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Neural Foundry's avatar

Fascinatng overview of how the micromobility industry is shifting from growth-at-all-costs to strategic consolidaton! The point about late-stage capital being driven by validated unit economics rather than aggressive expansion really nails the new reality for e-scooter operators. I've seen first-hand how operators in mid-sized cities struggled with sub-scale deployments, and it makes sense that asset-backed financing and mergers became the path to profitability. What really struck me is how city contracts now reward scale over novelty, seems like municipalities finally learned from the dock-less free-for-all years.

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