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.
128: What COP26 Missed with Horace Dediu
127: Talking about the Vanmoof V and proprietary supply chains with Ties Carlier
126: The Global Moped Sharing Report 2021 update with Enrico Howe and Alex Gmelin of INVERS
125: The future of shared micromobility with Ben Bear, CEO of Spin
124: Dance: an ebike built for subscription with CEO Eric Quidenus-Wahlforss
123: Andrew Yang and the future of politics, transport and micromobility
122: The urbanist-micromobility conversation with Gabe Klein
121: Micromobility in the Middle East and Asia Jaideep Dhanoa of Fenix (ex Circ and Grab)
120: The Mobility Disruption Framework with Olaf Sakkers
119: Battery Systems and Business Models with Horace Dediu
118: China’s automobility, micromobility and more with Michael Dunne from Zozogo/Winning in Asia
117: The most micro of micromobility - the Onewheel founder, Kyle Doerksen
116: Lessons from the first Micromobility IPO with Erdem Ovacik, CEO of Donkey Republic
115: The Premier Foldable Electric Bikes - Richard Thorpe, CEO of GoCycle
114: Disrupting Telco Infrastructure with Amir Haleem, CEO of Helium and Horace Dediu
113: The low-end Chinese EV explosion with Lavender Au and Nat Bullard
112: How Micromobility Can Save The World
111: Making Micromobility Heavy with Mark Frohnmayer of Arcimoto
110: The first shared micromobility company on the Nasdaq - Salvatore Palella from Helbiz
109: How camera-based positioning changes micromobility with Jameson Detweiler from Fantasmo
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