Thijn built CHECK when everyone else in micromobility was chasing growth at any cost. While competitors burned capital, CHECK focused on unit economics, density, and operational discipline and reached profitability early.
Now, as a VC at No Such Ventures, Thijn backs founders across mobility, energy, and European tech. In this episode, we talk about what he learned as an operator, what most founders still get wrong, and how he evaluates companies today.
This episode covers:
- Why most micromobility strategies fail in practice
- What founders misunderstand about scale, density, and service areas
- How CHECK made unpopular decisions that actually worked
- Capital efficiency vs headcount inflation
- The real state of micromobility funding going into 2026
- What VCs actually mean when they say “traction”
- Where the real opportunities are in micromobility today
- How to build in Europe without pretending it’s the US
If you’re building, investing, or operating in micromobility, this episode is about reality, not decks.
🎟️ Micromobility Europe 2026
Berlin | June 2–3
Tickets & speakers: micromobility.io
In this episode of The Micromobility Podcast, Prabin Joel Jones sits down with Henri Moissinac, Co-Founder & CEO of Dott, to unpack how the company scaled into one of the world’s leading shared micromobility operators, now approaching 100 million rides per year and operating across 400+ cities.
Henri shares lessons from Facebook, Uber, and eBay, and breaks down how timing, product-market fit, hardware cycles, machine learning, and relentless user focus shaped Dott’s trajectory.
If you’re building in mobility, logistics, SaaS, hardware, or consumer apps, this is a masterclass in scaling a complex, operationally heavy business the right way.
Key Takeaways:
- Dott scaled by prioritizing survival and timing over hyper growth.
- Product market fit and timing matter more than speed.
- Micromobility is now a cash flow business, not just a VC story.
- Hardware cycles are essential with about 20% of the fleet renewed each year.
- New hardware improves margins through more rides per swap and lower costs.
- Machine learning drives demand forecasting, fleet placement and operational efficiency.
- Parking is the biggest user friction and a major unlock for the coming years.
- Hardware innovation continues with improvements in batteries, tires, comfort and reliability.
- Local operations require local models rather than a single global approach.
- Increasing rides per user per month is a key growth driver.
- Talking to users frequently is a superpower for product insight.
- Do not overestimate the short term and do not underestimate the long term.
- Consolidation will continue but the industry will not collapse into one global player.
- Great founders stay obsessed, communicate clearly and focus on the user.
🎧 Hosted by: Prabin Joel Jones
📍 Presented by: Micromobility Industries
🌐 Learn more: https://micromobility.io
In this founder focused episode, Prabin sits down with San Kim, Founder and CEO of SWING, one of the few profitable micromobility companies in the world and one of the most underestimated operators in the industry.
SWING scaled from a tiny team with less than 1 million dollars in initial capital to more than 100,000 vehicles, more than 64 million dollars in yearly revenue, and profitability from year one.
San shares, in rare detail:
This is one of the most transparent and insightful founder conversations in mobility. It is packed with real numbers, failures, pivots, and future bets.
🎧 Hosted by: Prabin Joel Jones
📍 Presented by: Micromobility Industries
🌐 Learn more: https://micromobility.io
🎟️ Micromobility Europe 2026 will take place in Berlin - get your tickets at www.micromobility.io.
Welcome back to the Micromobility Podcast! In this special episode, host Prabin Joel Jones sits down with Horace Dediu, the OG host of the show and co-founder of Micromobility Industries, who coined the term "micromobility" back in 2018.
Seven years after the first episode of the Micromobility Podcast where Horace introduced micromobility as vehicles under 500kg, Horace reflects on how the industry has evolved, what he got right, what surprised him, and why he believes micromobility will ultimately win over automobility. From Paris to Helsinki, cities are transforming—and the revolution is happening beneath the radar.
Key Topics:
Upcoming Event: Micromobility Europe - Berlin, June 2-3, 2025 Get tickets at micromobility.io
Connect:
Key Talking Points & Takeaways
1. The Definition Still Holds
2. The Pendulum Has Swung
3. Watch the Outliers
4. Cities Are Transforming
5. Jobs to Be Done Framework
6. The Long Game
7. Non-Consumption Opportunity
Amit Gupta, Co-Founder & CEO of Yulu, joins Prabin Joel Jones on the Micromobility Podcast to share how Yulu became India’s largest shared electric vehicle platform and one of the few micromobility companies worldwide to achieve EBITDA profitability.
