Ride AI - podcast cover

Ride AI

Sophia Tung and James Grosswww.rideai.org
The Ride AI podcast presents cutting-edge insights and meaningful conversations with the world’s top mobility technology leaders so that you learn hard-won lessons of investment and innovation. Ride AI is hosted by Ed Niedermeyer an American author and analyst who focuses on the automotive industry and mobility innovation. Co-hosts include Horace Dediu, Oliver Bruce and James Gross.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

93: Reviewing the Origins of Micromobility As a Disruptive Force

Horace rejoins Oliver on the podcast to revisit the original reasons that Horace started looking at micromobility, and identified it as a disruptive innovation. It covers the context of the research that he was doing at the time, and why it meets the theoretical and anecdotal indicators that it’s going to change the way that we think about transport. Specifically we dig into: ⁃ Horace’s research into the auto market, and why he didn’t think that the shared, electric autonomy that was all hype in...

Oct 23, 20201 hr 9 min

92: A Heavy Micromobility Update (plus, is Tesla actually disruptive?)

This week Oliver is joined by Horace for an update and discussion on heavy micromobility, including a recent video interview of Sandy Munro, the automotive engineering guru, and Mark Frohnmayer, CEO of Arcimoto talking about their three wheeled electric auto-cycle [https://www.youtube.com/watch?v=oC2Y6aA67Rk]. Mark has been a guest on the podcast in the past in episode 46 and Micromobility Industries are big fans of what they’re doing. Finally, they circle back on the age old question of whether...

Oct 08, 202056 min

91: The second mover advantage manifest: talking to Paul Steely White of LINK/SuperPedestrian

Today Oliver interviews Paul Steely White, head of Policy at Link by Superpedestrian. We had Assaf Bidermaan, the CEO of Superpedestrian on last year to talk about their new scooter, but that was before they launched Link and recently won one of the Seattle scooter permits. The second mover advantage in this space continues to become clearer and it was great to dig into this. Paul has been around the micromobility/bike advocacy traps a long time first at Transportation Alternatives, then Bird an...

Oct 01, 202053 min

90: Micromobility's Sweetspot - talking Electric Rickshaws in India with ThreeWheelsUnited CEO, Cedrick Tandong

In one of his favourite interviews to date, Oliver interviews Cedrick Tandong, CEO of ThreeWheelsUnited, a electric rickshaw or tuktuk financing and operations company based in Bangalore, India. With over 3000 tuktuks on the road, partnerships with the largest local manufacturers, Uber partnership and more, Cedrick and the team have found the sweet spot for Micromobility in what is a fascinating local niche. Specifically they dig into: * What is ThreeWheelsUnited and the multiple sides of the bu...

Sep 16, 202056 min

89: The fascinating, undiscovered world of the GBFS micromobility data formats

Micromobility data standards are the rails new micromobility juggernauts will be built on. In this episode, Oliver interviews Sam Herr, Executive Director of North American Bikeshare Association (NABSA), and Heidi Gennin, Shared Mobility Product Manager at Mobility Data, about the Generalized Bikeshare Feed Specification (GBFS) data format. Admittedly, it sounds dry, and yet, it’s a fascinating episode, with Heidi and Sam doing a great job explaining both what it is and why something as simple a...

Sep 10, 202048 min

88: Revisiting High-End Shared Micromobility - The Bond Model with CEO, Raoul Stöckle

Exciting episode today with Oliver interviewing Raoul Stöckle, CEO of Bond. Horace and Oliver originally interviewed Corinne Vogel, their COO on as one of the first interviews in 2018 when the company was Smide, but with the recent announcement of a partnership with FreeNow and launches in a number of new cities in Europe, it was time to have them on again to discuss how their approach of high end shared Micromobility is going and why it’s different. Specifically: - The Bond model of high end Mi...

Sep 03, 202052 min

87: Talking subscriptions and premium brands with David Hyman, CEO of Unagi Scooters

This week Oliver interviews David Hyman, CEO of Unagi Scooters about their new subscription service, Unagi All Access, as well as a wider discussion about the state of owned micromobility and the vehicles therein. It’s a great conversation - David’s got a great perspective on the industry, backed up with studies commissioned from the Haas Business School about the opportunity for scooters beyond just renting them via shared schemes like Lime and Bird. Hope you enjoy! Specifically, they dig into:...

