>> then they lfyt you, then you win Seriously though, I think mobility network effects can be overcome because they're inherently local, and they're "attackabl

>> then they lfyt you, then you win Seriously though, I think mobility network effects can be overcome because they're inherently local, and they're "attackable" because there's decreasing returns to scale. Average distance to nearest ride tails off pretty sharply. Obviously not as weak a moat as scooters though, because it's still very capital intensive. The first-mover also incurs some regulatory cost and rider suspicion the followers might not, too. Still, it's an enviable position to be in.