From surviving the toughest years in mobility to building a battery-swapping network and scaling a fleet of 50,000+ vehicles, Amit walks through Yulu’s incredible journey and why EBIT profitability is key to unlocking non-dilutive growth capital and scaling to 1 million EVs.
We cover Yulu’s early pivots, partnership with Bajaj, the rise of gig mobility in India, COVID resilience, and the company’s vision to become the “AWS of Mobility.”
Talking Points
🎧 Hosted by: Prabin Joel Jones
📍 Presented by: Micromobility Industries
🌐 Learn more: https://micromobility.io
🎟️ Micromobility Europe 2026 will take place in Berlin - get your tickets at www.micromobility.io.
Bike Club CEO & Founder James Symes joins host Prabin Joel Jones to share how a side hustle renting kids’ bikes turned into one of Europe’s fastest-growing mobility subscription companies. From maxed-out credit cards and home deliveries to 70,000 members across the UK and Germany, James breaks down Bike Club’s business model, lessons from scaling, the realities of profitability, and why circularity works when done right.
Bike Club founder and CEO James Symes shares the remarkable journey of turning a weekend side hustle into a leading subscription platform for children’s bikes - now serving 70,000 members across the UK and Germany.
In this candid conversation with Prabin Joel Jones, host of the Micromobility Podcast, James talks about:
🎟️ Micromobility Europe 2026 will take place in Berlin - get your tickets at micromobility.io
Brussels has been one of the most progressive European cities in embracing shared mobility, bike lanes, and urban redesign. In this episode, Prabin Joel Jones, CEO of Micromobility Industries & Mayten, sits down with Martin Lefrancq, New Mobility Policy Advisor at Brussels Mobility, to unpack how the Belgian capital went from free-floating chaos to a model for thoughtful regulation, multimodality, and behavior change.
We explore Brussels’ early micromobility boom, the evolution of regulations, the pedestrianization of the city center, tensions with public transport, the new licensing framework, and what the future of urban transport might look like by 2030.
Key Takeaways
Micromobility America 2026 is set for Jan 14–15 at San Francisco’s Palace of Fine Arts.
Get your tickets at www.micromobility.io
At 75, legendary auto exec Dr. Wolfgang Ziebart is launching a brand-new micromobility category with the XYTE ONE. It is a three-wheel, tilting, seat-belted urban vehicle that blends car-like safety with motorcycle agility. Guest host Horace Dediu digs into design choices, safety, performance, go-to-market, and why this product could unlock a new class of riders, especially safety-conscious non-riders.
Host: Horace Dediu, Co-Founder, Micromobility Industries
Guest: Dr. Wolfgang Ziebart (BMW board alum, led Jaguar I-PACE program, founder of XYTE Mobility)
What you’ll learn
- Why cars don’t fit cities, and how a 790 mm-wide vehicle changes traffic and parking
- How car-grade crash principles (belt, space frame, side protection) work in a motorcycle-sized footprint
- Why no doors and a tilting front end matter for stability, wind, and cost
- Key specs: 19 kW (~25 hp), 0–50 km/h in 2.7 s, top speed ~109 km/h, ABS, tilt-lock at stops
- Weather and comfort: tall glass windscreen with wiper, convertible-like airflow
- Storage: ~70 L (carry-on, beer crate, even a violin case)
- Price target: €12,900 in Germany (ex-VAT ~€10.7k)
- Launch plan: city by city in Europe with local service
- Lessons from the BMW C1 and why this time is different
- Bootstrapping vs VC and scaling sustainably
Micromobility America 2026 is set for Jan 14–15 at San Francisco’s Palace of Fine Arts.
Get your tickets at www.micromobility.io
What’s Next for Voi? Fireside Chat with CEO Fredrik Hjelm | Micromobility Europe 2025
In this in-depth fireside chat, Fredrik Hjelm, Co-Founder & CEO of Voi, joins Tech.eu’s Robin Wauters live at Micromobility Europe 2025 to reflect on Voi's 7-year journey from the chaotic early days of scooter wars to becoming a profitable, semi-public micromobility leader operating in 110+ cities across Europe.
