Ep 145: Neil Schloss - Investing in the mobility revolution

In this episode of Inside The Rope, David Clark interviews Neil Schloss, former Treasurer of Ford Motor Company and currently sits on the investment committee of the J-Impact Fund. They discuss the future of the mobility industry and the challenges of investing in it. Neil emphasizes the importance of understanding the business model and revenue potential of companies in this space before investing, as well as the need to diversify one's investments. He also notes the blurred lines between different areas of mobility, such as bikes and delivery vehicles, and suggests looking for technologies and enhancements within those core areas. Neil also acknowledges the safety concerns around autonomous vehicles and the need for continued education to address them. He touches on the potential for a shift in the revenue model of the industry, with the rise of subscription services and the increasing role of insurance companies. Overall, the episode provides a grounded perspective on the mobility industry and offers insights for investors looking to navigate this complex and rapidly evolving space.