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.
108: The Magic of Operational Optimization - More Rides, More Money with Joseph Brennan of Zoba
107: Unpacking a Scooter Like No Other - Carson Brown, Co-Founder of TAUR Scooters
106: The Trillion Dollar Question
105: Benedict Evans and Horace Dediu discuss Micromobility
104: Apple C(ar)mputer - why Apple should be thinking micromobility, not automobility
103: The world's largest micromobility market with Alan Jiang, founder of Beam
102: Micromobility Supply Chains, Distribution and Maintenance with Puneeth Meruva of Trucks VC
101: Aiding the micromobility buyers journey with cofounders of Ridepanda
100: A retrospective
99: The biggest micromobility subscription service out there - Richard Burger, co-founder of Swapfiets
98: The rapid growth of Europe's Bolt with head of micromobility, Dmitri Pivovarov
97: The magic of children, and why disruption has less to do with competence than business models
96: Heavy-duty micromobility - the story of Ubco with CEO Timothy Allan
95: Why low-cost, low-bandwidth data will unlock micromobility's potential with Amir Haleem, CEO of Helium
94: The potential and perils of the electric motorbike industry with COO of Damon Motorbikes, Derek Dorresteyn
93: Reviewing the Origins of Micromobility As a Disruptive Force
92: A Heavy Micromobility Update (plus, is Tesla actually disruptive?)
91: The second mover advantage manifest: talking to Paul Steely White of LINK/SuperPedestrian
90: Micromobility's Sweetspot - talking Electric Rickshaws in India with ThreeWheelsUnited CEO, Cedrick Tandong
89: The fascinating, undiscovered world of the GBFS micromobility data formats
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