Ride AI

Oliver Bruce and Horace Dediu
Ride AI

The Ride AI podcast presents cutting-edge insights and meaningful conversations with the world’s top mobility technology leaders so that you learn hard-won lessons of investment and innovation. Ride AI is hosted by Ed Niedermeyer an American author and analyst who focuses on the automotive industry and mobility innovation. Co-hosts include Horace Dediu, Oliver Bruce and James Gross.

  1. 24 ABR

    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 min
  2. 9 ABR

    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 min
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The Ride AI podcast presents cutting-edge insights and meaningful conversations with the world’s top mobility technology leaders so that you learn hard-won lessons of investment and innovation. Ride AI is hosted by Ed Niedermeyer an American author and analyst who focuses on the automotive industry and mobility innovation. Co-hosts include Horace Dediu, Oliver Bruce and James Gross.

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