Micromobility

This week Horace joins Oliver for a discussion about ebikes and the state of micromobility, including which potential other potential players might want to get into the industry. This leads to a discussion about the job-to-be-done of maps, and Horace’s dystopian warning that they will end up as the browser of the mobile era. Specifically they dig into: - How e-bike sales have been doing during COVID - The current structure of the industry for standard bikes and ebikes, including where the margins are - How this mom-and-pop style industry parallels the early days of the PC industry - A discussion about the Taiwanese ‘golden book’ for bikes - Why distribution is one of the great unsolved aspects of e-bikes - Whether micromobility best parallels the computer industry or the early auto industry, and what implications are there for either framing - Which players are likely to get into building the next generation of e-bikes, and why Amazon, Google or Apple are all potential contenders. - Why maps are so importa