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After 160 hours spent operating as a "charger" in SF, for both Bird and Lime, this space is interesting. Here's my "back of the napkin math":

$300 - vehicle cost (based on alibaba Xiaomi m365 estimates)

$8 - average fare (unknown)

3 - rides per day (based on 90k rides in the first 30 days)

$12 - daily cost of charging per vehicle

1% - daily fleet loss (might be closer to 2%)

1% - daily maintenance required (might be closer to 2%)

After 100 days: 0 vehicles remaining

Current return on capital: -8%

Dynamic areas of the unit economics:

- Increase number of fares per vehicle (increased battery life)

- Increased average fare (increase pricing)

- Decrease vehicle charging cost (current rate could be cut by about 65% to maintain competitive hourly compensation for type of work)

- Decrease loss rate by implementing some sort of lock- tethering system



I don't know about the accuracy of your numbers, but the fleet loss at least is wrong.

1% daily fleet loss would leave 36 - 37 vehicles remaining after 100 days.


Day 1->99% Day 2->98% Day 3->97% Day 100->0%


That's not how it works. (1-1%)^100=37%


Average fare is much more like ~$3




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