Implications of a Zero $ per Mile Marginal Cost

Oliver Bruce
Podcast
September 24, 2019

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In this episode, Oliver and Horace talk about cost-per-mile calculationsfor micromobility, and the implications of the recent blogpost that Horacepublished on the Micromobility.io blog.In short - what happens when the marginal cost per additional km collapsestowards zero with Micromobility. We think there are lots of lessons we cantake from the telecom industry.Specifically, we cover:- The cost-per-mile calculations from New York for both Citi-Bike and taxisand how they compare to private owned cars- The comparison of shared vs. owned micromobility, and why Horace is farmore bullish than Oliver on shared platforms- The jobs-to-be-done of shared vs owned micromobility, and why they’re inmany ways different markets- What new behaviours and business opportunities we’re seeing emerge onshared platforms and why scooter trains validate our early thesis about whymicromobility is disruptive.- Why Lime and Bird are likely to become the equivalent of Vodafone orVerizon over time- A discussion about whether the social layer for micromobility transportwill sit on the vehicle or on the phone of the user.It’s a great discussion with lots of sparring. Hope you enjoy it as much aswe did making it!

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