20: Investing in Micromobility with Reilly Brennan of Trucks VC

On today’s episode we do a very quick recap of the inaugural 2019 Micromobility Summit and then turn our attention to talk through what early stage investment in micromobility looks like with Reilly Brennan of Trucks Venture Capital (@reillybrennan).

He is a founding general partner at Trucks (trucks.vc), a seed-stage venture capital fund for entrepreneurs changing the future of transportation. Reilly holds a teaching appointment at Stanford University and is influential newsletter Future of Transportation is a radar for what’s happening in transportation. Prior to Trucks, Reilly was Executive Director for Stanford’s automotive research program, Revs. He is very well known in the transport technology space.

In this episode we discuss:

  • Trucks VC and how it’s adjusted it’s thinking about micromobility in its search for the companies that will power the future of transportation.

  • How he thinks about the evolution of the supply chain in the micromobility sector, and who will be looking to get involved.

  • Where he sees parallels between the existing early stages of micromobility and the autonomous vehicle space a few years ago.

  • What opportunities he is looking for in the space, and his thesis of where value will accrue.

We also discuss the new Micromobility VC syndicate on AngelList that will be syndicating interesting deals in the micromobility space out to early stage investors. If you are an accredited investor and would like to hear about the deals that Horace, Oliver and others are coming across and backing, please find us on AngelList and apply.

Oliver Bruce