Fredrik opens up about:
With candid insights on regulation, safety, competition, and investor expectations, this is a must-watch for anyone interested in the future of urban mobility.
🎤 Speakers:
Fredrik Hjelm, CEO & Co-Founder, Voi
Robin Wauters, Founder, Tech.eu & Profoundo
Recorded at Micromobility Europe 2025 in Brussels
👉 Subscribe for more from Micromobility Europe
📧 Get the top stories in micromobility each week: https://micromobility.substack.com
Check more at www.micromobility.io
Chapters
00:00 The Early Days of Voi
02:17 Winning Paris: A Milestone for Voi
05:29 Focus and Profitability: The Path to Success
08:31 Competition in the Micro-Mobility Space
11:21 Navigating Investor Relations and Funding
14:27 Safety First: Evolving Perspectives in Micro-Mobility
17:15 Influencing Policy and Regulatory Frameworks
20:14 Sustainability Goals: Aiming for Net Zero by 2035
23:12 The Role of AI in Micro-Mobility
26:06 Future of Mobility: Trends and Predictions
In this candid fireside chat from Micromobility Europe 2025 in Brussels, Stewart Lyons, Co-CEO of Bird and Spin, sits down with James Gross, Co-Founder of Micromobility Industries, for a wide-ranging conversation on the past, present, and future of shared mobility.
Topics covered include:
- Bird's journey through bankruptcy and its turnaround strategy
- Why "rides" are the ultimate health metric for shared mobility
- What went wrong with the early Bird playbook—and how Bird Canada did it differently
- The state of the Canadian micromobility market (and why Toronto is still scooter-less)
- Consolidation, regulation, and who wins the race for market share
- Hardware innovation, e-bike dominance, and what's next for Bird/Spin
- The real role of Uber, Lyft, and Waymo in the mobility ecosystem
- Is Bird still the "Kleenex" of micromobility?
🚲 Stewart shares hard-won lessons, future ambitions, and why Bird believes the best is yet to come.
Recorded live at Micromobility Europe 2025 — the premier event for light electric vehicles and future urban transportation.
Learn more at www.micromobility.io
At Micromobility Europe 2025 in Brussels, TechCrunch senior reporter Rebecca Bellan sits down with three of the industry’s most influential CEOs to unpack where shared e-scooters and e-bikes are heading next.
Panel:
- Michael Wahinushi - Co-CEO, Bird/Spin
- Fredrik Hjelm - Co-Founder & CEO, Voi
- Henri Moissinac - Co-Founder & CEO, Tier-Dott
They unpack the current state and future of micromobility, with sharp insights into:
- The shift from hype to profitability and disciplined growth
- M&A: Who is acquiring Bolt's Micromobility Business?
- Why AI is transforming fleet operations and user experience
- Commuter adoption trends in North America and Europe
- The real safety issues cities must solve (hint: it's not scooters)
- How infrastructure and policy decisions shape adoption
- Why short-term RFPs hurt long-term investment
- The future of hardware, form factors, and consolidation
A deep, no-spin conversation about what it really takes to build sustainable micromobility at scale.
Subcribe to the Micromobility Newsletter: https://micromobility.substack.com/
In this firesidechat from Micromobility Europe 2025, Maxim, the president and co-founder of Tier-Dott, shares his journey into the micromobility sector, discussing the evolution of bike sharing, the lessons learned from his experience with Ofo, and the strategic decisions that led to the formation of TierDot. He emphasizes the importance of a conservative growth approach, the challenges and synergies of the recent merger with Tier, and the critical role of hardware in the business. Maxim also addresses sustainability, pricing strategies, and the future of micro mobility, highlighting the need for better parking infrastructure and the potential for significant market growth.
