1: Setting the Scene for the Great Unbundling of the Car
In this inaugural episode, we outline the key themes and issues we want to address in the show series including:
1) Defining micromobility - what is it, where did it come from and why does it matter?
2) The disruptive potential of micromobility. With this, we will unpack why the current fixation on autonomy with automobiles is misplaced, and what a distributed, connected robot of micromobility vehicles might look like.
3) The great unbundling of the car - what does it mean, and why the micromobility was required to make multimodality a feasible unbundled option for travel.
4) How the emergence of micro mobility tracks the development of the early days of computing, and why we’re still really in 1976 with the emergence of the Apple I.
5) How disruption from the low end induces demand and drives such steep adoption curves. We also unpack why their scale will permit the development of large scale computation platforms, especially vs. traditional car platforms.
6) The impact of the emergence of micromobility on infrastructure and how cities function.
7) How the business models of this might emerge, how securitization of the assets deployed will enable rapid deployment, and lay the foundations for tokenized solutions that align the interests of users, operators and investors together.
We also hit Marchetti’s constant (time budgets for travel) and log normal distributions of travel time. We end on a thought experiment on how teleportation would change everything.