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.