Micromobility
topic on 3 shows · 10 statements across 6 episodes
Lenny's Podcast 
How I Built This 
20VC
10 statements about Micromobility, every show
Mignot: Lime and Dott will ultimately succeed in micromobility
“I still think that some companies will do well, actually, in that space. I think Lime is, is doing well. I think Dot is doing pretty well. I think they will be okay at the end, but it's clearly, you know, it's been a really, really difficult space.”
Increasing Lime's Fleet Supply Counterintuitively Boosts Per-Unit Utilization
“This is why when we increase our fleet in a market, we actually see our trips per vehicle per day go up. Our utilization goes up. It's counterintuitive. When you grow your supply in most businesses, the utilization per unit goes down because the demand usually…”
Micromobility Will Replace Urban Personal Car Ownership Within 20 to 30 Years
“I believe micromobility is the future of urban transportation. That in 2030 years, we're going to be shocked that we had a system where each person owned a car and drove themselves in a 4005 thousand pound tank around the city.”
Villig: Micromobility works in almost every city in Europe
“I think what actually, what we underestimated was that micro-mobility is just a category that will work in almost every city in Europe.”
Villig: Scooter contribution margins top out around 20%
“So in good markets, you are maybe able to get to 20% contribution margins, but in bad markets, it can be negative.”
Nickels: Shared rides and micromobility will remain essential in an autonomous future
“So, so then that from, for me, it's like, well, from first principles, shared rides is, is going to continue to be an important part of the future transportation and other modalities where, yeah, back to the three mile thing. It's like, well, it probably will …”
Zimmer: Micromobility can become the fastest urban transit option
“In urban cores, micro mobility or bikes and scooters as those vehicles get better and better and safer and safer, and as the street infrastructure adapts to make the environment safer, absolutely, it can be the best way, the fastest way, the cleanest way, and …”
Smith: Data and market experience drive micromobility utilization more than capital
“The company who has the most experience in the most markets are also going to have the most data to use in optimizing and driving the highest utilization.”
Smith: Proximity, not brand loyalty, drives consumer choice in shared micromobility
“The bigger driver is really going to be proximity and location. So when you step out and you're trying to get from point A to B, you're going to really just care about which one is the closest to you.”
Smith: Optimized fleet disbursement will determine the winner in micromobility
“Our view is that really, again, this comes back to the fleet that is best to Optimized in terms of its disbursement of the vehicles throughout the city. We believe that that is the player that's going to win the most revenue and the most trips”