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Shared Scooters Don't Last Long (substack.com)

Alison Griswold, writes on her newsletter Oversharing: I took a look at data on scooter rides in Louisville, Kentucky, shared online as part of the city's open data policy. The latest data is available here. The data set I used was older and included monthly data on scooter trips from August through December. It also included a unique "ID" for each scooter, a detail that was key to my analysis and has been stripped out of subsequent data sets published by Louisville. The data doesn't differentiate between Bird and Lime, but as Bird started operations in August 2018 and Lime that November, you can assume it skews toward Bird.

With that preamble, here are some things I found: The average lifespan of a scooter in Louisville from August to December was 28 days. Median lifespan was 23 days. If you stripped out scooter IDs that first appeared in December, to focus on older vehicles, the average lifespan increased slightly to 32 days and the median lifespan to 28 days. Still stripping out scooter IDs that started in December, the median scooter took 70 trips over 85 miles.

Scooter lifespan is a key factor in scooter unit economics, as you may recall. The more trips and miles a single scooter can cover, the better for shared scooter companies, which have to recoup the cost of each vehicle before they can start making any money. In October, The Information reported that Bird was spending $551 per scooter with a goal of reducing that cost to $360. At the time, I said that meant Bird needed five rides a day on a $551 scooter for 5.25 months just to recoup the initial cost. The picture painted by the Louisville data is even worse.

[...] So, our scooter company walks away with $2.32 in revenue per day from the average scooter in Louisville. As we said at the beginning, Louisville data indicates that the average scooter was around for between 28 and 32 days. That means the typical scooter generated something like $65 to $75 in revenue for the company after most operating costs over its lifetime.

41 of 196 comments (clear)

  1. i bet landfills will be filled by FudRucker · · Score: 4, Insightful

    with junk scooters, including those toxic batteries and electronics, cities should require they be recycled as much as possible, all refuse should be recycled as much as possible because we cant survive by turning the planet in to a dump

    --
    Politics is Treachery, Religion is Brainwashing
    1. Re:i bet landfills will be filled by DarkOx · · Score: 4, Insightful

      all refuse should be recycled as much as possible because we cant survive by turning the planet in to a dump
      Flag as Inappropriate

      Honestly I think recycling is the wrong focus. Recycling is often energy intensive process with frequently very mixed results to produce raw materials that than have to be turned into something useful again via manufacturing which is often another energy intensive process. Both operations likely produce their own wastes and byproducts.

      If we want get serious about protecting the environment at least where electronics, batteries and machinery are concerned, we need to focus elsewhere. Specifically we need to work on lengthening the service life of products. We need to look at reuse and re-manufacturing.

      --
      Repeal the 17th Amendment TODAY! Also Please Read http://www.gnu.org/philosophy/right-to-read.html
    2. Re:i bet landfills will be filled by Trailer+Trash · · Score: 5, Insightful

      Yep. "Reduce. Reuse. Recycle."

      There's a reason "recycle" is last in that list.

    3. Re:i bet landfills will be filled by jbmartin6 · · Score: 5, Interesting

      Yes, just like the piles of abandoned rental bikes in China. Well it will be a convenient source of metals for future generations, unless they get classified as historical artifacts.

      --
      This posting is provided 'AS IS' without warranty of any kind, implied or otherwise.
    4. Re:i bet landfills will be filled by Anonymous Coward · · Score: 2, Funny

      reddit is leaking again.

    5. Re:i bet landfills will be filled by Echo_Hotel · · Score: 2

      I know responding to an AC is pointless but this is some silly shit

      You know who shop at Walmart? The fucking AMISH. Nobody can claim that THEY are living a disposable lifestyle, throwing things away before their time.
      You can still darn a Hanes sock, patch a pair of Wrangler jeans, tighten the binding on a Mr.Clean broom and much more.
      You say "They don't make 'em like they used to"? You aren't fixing them like they used to.
      We are living in a time where the "Boots Theory of Socioeconomic Unfairness" is relegated to very specific classes of folks (people who buy multiple $200 beater cars because they can't afford the one time layout & new entrepreneurs) if you are here chances are you have the means to purchase and capacity to learn to maintain more durable options.

