Ride AI

Ride AI

By Oliver Bruce and Horace DediuBusinessTechnologyInvesting
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Ride AI episodes

  • 17: On Vandalism
    On today's show, Horace and Oliver talk through the challenges that vandalism pose to the shared micromobility model.
    Specifically we cover:
    - the core drivers of vandalism of such fleets, and how this compares to historical parallels.
    - the implications for capex vs. opex
    - the calculations that operators are making to ensure that the services still function well.
    Apologies about the echo in the podcast. We ran into audio issues.
    55 min
  • 17: On Vandalism
    On today’s show, Horace and Oliver talk through the challenges that vandalism poses to the shared micromobility model.
    Specifically we cover:
    - The core drivers of vandalism of such fleets, and how this compares to historical parallels.
    - The implications for capex vs. opex
    - The calculations that operators are making to ensure that the services still function well.
    55 min
  • 17: On Vandalism
    On today’s show, Horace and Oliver talk through the challenges that vandalism poses to the shared micromobility model.
    Specifically we cover:
    - The core drivers of vandalism of such fleets, and how this compares to historical parallels.
    - The implications for capex vs. opex
    - The calculations that operators are making to ensure that the services still function well.
    55 min
  • 16: Tokenizing the micromobility business model
    On today's episode, Horace and Oliver dig deep into the evolution of business models in transport, and how micromobility lays the foundation for the next great shift of interoperable, efficient, low-cost transport services powered by blockchain. I think we just hit peak hype words, but bear with us!
    We cover:
    - how the car was the first great bundling of transport ‘jobs-to-be-done’ into a single option - kickstarting the first major productisation of transport.
    - the emergence of Uber, and the shift of trips from pre-paid product to service.
    - The dynamics of vehicle fleets, and why scooter/e-bike fleets are likely to move off-balance sheet for most large operators in the near future.
    - How multimodality, especially that underpinned by micromobility, lends itself to open transport systems, and how this will give rise to token marketplaces for trips (similar to Bitcoin developer Mike Hearn’s tradenet proposal ).
    - The impact that decentralised token marketplaces will have on cities.
    It's a conceptually dense episode as we explore the Productisation-Servitization-Securitization-Tokenization (Pro-Se-Sec-To Framework?). As always, keen to hear your thoughts on this. Hit us up at @oliverbruce and @asymco.
    1 hr 11 min
  • 16: Tokenizing the Micromobility Business Model
    On today’s episode, Horace and Oliver dig deep into the evolution of business models in transport, and how micromobility lays the foundation for the next great shift of interoperable, efficient, low-cost transport services powered by blockchain. I think we just hit peak hype words, but bear with us!
    We cover:
    - How the car was the first great bundling of transport ‘jobs-to-be-done’ into a single option — kickstarting the first major productization of transport.
    - The emergence of Uber, and the shift of trips from pre-paid product to service.
    - The dynamics of vehicle fleets, and why scooter/e-bike fleets are likely to move off-balance sheet for most large operators in the near future.
    - How multimodality, especially that underpinned by micromobility, lends itself to open transport systems, and how this will give rise to token marketplaces for trips (similar to Bitcoin developer Mike Hearn’s tradenet proposal ).
    - The impact that decentralized token marketplaces will have on cities.
    It’s a conceptually dense episode as we explore the Productization-Servitization-Securitization-Tokenization (Pro-Se-Sec-To Framework?).
    1 hr 11 min
  • 16: Tokenizing the Micromobility Business Model
    On today’s episode, Horace and Oliver dig deep into the evolution of business models in transport, and how micromobility lays the foundation for the next great shift of interoperable, efficient, low-cost transport services powered by blockchain. I think we just hit peak hype words, but bear with us!
    We cover:
    - How the car was the first great bundling of transport ‘jobs-to-be-done’ into a single option — kickstarting the first major productization of transport.
    - The emergence of Uber, and the shift of trips from pre-paid product to service.
    - The dynamics of vehicle fleets, and why scooter/e-bike fleets are likely to move off-balance sheet for most large operators in the near future.
