Ryan Westrom

3.6K posts

Ryan Westrom

Ryan Westrom

@Westy33

planner, engineer, transport nerd; passions: urban mobility, data analytics, cities; DC by way of Cambridge & Cali, Chicago veteran, Minnesota native

Washington, DC Katılım Mayıs 2009
1.4K Takip Edilen638 Takipçiler
Ryan Westrom
Ryan Westrom@Westy33·
Quite the milestone! I think micromobility is here to stay.
Prabin Joel Jones@prabinjoel

Breaking!! 🚨 Largest shared micromobility company @limebike is going public and just filed their S1. 🚀 Here is everything you need to know: 👉Revenue grew 29% to $886.7m in 2025, up from $686.6m in 2024 and $522m in 2023. 👉Net loss widened to $59.3m in 2025, vs $33.9m in 2024 👉Geography split (2025 revenue): - United States: 32% of total (~$284m) - United Kingdom: 22% (~$195m) - France: 10% (~$89m) - Rest of world: 36% 👉Gross profit hit $345.4m in 2025 (39% margin), up from $281m in 2024 👉Adjusted EBITDA reached $218.1m (+42% YoY), with Q1 2026 already up 250% YoY to $7.5m. 👉Operating income turned positive at $70.4m in 2025 vs the $24.6m loss in 2023. 👉19 million riders served globally in 2025, across 230 cities in 29 countries. 👉Globally, Lime is nearly 3× the size of the next largest operator by monthly active users 👉E-scooters + e-bikes operated under an exclusive distribution partnership with Uber, which drove ~14% of total revenue in 2025. 👉Marketing spend: just ~2% of revenue. 👉116% operational fleet retention rate in 2025 👉Accumulated deficit stands at $806m. Working capital is negative $529m. 👉4.3B+ shares in outstanding options and 2.1B+ RSU shares vest at IPO or thereafter. 👉Cash in the bank: $261.3m 👉Senior Secured Term Loan: $114.2m classified as current (due within 12 months). The IPO proceeds are earmarked specifically to repay this in full. 👉2020 Notes outstanding: $209.6m (includes the $85m @Uber Note + $85m Investor Notes plus accrued interest). These convert to equity at IPO and so, not a cash obligation. 👉2021 Notes outstanding: $682.9m will also convert to equity at IPO, not repaid in cash. 👉Total debt converting at IPO: ~$892m, which is a massive equity dilution event for incoming shareholders. This is a massive milestone for the industry and one which we've been waiting for. Current debt level is concerning, but if the IPO is successful, most of the debt on the books will either convert or be repaid. ~30% growth at this scale is incredible! We've also seen similar growth numbers at @voitechnology. Market is still massive and current companies including Lime haven't covered enough. imo, there is much more room for growth. I'm hoping that the filing will be well received and that they have a successful IPO. If they do, every company in this segment will reap the rewards and may be many more will go public. Congrats @wayneting and the entire Lime team 👏

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Ryan Westrom
Ryan Westrom@Westy33·
@JonHaidt At this point, it’s so clear that any place that has NOT banned phones in school is derelict in their duties. I imagine there will be a lot more such bans added this summer (Good! Better late than never.) Does anyone have a good map showing where bans are in place?
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Jonathan Haidt
Jonathan Haidt@JonHaidt·
Phone free schools cause --increased laughter in hallways --very loud lunchrooms --increases in books checked out of school library
Karen Vaites@karenvaites

