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I agree there isn't a great one, but there are some small ones. You could get to scale quickly and become the default to check. So just habit. Regulation, as
by joshe 8y ago
I agree there isn't a great one, but there are some small ones.
You could get to scale quickly and become the default to check. So just habit.
Regulation, as cities clamp down on scooters they will probably entrench the first entrants.
Stable oligopolies have very nice margins, you don't have to be a pure monopoly.
Also at scale you can experiment until you actually find a moat. For example Uber/Lyft don't really have that big a moat, you'd just need a couple thousand drivers to compete in a city.
But with a big market share they get to figure out Lyft line (multiple pickup for shared rides), Lyft shuttle (fixed route, shared rides), Uber express pool (gather for shared rides), Uber pool (multiple pickup for shared rides). These each need a lot of existing customers to work, so to compete you'd need 2000 drivers + 50,000 customers.