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.
187: Spatial computing and what it means for micromobility with Horace Dediu
186: The story of premium two wheeler Cake Motorbikes with founder Stefan Ytterborn
185: Subscription-as-a-Service - unpacking a new micromobility business model with Micro OG and Tempo founder Michael Keating
184: The story of Onyx Motorbikes with founder Tim Seward and CEO James Khatiblou
183: Cool Californian Cruisers: the story of Electra Bikes with CEO Kevin Cox
182: A microcar (some of the time!) - the story of City Transformer with founder Udi Meridor
181: Building iconic micro-cars with Microlino founder, Oliver Ouboter
180: Exploring public-private Shared Micromobility with Caroline Sampanaro, head of micromobility and transit policy at Lyft
179: Exploring the Future of Micromobility with Kersten Heineke, of the McKinsey Center for Future Mobility
178: Creating Premium Owned Scooters - the story of Apollo with founders Maciek Piskorz and Chris Heathcote-Rey
177: Horace Dediu on the Next Billion Cars Podcast
176: The power and potential of E-bike subsidies with Grace Rink - Chief Climate Officer of Denver City
175: Micromobility fires, standards and transport equity with Melinda Hanson
174: Building award-winning e-moped and e-bike subscriptions in Sweden: Rickard Bröms of Vässla
173: The U.S politics of micromobility with Matt Yglesias and Julia Thayne DeMordaunt
172: The Apple Car Conundrum with Horace Dediu
171: Building the most popular ebike in America - The crazy story of Lectric Ebikes with founder Levi Conlow (also - launch of their XPedition cargo bike!)
170: Talking micro EV’s with Gabe Klein, head of the US Joint Office of Energy and Transportation
169: What Tech has got right and wrong about mobility with Kara Swisher, Horace Dediu and Julia Thayne
168: The story of the distinctive E-bike - Super73 with founder LeGrand Crewse
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