102: Micromobility Supply Chains, Distribution and Maintenance with Puneeth Meruva of Trucks VC

Today on the show, Oliver interviews Puneeth Meruva, Associate at Trucks VC about their latest report: The Three Axes of Micromobility: Supply Chains, Distribution and Maintenance about the often unseen world of getting Micromobility into the hands of consumers. This is a topic that hasn’t received much coverage to date, so it was a fascinating conversation fully of nitty-gritty and relatively technical details about the opportunities for development and investment in the micromobility ecosystem. Specifically they dig into: - A recap of Trucks VC, their thesis and other portfolio companies in the Micromobility space- Puneeths background and how he got there- What the research was about, and why Trucks undertook it- Key findings in the fields of components, distribution, maintenance etc- Whether timelines for new product development are getting shorter vs longer and why- Who the interesting businesses are in the distribution and maintenance space- Future opportunities in design and tech both in vehicles and business models (including a reference to www.nimbus.green - one of the companies Oliver is most excited about at the moment)- A discussion about vehicle platforms, and whether Puneeth agree’s with Horace’s thesis that these vehicles will become computing platforms.The report itself can be found here [https://www.trucks.vc/blog/the-three-axes-of-micromobility-supply-chains-distribution-and-maintenance] This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit micromobility.substack.com/subscribe