Ride AI

This week, Oliver interviews Michael Granoff, partner at Maniv Mobility, an early stage investment firm specialising in transport technologies including micromobility. Michael has been around the mobility space a long time, and we had a great discussion about the boom and bust nature of new transport tech. Specifically, we talk about:  - Michael’s background, his journey through energy security and getting into electrification of mobility, involvement with Better Place, and subsequent founding of Maniv Mobility - How his thesis has changed over time from electric, to autonomous to micromobility - Discussion about their existing investments, including Phantom Auto, Bolt Bikes and one of our most popular episodes to date: Revel, and what was compelling about each.  - How to accelerate the development of infrastructure suited to micromobility.  - What he agrees and disagrees about with Horace’s thesis.  - Which city is the leader for micromobility and why New York is still undoing the mess from Robert Moses, the Power Broker who ran infrastructure from the 1920s-1960s in the USA. Note that this was recorded pre-the COVID19 outbreak. I’m looking forward to having him back on at some point in the future to discuss the impacts.

This week Horace joins Oliver to riff on a recent mental model for thinking about the job to be done of micromobility, involving escalators, elevators and stairs. It’s Horace at his best - conceptual, funny, insightful as always.  Specifically we cover:  - Which customers pick escalators vs elevators vs stairs, and what insight that might provide to the job to be done of micromobility. - The importance of ‘earning’ an experience - Why Horace thinks that customers who climb escalators are the best customers. - The importance of escalators in the architecture that they enabled. - How the impact of regulation will impact on vehicle design. - The importance of design and brand in solving the job to be done beyond simply A to B travel. - Horace’s travel tip for Terminal 5 at Heathrow.

This week Oliver interviews journalist David Zipper again (following his appearance on Episode 32) about the latest in the war over mobility data that is being played out between cities and shared micromobility operators. David Zipper is currently a Visiting Fellow at the Harvard Kennedy School's Taubman Center for State and Local Government, where he examines the interplay between urban policy and new mobility technologies. From 2013 to 2017 David was the Managing Director for Smart Cities and Mobility at 1776, a global entrepreneurial hub with over 1,300 member startups and is still a Partner in the 1776 Seed Fund and consults with startups including Optibus, Tortoise, and TransitScreen to help shape their regulatory strategies. David has written a number of articles in Slate, CityLab, Fast Company and The Atlantic covering, among other things, the rise and ongoing saga of the Mobility Data Specification which we see as one of the building blocks to supercharge micromobility’s growth, and underpin the future operating systems for mobility in our cities. In this episode, we dig into: - A recap of the Mobility Data Specifications, and why it is significant to cities and why micromobility is really the thin edge of the wedge when it comes to important data from shared mobility operators. - The latest in the battle over real-time data requirements vs privacy advocates, and the players on each side. - More details on the Uber <> LADOT stoush. - The development of the Open Mobility Foundation in the last 6 months, how taking the standard out of the LADOT has impacted adoption/development and the politics of the board members. - The impact of Europe’s massive growth in micromobility, their pursuit of differing standards, and whether MDS has any value to add there. - Why the slow progress on these standards has created gaps that are being filled by startups, including Iomob and Token Transit. (Disclosure: Oliver and David advise them respectively)

This week Oliver interviews Colin Roche from Swiftmile. Shared scooters cluttering up the streets is one of these things that have largely been discounted in the hype of the recent explosion of these new vehicles. The Swiftmile team build scooter parking infrastructure and in this episode with Colin, Oliver’s initial skepticism is assuaged as he learns of the importance of the work that they’re doing in the ecosystem. This conversation really enlightening, and I really hope that you do to.  Specifically we dig into: - the history of Swiftmile and how they got into making ‘the gas stations of the future’ - How they pivoted after the initial scooter explosion - The benefits of agnostic charger infrastructure to both cities and operators - How and where this infrastructure is being deployed - Why scooter parking is an important part of the puzzle to social acceptance - How they’re monetizing their offerings Cheers!