Guest: Maxim Romain, Co-Founder & President, Tier-Dott
Host: Prabin Joel Jones, CEO, Micromobility Industries
Chapters
00:00 Introduction to Micro Mobility and Personal Journey
04:56 Lessons from Ofo and the Birth of TierDot
09:42 Strategic Growth: The Slow and Steady Approach
14:35 The Merger: Challenges and Opportunities
19:51 Hardware Decisions: Building vs. Sourcing
24:38 Sustainability and Fleet Management
29:01 Market Dynamics: Pricing and User Adoption
33:50 Future of Micro Mobility: Trends and Predictions
In this episode of the Micromobility Podcast, host Prabin Joel Jones sits down with Eliott Wertheimer, co-CEO of VanMoof, to explore the bold journey of reviving one of the world’s most recognized e-bike brands.
Eliott shares his unique transition from aerospace engineering to the fast-paced world of micromobility, and the intense process behind acquiring VanMoof after its bankruptcy. The conversation dives deep into rebuilding trust with the community, improving product reliability, and making strategic shifts from direct-to-consumer to hybrid retail models.
Discover how the new VanMoof is focused on transparency, design excellence, and local retail support to lead the next wave of sustainable urban transportation.
Topics Covered:
In this episode of the Micromobility Podcast, host Prabin Joel Jones sits down with Paul-Adrien Cormerais, CEO and founder of Pony, the French micromobility company redefining shared transportation. From his early days as a quant in London to launching a hardware-driven, community-funded mobility startup, Paul-Adrien shares the bold decisions behind Pony’s growth, including their pioneering Adopt-a-Pony model that lets everyday riders invest in the fleet.
We dive into:
What happens when one of the biggest names in micromobility files for bankruptcy? In this exclusive interview, Bird Co-CEO Michael Washinushi joins host Prabin Joel Jones to break down the company’s dramatic turnaround. From Chapter 11 restructuring to a bold shift in strategy, discover how Bird is rebuilding its position as a leader in sustainable urban transportation.
Learn how Michael transitioned from CFO to CEO during a crisis, retained critical city permits, cut operational costs, and set Bird on a new path toward growth. Whether you're in mobility, startups, or urban tech, this conversation is packed with insights on leadership, financial strategy, and navigating tough times.
👉 Topics covered:
Bird’s Chapter 11 bankruptcy and recovery strategy
Leadership transition: CFO to CEO
Micromobility business models and revenue optimization
Cultural overhaul and operational efficiency
Third-party vehicles and hardware strategy
The future of shared electric scooters and urban mobility
📍 Don't forget to like, subscribe, and hit the bell for more interviews on micromobility, sustainability, and innovation in urban transport.
00:00 The Birth of Bird: Revolutionizing Urban Mobility
01:40 Michael's Journey: From CFO to CEO
05:13 Navigating Challenges: The Turnaround Strategy
08:34 Cultural Overhaul: Post-Bankruptcy Bird
11:58 Motivating the Team: Retention and Transparency
15:29 Revenue Resilience: Strategies During Bankruptcy
18:49 Tough Decisions: Streamlining Operations
22:31 Building Brand Loyalty in Micro Mobility
25:50 Metrics that Matter: Revenue and Customer Retention
29:43 Understanding User Price Sensitivity
32:18 Post-Bankruptcy Metrics and Surprises
34:56 Strategies for Reducing G&A Costs
39:24 Hardware Strategy and Market Positioning
44:21 Geographical Expansion and Market Focus
48:43 Future of Shared Micro Mobility
In this episode of the Micromobility Podcast, host Prabin Joel Jones speaks with Tobias W. Balchen, CEO of RYDE, discusses the journey of the company from its founding in Norway to becoming the largest operator in the Nordic micromobility market. He shares insights on the business model, profitability strategies, pricing dynamics, operational challenges, and the importance of software development and customer experience.
Takeaways
Chapters
00:00 Introduction to Ride and Its Journey
01:57 Founding Story and Business Model
04:04 Growth and Expansion in the Nordic Market
06:32 Profitability and Cost Management Strategies
09:12 Operational Challenges and Seasonal Adjustments
11:23 Unit Economics and Asset Lifespan
13:36 Technology and Software Development
16:00 User Experience and Customer Loyalty
18:16 Regulatory Environment and City Partnerships
20:27 Future of Shared Micromobility
22:35 Conclusion and Vision for the Future
In this episode of the Micro Mobility Podcast, host Prabin Joel Jones speaks with Kristian Brink, CEO of Urban Sharing, about the evolution and future of bike share systems. They discuss the history of bike share, the transition from station-based to dockless systems, the impact of technology, and the various business models that sustain these services. The conversation also touches on the profitability of bike share systems, the tender processes involved, and the ecosystem of providers. Looking ahead, they explore future trends in micro mobility, including the integration of e-bikes and IoT technology.
