Horace rejoins Oliver on the podcast to revisit the original reasons that Horace started looking at micromobility, and identified it as a disruptive innovation. It covers the context of the research that he was doing at the time, and why it meets the theoretical and anecdotal indicators that it’s going to change the way that we think about transport.

Specifically we dig into:

⁃ Horace’s research into the auto market, and why he didn’t think that the shared, electric autonomy that was all hype in 2014-16 was going to deliver on it’s disruptive potential.

⁃ Why only when asking questions that no-one was asking about cars did he start to see the potential for micromobility

⁃ Why a lack of datasets is confirmatory that he was on to something, and why that’s been problematic

⁃ What he think he got right in the original thesis back in 2018, and what he thinks has changed since then

⁃ Horace reviews his own predictions, what he got wrong and what he didn’t see back then.

This is another classic Horace episode.