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It's pretty irritating to install a new app and go through a new-user onboarding. I know that I've walked past scooters for a competing app in favor of one I'm using.

If I start seeing them around enough I might go to the trouble, but that requires a fair amount of density to start working.

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That works - to a price point. There's a threshold where the described behavior is overcome. I'm sure there's a marketing term for it (I don't know it) but the OP is not off-basis.

If some new company with deep enough pockets starts promising No Unlock Fee and $0.15/min, they could quickly capture a lot of Bird, Lime, etc's market share. They'd be burning cash at an unsustainable rate, but there is no moat between these businesses at the moment.

I could see this -- except Lyft and Uber are both getting in on the game, and people already have those apps, so if this is true, it's actually an argument against Bird, not for it.

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