Ride AI

41: Implications of a Zero $ per Mile Marginal Cost


Listen Later

In this episode, Oliver and Horace talk about cost-per-mile calculations for micromobility, and the implications of the recent blogpost that Horace published on the Micromobility.io blog (https://micromobility.io/blog/2019/9/9/the-cost-of-a-mile).
In short - what happens when the marginal cost per additional km collapses towards zero with Micromobility. We think there are lots of lessons we can take from the telecom industry.
Specifically, we cover:
- The cost-per-mile calculations from New York for both Citi-Bike and taxis and how they compare to private owned cars
- The comparison of shared vs. owned micromobility, and why Horace is far more bullish than Oliver on shared platforms
- The jobs-to-be-done of shared vs owned micromobility, and why they’re in many ways different markets
- What new behaviours and business opportunities we’re seeing emerge on shared platforms and why scooter trains validate our early thesis about why micromobility is disruptive.
- Why Lime and Bird are likely to become the equivalent of Vodafone or Verizon over time
- A discussion about whether the social layer for micromobility transport will sit on the vehicle or on the phone of the user.
It’s a great discussion with lots of sparring. Hope you enjoy it as much as we did making it!
...more
View all episodesView all episodes
Download on the App Store

Ride AIBy Oliver Bruce and Horace Dediu

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

56 ratings


More shows like Ride AI

View all
On the Media by WNYC Studios

On the Media

9,129 Listeners

The Big Web Show by 5by5

The Big Web Show

48 Listeners

Hypercritical by 5by5

Hypercritical

1,942 Listeners

Back to Work by 5by5

Back to Work

2,015 Listeners

The Cocktail Napkin by 5by5

The Cocktail Napkin

9 Listeners

5by5 at the Movies by 5by5

5by5 at the Movies

168 Listeners

QUIT! with Dan Benjamin by Dan Benjamin

QUIT! with Dan Benjamin

236 Listeners

Energy Gang by Wood Mackenzie

Energy Gang

1,256 Listeners

DLC by DLC

DLC

1,095 Listeners

The Ruby on Rails Podcast by Elise Shaffer

The Ruby on Rails Podcast

53 Listeners

Decoder with Nilay Patel by The Verge

Decoder with Nilay Patel

3,140 Listeners

Road Work by Dan Benjamin

Road Work

285 Listeners

The New Yorker Radio Hour by WNYC Studios and The New Yorker

The New Yorker Radio Hour

6,677 Listeners

Pivot by New York Magazine

Pivot

9,036 Listeners

Autonocast by Autonocast

Autonocast

115 Listeners

Pod Save America by Crooked Media

Pod Save America

86,163 Listeners

The War on Cars by The War on Cars, LLC

The War on Cars

890 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,268 Listeners

Dwarkesh Podcast by Dwarkesh Patel

Dwarkesh Podcast

372 Listeners

Hard Fork by The New York Times

Hard Fork

5,426 Listeners

The Ezra Klein Show by New York Times Opinion

The Ezra Klein Show

15,326 Listeners

The Interview by The New York Times

The Interview

1,446 Listeners

Prof G Markets by Vox Media Podcast Network

Prof G Markets

970 Listeners