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AustenAllred's profile
Austen Allred
Austen Allred
Austen Allred
Verified account
@AustenAllred

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Austen AllredVerified account

@AustenAllred

CEO @LambdaSchool (YC S17): A CS education that's free until you get a job. I have made remarks that I do not agree with.

San Francisco, CA
lambdaschool.com
Joined December 2010

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    Austen Allred‏Verified account @AustenAllred Jun 13

    How do scooter companies stop from being completely commoditized? Uber has lock in of drivers that took Lyft a long time to compete with. I’m almost definitely underthinking it but don’t know how. Thoughts?

    6:09 AM - 13 Jun 2018
    • 1 Retweet
    • 23 Likes
    • Martin Kessler Roshan Mirajkar Michael Remondi Kiren Srinivasan Hunter Owens Spencer Schneier James Burns Jesus-Miguel Vidhu Dashora
    11 replies 1 retweet 23 likes
      1. Austen Allred‏Verified account @AustenAllred Jun 13

        Why can’t I start a scooter company tomorrow, go take 8000 scooters to city x, and compete with Bird overnight? Am I missing something?

        11 replies 0 retweets 18 likes
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      1. New conversation
      2. Bryce Roberts‏ @bryce Jun 13
        Replying to @AustenAllred

        think there are less obvious network effects in software and charging than might appear on the surface.

        1 reply 0 retweets 3 likes
      3. 1 more reply
      1. Imran  ✍🏽‏ @ImrnHdr Jun 13
        Replying to @AustenAllred

        https://stratechery.com/2018/the-scooter-economy/ … I believe answers your question. Also the follow up if you are a subscriber.

        0 replies 0 retweets 2 likes
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      2. Martin Kessler‏ @kesslerio Jun 14
        Replying to @AustenAllred

        Indeed. I just don't see the same level of network effect that Uber enjoys by owning the largest driver + rider platform. Sure the co w/ most scooters in given city may become go-to app. But like you said, it's easier to push out 8k scooters than recruiting 8k drivers.

        1 reply 0 retweets 0 likes
      3. Martin Kessler‏ @kesslerio Jun 14
        Replying to @kesslerio @AustenAllred

        Scooters are also way more visible/discoverable and branded since they don't come to you like an Uber which often looks like any other car. Odds are you will see multiple competing scooter brands in one place.

        0 replies 0 retweets 0 likes
      4. End of conversation
      1. Daniel Wang‏ @ddwang Jun 13
        Replying to @AustenAllred

        think the core idea of pmt for charging/rebalancing is not getting enough mentions. it's now a 2-sided marketplace, harder for competitors to enter

        0 replies 0 retweets 0 likes
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      1. Guy Friedman‏ @guyfriedman Jun 13
        Replying to @AustenAllred

        I guess they believe there really is a first mover if you saturate a city. If they drop 10,000 scooters in St Louis, probably precludes the competitor.

        0 replies 0 retweets 0 likes
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      2. Charlie Ward‏ @charlierward Jun 13
        Replying to @AustenAllred

        All other things being equal, first scooter company with app on homescreen wins. It’ll probably just be Uber. They can ship an update instead of requiring a new app download.

        1 reply 0 retweets 0 likes
      3. Charlie Ward‏ @charlierward Jun 13
        Replying to @charlierward @AustenAllred

        In reality, Uber also have: - world class on demand experience - mainstream brand equity - enough cash to bleed out their competitors / maybe undercut them at a loss to do so The scooter startup race is a beauty contest for who can get acquired by Uber & Lyft the quickest imo.

        1 reply 0 retweets 0 likes
      4. Charlie Ward‏ @charlierward Jun 13
        Replying to @charlierward @AustenAllred

        Uber acquiring Jump (electrify bikes) and working on Elevate shows their looking to dominate multiple forms of on demand transport.

        0 replies 0 retweets 0 likes
      5. End of conversation
      1. Tanner Rhodes‏ @TannerRhodes Jun 13
        Replying to @AustenAllred

        I'm guessing 1) Licensing as a potentially big barrier to entry and 2) platforms rising as winners start to emerge. Platforms with good (and lots of) data will likely be able to monetize that data very effectively which could help to significantly subsidize their costs

        0 replies 0 retweets 0 likes
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      1. JSON the Arrrghonaut‏ @mwotton Jun 13
        Replying to @AustenAllred

        that's a good point - it's a one-sided market. all i can think of are economies of scale wrt negotiating with local governments & engineering, but they're not strong arguments.

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