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.
68: The connection between antifragility, disuptive innovation and micromobility
67: Micromobility Infrastructure - challenges and opportunities with The Transportist, Professor David Levinson
66: Exploding demand for Delivery Worker Micromobility - Mina Nada of Bolt Bikes
65: Viral Nature: thinking about the impact of coronavirus on micromobility with Horace
64: Getting to a Better Place with mobility - Michael Granoff from Maniv Mobility
63: Escalators, Elevators and Stairs, and the Job-to-be-done of micromobility
62: The latest on the war over micromobility data - a conversation with David Zipper
61: Scooter parking - a missing part of the puzzle with Colin Roche from Swiftmile
60: How does micromobility conform to disruptive innovation theory?
59: Backing the best in micromobility - a conversation with Kevin Talbot, GP of Relay Ventures
58: Micromobility from the beginning - a conversation with Sanjay Dastoor, CEO of Skip and co-founder of Boosted Boards
57: The Trough of Disillusionment - unpacking hype, adoption and funding
56: Building the Largest Micromobility Player in the World, with Joe Kraus, President of Lime
55: At the intersection of regulation and new mobility with Emily Castor Warren of Lime, Lyft and more
54: Unpacking the Impact of Intelligent Micromobility with Superpedestrian CEO, Assaf Biderman
53: Beautiful e-bikes for billions of people - The Vanmoof Story with CEO Taco Carlier
52: The Global Shared Scooter Sharing Market - talking with Felix Jakobsen and Enrico Howe from Unu Motors
51: Micromobility in India - the story of Bounce with SVP, Growth, Bharath Devanathan
50: Laying the foundation for the Mobility-as-a-Service transport system: Sam Baker, COO of Wunder Mobility
49: Hardware Standards, Cybertruck and The Autonomy Boondoggle
Create your
podcast in
minutes
It is Free
Back to Work
DLC
Podcast Method
Hypercritical
The Ruby on Rails Podcast