Show notes
- **Shared mobility is shifting from “VC case” to infrastructure. **2025 accelerated consolidation and profitability-first strategies.
- Cities are taking more control. Longer, stricter contracts and SLAs are increasingly defining who wins tenders.
- **Utilization is the north-star metric. **Operators are optimizing rides per vehicle, downtime, and rebalancing—not just fleet size.
- **Software is overtaking hardware as the innovation frontier. **Predictive maintenance, fraud prevention, automation, and pricing are key levers.
- Regional champions are rising. Local operational excellence and city-specific know-how outperform “global brand” ambitions.
- Wunder is refocusing on depth, not breadth. Fewer use cases, stronger support for sophisticated operators with engineering capacity.
- Velocity must be paired with stability. In mission-critical mobility systems, uptime and monitoring are product features.
- 2026 may bring public-transport-like regulation—without subsidies. Expect “public responsibility with private risk.”
- **Packaging will evolve toward subscriptions and bundles. **More integration with public transport passes and MaaS-like offerings.
- **AVs introduce new strategic questions. **Early pilots in 2026 could accelerate convergence between vehicle sharing and ride-hailing, and intensify debates about public vs. private market structures.
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