This week we have a timely episode with Horace being interviewed by Katie Zandbergen on The Disruptive Voice - a podcast produced by The Forum for Growth & Innovation at Harvard business School a few days after the passing of Clay Christensen. Horace strikes a reflective tone - it’s a great episode that goes into the core of why micromobility is really disruptive assessed against the theory that Clay proposed. For those who are more into the theoretical, this is a wonderful episode. Specifically, they cover: - The impact that Clay had on how Horace viewed the world. - How Horace ended up finding micromobility through this efforts to study disruptive innovation in the auto sector by rethinking through the job that the car was hired to do into trips rather than vehicles, and how that need could be better served by the performance of smaller form factor vehicles. - Why micromobility lends itself to the benefits of software platforms allowing it to iterate faster vs incumbent producers of vehicles. - Horace runs through the paradox of mobility - we use overserving big vehicles for small trips. - Why Horace believes that this market will move towards a franchised model of shared systems, and how this market will develop as the technology and operations improve. - Why micromobility will serve as a bottom up disruption in the majority of the rapidly urbanising African and Indian cities. - Why parking and land use allocation in many cities will change away from parking to better, more economically valuable forms of transport with the rise of micromobility. - Why Horace is involved with Bond Mobility, and his rationale behind the premium end of Micromobility. - Why Horace dedicates all of his work in Micromobility to Clay’s influence. Also, for those of you who are fans of Clay, you’ll know that he holds a special place in our heart here. He’s obviously been a massive influence on Horace and Oliver and how they see the world. If you want to hear one of the best interviews Horace has ever done, we recommend going to check out the interview he did with Clayton on the Critical Path (episode 36) back in 2012, discussing the book ‘How Will You Measure Your Life’. It’s a poignant listen, and a beautiful embodiment of a teacher-student relationship.

This week, Oliver interviews Kevin Talbot (@Talbot), a General Partner at Relay Ventures, a VC firm based between the Bay Area and Toronto, who are investors in Bird, Populus and Bird Canada, among others. It is a great interview with Kevin about how they’re thinking about micromobility investments and the wider context of venture capital in this Softbank dominated world. Specifically, we dig into: - how you got into VC/joined Relay Ventures - His thesis at the firm and why they're interested in micromobility. - How they work with their portfolio companies, including former podcast guests Regina Clewlow from Populus. - How the landscape for micromobility has changed from the early days of their investment in Bird - including business models, regulatory landscapes and supply chains. - We talk about the Bird Canada venture - what it is, why it was formed, the market for micromobility in Canada and where they're seeing early traction. - How capital formation in the micromobility sector is interacting with cities, and whether he think this will ever be anything other than messy. - How their firm is thinking through owned vs. shared, and hardware vs. software investments. - What you'd recommend to entrepreneurs getting into the micromobility space - Bonus: his take on micromobility autonomy, and the promise and challenges in this space. It's a great interview!

This week Oliver interviews Sanjay Dastoor, one of the founders of Boosted Boards and subsequently Skip, who operate a shared scooter service in DC. Sanjay has been around this space longer than pretty much anyone, and has a wealth of insight and experience that were a joy to unpack. Unfortunately, the audio cut a little for Sanjay right at the beginning but we kick off right where it picks up. Specifically we cover: - Sanjay's journey as a Micromobility OG starting Boosted Boards and then on to Skip - his original motivations, how your thinking has evolved, and lessons learned about what works and doesn’t. - How he's thinking about the current shared scooter space in terms of business models and regulatory response, as well as a discussion about Skip’s foray into subscription models - We dig into the challenges that Skip have faced in San Francisco and the bidding processes. We talk about what if anything could have improved it, and why Sanjay sympathizes with the city officials for the outcomes. - We talk about vehicle design, and the opportunities and challenges for shared vehicle design and what he thinks is coming - How Sanjay thinks through shared vs. leased vs. rented vehicles and reflects on what works and doesn't - We discuss where and why legacy regulations will result in highly specific solutions for different geographies. - We talk through capital efficiency in operations, why it’s important, and what creative destruction in this space looks like - Sanjay's thoughts/critiques on Horace’s thesis around micromobility, including the interplay between hardware and operating systems

