Congrats. Your fleet makes more sense than most people’s 401(k). The shared mobility sector just passed $900 billion, EVs are taking over fleets, and every trend screams the same thing: you got in early. Every article this week unlocks a new way to turn what you already built into even more revenue: faster listings, better partnerships, smarter placements.

🚗 You Called It. The Shared Mobility Market’s Exploding Past $900 Billion

Forget what your cousin said about Uber being "over." A fresh outlook report projects shared mobility will top $900 billion in global value this year. That covers carshare, micromobility, demand-responsive transit, and Mobility-as-a-Service, and the U.S. is right in the thick of it.

This isn’t hype. Cities are rewriting policies. VC money is flowing. Demand is climbing.

Here’s what it means for you:

  • Peer-to-peer carshare is now a mainstream asset class.

  • Real estate players are adding carshare-ready stalls.

  • Public-private partnerships are hunting for operators.

Translation? If you’ve got a fleet, a charger, or even a curbspace, you’re in the money. Want to be the platform? The supplier? The host? There’s room to grow, but only if you move before the market gets fully claimed.

This week’s sponsor:

🔌 40% of Shared Fleets Are Going Electric. Time to Juice Your Strategy.

Fleet electrification isn’t just trending, it’s a freaking stampede. Frost & Sullivan says 40% of shared vehicles will be electric by year’s end. That’s scooters, rideshare, delivery vans, and more Teslas than a tech bro’s parking garage.

And e-bikes? They’re coming in hot. In fact, 36%+ of bikeshare fleets are now electric. Your thighs can rest easy.

Here’s where the money’s hiding:

  • Got EVs? List them everywhere. Operators are desperate for clean, booked-solid inventory.

  • Own a charger or a lot? Congrats, you now run the hottest piece of curbspace in town.

  • Still all gas? We love a throwback, but fleets and cities don’t. Time to pivot or perish.

This isn’t just about vibes, it’s about margin. Electrified fleets are cheaper to run, better for PR, and unlock access to city pilots and subsidies. The future is electric, and it’s writing checks to people who planned ahead.

Chart from Frost & Sullivan’s Research showing certainty of Key Trends

⚡ Quick Hits

Serve's autonomous sidewalk bots have landed in Midtown, Old Fourth Ward, and Downtown Atlanta via Uber Eats, offering low-cost, eco-friendly delivery powered by lidar and cameras, no driver required. If you run EV fleets or host charging infrastructure, these bots signal a new layer of demand on local roads and right-of-ways and a chance to provide complementary services

Cartken, known for campus food-delivery robots, is now laser-focused on industrial logistics: moving production samples and supplies in factories and labs with its six-wheeled Courier and heavy-duty Hauler versions. Mobility hosts and parking operators, take note: industrial facilities will need staging zones and charging decks. This could be your foot in the door for B2B robot fleets.

Turns out travelers are winging it—train to the city, scooter to lunch, oops, I need a car. That’s where savvy, centrally located carshares come in. Your Turo isn’t just a rental, it’s the last-minute hero in someone’s chaotic itinerary. Read the full article for how to take advantage of the trends McKinsey found.

📣 Question of the week

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