    6. Re:i bet landfills will be filled by presidenteloco · · Score: 2

      The list within, last it appearing, a reason there is.

      --

      Where are we going and why are we in a handbasket?
  2. Deep 6 by PuddleBoy · · Score: 4, Interesting

    They did a trial of the scooters in Portland (which has a river running thru downtown) and there is speculation about just how many of the scooters ended up at the bottom of the river. They were able to trace a few of them to that watery grave.

    The biggest concern here was riders without experience and who did not use helmets. There was an uptick in ER visits for scooter accidents.

    1. Re:Deep 6 by Anonymous Coward · · Score: 4, Insightful

      News flash: people don't take care of shit they didn't have to purchase or get emotionally invested in.

    2. Re:Deep 6 by Anonymous Coward · · Score: 3, Interesting

      Each day in Austin, 20+ people on scooters wind up in the ER.

      As for underwater visits, if you passed Waller Creek near Red River in Austin, you would see at least several Lime or Bird scooters a day in the drink, especially around UT, where people just yo-heave-ho them as a way to silence the constant noise they make when tipped over.

      Scooters have a bad rep. Mainly because people use them in buildings, park them behind cars. The people who charge them in the morning sling them on private property, on handicapped ramps, around people's cars. In Austin, it was told to local businesses that if there are scooters, the best option is to pick them up and sling them into the nearest dumpster, rather than waste time impounding them.

    3. Re:Deep 6 by DamonHD · · Score: 2

      A previous business partner on mine used to deadpan "What's the only kind of car that does not need careful driving and maintenance?" to which the answer was of course "A rental car."

      (He was observing, not endorsing.)

      Rgds

      Damon

      --
      http://m.earth.org.uk/
    4. Re:Deep 6 by ShanghaiBill · · Score: 5, Insightful

      News flash: people don't take care of shit they didn't have to purchase or get emotionally invested in.

      This is why communism doesn't work.

      It is too bad that Karl Marx didn't run a scooter company before he wrote Das Capital. That would have saved us all a lot of trouble.

    5. Re:Deep 6 by n0nsensical · · Score: 2

      Anti-environment assholes think that destroying private property is funny.

      And, pray tell, what gives you the right to store your private property on public property?

  3. Have trouble believing it's really that short by SuperKendall · · Score: 5, Interesting

    the average lifespan increased slightly to 32 days and the median lifespan to 28 days.

    I can believe the scooters would last that long before being pulled for servicing.

    But I can't believe scooters after a month are so trashed you cannot repair them and get them back out in the field. Even with rough use and vandalism, you should be able to have the units in service for at least half a year...

    That doesn't account for outright theft but I don't think so many are taken outright is affects the overall stats.

    --
    "There is more worth loving than we have strength to love." - Brian Jay Stanley
    1. Re:Have trouble believing it's really that short by AmiMoJo · · Score: 4, Insightful

      Even half a year wouldn't be enough to recoup costs, and you have to include the price of maintenance too.

      My guess is that they are either hoping to monetize the location and user data they gather, or the whole thing is just a scam to suck up investment money for a few years before it all collapses.

      --
      const int one = 65536; (Silvermoon, Texture.cs)
      SJW, n: "Someone I don't like, and by the way I'm a fuckwit" - AC
  4. shoe sharing by Anonymous Coward · · Score: 5, Funny

    I'm thinking of starting a shoe sharing service so people can walk from one place to another without getting their socks dirty. They'll have an app where they can locate a nearby pair of shoes in their size.

    I'll call it "Shoeme" or something stupid like that.

    Taking investment money now....

    1. Re:shoe sharing by Anonymous Coward · · Score: 2, Insightful

      I'm thinking of starting a shoe sharing service so people can walk from one place to another without getting their socks dirty. They'll have an app where they can locate a nearby pair of shoes in their size.

      I'll call it "Shoeme" or something stupid like that.

      Taking investment money now....

