In this episode, Horace and Oliver talk though the flood of news post-Berlin, and how the micromobility is being circulated around by the giants of automotive and large tech, as they work out how to best participate.
We also explore:
- the parallels between feature phone experimentation and the extensive discussions over form factor experimentation we’re seeing in lightweight electric vehicles (ie. the rise of the Scoot/Bird Cruiser)
- why that has the potential to lead to unifying operating systems that unite the fragmentation, and who the most likely contenders are to lead this.
- How implausible the rise of social media influencers seemed when looking at phones in the early 2000’s, and why and how micromobility could also drive such a change
- The potential and risks that we have of ‘squandering abundance’ when the cost of movement trends towards zero
- How movement towards a transport ‘experience’ requires multiple layers of integrations, and what those will need to be
- Why just winning the ‘utility’ argument isn’t enough for Horace
It’s a great conceptual episode and follow up to how Horace’s thinking is evolving.