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.
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146: A micromobility performing car - Marcus Li from Eli
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143: The incredible economics of Last Mile Micromobility Delivery with Adam Barmby, founder of EAV
142: Lawrence Leuschner - The Tale of TIER
141: How tilting unlocks micromobility for the mainstream - the story of Nimbus with CEO Lihang Nong
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140: What is Micromobility and why does it matter? (2022 edition) with Horace Dediu
139: Designing iconic ebikes - Job Stehmann, Chief Product Officer at Vanmoof
138: RAMPing heavy micromobility with Mark Frohnmayer of Arcimoto
137: The interplay between technology, politics and the social contract with Laura Fox, GM of Citi Bike
136: Building Cities for people, not cars - the story of Culdesac with founder Ryan Johnson
135: A full stack electric motorbike and battery swapping solution in Rwanda! - Ampersand
134: Navigating the regulatory traps of innovation with Bradley Tusk
133: The tale of Cowboy with founder Tanguy Goretti
132: The story of Gogoro and Battery Swapping with CEO and founder Horace Luke
131: The story of Bird with CEO Travis VanderZanden and Horace Dediu
130: Revisiting the Exploding demand for Delivery Worker Micromobility with Mina Nada of Zoomo
129: A Modicum of Transport with Horace Dediu
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