38: Assessing the Market for Micromobility in African and Asian cities

In this episode, Horace and Oliver run over Horace’s insights from his recent research using UN data into city-level potential for micromobility markets globally. We run through the most interesting growth trends in 1800+ cities. Specifically we look at: - Contextualising the rapid growth in car-based urbanisation as part of a 5000 year trend - Why Africa is one of the most interesting potential markets between now and 2035. - The cities positioned for both the fastest growth and largest increase. - How the low-income demographics of new migrants to these emerging mega-cities necessitates the need for cheap micromobility transport - Why we should look at auto-ownership rates to understand the 'low-end' potential of micromobility. - The likely business models we'll see emerge with the confluence of autonomy, networking and new propulsion options. - How these vehicles will beat the current incumbents of petrol powered scooters in Asia The things mentioned in the episode are: - The blogpost that Horace has written on the micromobility markets by city. - The talk by Jeremy Grantham re: the majority of increase in global population coming from Africa between now and 2100 - https://youtu.be/cPCblFpqrkI?t=1635 As requested, if anyone has a suggestion for an interview guest for micromobility in India or Africa, please message me on Twitter @oliverbruce. Thanks!