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Oversharing
oversharing.substack.com · Personal blog · on HN since 2019
Oversharing is a Substack analyzing the economics of ride-hailing, scooters, and autonomous vehicles, including Uber's IPO filing and unit economics.
What HN saysCommenters recommend it as good Substack writing and cite its scooter lifespan analysis as evidence that shared scooters lose money per unit.
18HN people shared it
5linked it in comments
15stories submitted
192story points
3 years agolast shared
2019people per year2026
Most-shared posts
- 1Shared scooters don't last long9 people · 28 points · first shared 2019 · 3 comments on HN
- 2How to Steal a Billion1 people · 118 points · first shared 2019 · 146 comments on HN
- 3The only acceptable rating to leave an Uber driver is 5 stars1 people · 21 points · first shared 2023 · 29 comments on HN
- 4“Coning” AVs is part of a long tradition of tactical urbanism1 people · 13 points · first shared 2023 · 17 comments on HN
- 5Lyft warns it may never make any money1 people · 6 points · first shared 2019 · 10 comments on HN
- 6Instant Delivery Crash1 people · 2 points · first shared 2022 · discussion on HN
- 7Everything I learned reading Uber’s IPO filing1 people · 1 points · first shared 2019 · discussion on HN
- 8The Unicorn Is a Profitable Ride Hailing Company1 people · 1 points · first shared 2020 · discussion on HN
- 9What even is a tech company anymore1 people · 1 points · first shared 2020 · discussion on HN
- 10Bird Canada to bail out Bird Global in reverse-takeover1 people · 1 points · first shared 2022 · discussion on HN
- 11Homepage1 people · first shared 2020
- 12Bird raises prices to trim to scooter1 people · first shared 2019
What HN people wrote when they linked it
toomuchtodo · 2020-07-16
> Can anyone recommend good writing on Substack to follow?
https://nathantankus.substack.com/
https://oversharing.substack.com/
https://mattstoller.substack.com/
https://sirota.substack.com/
https://gwern.substack.com/
ASinclair · 2019-05-10
> Amazon, the company that everyone loves point to as an example of how losing money eventually makes money, lost a combined $2.8 billion over its first 17 quarters as a public company, significantly less than the $4.5 billion Uber lost in 2017.
Source: https://oversharing.substack.com/p/bird-raises-prices-to-trim-to-scoot…
bransonf · 2020-01-09
Here are some estimates:
https://oversharing.substack.com/p/shared-scooters-dont-last-long
These scooters are already at a fairly decent economy of production. Chinese factories are producing these in the thousands and companies are buying wholesale.
The core technology (batteries especially) is expensive, full stop. I’m curious where you think they could save money in larger scales? That’s not even to mention to get larger scale, they need more consumer adoption. I don’t have reliable data for this, but anecdotally I’ll say consumer interest is stagnant, and that’s already at unprofitable/heavily incentivized margins.
Twirrim · 2019-03-15
Someone discovered shared scooters don't last long, and thus don't make anything even remotely approaching a profit.
https://oversharing.substack.com/p/shared-scooters-dont-last-long
Whiteskin_Kanye · 2019-03-15
It looks like they are losing money per scooter [0]. I doubt the strong markets make enough to offset the losing ones.
[0] https://oversharing.substack.com/p/shared-scooters-dont-last-long