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A few observations on the bikesharing systems in China
Mindblowing Twitter thread. The variety of systems, most of which are barely impinging on our systems over here in Ireland!
china  bikesharing  cycling  bikes  transit  public-transit  commuting 
yesterday by jm
Scooter startup Bird is reportedly about to hit a $2B valuation | TechCrunch
There’s not a ton to add here compared to the last round (which happened just weeks ago), as the same dynamics are probably in play here. While Uber was a bet on car rides and generally getting around, Bird is that but at a dramatically more granular level — thinking short hops of a few miles in congested areas. Startups that are exceedingly hot can sometimes pull off these rolling rounds where investors are coming in at various points, especially as the model further proves out over time.
bikes  new-companies  cities 
4 days ago by dancall
The Scooter Economy – Stratechery by Ben Thompson
Interestingly, scooters and their closely-related cousin, e-bikes, may give Uber a second chance to get this right. Absent two-sided network effects, the potential moats for, well, self-riding scooters and e-bikes are relatively weak: proprietary technology is likely to provide short-lived advantages at best, and Bird and Lime have plenty of access to capital. Both are experimenting with “charging-sharing”, wherein they pay people to charge the scooters in their homes, but both augment that with their own contractors to both charge vehicles and move them to areas with high demand.

What remains under-appreciated is habit: your typical tech first-adopter may have no problem checking multiple apps to catch a quick ride, but I suspect most riders would prefer to use the same app they already have on their phone. To that end, there is certainly a strong impetus for Bird and Lime to spread to new cities, simply to get that first-app-installed advantage, but this is where Uber has the biggest advantage of all: the millions of people who already have the Uber app.
bikes  uber  economics  future  cities  trends 
5 days ago by dancall

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