Aug 27, 202051 min

86: Measuring Micromobility and Talking Hypercars

This week Horace returns with Oliver for a great discussion about why what we measure in micromobility, and transport in general, matters so much. They also dig into the recent announcement of the T50 supercar from Gordon Murray, and explain why they, two micromobiltiy nerds, got so excited about a preposterously expensive car. Specifically they dig into: - The history of the rise and fall of infrastructures - Why what we measure about transport - be it track length, unit sales, passenger kilome...

Aug 20, 20201 hr 1 min

85: The Dott Model - talking European micromobility with co-founders Maxim Romain and Henri Moissinac

This week Oliver interviews Henri Moissinac and Maxim Romain, co-founders of Dott. Dott are interesting - they’ve done things differently since they launched, kept their head down and stayed relatively unknown in wider micromobility circles. That is until they won the tender for Paris and Lyon recently, and asserted themselves as a player to really be taken seriously in the Pan-European micromobility landscape. In this interview they talk about: - The origins of Dott, and Roman and Henri’s histo...

Aug 13, 202048 min

84: Designing cities for Micromobility with Skye Duncan, Global Designing Cities Initiative at NACTO

This week Oliver interviews Skye Duncan, a fellow Kiwi who has gone on to lead the Global Designing Cities Initiative at the National Association of City Transportation Officials. Skye is a wealth of knowledge about how infrastructure and space allocation decisions get made on streets around the world, and how micromobility can impacts those habitats to achieve transport outcomes. It was a great conversation - they both really enjoyed this conversation and hope you do too. Specifically they dig ...

Aug 06, 20201 hr 1 min

83: The War On Cars - Talking with Doug Gordon

This week we releasing a recent conversation between Oliver and Doug Gordon from the popular War on Cars podcast that we did as a Micromobility Membership (TripleM) webinar. Philosophically aligned, Oliver and Doug talk about COVID, urbanism and the intersection of infrastructure and technology. This was a fun conversation. Specifically they dig into: - What we’re seeing globally and in NYC in response to the COVID epidemic. - How much (or not) COVID is an opportunity to further the micromobilit...

Jul 30, 202058 min

82: The biggest bikeshare in America - talking with Laura Fox, Lyft's General Manager for Citi Bike in New York

This week Oliver interviews Laura Fox, Lyft's General Manager for Citi Bike in New York. Laura has an incredible background with stints in Qatar, working on Mexico cities planning regulations, time at Sidewalk Labs, and as editor for one of the best books on urban planning and economics we’ve found, Order by Design by Alain Bertaud, all of which is discussed, before digging in to the nitty gritty details of Citibike in NYC. This was a great episode - Laura is an amazing thinker and you’ll get a ...

Jul 23, 20201 hr 7 min

81: Markets for Trust - why blockchains matter with Horace Dediu and Anders Brownworth

Something a bit different this week. Horace and Oliver host Anders Brownworth, co-host of the Critical Path, to talk about crypto, blockchains and markets for trust. Anders’ background working in telecom, finance and then crypto (developing USDC and now working at the Federal Reserve) give him a unique perspective. As Horace, Oliver and he break down what programmable trust can mean for markets, government and society. This came out of a discussion following a Micromobility podcast recording tal...

Jul 16, 20201 hr 16 min

80: Decarbonizing Transport with Andrew Salzberg, Loeb Fellow and former Head of Transportation Policy at Uber

This week Oliver interviews Andrew Salzberg, former head of Transportation Policy at Uber, and now a Loeb Fellow at Harvard about his work in radically decarbonising transport. Oliver worked with Andrew at Uber, and he’s been thinking about the intersection between climate, transportation and technology longer than most. It’s a great conversation touching on the challenge ahead and opportunities that abound. Specifically, they dig into: - his work at TfL, the World Bank and Uber and then now, fo...

