The Scooter Economy – Stratechery by Ben Thompson


30 bookmarks. First posted by joeybaker 9 weeks ago.


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 
8 weeks ago by dancall
Another good read from : "The Scooter Economy"
from twitter
9 weeks ago by tguemes
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try scooters, and then deliver a verdict. via Pocket
Pocket 
9 weeks ago by tonyhue
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try…
from instapaper
9 weeks ago by iany
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try scooters, and then deliver a verdict.
ifttt  twitter 
9 weeks ago by marshallk
For me the circumstances were a trip to San Francisco; I purposely stayed at a hotel relatively far from where most of my meetings were, giving me no choice but to rely on some combination of scooters, e-bikes, and ride-sharing services. So, naturally, San Francisco banned them , at least temporarily: companies will be able to apply for their share of a pool of a mere 1,250 permits; that number may double in six months, but for now the scooter-riding experience will probably be more of a novelty, not something you can rely on. The same model applies to hotels — instead of buying a house in every city you visit, simply rent a room — and Airbnb has taken the concept to a new level by leveraging unused space. 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. If you squint, what I am recommending for Uber looks a bit like a traditional consumer packaged goods (CPG) strategy: control distribution (shelf-space | screen-space) with a few dominant products (e.g.
9 weeks ago by sechilds
The Scooter Economy | stratechery
from twitter
9 weeks ago by rickc57
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try scooters, and then deliver a verdict. via Pocket
IFTTT  Pocket  feedly 
9 weeks ago by schmitz
via Starred items from BazQux Reader https://ift.tt/1cAKc9M and IFTTT
Starred  items  from  BazQux  Reader 
9 weeks ago by stinkingpig
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try scooters, and then deliver a verdict. via Pocket
IFTTT  Pocket 
9 weeks ago by archizoo
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try scooters, and then deliver a verdict.
Archive  Pocket 
9 weeks ago by brokenrhino
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try…
from instapaper
9 weeks ago by adamparnes
via Stratechery by Ben Thompson Member Feed https://stratechery.com
IFTTT  Feedly 
9 weeks ago by sbmandal
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try…
from instapaper
9 weeks ago by Shurs
“That everything will be available as a service means a massive increase in efficiency for society broadly — more products will be available to more people for lower overall costs — even as the difficulty in digging moats means most of that efficiency becomes consumer surplus. And, as long as venture capitalists are willing to foot the bill, cities like San Francisco should take advantage.”
tech 
9 weeks ago by andrewspittle
For me the circumstances were a trip to San Francisco; I purposely stayed at a hotel relatively far from where most of my meetings were, giving me no choice but to rely on some combination of scooters, e-bikes, and ride-sharing services. The scooters were a clear winner: fast, fun, and convenient — as long as you could find one near you. The city needs five times as many.
work  strategy 
9 weeks ago by sieyin
Review of shallow moat strategies in ride-sharing and scooters.
from twitter
9 weeks ago by josephprice
The Scooter Economy

Scooters are everywhere, and the use case is amazing. It's not clear…
from twitter_favs
9 weeks ago by girma
The Scooter Economy

Scooters are everywhere, and the use case is amazing. It's not clear…
from twitter_favs
9 weeks ago by danielcurran
As I understand it, the proper way to open an article about electric scooters is to first state one’s priors, explain the circumstances of how one came to try…
from instapaper
9 weeks ago by joeybaker