How can you compare SpaceX with Bird? One has a giant moat of billions in R&D and one would not expect it to be profitable until the actually Hard To Make product exists. The other is literally a board with wheels + a battery and small motor. To say Bird's market is easy to enter is a huge understatement. Worse--the companies themselves are just commodities that will be aggregated by Uber/Lyft. I already find myself just opening Uber to see whatever scooter is closer. I am--and I'll make a not so big jump here, other people too are--not loyal to one brand at all.