Today on the show, Oliver interviews Puneeth Meruva, Associate at Trucks VC about their latest report: The Three Axes of Micromobility: Supply Chains, Distribution and Maintenance about the often unseen world of getting Micromobility into the hands of consumers. This is a topic that hasn’t received much coverage to date, so it was a fascinating conversation fully of nitty-gritty and relatively technical details about the opportunities for development and investment in the micromobility ecosystem.
Specifically they dig into:
- A recap of Trucks VC, their thesis and other portfolio companies in the Micromobility space
- Puneeths background and how he got there
- What the research was about, and why Trucks undertook it
- Key findings in the fields of components, distribution, maintenance etc
- Whether timelines for new product development are getting shorter vs longer and why
- Who the interesting businesses are in the distribution and maintenance space
- Future opportunities in design and tech both in vehicles and business models (including a reference to www.nimbus.green - one of the companies Oliver is most excited about at the moment)
- A discussion about vehicle platforms, and whether Puneeth agree’s with Horace’s thesis that these vehicles will become computing platforms.
The report itself can be found here [https://www.trucks.vc/blog/the-three-axes-of-micromobility-supply-chains-distribution-and-maintenance]
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