This week, Horace joins Oliver on the podcast to talk about hype cycles, capital formation and transport funding patterns historically, and what we can learn from them about the micromobility space now.  Specifically:  The parallels between the hype cycles for MP3 players, the internet and personal computers vs. micromobility. The perils of ‘being early’ in large scale technology adoptions.  The history of funding for the auto, railway and canal sectors transport systems, and parallels to micromobility and the infrastructure required. Why pioneers for traditional transport innovations largely end up with arrows in their back.  Why we’re unlikely to see large scale infrastructure deployments like we used to in democratic countries.

This week, Oliver interviews Joe Kraus, President of Lime. Lime are the largest players in the shared micromobility space globally, and this episode has been a long time coming. It was awesome to get Joe on to talk about their history and plans, the state of the industry and business model, regulation, the challenge of climate change and where micromobility can assist. Joe is an awesome guest, and in a world of hype, keeps a very level head about the potential of this space. This episode is well suited to investors, operators and regulators interested in hearing about why the opportunity Lime/the wider industry offers is far more than just a few scooters on the street.  Specifically we dig into:  - Lime’s history coming out of 2016 Chinese bikeshare bubble, the move into scooters and rapid growth of that business.  - The Google Ventures investment and how Joe came to be involved. - Joe’s thoughts on business model evolution and how the market will shake out in the short/medium term, especially around a global player vs local competitors.  - We dig into regulation, and whether there are parallels to other global/local companies and traditional public transport funding/operation models.  - We discuss Lime's policy/operations challenges, using the example of Auckland, New Zealand, where wheel locking issue/death on a scooter lost them the licence in the following round. We talk about how the binary nature of the businesses ability to operate impacts the structure they have for operations/policy teams to ensure they have sufficient local agency to be responsive.  - We talk about the missing gap of a micromobility industry association in terms of advocacy, research and lobbying and what needs to happen to make this a reality. - We talk about how Lime is working to avoid the mistakes that Mobike and Ofo made in the Chinese bikeshare bubble, and Joe’s plans to ensure that Lime stays afloat and relevant for the long term. - We discuss the Call to the Industry that Joe made in Berlin regarding safety, climate and equity of access, and dig in on climate change, and what Lime can/is doing to help push that conversation forward. - We talk about Lime’s plans to reach the next few billion riders, especially in the developing world, and what is needed to make that a reality. It’s one of our best interviews to date - highly recommend checking it out.  Joe will also be speaking at the upcoming the Micromobility America summit coming up April 22-23 in Richmond in the Bay Area. It’ll be an amazing event - we will have industry leaders from all over the world there speaking about the best new ideas in this burgeoning industry. Check out the website (micromobility.io) to get tickets.

This week, Oliver interviews Emily Castor Warren, one of the first employees at Lyft and then Lime in the policy space. We have an amazing conversation about the history of rideshare and micromobility, especially as it pertains to regulation, and where operators are getting it right and wrong. Emily is currently working with Fontinalis, a VC firm investing the future of mobility. She has some of the deepest experience in the weeds with regulating new mobility, and yet at the same time able to see the massive wider vision of possibility for this. It’s a great interview. Specifically we dig into: * Her experience as one of the first employees at Lyft, her interest in ride hailing and how she saw the conversation re: cities and technology shift over the 5.5 years she was at Lyft. * Her view on the quickly shifting regulatory landscape of micromobility, and what the likely predictable outcomes are 12-24 months from now re: particular business models. * Her post-Lime life working with VC at Fontinalis (the Ford Family Venture arm) and how they, and the wider industry, are thinking about the policy and regulatory implications of their investments. * What areas she’s excited to see technology disrupt in the transport/mobility space and why * Where the upcoming challenges for micromobility are coming from in the regulatory space including enforcement, new vehicle types, micromobility autonomy (she’s less bullish than Oliver!), speed of infrastructure adaptation and more. * What she’d recommend entrepreneurs think about when looking to build companies in the mobility/transport space.