Chronicling one of the great cultural and technological shifts of history with the hard numbers.
Joined March 2020
- Tweets 34
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- Followers 136
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3 Photos and videos
18 Aug 2021
Mobility investment summary:
On-demand services :: $56.2B
Electric drive systems (total: $71.4B)
- EV and charging $19B
- Batteries $14.3B
- Semiconductors $38.1B
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18 Aug 2021
Self-driving systems (total: $84B)
- AV sensors and ADAS components $29.9B
- Connectivity, infotainment $20.8B
- AV software and mapping $13.5B
- HMI and voice recognition $7.4B
- Telematics and intelligent traffic $12.4B
- Back end/cybersecurity $9B
2019-2020 @McKinsey
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18 Aug 2021
"This adds up to a total of $220 billion in what can be considered an automobile sustaining strategy."
-@asymco
18 Aug 2021
There are:
1,680 cities with 300,000 residents.
40 cities with 10,000,000 residents.
1 about to be home to 40,000,000.
18 Aug 2021
“The so-called EV car market is perhaps overly optimistic in a projected 80M units/yr in 14 years (up from 3.4 million last year)
but I believe the micromobility market of 200 million units is conservative.”
micromobility.io/blog/2021/4…
18 Aug 2021
There are more micromobility vehicles in use in the world than there are cars.
300M e-bikes in China 🇨🇳
230M two-wheelers in India 🇮🇳
72M bikes in Japan 🇯🇵
40M bikes in Brazil 🇧🇷
100M bikes in the U.S. 🇺🇸
-@asymco
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18 Aug 2021
CO²/km per vehicle and how much it weighs.
Hint: EVs aren’t what you think.
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18 Aug 2021
Less than 20% of the world’s population has access to personal transportation.
Similar to internet in 2007
Similar to cell phones in 2002
-@asymco
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Micromobility Data retweeted
7 Jul 2021
The per minute price of a scooter in Miami ($.49) costs more than the price of a Car2go Mercedes CLA ($.45) circa 2019.
The real kicker is that the vehicle speed is capped at 8 mph. 💨
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Micromobility Data retweeted
25 Mar 2021
Marchetti’s Constant
25 Mar 2021
After 60 years of spending billions on 'travel time savings', the Dutch...
⏱ are not travelling a second shorter.
📏 Instead travel 6x further
Centrifugal forces of easier travel increased distances between activities & created car dependence.
(from: corr.es/snelste)
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9 Feb 2021
This is far too low an estimate for micromobility. @MicromobilityCo has been saying it ever since, and it’s even truer now.
But here’s a timestamped tweet to demonstrate it incorrect in a matter of years.
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31 Jan 2021
Pay attention to the green.
And realize that scooters are represented only by the infant dockless models of years (many generations) ago. Otherwise it would be much closer to the ebike.
Micromobility Data retweeted
10 Jan 2021
🛣️ It's easy to see which mode gives you more bang for you buck (in a post-COVID world).
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Micromobility Data retweeted
10 Jan 2021
🔋Prices for lithium ion battery packs dropping, a welcomed sign for prospective EV makers.
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Micromobility Data retweeted
2 Dec 2020
This seems way too conservative. Delusional even.
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Micromobility Data retweeted
3 Dec 2020
Record year for Italian bicycle sales, 20% leap expected
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14 Dec 2020
cars = 7% of EVs
ebikes, 90%
8 Dec 2020
Cars made up about 7% of the electric vehicles in use in The Netherlands in 2019.
