Great contents and analysis as always! I have been watching the evolution of Trottinette sharing in Paris, and this made me think about the very long tail when I read your post. I’ve also tried one of several fluid bike sharing schemes, but find it unreliable to use systematically — unless you’d sign up for all of them — but that would be expensive.
Would be interesting to hear your thoughts about critical mass of users and providers. What happens when several small providers with (almost) identical offer exist in parallel, somehow slowing the whole system down?