Ride AI by Micromobility Industries

Oliver Bruce and Horace Dediu
Подкаст «Ride AI by Micromobility Industries»

Micromobility Industries first defined and now curates the future of urban transport that comes from small electric vehicles. Ride AI is now the focusing force of our industry as we explore how artificial intelligence will change the way we move. Ride AI is hosted by Ed Niedermeyer an American author and analyst who focuses on the automotive industry and mobility innovation. Co-Hosts of the show include Horace Dediu, Oliver Bruce and James Gross.

  1. 24 АПР.

    EV Winter? (with Tyson Jominy)

    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.

    46 мин.
  2. 9 АПР.

    Climbing the Slope of Enlightenment (with Mike Ramsey)

    For the inaugural episode of the new Ride AI podcast, author and analyst Ed Niedermeyer discusses the hype and disillusionment surrounding several new mobility technologies—namely autonomous vehicles—with Mike Ramsey, a vice president at Gartner. Ramsey explains the five parts of a hype cycle, including the innovation trigger and the trough of disillusionment, and provides historical analysis for where he believes autonomy is today on the road to mass adoption. Ed and Mike discuss the concept of the five-part "hype cycle" in technology adoption: innovation trigger, peak of inflated expectations, trough of disillusionment, slope of enlightenment, and plateau of productivity. The "slope of enlightenment" is explained as the phase where technologies become useful and start to see real-world applications. Autonomy in vehicles, while not profitable yet, is advancing (especially in robotaxis) Meanwhile autonomous technology is diffusing into other industries like agriculture, mining, and construction, where simple design domains allow for easier implementation. Despite challenges, significant investment in autonomy has advanced technologies like vision systems and edge AI. The hype surrounding autonomy is similar to that of other emerging technologies like generative AI, which may have significant impacts but will likely manifest in smaller, more practical applications initially. Media attention tends to focus on hype, but the most significant advancements often occur quietly, requiring deliberate effort to discover and understand. ⌲ Subscribe to our free newsletter to stay on the forefront of the intersection of AI and mobility 👉 https://rideai.beehiiv.com/

    39 мин.
  3. 18 МАР.

    Micromobility in Europe

    Leading up to Micromobility Europe, James Gross talks the state of micromobility in Europe with Prabin Joel Jones, Founder and CEO of Mayten along with Augustin Friedel, Senior Manager, MHP – A Porsche Company who is sharing his personal views on the podcast. Topics Discussed: Shared and Owned Micromobility Prabin takes us through the Tier and Dott merger: Tier/Dott deal  Background of the deal What the deal is Challenges in merging Where can they go from here What does this mean for the industry? Augustin predicts continued consolidation in the shared mobility space, with potential mergers or acquisitions among companies like Bold, Lime, and Voi. Prabin critiques Bolt's strategy and their future as the next Uber. Augustin also spoke about the struggles of owned ebike companies and the shift towards software-defined vehicles (SDVs) and AVs to enhance customer experience and safety. Software Defined Vehicles, AI and Regulation Augustin elaborates on Europe's position on AVs, noting a lag compared to the US and China due to a lack of investment and no existing tech giants. The potential for software-defined vehicles to improve user experience and safety, but recognizing Europe's fragmented approach to AVs and mobility tech. How government and local authorities could play a more significant role in advancing AVs and shared mobility through funding and regulatory support. Augustin speculates about Europe's potential to catch up in the AV space by pooling resources from major automotive players and focusing on local mobility solutions. Safety is discussed as a primary concern for micromobility users, with different European cities showing varying degrees of progress in creating safe infrastructure for cyclists and scooter users. Despite the challenges faced by shared mobility and AVs, there's optimism about the future, with emphasis on the need for innovation, better regulation, and strategic investments. The discussion concludes with a call for continued exploration and improvement in the mobility space, acknowledging the long journey ahead but recognizing the opportunities for impactful change. Trends to watch: - Software-Defined Vehicles and Artificial Intelligence - The Role of Government in mobility investments and Regulation - Safety and Infrastructure

    1 ч. 11 мин.

Об этом подкасте

Micromobility Industries first defined and now curates the future of urban transport that comes from small electric vehicles. Ride AI is now the focusing force of our industry as we explore how artificial intelligence will change the way we move. Ride AI is hosted by Ed Niedermeyer an American author and analyst who focuses on the automotive industry and mobility innovation. Co-Hosts of the show include Horace Dediu, Oliver Bruce and James Gross.

Чтобы прослушивать выпуски с ненормативным контентом, войдите в систему.

Следите за новостями подкаста

Войдите в систему или зарегистрируйтесь, чтобы следить за подкастами, сохранять выпуски и получать последние обновления.

Выберите страну или регион

Африка, Ближний Восток и Индия

Азиатско-Тихоокеанский регион

Европа

Латинская Америка и страны Карибского бассейна

США и Канада