Bird went bankrupt. Spin shut down. Jump was sold. We survived because we obsessed over unit economics when everyone else obsessed over growth.
A Lime scooter lasts 3-4 years now. The first generation lasted 3 months. That improvement in hardware is why we are profitable and everyone else is dead.
We are in 280 cities. Every city that bans scooters eventually unbans them because residents love them. Micromobility is not a fad — it is infrastructure.
Uber putting Lime in their app was transformative. When someone opens Uber and sees a scooter option for a 1-mile trip, they take it.
The scooter graveyard narrative is over. We are profitable, growing, and the last company standing. That is how you win a category.
Every scooter trip replaces a car trip. That is measurable, real carbon reduction happening 100,000 times a day.