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I think he is mostly correct that small, cheap, easy transportation can revolutionize urban centers in a variety of ways. I think he has been relatively bullish on the companies, and they haven’t exactly panned out, from a business perspective.



Ah, that makes sense. They did have a moment, but seem to have fizzled out.


It’s happening, but the form is being hidden behind e-bikes: https://www.globenewswire.com/news-release/2023/04/10/264377...




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