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.
167: ‘Etility’ - what electric bikes offer with Benno Baenziger, the founder of Benno Bikes
166: Ryvid - an electric motorbikes for the masses - with founder Dong Tran
165: The marketplace for mobility - the largest shared mobility aggregator app in Europe with Robin Eriksson from Cogo App
164: What is Micromobility and why does it matter (2022 edition) Rerelease
163: The crazy story of self balancing enclosed motorbikes and their potential for micromobility - Danny Kim from Lit Motors
162: A true smartphone on wheels? What happens when you think of bikes as computers with David Hansen of Weel.
161: Building premium utility ebikes for families and more with Tern Team Captain Josh Hon
160: The RAD world of Micromobility with Mike Radenbaugh, founder of Rad Power Bikes
159: How Micromobility wins last mile package delivery with HIVED founder Murvah Iqbal
158: 5 Billion Riders - Why Horace Dediu thinks micro will be the biggest transport story of the next 20 years.
157: The biggest ecargo bike consumer subscription business in the world - Ben and Dan Carr from Lug and Carrie
156: The inexorable rise of Micromobility in Kenya and West Africa - the story of Roam Motors with Albin Wilson
155: Stilride's Metal Origami - The significance of new bike production methods with founder Jonas Nyvang
154: Investing in B2B SaaS for micromobility - Sam Baker at Mobility Fund
153: The Mega (and Profitable!) Micromobility Market of South Korea - the story of Swing with founder San Kim
152: Introducing Ride Review - the premier vehicle ratings source - with James Gross of Micromobility Industries
151: The Life of Lime - A conversation with Wayne Ting, CEO of Lime
150: Money for micromobility - the latest VC panel from MM America.
149: Building profitable shared Micromobility in the emerging world - With Alper Oktem of Marti
148: Talking Cities, Tranformation and Micromobility with Rocky Mountain Institute's Julia Thayne Demordaunt
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