

Bird Goes Bankrupt. What Company Will Blink Next?
Dec 22, 2023
In an emergency podcast episode, guest Prabin Joel Jones and James Gross discuss Bird's bankruptcy and the challenges faced by shared micromobility companies. They explore the implications for the industry and opportunities for new companies. Topics include market entry strategies, scooter lifespan, competitive advantages, and potential acquisitions.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 3min
Bird's Financial Struggles and Acquisition of Spin
02:49 • 25min
Entering a New Market and Ideal Contract Length
27:46 • 6min
Exploring the Shelf Life of Scooters and How It is Defined
33:19 • 2min
The Competitive Advantage of Old vs New Scooters in the Micromobility Industry
34:59 • 8min
Analyzing Lift's Financials and Other Public Companies in the Micro-Mobility Industry
43:25 • 2min
The Potential Acquisition of Bird
45:43 • 13min
Leveraging Owned Micro-Mobility Companies for Customer Acquisition
58:48 • 7min