Thijn built CHECK when everyone else in micromobility was chasing growth at any cost. While competitors burned capital, CHECK focused on unit economics, density, and operational discipline and reached profitability early.

Now, as a VC at No Such Ventures, Thijn backs founders across mobility, energy, and European tech. In this episode, we talk about what he learned as an operator, what most founders still get wrong, and how he evaluates companies today.

This episode covers:
- Why most micromobility strategies fail in practice
- What founders misunderstand about scale, density, and service areas
- How CHECK made unpopular decisions that actually worked
- Capital efficiency vs headcount inflation
- The real state of micromobility funding going into 2026
- What VCs actually mean when they say “traction”
- Where the real opportunities are in micromobility today
- How to build in Europe without pretending it’s the US

If you’re building, investing, or operating in micromobility, this episode is about reality, not decks.

🎟️ Micromobility Europe 2026
Berlin | June 2–3
Tickets & speakers: micromobility.io

In this episode of The Micromobility Podcast, Prabin Joel Jones sits down with Henri Moissinac, Co-Founder & CEO of Dott, to unpack how the company scaled into one of the world’s leading shared micromobility operators, now approaching 100 million rides per year and operating across 400+ cities.

Henri shares lessons from Facebook, Uber, and eBay, and breaks down how timing, product-market fit, hardware cycles, machine learning, and relentless user focus shaped Dott’s trajectory.

If you’re building in mobility, logistics, SaaS, hardware, or consumer apps, this is a masterclass in scaling a complex, operationally heavy business the right way.

Key Takeaways:
- Dott scaled by prioritizing survival and timing over hyper growth.
- Product market fit and timing matter more than speed.
- Micromobility is now a cash flow business, not just a VC story.
- Hardware cycles are essential with about 20% of the fleet renewed each year.
- New hardware improves margins through more rides per swap and lower costs.
- Machine learning drives demand forecasting, fleet placement and operational efficiency.
- Parking is the biggest user friction and a major unlock for the coming years.
- Hardware innovation continues with improvements in batteries, tires, comfort and reliability.
- Local operations require local models rather than a single global approach.
- Increasing rides per user per month is a key growth driver.
- Talking to users frequently is a superpower for product insight.
- Do not overestimate the short term and do not underestimate the long term.
- Consolidation will continue but the industry will not collapse into one global player.
- Great founders stay obsessed, communicate clearly and focus on the user.

🎧 Hosted by: Prabin Joel Jones
📍 Presented by: Micromobility Industries
🌐 Learn more: https://micromobility.io

In this founder focused episode, Prabin sits down with San Kim, Founder and CEO of SWING, one of the few profitable micromobility companies in the world and one of the most underestimated operators in the industry.

SWING scaled from a tiny team with less than 1 million dollars in initial capital to more than 100,000 vehicles, more than 64 million dollars in yearly revenue, and profitability from year one.

San shares, in rare detail:

• How SWING became profitable from day one
• Why Korean culture helped them achieve five year vehicle lifespans
• The hidden math behind franchise success
• How SWING kept HQ costs extremely low while growing fast
• Why shared scooters collapsed in Korea
• How SWING pivoted into subscription, motorcycle leasing, shuttle software, and robotics
• Why a global micromobility merger is extremely difficult
• His long term vision: micromobility to robotics

This is one of the most transparent and insightful founder conversations in mobility. It is packed with real numbers, failures, pivots, and future bets.

🎧 Hosted by: Prabin Joel Jones
📍 Presented by: Micromobility Industries
🌐 Learn more: https://micromobility.io

🎟️ Micromobility Europe 2026 will take place in Berlin - get your tickets at www.micromobility.io.