This week Oliver interviews Horace about the talk he did at Micromobility America on the Total Addressable Market for micromobility, and the opportunity of the space.

This should really be listened to in context of the 5 Billion Riders talk that Horace gave at the conference, which is now on Youtube. Here, we dig into Horace’s thought pattern and the significance of mapping out addressable markets in informing the debate and opportunity for the space.

Specifically, they dig into:

The backstory for Total Addressable Markets and why these matter
What has changed since Horace’s early work in this space
The potential impact of 5 billion riders
Why this matters for companies raising

In the meantime, if you haven’t already, check out our latest effort, the Rider Choice Awards. It is our industry's version of the Oscars, the Baftas, the Top Gear Speed Week, and the Webby’s all tied into one. You can select the best firms and vehicles in more than 30 categories and get them selected for consideration ahead of judging for Micromobility World, which is happening on January 19th online. We have many of the top brands in the world currently battling it out for top spot in the bike, scooter, pod, subscription business, shared operator, and more from around the world.

We’ve been blown away by the level of excitement from the community and are super excited to share the preliminary results with you. The first round of cutoff is coming this month, and then again next month so get your votes in quickly!

Catch us on Twitter @MicromobilityCo. Horace and Oliver are also active on their personal accounts and would love to hear from you.

Our newsletter is completely free, and you can subscribe to have it in your inbox every Tuesday morning here! And for those who want more, we offer our Micromobility membership (mmm — “Triple M”) which includes exclusive content, swag, and conference discounts, as well as live calls with Horace and team!

We’re also on LinkedIn and Instagram.

158: 5 Billion Riders - Why Horace Dediu thinks micro will be the biggest transport story of the next 20 years.

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