⁃Pulls together 3 macro trends driving society towards a mm world (increasing concentration of population in cities, unsustainable use of space by cars, smarter micro-vehicles)
⁃ “In US each car has c.8 parking spots.”
⁃ Big announcement, rolling our ebikes across their fleet.
⁃ Been around longer than most MM companies, always worked with cities on executing expansion plans.
⁃ The bike looks incredible, I’ve heard it previously described as “the Porsche of ebikes”
⁃ Corinna presents w very positive energy, focuses on benefits of ebikes vs scooters (healthier, safer, faster!).
⁃ Lots of focus vs scooters in this presentation. Well presented, audience is buzzing!
⁃ Have developed a vehicle intelligence system for mm. Seems like a real-time doctors for mm fleets. Specs of analytics seem comprehensive, anyone operating or thinking of starting a fleet should reach out.
⁃ What a beautiful device! These are an eye-catcher on the streets!
⁃ Built company with his brother. D2C model, stores in 9 cities, focused on ebikes
⁃ They employ “bike hunters” 💪 if someone steals your bike they go after them.
⁃ They launched a subscription model! Reducing barriers to get on ebikes. Soon they will offer ebikes to businesses as a perk.
⁃ (Nice to see a OEM going the event. Where are the rest? 🤔)
⁃ “how do you get folks who might not physically be able to use a bike or scooter to still have car/taxi alternatives?” Need to account for all in MM movement!
⁃ Starts w video of semi-automatic rebalancing of 3 wheelers!
⁃ The 3 wheeler brings in anthropomorphic tones, maybe it’s a conscious design decision to reduce scooter hate from the broader community
⁃ Interesting piece on ‘deidentiying’ faces that the 180degree inbuilt camera picks up. Very important esp for EU & US geographies.
Oliver: What’s the biggest challenges for each of you to execute?
Particle: “We survayed 800 people: debugging unhealthy devices & over the air software updates”
Vulog: “Helping clients maximise utilisation & profit”
+ All panelists repeating a theme of taking a cooperative approach with cities & operators to build platforms.
+ Great question by @c_ehrlichman : What data do cities request from operators?
⁃ Building a service by women for women! Solving for different mobility patterns. Awesome demo video, look it up on their website
⁃ @tim : “We have companies with c. half billion in funding on the stage. What makes you different from each other?”, audience laughs, execs twitch.
⁃ Tier: We make very few mistakes.
⁃ Circ: We are orange
⁃ Voi: We were orange first.
⁃ Most players are working on swappable batteries. And working with cities. All execs agree that market cannot sustain all players on the market long term.
(phone died so no photos & less detailed notes)
⁃ Linking scooters to sustainability
⁃ Asking competition to align around what’s best for industry
⁃ Brought an emotional tone to the conversation
Some snippets from memory as phone died.
⁃ @martinmignot : “Scooter prices on per min basis are likely as high as they will ever be”