41: Implications of a Zero $ per Mile Marginal Cost

In this episode, Oliver and Horace talk about cost-per-mile calculations for micromobility, and the implications of the recent blogpost that Horace published on the Micromobility.io blog. In short - what happens when the marginal cost per additional km collapses towards zero with Micromobility. We think there are lots of lessons we can take from the telecom industry.Specifically, we cover:- The cost-per-mile calculations from New York for both Citi-Bike and taxis and how they compare to private owned cars- The comparison of shared vs. owned micromobility, and why Horace is far more bullish than Oliver on shared platforms- The jobs-to-be-done of shared vs owned micromobility, and why they’re in many ways different markets- What new behaviours and business opportunities we’re seeing emerge on shared platforms and why scooter trains validate our early thesis about why micromobility is disruptive.- Why Lime and Bird are likely to become the equivalent of Vodafone or Verizon over time- A discussion about whether the social layer for micromobility transport will 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 as we did making it! 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