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Understanding financial levers – modeling the unit economics of Bird

67 点作者 m-watson大约 7 年前

5 条评论

taneq大约 7 年前
I&#x27;d be really interested in the real-life lifespan of scooters, including theft, ditching (cue pictures of piles of ditched e-bikes sitting in a stream), customers doing stupid things and breaking them etc. Also on real-life utilisation percentage (ride length, rides&#x2F;day). Together these could make an order of magnitude change in the profit expected.<p>The article is making the point that changing the key parameters dramatically varies your expected profit, but the message I&#x27;m taking away is you can make any business model look arbitrarily good or bad by slightly tweaking your estimates, and the more multipliers in your model, the more &#x27;flexible&#x27; it is in this way.
gringoDan大约 7 年前
I think it&#x27;s great that the tech&#x2F;startup industry as a whole has moved more towards a &quot;let&#x27;s ensure the unit economics work&quot; mentality vs. the &quot;we&#x27;ll grow quickly and monetize through advertising later&quot; mentality of ~5-7 years ago.<p>&quot;Getting lots of users&quot; is not a viable business model.
greatamerican大约 7 年前
This is a nice analysis. TechCrunch has been doing much better work recently.
dharma1大约 7 年前
Always wondered, given the profitability, as shown in this article (mainly due to Chinese electric scooters being cheap) - why no scooter sharing startups in London?<p>Does the subsidised bike sharing scheme make anything else unattractive?
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boffinism大约 7 年前
I know this is a deliberately simple model, but treating &quot;custom code&quot; as a variable cost that increases with each unit sold makes me sad.
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