92: A Heavy Micromobility Update (plus, is Tesla actually disruptive?)

This week Oliver is joined by Horace for an update and discussion on heavy micromobility, including a recent video interview of Sandy Munro, the automotive engineering guru, and Mark Frohnmayer, CEO of Arcimoto talking about their three wheeled electric auto-cycle. Mark has been a guest on the podcast in the past in episode 46 and Micromobility Industries are big fans of what they’re doing. Finally, they circle back on the age old question of whether Tesla is conforming to disruptive innovation theory.Specifically, they dig into:- How Arcimoto is conforming to the theory of disruptive innovation with the way that it’s approaching the market - underserving, lower end, modularised production, solving for the job to be done - and why it’s the first stock recommendation (other than Apple) that Oliver has ever heard Horace make.- The history of overserving the customers in the car market, and why there’s a space under them in the market for heavy micromobility- The speed of technological and business model development, and how that ties to the size and speed of the vehicle- The recent Battery Day announcements and manufacturing process upgrades from Elon Musk, and whether they’ve changed Horace’s mind that Tesla is a disruptive (rather than sustaining) innovation. 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