      You should call it 'Shü'

    2. Re:shoe sharing by joshsgt · · Score: 3, Insightful

      Oh do please bring this to Atlanta where apparently the City Council's ONLY data point regarding whether to allow these abominations to be scattered all over the commons is that "people have ridden them X times". I had a lengthy email back and forth with my city councilman asking about cost-benefit analysis, how the city was going to pay for the "enforcement" of the new rules they passed, and what I got back was "i support them because if you ask the people who ride them, they like them". I pointed out that if you polled cocaine or heroin users you would likely get similar statistics so why did we not just legalize those too. I then asked what the city would do if I bought 1000 drink vending machines, put them on wheels and scattered them all over the city so that by using a phone app and moving the machine to a new location, you could buy a drink. Of course we all know the answer to that - the city would have impounded them all and fined my business. So now these eyesores are apparently legal in Atlanta, because "people use them" and because we charge each company something less than the cost of a single emergency room visit generated by an uninsured ride. No allowance made for enforcement officers, not attempts to enforce the rules. As long as you can dump the cost on the taxpayers, why not let people put hideous crap all over the city that provides no utility that cannot be had by walking.. with or without rental shoes.

  5. Re:A lesson on socialism by Opportunist · · Score: 2

    Ownership doesn't. Liability does. There's a reason rental cars that you have to return in working conditions or else the person working at the desk will have you pay for it last longer than scooters that the automatic return station accepts as long as it can somehow still read the ID, independent of the state the scooter is in.

    --
    We used to have a Bill of Rights. Now, with the rights gone, all we have left is the bill.
  6. Re:And it gets worse by omnichad · · Score: 4, Insightful

    The city of Corpus Christi wanted at last check, a dollar of day PER UNIT. That's murder on any operation, large or small.

    People oppose an outright ban, so an onerous tax is as close as they got. Nobody (majority anyway) wants these things around. They clutter up the neighborhood, ruin accessibility, and have plenty of bad riders. The sooner they run out of VC money the better. Their business model is probably not that much more viable than MoviePass anyway.

  7. Re:Socialist scum do not respect property by radja · · Score: 3, Insightful

    this is capitalism in action. People pay for using it, and they want to get the most value for money.

    --

    No one can understand the truth until he drinks of coffee's frothy goodness.
    --Sheikh Abd-Al-Kadir, 1587
  8. Re:A lifespan of only 23 to 32 days?! by Fly+Swatter · · Score: 4, Interesting

    That is what happens when you use a consumer product for commercial purposes. If you want something that lasts, only buy products that retain their warranty under commercial use.

  9. Re:A lesson on socialism by Anonymous Coward · · Score: 5, Insightful

    Ownership matters.

    What on Earth gave you the idea that cheap rental scooters are anything like Socialism? Bird and Lime are private companies, trying to provide a service.

    404: Socialism not found. This is pure Capitalism my friend; with all the externalized costs that entails.

  10. In other news by cascadingstylesheet · · Score: 3, Insightful

    Public bathrooms get gnarly ...

  11. unnecessary buzzword by Iamthecheese · · Score: 4, Informative

    There's nothing special going on here. This isn't some kind of new economy. Things have been rented for millennia. These aren't shared scooters. They're rental scooters.

    --
    If video games influenced behavior the Pac Man generation would be eating pills and running away from their problems.
  12. Longtime database designer here. by hey! · · Score: 5, Interesting

    These scooters likely get stripped down to parts, which are completely interchangeable, so there's no point in tracking individual parts that "go together". This leaves you with the Sacred Galley of Athens question -- is it the same boat after you've replaced every single part? If you completely disassemble a dozen schooters and reassemble a dozen scooters from randomly selected parts, what happens to the "identity" of the scooters that were taken apart? The answer is you don't need it anymore.

    If it were firearms, we associate the identity of the firearm with the receiver -- the metal housing into which the barrel and moving parts of the firearm are assembled. But that's purely conventional; you could just as reasonably define the identity of the firearm by the barrel. But why even have a concept for the "identity" of a firearm? Really one only: to track ownership and custody of a firearm, you have to have some kind of database. Databases require identifiers. Seventeenth century gunsmiths didn't stamp serial numbers on their guns because nobody was tracking them.

    You could take the same approach as firearms to scooters by declaring that the identity of a scooter sticks to, say, the scooter's deck. But what *function* would that serve? The function of a rental scooter's id is to track user custody of company property and determine when a scooter needs to be serviced. Once the scooter is brought in for repair the need to track that ID disappears. If you insisted on having an id that persists through the rebuild process it would do something that only bad database designs do: constrain physical operations to serve the record keeping system.

