Fireside Chat With Stewart Lyons, Co-CEO Bird and SPIN

Team M
Podcast
July 21, 2025

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Topics covered include:

- Bird's journey through bankruptcy and its turnaround strategy

- Why "rides" are the ultimate health metric for shared mobility

- What went wrong with the early Bird playbook—and how Bird Canada did it differently

- The state of the Canadian micromobility market (and why Toronto is still scooter-less)

- Consolidation, regulation, and who wins the race for market share

- Hardware innovation, e-bike dominance, and what's next for Bird/Spin

- The real role of Uber, Lyft, and Waymo in the mobility ecosystem

- Is Bird still the "Kleenex" of micromobility?

Stewart shares hard-won lessons, future ambitions, and why Bird believes the best is yet to come.

Recorded live at Micromobility Europe 2025 - the premier event for light electric vehicles and future urban transportation.

Learn more at www.micromobility.io

Chapters

00:00 The Evolution of Bird and Spin

01:55 Key Metrics for Success04:56 Navigating Challenges and Opportunities

07:58 Market Dynamics in Canada and Beyond

10:46 The Future of Micro-Mobility

13:43 Hardware and Software Innovations

16:51 Regulatory Landscape and Its Impact

19:57 The Competitive Landscape

22:48 Advertising and New Revenue Streams

25:56 Future Growth and Expansion

28:52 The Role of E-Bikes in Micro-Mobility

31:44 Brand Value and Market Perception

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