Do they need to know where they are at every given moment, and collect data on each customer in association with where they're coming from and where they're going?

No, they just need to know where they are when:

1. They run a collection routine 2. The bike/scooter is low on battery.

There is no info they need in association with the rider's trip. Or at least not, as the GP states, info required "by nature". That perspective is true of ride sharing (the driver needs to know where to pick up and drop off) but false in relation to bikes/scooters (no need to know start/end points, just need to know where the bike is during collection or low battery, and not in association with a rider).