This week, Horace joins Oliver for the podcasts 100th episode, and they run through what’s happened in the last 2 and a half years, and wonder aloud what will happen in the next two.

Specifically they dig into: 

  • Horace’s early theses

  • The emergence of scooters and why they proved to be so challenging to Horace’s ideas about what vehicles would be most popular

  • The biggest mistake that Horace thinks he made in his early theories

  • What Oliver considers the biggest barriers, and where he over and underestimated progress over the last 2 years

  • Where they expect to see development and who will enter the game

  • The pace of adoption, and why patience is needed.