One year into cell phone bans, Dallas schools see 24% increase in library book checkouts. 👏👏👏 "Public school districts in Texas are almost one school year into the first statewide cellphone ban, and a North Texas school district is seeing positive impacts. Dallas ISD officials said that, district-wide, they have seen a significant increase in library book checkouts, which they largely attribute to students no longer having cellphones with them during the school day. "I started hearing, 'Oh, I'm so bored. I can't get on my phone after I do my work or during lunchtime,'" Hillcrest High School librarian Nina Canales said. "Once they lock into these stories, they don't seem to care about their phones at all." From the first day of school to March 31, 2026, the district reported an increase of more than 200,000 additional books checked out compared to the previous year. A look at the library checkouts for the previous year: 2025-2026 Total Circulation (1st day of school to March 31, 2026) – 1,084,837 2024-2025 Total circulation (1st day of school to March 31, 2025) – 872,430 Total library book checkout increase: 24.35% At Dallas ISD's Hillcrest High, students are following this trend. Canales said there were roughly 500 books checked out in the first nine weeks of the 2024-2025 school year. This school year, that number spiked to about 1,800 books. "That floored me," Canales said. "I had to re-do the report again because I was like, 'What, are you kidding me?'" Students felt the impact too. "Now that I'm busy with a bunch of work and college, I don't find myself missing my phone that much, even at home," said Yamilet Jimenez, 9th grader." By @laceybeasnews. @JonHaidt @safe_screens

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Pope Leo XIV
Pope Leo XIV@Pontifex·
When simulation becomes the norm, it weakens the human capacity for discernment. As a result, our social bonds close in upon themselves, forming self-referential circuits that no longer expose us to reality. We thus come to live within bubbles, impermeable to one another. Feeling threatened by anyone who is different, we grow unaccustomed to encounter and dialogue. In this way, polarization, conflict, fear and violence spread. What is at stake is not merely the risk of error, but a transformation in our very relationship with truth.
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Ryan Westrom
Ryan Westrom@Westy33·
Can’t wait for my favorite TV event of the year tonight. Everyone’s favorite stars finding their spots under the brightest lights. #SelectionSunday #MarchMadness
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Ryan Westrom
Ryan Westrom@Westy33·
@wmataGM @Capitals I could definitely watch videos of Metro floor cleaning on a loop. Oddly satisfying, for sure.
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Randy Clarke
Randy Clarke@wmataGM·
After we do Metro floors we use the Zamboni to clean the ice @Capitals games!
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Iain Cameron
Iain Cameron@theiaincameron·
In the state of Wyoming in the USA lies a real hydrological oddity. It's a small stream (creek) that is thought to be the only one of very few examples in the world. It is placed so precariously and perfectly that it's hard to believe it is able to exist. 1/n
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Ryan Westrom
Ryan Westrom@Westy33·
@Teslaconomics “…if the system works the way Elon has described it for years” is doing a lot of work here. The old adage—if something sounds too good to be true, it probably isn’t—comes to mind.
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Teslaconomics
Teslaconomics@Teslaconomics·
I plan on owning my own Tesla Robotaxi fleet one day. And the more I run the numbers, the more I realize this new business could become one of the most powerful income opportunities I've ever seen. This is how I'm thinking about it. Based on many analyst models and Tesla’s long-term vision, a reasonable base case assumption is about ~$30,000 per year in net profit per Robotaxi to the owner. This is after things like Tesla’s platform fee, charging, tires, maintenance, insurance, and cleaning. Of course, the network is still early and Tesla is just beginning to roll this out in pilot programs in a few cities, so there’s no official real-world owner earnings yet... but using reasonable assumptions around utilization, pricing per mile, and operating costs, the math starts to get really interesting. If one Robotaxi can earn around $30,000 per year, here’s what a fleet might look like: • $100,000 per year → about 4 Robotaxis • $500,000 per year → about 17 Robotaxis • $1,000,000 per year → about 34 Robotaxis It may sound a bit crazy at first, but when you break it down, it starts to make more sense. These vehicles could potentially drive 50,000 to 100,000+ miles per year in high demand areas. If the economics land somewhere around $0.25-$0.50 profit per mile after all costs, you end up right around that ~$30k per vehicle per year range. And remember, the Tesla’s Robotaxi network is going to work a lot like Airbnb for cars. You add your vehicle to the network, Tesla handles the software, routing, payments, and rider experience, and they take a platform fee (often modeled around 25-35%). The owner keeps the rest after operating costs. Another thing that makes this interesting is the expected cost of the vehicles themselves. Tesla has talked about the purpose-built Cybercabs costing roughly $25k-$30k and Elon told me production is starting in 1 month! If that’s even close to reality, a fleet capable of generating around $1 million per year could theoretically cost somewhere around $850k-$1M in vehicles. That ROI is pretty freakin good! Now to be clear, none of this is guaranteed. I'm just thinking out loud and sharing it with you... a lot still depends on regulations, how fast unsupervised FSD scales, demand in each city, insurance costs, and how Tesla structures the network. But if the system works the way Elon has described it for years, owning a Robotaxi fleet could become one of the most powerful forms of passive income I've ever seen. And I plan on sharing the numbers with everyone on 𝕏 when the day comes. Personally, that’s why I’m paying such close attention. Bc one day, owning a fleet of autonomous Teslas working for me 24/7 might be the modern version of owning a rental property, except instead of tenants, you’ve got robots driving people around all day while you sleep. This next book of Tesla is going to be so exciting!
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Anthony Esolen
Anthony Esolen@AnthonyEsolen·
I'm no great fan of the short story, but if I had to rank the top 10 in English, here it is: 1. Flannery O'Connor 2. Nathanael Hawthorne 3. Herman Melville 4. Jack London 5. Edgar Allan Poe 6. Mark Twain 7. Eudora Welty 8. Charles Dickens 9. Stephen Leacock 10. G. K. Chesterton
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Ryan Westrom
Ryan Westrom@Westy33·
Truly shocking: Pedestrian deaths have surged 75% since 2010! 7,500+ lives killed annually. This WaPo report confirms a national safety crisis & a clarion call to action. It's why I do what I do. washingtonpost.com/business/inter…
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VB Knives
VB Knives@Empty_America·
What is the most attractive environment in the USA built primarily after WWII? Perhaps the San Antonio Riverwalk? It incorporates old buildings for sure but in general the entirely thing was brought to its current form after WWII.
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Ryan Westrom
Ryan Westrom@Westy33·
A postscript to this thread. @espn's Bradford Doolittle discusses this very topic in an article on the process unfolding for the new Royals stadium: espn.com/mlb/story/_/id… I was affirmed to see that their 'urbanity' ranking of ballparks lined up very closely to mine.
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Ryan Westrom
Ryan Westrom@Westy33·
What do you think?
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Ryan Westrom
Ryan Westrom@Westy33·
Kinda shocked that in this day in age surface parking is still planned around a new stadium. Do no other owners look at the revenue Cubs owners generate from around the stadium and consider that potential?
Casey Pratt@CaseyAPratt

