Mobility 2025: The Tipping Point Is Here
We are in the midst of a once-in-a-century transformation in the way people and goods move — and 2025 marks the decisive inflection point.
From Berlin to Bangalore, Riyadh to Rio, urban mobility is being reshaped by a powerful convergence of technology, regulation, and consumer demand. As a venture capital firm operating at the frontlines of global mobility, here’s what we’re seeing:
🚗 EVs Go Mainstream
Electric vehicles are no longer a niche play. By the end of 2025, over 85 million EVs are expected to be on the road worldwide.
- Battery prices continue to fall.
- Charging networks are rapidly expanding.
- Zero-emission zones and regulatory pushes are accelerating adoption.
While China leads the charge, Europe and the U.S. are catching up fast — and momentum is building in emerging markets like India, Brazil, and Kenya.
🤖 Autonomous Vehicles on the Move
From Waymo’s robotaxi deployments in Los Angeles to Baidu’s autonomous fleets in Wuhan, self-driving technology is advancing city by city.
Cruise’s recent retreat underscores the complexity of the space — but startups and OEMs are doubling down on autonomous transit and logistics as key areas for long-term growth.
🛴 Micro-Mobility Resurgence
E-scooters and e-bikes are making a comeback, this time more integrated and regulated.
- Cities are embedding micro-mobility into public transport systems.
- Safety measures are tightening.
- Infrastructure investments are scaling up.
In dense urban cores, cargo e-bikes are increasingly replacing delivery vans, reducing emissions and congestion.
🚉 Public Transit Gets a Reboot
Global public transit ridership is on the rise, and massive investments are reshaping systems:
- Riyadh’s $20B metro
- Paris’ Grand Express
- The rise of BRT (Bus Rapid Transit) systems and electric buses
Transit networks are becoming smarter, cleaner, and more essential to urban life.
📦 Last-Mile Logistics Reimagined
Last-mile delivery is going green, fast, and hyper-local.
- E-vans, drones, sidewalk bots, and micro-hubs are transforming logistics.
- Amazon now operates 20,000+ electric vans in the U.S.
- Zipline is using drones to deliver medical supplies to remote regions.
📱 Mobility-as-a-Service (MaaS) and Smart Integration
A new era of Mobility-as-a-Service is here.
Apps are bundling public transit, bikes, ride-hailing, and more — turning mobility into a seamless, subscription-based experience.
Europe leads the MaaS charge, but adoption is spreading globally.
🏙 Smart Cities Are Rising
Cities are transforming into intelligent mobility platforms, powered by:
- Digital twins
- AI-driven traffic management
- Connected infrastructure
It’s not science fiction: Jakarta, Singapore, and Helsinki already use real-time data to manage urban flows and optimize transit.
🔍 Our View
2025 is the tipping point for sustainable, tech-enabled mobility.
We are shifting:
- From ownership to access
- From fossil fuels to electric
- From fragmented systems to integrated platforms
This is a moment of massive opportunity — and we’re here for it.
📈 Key Investment Opportunities
At Pulsar VC, we are actively backing the founders building the future of mobility, with high-potential areas including:
- EV charging infrastructure and battery innovation
- Autonomous vehicle software and fleet orchestration
- B2B logistics and delivery platforms
- MaaS applications and mobility wallets
- Urban infrastructure and policy technologies
- Green vehicle financing and fleet electrification
💬 Let’s Connect
If you are working on the next leap in mobility, we want to hear from you.
The world isn’t waiting — it’s moving. Let’s shape the future of transportation together.
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