future.- How does Segway think about infrastructure when developing new products,and does this nudge them towards advocacy for better/new bike lanes foryour products- As the majority of the world doesn’t have much visibility overmicromobility in China, Tony shares insights from there about vehicles,regulation etc- We talk about Segway’s plan to go public and how someone who isinterested in getting a copy of their financials from their filing would goabout that.