16: Tokenizing the Micromobility Business Model

On today’s episode, Horace and Oliver dig deep into the evolution of business models in transport, and how micromobility lays the foundation for the next great shift of interoperable, efficient, low-cost transport services powered by blockchain. I think we just hit peak hype words, but bear with us!We cover:- How the car was the first great bundling of transport ‘jobs-to-be-done’ into a single option — kickstarting the first major productization of transport.- The emergence of Uber, and the shift of trips from pre-paid product to service.- The dynamics of vehicle fleets, and why scooter/e-bike fleets are likely to move off-balance sheet for most large operators in the near future.- How multimodality, especially that underpinned by micromobility, lends itself to open transport systems, and how this will give rise to token marketplaces for trips (similar to Bitcoin developer Mike Hearn’s tradenet proposal ).- The impact that decentralized token marketplaces will have on cities.It’s a conceptually dense episode as we explore the Productization-Servitization-Securitization-Tokenization (Pro-Se-Sec-To Framework?). 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