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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 Sep 22

    Austen Allred Retweeted Lime

    10 million rides. Started to really hit scale not long ago. Must be an insane growth rate. Average price per ride: a few dollars. A scooter pays for itself in less than a month. It actually makes complete sense scooter companies are raising $100m. They print money.https://twitter.com/limebike/status/1042816455664754688 …

    Austen Allred added,

    0:40
    LimeVerified account @limebike
    10M+ rides... And not a single one, without you. Here's to the next 10 ;) 🎉 🍾 🚲 🔋 🥂 🎉 🎥 #CitrusGotReal #ThankYou pic.twitter.com/ZS6gFl1rW0
    5:37 AM - 22 Sep 2018
    • 15 Retweets
    • 194 Likes
    • RoundMapper Kyle Vine J Close Devil's compiler Jack Nash Murali sankar Denny Gennady Simanovsky Gonzalo Beviglia
    8 replies 15 retweets 194 likes
      1. Austen Allred‏Verified account @AustenAllred Sep 22

        Let’s say an average $3/ride. Bird just hit 10 million rides in its first year. Probably growing exponentially. Non-existent to $30 million in revenue in one year. And that’s probably very conservative. Unit economics seem extremely healthy. I’d invest $100m too.

        6 replies 5 retweets 58 likes
        Show this thread
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      1. New conversation
      2. Andreas Klinger  ✌️‏Verified account @andreasklinger Sep 22
        Replying to @AustenAllred

        @nickabouzeid what do you think will ultimately be the deciding factor for the winner?

        1 reply 0 retweets 2 likes
      3. Nick Abouzeid‏Verified account @nickabouzeid Sep 22
        Replying to @andreasklinger @AustenAllred

        At this point, regulatory capture (permits, approvals) is the only defensible longterm strategy that will let Bird/Lime/Skip/Scoot etc compete with Uber/Lyft scooters (which win in a perfectly competitive market)

        2 replies 0 retweets 7 likes
      4. Athena Kan‏ @kan_academy Sep 22
        Replying to @nickabouzeid @andreasklinger @AustenAllred

        Depending on regulatory capture will slow and fragment the growth of the market though. I’d say brand is an underrated defensible strategy here

        2 replies 0 retweets 5 likes
      5. Aatish Nayak‏ @nayakkayak Sep 22
        Replying to @kan_academy @nickabouzeid and

        Brand + First To Market are defensible strategies. But, supply availability and redistribution is an underrated difficult problem. Whoever figures out incentive structures and unit economics to pay chargers at scale will have the upper hand

        1 reply 0 retweets 1 like
      6. Nick Abouzeid‏Verified account @nickabouzeid Sep 22
        Replying to @nayakkayak @kan_academy and

        I disagree on Brand. Pending multiple options, people will pick their favorite, but end of day.. If only one provider is available, they win

        1 reply 0 retweets 2 likes
      7. Paul Frazier‏ @pfrazier Sep 22
        Replying to @nickabouzeid @nayakkayak and

        This for days. Even if I prefer lime, if there isn’t one near by it’s a game of finding the company that can give me something to ride now.

        0 replies 0 retweets 3 likes
      8. End of conversation
      1. Mac McLeod‏ @MacMcLeod4 Sep 22
        Replying to @AustenAllred

        The whole “SV has gone nuts” in regards to these companies never made sense. Anyone whose ever walked in a big city knows how valuable these companies are

        0 replies 0 retweets 2 likes
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      1. Geoffrey‏ @GarrulousGeoff Sep 22
        Replying to @AustenAllred

        The big complaint you hear about is defensibility. What's stopping whoever from buying a bunch of scooters from china and spinning up a competitor?

        0 replies 0 retweets 1 like
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      1. Tristan Homsi‏ @homsiT Sep 22
        Replying to @AustenAllred

        Tbt to “what is sequoia thinking??” (With Bird) Maybe they actually knew what they were doing 🤔

        0 replies 0 retweets 1 like
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      1. Brian Breslin‏ @brianbreslin Sep 22
        Replying to @AustenAllred

        Does SoftBank come in and buy a couple and merge them + buy a spare Foxconn factory to build the scooters?

        0 replies 0 retweets 0 likes
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      1. Adam Lee‏ @AdamLeeBG Sep 22
        Replying to @AustenAllred

        That’s a lot of #limejuice

        0 replies 0 retweets 0 likes
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      1. Douglas Frank‏ @dpfrank07 Sep 22
        Replying to @AustenAllred

        If all true, there must be some serious regional contract (licensing?) battles, lest the vendors dilute themselves to death in rapid fashion.

        0 replies 0 retweets 0 likes
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