Their costs are higher than just the scooters. Not intimately familiar with either business, but I'd expect the scooters themselves to be on of the smaller cost

Their costs are higher than just the scooters. Not intimately familiar with either business, but I'd expect the scooters themselves to be on of the smaller costs. The infrastructure to charge them I'd expect to be one of the bigger ones, at least early on. Maybe on an on-going basis if that requires people to go retrieve scooters, etc. And I'd want a proprietary lock long before theft had actually eliminated my entire margin.