I think the biggest threat to these businesses is municipal. Maybe they don't go dock-less but this might be cheaper than supporting under utilized bus lines at

I think the biggest threat to these businesses is municipal. Maybe they don't go dock-less but this might be cheaper than supporting under utilized bus lines at the same cost for consumer without all the waiting. Obviously this is much more applicable to warm weather climates but it seems these will put the bike shares out of business. Interesting to see how it pans out...