The network effect would be fairly strong within a regions/city. Though there's nothing natural about it, there are pragmatic barriers to this that would give a deployed service provider a quasi monopoly in a city. You need to have enough of them out there, you can offer discounts to flush out competitors, brand recognition. Also things like sign ups: if someone is signed up with an incumbent, it would be easier for them to just take that Scooter as opposed to an opponent.

It's a crazy play, but if scooters 'become a thing' then it's a good deal.