The Las Vegas #Athletics renderings have finally dropped. Can see why Manfred thought the stadium was at the MGM.

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Ryan Westrom
Ryan Westrom@Westy33·
@the_transit_guy I often say, I love the city. And I love the country (grew up there). It’s the in between I struggle with. Yet, we’re probably in the minority as a majority of Americans live in that in between.
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Hayden
Hayden@the_transit_guy·
I think having a balance between the city and the country is an amazing (and privileged) thing to experience.
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Tim Althoff
Tim Althoff@timalthoff·
I’m excited to share our new @Nature paper 📝, which provides strong evidence that the walkability of our built environment matters a great deal to our physical activity and health. Details in thread.🧵 nature.com/articles/s4158…
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Anthony Bradley
Anthony Bradley@drantbradley·
Love this! Getting more and more boys into gymnastics is a great movement. It's crazy to me that the county government run gym refused to let boys learn gymnastics. The program is "Girls Only."
James Jones@jamesjonesesq

Since 2019! We started because College Park GA who owns a state of the art gymnastics facility REFUSED to let boys compete on their team. We went to Clayton County & their Parks and Rec REFUSED boys gymnastics. So I took my own money and started this gym.

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Stefan Schubert
Stefan Schubert@StefanFSchubert·
Particulate matter local air pollution from road transport is much less due to petrol exhaust than most people think. More is due to brake, tyre, and road wear. This means the effects of electrifying the car fleet in local air pollution are smaller than one might have wished.
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David Hrusovsky Sports
David Hrusovsky Sports@davehrus·
🚨 GIVEAWAY 🚨 I'm giving away a Ballpark Atlas hat to a lucky user. Like, repost, & follow me for a chance to win. The winner will be announced on Wednesday. Good luck!
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