Ride AI

106: The Trillion Dollar Question


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This week, Oliver interviews Horace about the ‘Trillion Dollar Question’. With Arcimoto (who we’ve covered on episode 46) hitting a $1b market cap, and the recent article from RestofWorld covering the rise of low end Chinese micro-EV’s, we wanted to circle back to the question of what will heavy micromobility - those vehicles in the 50-500kg category - look like and why could they be where we find the defining vehicles of our time.
Specifically we cover:
- A quick summary of Horace’s research into carbon emission modelling for micromobility (more to come on this soon!)
- How Horace and Oliver both got into micromobility
- The rise of the Chinese low-end and what’s interesting about them
- How small cars like the Gordon Murray T25 or the golf cars sit in ‘no-mans-land’
- Why the criteria for disruption in vehicle type might sometimes require getting creative with the rules and being ‘unsafe’
- The rise of Arcimoto and their creative interpretation of the rules
- Why these vehicles will answer the ‘trillion dollar question’ when they emerge, and why they’re inevitable.
...more
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Ride AIBy Oliver Bruce and Horace Dediu

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