Interesting. My initial instinct is to compare them to MongoDB which IPO'd about a year ago. They seem to be doing quite well since, but then again, who hasn't in the tech sector?
I will say I very much enjoy Elastic's suite of products, I can't say the same for MonogoDB.
In San Diego, it is legal to ride on the sidewalk, but pedestrians have the right away. I believe this stems from the city's desire to be bike friendly with their inability/unwillingness to fund proper and adequate bike lanes.
Do you know if the restrictions apply to the electronically assisted "e-bikes". They pretty much operate like a normal bike, but require minimal effort to go up hills.
There is a quiet war brewing between city councils and dockless bike companies. It's tough to say whether cities will embrace a dockless bike/scooter future, or if they will ultimately ban the companies from operation, leaving a market for docked bikes to remain.
How does the popularity of bikes compare to electric scooters? Anecdotally, I see a lot more Bird and Lime S scooters flying around than I do bicycles these days - and we do have docked bicycle and Lime bikes and Ofo options available in my city.
Having tried many of these services, I find the electric scooters to be the most enjoyable, although the electric bikes are quite fun too and can be a better experience if you're carrying something which can be put in the basket.
I'm from the US, but I noticed that a lot of train stations in Europe had full drug stores inside - with normal drug store prices as well. Super convenient.
"When you consider that much of WeWork’s revenue is likey just VC dollars paying the expenses of their tenants"
Is that a known fact or just a guess? The prices are low enough that it seems like it could easily appeal to bootstrapped companies or small businesses.
Indeed, and Facebook has the analytics to know what will likely be the next big thing before anyone else. I think the only thing that can stop the cycle is government intervention for monopolistic practices.
With regard to the self-driving car revolution, last year Intel purchased Mobileye. Just today it was announced that they closed a deal to include their hardware/software in 8+ million cars. So don't count them out yet.
Not to discount any of your other points, which seem quite on point. Apple surely has been itching to replace them with their A series chips.