33: Creative Destruction: an update on shared micromobility business models
In this episode, Oliver and Horace discuss a recent trip that Horace made around Continental Europe and reflect on the changing dynamics of shared micromobility business models. Specifically:
The core product, regulatory and operational challenges that are constraining shared mimo companies
The differences between being anti-car and pro-micromobility
The parallels in this market to the mistakes made by the Chinese bikeshare operators, and more historically, the clean tech boom of the late ‘00s.
Why Bird launching the Cruiser was predictable, what the likely next steps will be in terms of product design and how this tracks the early years 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 Independent Minors (Voi, Tier, Bolt, Circ, etc etc.) and how the capital constraints of each impact their ability to innovate.
How and why micromobility is not going to be a winner-take-all market
The article on the Three Eras of Micromobility: https://micromobility.io/blog/2019/4/29/the-three-eras-of-micromobility
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