Ride AI by Micromobility Industries
Technology:Gadgets
On the latest episode of the Ride AI podcast, our host Ed Niedermeyer talks to Tyson Jominy, VP of Data & Analytics for J.D, Power, about the recent dynamics in the car market. They touch on COVID, the EV market, the prospect of another truck/SUV slowdown, and how these are all related.
Discussion on the cyclicality of the auto industry and recent turbulence due to COVID-19: undersupply situation, excess savings leading to increased demand, and supply chain disruptions.
Pricing dynamics in the EV market: oversupply of EVs in the $50-60k price range leading to price cuts.
Fleet sales and their impact on EV market dynamics, including potential risks to resale value and pricing stability (Hertz struggled with high repair bills and consumer dissatisfaction with EV rentals, prompting them to unwind their EV-focused strategy.)
Tesla's decision not to pursue a low-cost model raises questions about the industry's focus and the challenges of making EVs profitable.
The auto industry seems to be retreating to familiar corners, like focusing on SUVs, hybrids, and high-margin segments, rather than investing heavily in lower-cost EVs.
EVs face challenges in consumer perception and understanding of total cost of ownership, compared to hybrids, which have been around for a while but still face low adoption rates.
The auto industry's struggle to make EVs profitable raises concerns about the future of EV adoption and the profitability of traditional segments like trucks and SUVs.
There's uncertainty about the trajectory of EV adoption and whether there will be a "EV winter" where growth stalls.
Regulatory factors still incentivize automakers to invest in EVs despite profitability challenges.
48: The Data-play of Micromobility - William Henderson, CEO of Ride Report
47: The Potential of Abundance - the parallels of Nokia-to-influencers in micromobility
46: Big micromobility - hitting the 500kg limit with Arcimoto CEO Mark Frohnmayer
45: Owned Premium Lightweight Scooters - the Unagi story with CEO David Hyman
44: Self-driving scooters are coming! - Talking autonomous micromobility with Dmitry Shevelenko, CEO of Tortoise
43: Shared Mopeds: next generation micromobility with Frank Reig, CEO of Revel
42: Micromobility Podcast Live from Berlin! - Micromobility in Germany and OEM disruption
41: Implications of a Zero $ per Mile Marginal Cost
40: Investing in Micromobility :: Martin Mignot of Index Ventures
39: The Market for Owned Micromobility :: Jeff Russakow, CEO of Boosted
38: Assessing the Market for Micromobility in African and Asian cities
37: Micromobility in Europe - an Interview with Lawrence Leuschner, Co-Founder of Tier
36: Micromobility and Car Parking
35: Sampo Hietanen from MaaS Global/Whim on Micromobility
34: Tiffany Chu from Remix on planning for micromobility, MDS and more
33: Creative Destruction: an update on shared micromobility business models
32: David Zipper on the war over micromobility data standards
31: mMeetup - What makes Micromobility Disruptive?
30: Regulating Micromobility — the Christchurch case study
29: The Micromobility Software Panel from MM California
Create your
podcast in
minutes
It is Free
Back to Work
DLC
Podcast Method
Hypercritical
The Ruby on Rails Podcast