40: Investing in Micromobility :: Martin Mignot of Index Ventures
In this episode, Oliver interviews Martin Mignot, a general partner at Index Ventures and panelist on our ‘Capital in Micromobility’ panel at the upcoming Micromobility Europe conference in Berlin. Index Ventures were early investors in Bird, and have a long history of investing in the micro and macro mobility space over the last 15 years.
Specifically, we dug into:
His thesis around investing in mobility companies, and why the smartphone/internet has proved so transformational
Index’s investment in Bird, and why their focus on design and brand differentiates them starkly from the competition
His investment in Cowboy, his bullishness on high end owned micromobility, and how software/hardware integration can create outsized value.
The evolving funding landscape for shared scooters, and how he sees that progressing over the two years.
Why Paris has been a model laboratory for how the market for shared operations will develop over time.
How the pointy end of micromobility tech has started to hit the hard concrete of infrastructure, and how it’s increasingly dragging him into debates about bike lanes.
What he’s excited about investing in next.
It’s a really fun interview - one of our best so far! Well worth a listen.
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