Scooters, Clear Lanes, And Permissionless Innovation
Haystack
AUGUST 31, 2018
It’s been a summer of change. I had been meaning for weeks to write a longer post on scooters, as an attempt to collect my thoughts on the topic, specifically around the market size, unit economics, and defensibility– but life got in the way. (Perhaps one day I will write that post.). Let me state upfront that I am pro-scooters. It is incredible to see the category explode onto the scene, it is incredible to see consumer demand for getting from Point A to Point B, and yet consumers d
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