38: Assessing the Market for Micromobility in African and Asian cities

In this episode, Horace and Oliver run over Horace’s insights from his recent research using UN data into city-level potential for micromobility markets globally. We run through the most interesting growth trends in 1800+ cities.Specifically we look at:- Contextualising the rapid growth in car-based urbanisation as part of a 5000 year trend- Why Africa is one of the most interesting potential markets between now and 2035.- The cities positioned for both the fastest growth and largest increase.- How the low-income demographics of new migrants to these emerging mega-cities necessitates the need for cheap micromobility transport- Why we should look at auto-ownership rates to understand the 'low-end' potential of micromobility.- The likely business models we'll see emerge with the confluence of autonomy, networking and new propulsion options.- How these vehicles will beat the current incumbents of petrol powered scooters in AsiaThe things mentioned in the episode are:- The blogpost that Horace has written on the micromobility markets by city. https://micromobility.io/blog/2019/8/16/cities-of-tomorrow- The talk by Jeremy Grantham re: the majority of increase in global population coming from Africa between now and 2100 - https://youtu.be/cPCblFpqrkI?t=1635As requested, if anyone has a suggestion for an interview guest for micromobility in India or Africa, please message me on Twitter @oliverbruce. Thanks! 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