    - How multimodality, especially that underpinned by micromobility, lends itself to open transport systems, and how this will give rise to token marketplaces for trips (similar to Bitcoin developer Mike Hearn’s tradenet proposal ).
    - The impact that decentralized token marketplaces will have on cities.
    It’s a conceptually dense episode as we explore the Productization-Servitization-Securitization-Tokenization (Pro-Se-Sec-To Framework?).
    1 hr 11 min
  • 15: City Dashboards for Micromobility with Regina Clewlow of Populus
    On today’s episode, Oliver talks with Regina Clewlow (@reginaclewlow), CEO of Populus.ai about her insights gained from building micromobility data dashboards for city officials. We discuss what matters to cities, and why the rise of micromobility data will drive the changes in streetscapes across the world.
    We also discuss:
    - The new data standards emerging for operators in cities, and how this will help both operators and cities better manage fleets, and cities to develop more appropriate infrastructure.
    - The new partnership they’ve developed with Lime to monitor their LimePod car sharing in Seattle, and how that lays the foundation for fixing the tragedy of the commons problems with scooter parking.
    - The report that Populus has produced for DC looking at equity of access to dockless mobility services vs more traditional docked services and why this matters to cities.
    41 min
  • 15: City Dashboards for Micromobility with Regina Clewlow of Populus
    On today’s episode, Oliver talks with Regina Clewlow (@reginaclewlow), CEO of Populus.ai about her insights gained from building micromobility data dashboards for city officials. We discuss what matters to cities, and why the rise of micromobility data will drive the changes in streetscapes across the world.
    We also discuss:
    - The new data standards emerging for operators in cities, and how this will help both operators and cities better manage fleets, and cities to develop more appropriate infrastructure.
    - The new partnership they’ve developed with Lime to monitor their LimePod car sharing in Seattle, and how that lays the foundation for fixing the tragedy of the commons problems with scooter parking.
    - The report that Populus has produced for DC looking at equity of access to dockless mobility services vs more traditional docked services and why this matters to cities.
    41 min
  • 15: City Dashboards for Micromobility - Regina Clewlow from Populus
    On today's episode, Oliver talks with Regina Clewlow (@reginaclewlow), CEO & Co-Founder of Populus.ai about her insights gained from building micromobility data dashboards for city officials. We discuss what matters to cities, and why the rise of micromobility data will drive the changes in streetscapes across the world.
    We also discuss:
    - The new data standards emerging for operators in cities, and how this will help both operators and cities better manage fleets, and cities to develop more appropriate infrastructure.
    - The new partnership they've developed with Lime to monitor their LimePod car sharing in Seattle, and how that lays the foundation for fixing the tragedy of the commons problems with scooter parking.
    - The report that Populus has produced for DC looking at equity of access to dockless mobility services vs more traditional docked services and why this matters to cities.
    Our sponsor for the show is Joyride, a software platform that lets you launch your own bike or scooter share system under your brand, with full consumer facing apps, and backend fleet management and integrations. Check them out at Joyride.city
    41 min
  • 14: Dediu’s Law and Franchising Micromobility
    In this episode we discuss the recent Bird Platform announcement, why this was predictable given the dynamics of the market, and how franchising might evolve in the future.
    We also cover:
    - Dediu’s Law: Horace’s thesis that we’ll see 10x growth annually for the next 5-6 years in micromobility trip numbers.
    - how challenges related to social technologies like local bureaucracy/current scooter caps will be overcome.
    - The VeloMetro/Veemo shared covered trike system that has emerged in Vancouver and whether this is likely to catch on.
    Our sponsor for the show is Joyride, a software platform that lets you launch your own bike or scooter share system under your brand, with full consumer facing apps, and backend fleet management and integrations. Check them out at Joyride.city
    As always, let me know what you think on Twitter - @asymco and @oliverbruce
    47 min

About Ride AI

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The Ride AI podcast presents cutting-edge insights and meaningful conversations with the world’s top mobility technology leaders so that you learn hard-won lessons of investment and innovation.

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