Earlier this week we hosted our inaugural Mobility Start-up Forum, in which investors met with ~30 companies across the mobility landscape, including autonomous, EV, and air mobility. Key takes: 1. Capital markets at the center of enabling the EV transition – both for start-ups + legacy co’s; 2. With new entrants potentially gaining share in the transition to EV, who is the share donor?; 3. Further signs of emerging from the AV trough of disillusionment; 4. New mobility co’s can be evaluated by considering TAM, tech/product advantage, risk in path of success; 5. Mobility start-ups offer investors pure-play exposures. We also provide takeaways from the participating co’s at the conference, while sharing our latest AV competitive landscape map and unveiling our EV competitive landscape map.