    In my experience every database design can be invalidated by expanding the universe of questions it must answer (or equivalently, processes it must support). This is the problem with identity in the relational model; it's *implicitly* tied to the questions the designer anticipates. That's why UUIDs are such a robust solution to many identifying tasks: their uniqueness is not tied to any particular set of questions you might want to answer, or to any context (i.e., they are unique *between* databases).

    --
    Post may contain irony: discontinue use if experiencing mood swings, nausea or elevated blood pressure.
  13. The lesson here is by NotSoHeavyD3 · · Score: 2

    Never lend or rent anything you arenâ(TM)t willing to have destroyed and if you do expect that to happen unless you do something to prevent it. In other words people suck.

    --
    Did you know 80 to 90% of the moderators on slashdot wouldn't recognize a troll even if one dragged them under a bridge.
  14. This doesn't make sense... by the_skywise · · Score: 2

    Both Bird and Lime should know this data already themselves and yet they're still jumping into markets (ergo losing more money that they'll never recoup).
    Either both companies have moronic leadership or there's some other scam going on. That includes all the weird (and oddly almost always negative) attention in the press these things get.

    1. Re:This doesn't make sense... by joshsgt · · Score: 4, Insightful

      Both Bird and Lime should know this data already themselves and yet they're still jumping into markets (ergo losing more money that they'll never recoup). Either both companies have moronic leadership or there's some other scam going on. That includes all the weird (and oddly almost always negative) attention in the press these things get.

      How long has Uber been bleeding a billion dollars a quarter? It makes sense because the end game is to sell the money losing business at a profit to the unwitting public in an IPO. You know, like Uber, that is supposedly going public with $120 billion valuation all the while losing $4 billion a year. Unfortunately for these scooter companies, I don't think their total sales will ever scale like Uber and people might think twice about buying a rental service that tries to charge people to replace walking.

  15. Re:A lifespan of only 23 to 32 days?! by grep+-v+'.*'+* · · Score: 2

    That is what happens when you use a consumer product for commercial purposes.

    Yeah. Decades ago I ran across the expected lifetime of my newly purchased CD player: 5,000 hours. Don't know if it was the LED or what that broke. I also ran across a commercial player that was considerably more expensive.

    I wondered why radio stations didn't use the cheaper version, so I did a calculation: 5,000 hours / 24 / 30 = 7 months. So while it was cheaper for the standard unit, you've be replacing it twice a year with the fun downtime and swapout event that would occur.

    "We'd play you the latest hits but our player is broken, so I'll just hum them instead. And here we GOOoooo!"

    --
    If the universe is someone's simulation -- does that mean the stars are just stuck pixels?
  16. Re:A lifespan of only 23 to 32 days?! by Linux+Torvalds · · Score: 4, Insightful

    In Kentucky? I suspect SUD (Slow Unplanned Disassembly) by meth addicts is how most of these scooters are meeting their ends.

    That, and target practice.

  17. Re:A lesson on socialism by Luckyo · · Score: 2

    Liability is simply a term for "owning the consequences". His point stands.

  18. Re:A lifespan of only 23 to 32 days?! by HornWumpus · · Score: 2

    Fat of the land.

    Do you know what an RC enthusiast pays for batteries/year. If I was a kid, I'd already be hooning a home made electric car powered by scooter batteries.

    --
    John McAfee 'It was like that time I hired that Bangkok prostitute; to do my taxes, while I fucked my accountant'
  19. Just To Avoid Mild Exercise... by Zorro · · Score: 2

    There are these things called Bicycles.

    Great for short trips, No DRM, and fairly inexpensive.

    But you might have to move your legs a little and go less than 5 MPH on a sidewalk.

  20. Plenty of odd tools I've used once or twice by raymorris · · Score: 4, Insightful

    I have a bunch of tools here that I've used for one or two projects. They are ready to go if I need to them a third time. No point in paying 10 times as much when these Harbor Freight tools last ten times as long as I need them for.

    The rotary hammer I bought cheap at Harbor Freight might well wear out after only drilling 600 holes in concrete. In four years, I've drilled six holes. So at this rate it should last me about four hundred years.

