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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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?
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Replying to @Austen @AustenAllred
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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Replying to @patio11 @AustenAllred
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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