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?
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You are missing the vast sums of capital with nowhere to earn a return. Interest rates are so low that lending it doesn’t make sense. Might as well try some crazy shit.
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One really excellent place to allocate capital is investing in Lambda School students ;)
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:) luckily Ryan has done that
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How long do you have to wait after a fundraise to fundraise again in 2018? 3 weeks? 3x valuation bump? Judging what I see that’s about right
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I suspect that the business is much more operationally intense than software people model it as and that the true margins on a one-city operation don’t pay for the e.g. engineering team you need to staff to play ball.
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High capex. Fundraising becomes a competitive advantage
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High capex relative to software but literally everything has high capex relative to software. If you compared it to e.g. real estate development it’s almost laughably low. I think if there is a barrier it’s going to be “hands on atoms eat the margins; brains and bits go hungry.”
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No. In Charlotte, Bird and Lime are competing and Lime literally just poured in another couple hundred scooters in the past day or so and has already gained an advantage over Bird. And Lime is funding as well as Bird.
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Initial lock-in of users based on which app they downloaded. Most people don’t want 4 scooter apps, will probably just stick with first one downloaded.
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I wonder how much of it is premised on controlling demand in the form of making the scooters part of a larger transportation network - if you use Uber for car service, you'll use Uber scooters too.
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Building habits among users probably matters too - when rides are that cheap there's less of an incentive to shop around if you're already used to using a particular provider that you know has a large and reliable network.
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The biggest misunderstanding of Uber’s moats is the assumption that it’s the supply-side first mover and capital and advantage that mattered. It’s always been the demand-side that gave Uber the edge and why the 2017 brand/reputation crisis was so devastating to the business
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Maybe it’s the data you generate on your users to have scooters there for them when/where they need them.
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Need to convince users to download a new app instead of riding a Bird with the app they've already installed and are familiar with?
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Not a strong argument - but saw some claim that cities will limit the number of scooters, so first mover advantage counts.
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That's the main Q most have. Repairs and install base is ususlly named as counter arg. But meh
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