VanderZanden posted a revenue plot that shows that the first quarter was indeed terrible, but that revenue rebounded very strongly in the second quarter: https

VanderZanden posted a revenue plot that shows that the first quarter was indeed terrible, but that revenue rebounded very strongly in the second quarter: https://twitter.com/travisv/status/1149762561807548416 https://twitter.com/travisv/status/1149762561807548416 As he puts it: "It's def a seasonal business and we weren't diversified in the southern hemisphere last year. We will be this year." Startup founders tend to be notoriously optimistic, but this explanation sounded pretty plausible to me. The other tweets in this thread also to me are evidence that he has a pretty decent grasp of the economics of his business and has a plan to take it to profitability without relying on assumptions of e.g. self driving robots picking up scooters built from free titanium.