Jul 09, 202058 min

79: The agile incumbent: talking e-bikes with Ian Kenny and Chris Yu of Specialized

This week, Oliver interviews Chris Yu, Chief Product & Innovation Officer and Ian Kenny, global marketing for the Turbo e-bike brand at Specialized. They talk about how incumbent bike manufacturers are thinking of electrification, how that’s changing how the company is thinking about the job-to-be-done for their customers and what role companies like Specialized can play in the discussion to push Micromobility forward. Specifically, they dig into: - what differentiates the Specialized brand ...

Jul 02, 20201 hr 2 min

78: Products vs Platforms: the end of the Segway and the start of Apple in Micromobility

This week Horace joins Oliver to talk about the news that Segway has ended production of the PT and the new announcements from Apple and how they pertain to Micromobility. They also trial a news segment at the beginning of the show. Specifically they dig into: - What didn’t work about the Segway, and comparable failures in history - The risks of over engineering products without feedback or specifically only asking for feedback from B2B customers when trying to build a general appeal product. - ...

Jun 25, 20201 hr 5 min

77: Talking the future of Mobility-As-A-Service with Jake Sion, COO of Transit

This week Oliver interviews Jake Sion, COO of Transit. We talk micromobility, mobility as a service and the interplay between the two as well as the wider mobility landscape and how software can infuse intelligence into it. After last weeks’ discussion on Adwords, Google maps and mobility, it’s a topical discussion. Specifically, they cover: - Transit - what they do, services they integrate with, number of cities, and who they consider their customers. - How Jake sees the landscape for mobility ...

Jun 18, 202049 min

76: Ebikes, Maps and Adword Dystopia

This week Horace joins Oliver for a discussion about ebikes and the state of micromobility, including which potential other potential players might want to get into the industry. This leads to a discussion about the job-to-be-done of maps, and Horace’s dystopian warning that they will end up as the browser of the mobile era. Specifically they dig into: - How e-bike sales have been doing during COVID - The current structure of the industry for standard bikes and ebikes, including where the margin...

Jun 12, 20201 hr 3 min

75: A trip down memory lane with Jump founder, Ryan Rzepecki

This week we share a recent TripleM webinar where Oliver interviews Ryan Rzepecki. Ryan was the founder of Jump which sold to Uber and as of a few weeks ago, was sold to Lime. Ryan is a wealth of knowledge and understands this space inside and out. It’s a great discussion. Specifically, they dig into: - The Social Bike / Jump journey story including how it started, pivoted and what Ryan learnt along the way - The behind the scenes story - the highlights, lowlights and things people were not so p...

Jun 05, 20201 hr 6 min

74: Vanmoof Again! - Talking S3/X3 with CEO Taco Carlier

Today Oliver interviews Taco Carlier, CEO of Vanmoof, about the recently released S3/X3 bikes and the company’s recent venture fundraise. They’re one of the largest and fastest growing urban bike manufacturers globally, and this was a great discussion about the state of the industry in these tough COVID times. Specifically they dig into: - A summary of Vanmoof for those that haven't had a chance to listen to the last podcast, including their brand and design strategy, as well as basic facts abou...

May 28, 202059 min

73: A Slow and Steady Approach to Micromobility - Ben Bear from Spin

This week Oliver interviews Ben Bear, Chief Business Officer at Spin, the micromobility company backed by Ford and which operate in 65 markets across the US. They dig into their service and how they’re different from others in the industry. It’s a great discussion - Spin really come across as a the tortoise in an industry of hares. With micromobility adoption being a long term prospect their focus on sustainability for what will inevitably be a decades long play is an interesting counter to othe...

May 21, 202041 min

72: Micromobility, pricing, politics and Friedrich Hayek

Horace and Oliver have a great discussion on the philosophical underpinnings of price signals going back to Freidrich Hayek and how price works to coordinate activity in society. They discuss how micromobility suffers from market manipulation for its infrastructure and manufacturing and how road space allocation is currently misaligned to how it’s valued as real estate. It’s Horace at his best - philosophical, paring theory to reality, and giving us all new frameworks to think about how the worl...

