IMO, both wrong. Hotz right. :) Regulation can't be true, because escooter rentals boomed and busted in hundreds of cities around the world. All different regu

IMO, both wrong. Hotz right. :) Regulation can't be true, because escooter rentals boomed and busted in hundreds of cities around the world. All different regulatory angles tried. The other points (infrasture, convenience, etc.) are not relevant. Scooter rentals didn't fail because they were unpopular. They were popular, whatever the shortcomings. Demand exists. The problem is the business model. Maybe it can be run sustainably, but it can't be run very profitably. It's not going to generate enough cash to fund exponential growth and profit margins are disciplined by a market. There's no shortage of desire to bring tech's business models, funding models, norms and mentality to other areas. Why not bus companies? Why not wework? There has been a lot of this recently. Inevitably, these companies encounter some difficult realities. The localized monopolies, zero marginal cost and zero capital of software businesses are requirements for many of those industries' norms. Those norms often don't work, once standard elements of "perfect markets" are brought in.