Chapters
00:00 Introduction to Micro Mobility Podcast
03:12 The Evolution of Bike Share Systems
06:15 Generational Changes in Bike Share
09:01 The Impact of Technology on Bike Share
12:06 Station-Based vs. Dockless Bike Share
14:58 Business Models of Bike Share Systems
18:07 Tender Processes and City Sponsorship
21:05 Profitability in Bike Share Operations
24:09 Challenges and Future of Bike Share
31:38 The Evolution of Bike Share Systems
36:16 Understanding Unit Economics in Bike Share
44:04 The Ecosystem of Bike Share
51:15 Future Trends in Bike Share Technology
Rerun: This episode was originally aired on 22 December 2023.
In an emergency podcast episode of Ride On!, James Gross and guest Prabin Joel Jones discuss the Chapter 11 bankruptcy of Bird, one of the high flying shared micromobility companies over the last 5 years.. They delve into the financial challenges and strategic missteps of Bird and other companies in the shared micromobility space, considering the broader implications for the industry. They then turn their attention to how you could build a shared micromobility company today and the opportunities that are now present as capital and some of the existing industry heads for the exit.
Leading up to Micromobility Europe, James Gross talks about the state of micromobility in Europe with Prabin Joel Jones, Founder and CEO of Mayten, along with Augustin Friedel, Senior Manager, MHP – A Porsche Company, who is sharing his personal views on the podcast.
Topics Discussed:
Shared and Owned Micromobility
Prabin takes us through the Tier and Dott merger:
Augustin predicts continued consolidation in the shared mobility space, with potential mergers or acquisitions among companies like Bold, Lime, and Voi. Prabin critiques Bolt's strategy and their future as the next Uber.
Augustin also spoke about the struggles of owned ebike companies and the shift towards software-defined vehicles (SDVs) and AVs to enhance customer experience and safety.
Software Defined Vehicles, AI and Regulation
Augustin elaborates on Europe's position on AVs, noting a lag compared to the US and China due to a lack of investment and no existing tech giants.
The potential for software-defined vehicles to improve user experience and safety, but recognizing Europe's fragmented approach to AVs and mobility tech.
How government and local authorities could play a more significant role in advancing AVs and shared mobility through funding and regulatory support.
Augustin speculates about Europe's potential to catch up in the AV space by pooling resources from major automotive players and focusing on local mobility solutions.
Safety is discussed as a primary concern for micromobility users, with different European cities showing varying degrees of progress in creating safe infrastructure for cyclists and scooter users.
Despite the challenges faced by shared mobility and AVs, there's optimism about the future, with emphasis on the need for innovation, better regulation, and strategic investments.
The discussion concludes with a call for continued exploration and improvement in the mobility space, acknowledging the long journey ahead but recognizing the opportunities for impactful change.
Trends to watch:
- Software-Defined Vehicles and Artificial Intelligence
- The Role of Government in Mobility Investments and Regulation
- Safety and Infrastructure
Apple is reportedly exiting the car industry, focusing instead on software and mobility services. The company's decision is driven by the challenges and complexities of the automotive industry, including high costs, long product cycles, and difficulty in making significant contributions. Apple's future in mobility may lie in micromobility and smart accessories for vehicles.
🚗 Apple's decision to exit the car industry is not surprising given the challenges and complexities associated with building and selling cars. The company's strengths lie in software and user experience, which may be better applied to mobility services and smart accessories for vehicles.
📱 The smartphone is already a powerful tool in the car, with features like Apple CarPlay allowing users to integrate their phone's apps and functions into the vehicle's infotainment system. Apple's focus on privacy and AI could enhance the smartphone's capabilities and create unique mobility experiences.
💡 Apple's decision to pivot away from the car industry and explore opportunities in micromobility aligns with the broader trend of urbanization and the growing demand for sustainable transportation options. By focusing on smaller, more agile vehicles, Apple can address the needs of urban dwellers and contribute to the future of mobility.