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🇺🇸 Andrew Chen @andrewchen
, 16 tweets, 5 min read Read on Twitter
1/ The scooter startups are way more important than you think, or in emoji-speak: 🛴+📱=🤖🚗🚁. Let me explain.
2/ Right now, scooters are a lot of things - fun, cute, adventurous - but here's a couple words I rarely hear about them: Strategic. Important. Platform play. And yet they are.
3/ Chris Dixon @cdixon has written that the next big thing will start out by looking like a toy. Scooters are literally derived from kids' toys. It's the perfect example
@cdixon 4/ (Btw, here's the perfect moment to re-read his essay arguing the transition from toy to next big thing:…)
@cdixon 5/ Like a toy, a scooter seems underpowered vs other transportation options. It only takes you on short trips - a few blocks at a time. It's cheap and makes less money than a highly profitable Uber trip to the airport. They are placed all over the place in cities, annoying many
@cdixon 6/ These all seem like weaknesses, but in fact they're strengths. Because scooters are cheap, short-range, and ubiquitous, it means consumers are adopting them as an alternative to walking
@cdixon 7/ SCOOTERS COMPETE WITH WALKING! What's the market size on that?? :)
@cdixon 8/ As a result, the scooter apps are being downloaded in the millions by consumers - the adoption has been incredible. But now we have another starting point to capture the intent to go from Point A to Point B. That intent is valuable
@cdixon 9/ These scooter trips are short, frequent, and cheap, driving high engagement in the app. In fact, if you live in SF they become a home screen app. You might check it all the time, before you walk a couple blocks
@cdixon 10/ Combine those factors - millions of consumers, high frequency, and strong intent - and all of a sudden it's obvious why this is a big deal
@cdixon 11/ When you're the first look and the highest frequency place to start your trip, it's the pole position in consumers' minds. Everything else is downstream
@cdixon 12/ Google has one of the best business models ever. It's the starting point. It has a search box, maps user intent to URLs, and charges everyone downstream if they want to be promoted in any way
@cdixon 13/ Scooter cos like Lime are also the starting point. High frequency and high intent. It has a search box for where you want to go, and maps user intent to a trip
@cdixon 14/ Scooter apps could be the starting point for a lot of kinds of trips. Alongside Apple/Google Maps, rideshare, etc - the place where you'd go to book your autonomous vehicle rides. Or your VTOL / flying car trips. It could even upsell rideshare trips from Uber and others
@cdixon 15/ Scooters look like a toy, but in fact they are something else: Strategic. Important. Platform play.
@cdixon 16/ 🛴+📱=🤖🚗🚁.
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