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.
88: Revisiting High-End Shared Micromobility - The Bond Model with CEO, Raoul Stöckle
87: Talking subscriptions and premium brands with David Hyman, CEO of Unagi Scooters
86: Measuring Micromobility and Talking Hypercars
85: The Dott Model - talking European micromobility with co-founders Maxim Romain and Henri Moissinac
84: Designing cities for Micromobility with Skye Duncan, Global Designing Cities Initiative at NACTO
83: The War On Cars - Talking with Doug Gordon
82: The biggest bikeshare in America - talking with Laura Fox, Lyft's General Manager for Citi Bike in New York
81: Markets for Trust - why blockchains matter with Horace Dediu and Anders Brownworth
80: Decarbonizing Transport with Andrew Salzberg, Loeb Fellow and former Head of Transportation Policy at Uber
79: The agile incumbent: talking e-bikes with Ian Kenny and Chris Yu of Specialized
78: Products vs Platforms: the end of the Segway and the start of Apple in Micromobility
77: Talking the future of Mobility-As-A-Service with Jake Sion, COO of Transit
76: Ebikes, Maps and Adword Dystopia
75: A trip down memory lane with Jump founder, Ryan Rzepecki
74: Vanmoof Again! - Talking S3/X3 with CEO Taco Carlier
73: A Slow and Steady Approach to Micromobility - Ben Bear from Spin
72: Micromobility, pricing, politics and Friedrich Hayek
71: Recode's Kara Swisher being interviewed by Felix Salmon on post-car travel/micromobility
70: Micromobility operations with industry veteran Tarani Duncan - ex-Citibike, Jump and Mapbox
69: The largest micromobility manufacturer in the world - Tony Ho of Segway/Ninebot
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