    I wouldn't nornally buy a Harbor Freight ratchet because I plan to use the ratchet thousands of times. Same with my cordless drill. I use that all the time, so I bought one that will last through many uses.

    Heck, even my air compressor (still running fine after six years) is from Harbor Freight. It turned out that I used my bench grinder more often than I expected, so after several years my $15 Harbor Freight bench grinder eventually wore out. Still, if I were to replace a $15 bench grinder every five years, that's a better value than replacing a $120 bench grinder every fifteen years.

    Use the right tool for the job, and if you're only going to do the job once or twice (or ten times), a Harbor Freight tools might be the right tool.

  21. Terracotta Army by Comboman · · Score: 5, Funny

    Hmmm, maybe the Terracotta Army is actually some ancient, failed, rent-a-statue business venture.

    --
    Support Right To Repair Legislation.
  22. REPAIR by darkain · · Score: 4, Insightful

    Did the author stop to consider that they directly list "repair costs". Maybe, just maybe, when a scooter is taken out of circulation for repair, then put back in, that it is assigned a new ID number?

  23. Re:A lifespan of only 23 to 32 days?! by Registered+Coward+v2 · · Score: 4, Informative

    I am a volunteer at a local electronics museum. We use tesla coils and van de graf generators for demonstrations. We learned long time ago that you don't use consumer hobby grade stuff for public demonstrations. During my three year (so far) tenure there, we went through three cheap van de graf generators before settling on one that is more institutional grade; costing about twice as much. That unit is still going strong.

    It generally pays to buy quality. My blender is much more expensive than many you see in stores but blends stuff that would strip a cheaper one's gears in a second. That doesn't necessarily mean buying the absolute best when a high quality less expensive item will work, it's a cost tradeoff and at some point the added value is less than the added costs.

    Same goes with tools. Please don't get me going on Harbor Freight. Put it this way. A jewelry maker told me that he will not be caught dead inside a Harbor Freight store.

    While I am in wholehearted agreement with you in tools and have had a "Buy quality once or cheap forever" mentality ingrained by my mechanic father; Harbor Freight has its place. It's perfect for when you need a cheap one time use item. For example, I built a fence using a HF nail gun. I ran quality nails through it and it lasted throughout the project, in fact it still works but is basically relegated to hanging on the wall. For about $60 it was cheaper than a rental and way cheaper than a quality nailer that would drive nails long after the HF tool died. I would not use a HF tool for something I made my living on and needed to run reliably and the cost of lost productivity exceeded the tool's cost.

    --
    I'm a consultant - I convert gibberish into cash-flow.
  24. Re:And it gets worse by Registered+Coward+v2 · · Score: 2

    The city of Corpus Christi wanted at last check, a dollar of day PER UNIT. That's murder on any operation, large or small.

    People oppose an outright ban, so an onerous tax is as close as they got. Nobody (majority anyway) wants these things around. They clutter up the neighborhood, ruin accessibility, and have plenty of bad riders. The sooner they run out of VC money the better. Their business model is probably not that much more viable than MoviePass anyway.

    Yea. You quickly grow tired of hearing someone yell excuse me as they try to zip past you or having one whip right by you a few inches away while you are walking on the sidewalk. The faster they disappear the better, and it seems like Adam Smith's invisible hand will smack them down at some point; probably after an IPO. I wonder if the scooter companies asked Louisville to strip ID data to prevent analysis such as in TFA which shows how fast they are burning cash and the steep hill to just become profitable, let alone grow fast enough to warrant a high stock valuation?

    --
    I'm a consultant - I convert gibberish into cash-flow.
  25. You did not got the business model by RuiFRibeiro · · Score: 2

    The business model is not getting the money from passengers, is from cronyism getting government grants.Your money.

  26. Need to last six months to recoup costs by Koreantoast · · Score: 2

    The same blog did a pretty good look at the business model behind the scooters. At current utilization rates, scooters need to survive at least six months for companies to recoup their costs. Clearly that's not happening now. Which means either the companies need to buy scooters at a cheaper price, build a better scooter at the same price, or somehow increase utilization per unit. I don't think they have a clear path forward with any of those, at least not enough to make the numbers work.