Totally fair! They're taking off in Europe right now which will help set the tone for how cities can accommodate these bikes. I think incidents like shutting down the L line in New York will help propel e-bikes/scooters forward much faster than anticipated.

Of course, that may not translate to every city but I think it will move across the US much faster than pure dockless schemes.

For your question on why not? I bet being able to move a significant number of trips by volume from your competitors back onto your platform is well worth the cost and mind share that you could build. (e.g. no bikes available? How about you take this uber for x% off instead!)