May 14, 202053 min

71: Recode's Kara Swisher being interviewed by Felix Salmon on post-car travel/micromobility

On this episode of the Micromobility Podcast, we publish an episode from the recent Micromobility Membership call where we had Axios Reporter Felix Salmon interview Kara Swisher, Editor at Recode about her pledge to go car-free for a year, and her thoughts about the development of the micromobility space. It’s a great discussion. Specifically, they dig into: - Her choice to get rid of a car, and how that’s gone over the last year. - The challenges of using Micromobility with a young child, and w...

May 08, 202059 min

70: Micromobility operations with industry veteran Tarani Duncan - ex-Citibike, Jump and Mapbox

This week, Oliver interviews micromobility industry veteran Tarani Duncan about her journey and views on the development of the micromobility industry. She’s a fount of knowledge, and this was a really fun discussion on the history of the space. Specifically we dig into: - Her childhood and study in New Orleans, and how that led her to studying transport - Her early days in operations fixing the early NYC Citibike system - Joining the team at Social Bicycles, which became Jump, including a discu...

Apr 30, 202054 min

69: The largest micromobility manufacturer in the world - Tony Ho of Segway/Ninebot

This week Oliver interviews Tony Ho, VP of Global Business Development for Segway/Ninebot. As the largest Micromobility hardware player globally across a whole heap of different verticals, Tony has a unique perspective on the space and how it’s developing. He’s a Clayton Christensen disciple as well - having studied at Harvard under him, so we get to unpack the theory against the practice of disruptive innovation and why Tony is excited about this space. It’s a great discussion. Specifically, we...

Apr 24, 202048 min

68: The connection between antifragility, disuptive innovation and micromobility

This week Horace joins Oliver to talk about the work of Nassim Taleb - namely, antifragility and asymmetric risk - and what connections there are to disruptive innovation theory and Micromobility. Oliver has wanted to record this episode for a while and it doesn’t disappoint. Specifically we dig into: - Taleb’s work and background, explaining concepts such as Black Swans, antifragility, Fat Tony, Skin in the Game, Extremistan vs Mediocristan and intellectual-yet-idiots - The attraction and dange...

Apr 16, 20201 hr 2 min

67: Micromobility Infrastructure - challenges and opportunities with The Transportist, Professor David Levinson

This week Oliver interviews David Levinson, professor at the University of Sydney and popular blogger at transportist.org. David is not new to the world of talking about transport and disruptive innovation, having joined Horace on Asymcar many years ago. He brings a tempered view to the benefits and challenges of micromobility, including around infrastructure and the decision making timeframes that it typically has. Specifically, we dig into: - David’s background and research into toll roads, tr...

Apr 10, 202059 min

66: Exploding demand for Delivery Worker Micromobility - Mina Nada of Bolt Bikes

This week Oliver interviews Mina Nada, CEO of Bolt Bikes, about their business leasing ebikes to delivery gig workers like UberEATS/Deliveroo/DoorDash in the UK, US and Australia. Given everything happening right now with COVID19 and the explosion in delivery based meal consumptions, this is a great interview. Specifically, we dig into: - Mina’s background at Bain, Deliveroo and Mobike, and how that prepared him for Bolt Bikes. - The unit economics of their business, including 6 month paybacks, ...

Apr 02, 202048 min

65: Viral Nature: thinking about the impact of coronavirus on micromobility with Horace

This week, Horace joins Oliver for a discussion about the impact of COVID19 on the world of micromobility, as well as taking questions from Twitter. Specifically, we cover: - Horace discusses the work of Nassim Taleb on anti fragility and tail risks, and how that applies to micromobility’s low-end disruption - Why financial stress, shorter distances being travelled in quarantine areas and the low-cost nature of micromobility position it to do well in the face of this crisis. - Examining this pan...

Mar 26, 202057 min

64: Getting to a Better Place with mobility - Michael Granoff from Maniv Mobility

This week, Oliver interviews Michael Granoff, partner at Maniv Mobility, an early stage investment firm specialising in transport technologies including micromobility. Michael has been around the mobility space a long time, and we had a great discussion about the boom and bust nature of new transport tech. Specifically, we talk about: - Michael’s background, his journey through energy security and getting into electrification of mobility, involvement with Better Place, and subsequent founding of...

Mar 19, 202037 min
For the best experience, listen in Metacast app for iOS or Android