AMD’s Mark Papermaster, CTO and EVP, talked with me about his background, AMD’s history, and how the company came to position itself as a “bankable supplier” with one of the most diverse semiconductor portfolios for the age of AI: CPUs, GPUs, FPGAs, accelerators, custom development, and with rack-scale systems with the pending acquisition of ZT …
Steve Patton shares EY’s perspective on how consumer demand and regulations shape the automotive landscape. We touch on Chinese car makers, sustainability, electrification, autonomy and logistics. Is sustainability self-sustaining, or does it still need regulatory incentives? Steve explains. Note the “skip to” audio time stamps below. You can read the related article here in 3 minutes. …
With the advantage of letting a few days pass before collecting my thoughts, two themes came into focus. First, the rise of Chinese auto companies, and the mainstreaming of electric vehicles, autonomous vehicles and IoT were starkly clear. Second, I explain why there seems to me to be a correlation between exhibitor behavior and their …
Has any company made a bigger impact on the automotive sector in the last decade than Tesla? Love them or hate them, in electrification, auto dealership structure and passenger car autonomy Tesla has masterfully used the extraordinary latitude it’s been afforded by investors to disrupt of the industry. We revisit and offer updated commentary from …
Has any company made a bigger impact on the automotive sector in the last decade than Tesla? Love them or hate them, Tesla has masterfully used the extraordinary latitude it’s been afforded by investors and customers to disrupt the profit, supply and dealership structure of the industry. This latitude is also potentially the Company’s biggest weakness, contributing …
Can your AI make life-and-death decisions? Mercedes-Benz’s Drive Pilot can. Does your AI vendor take legal responsibility for those life-and-death decisions? Mercedes does. Drive Pilot is the only certified Level 3 passenger car system globally. Georges Massing, global head of the company’s automated driving and cabin technologies, tells us how. We hear his thoughts on …
Reilly Brennan, author of the must-read Future of Transportation newsletter and partner at Trucks VC, returns to Tech Cars Machines for a discussion on recent trends in transportation investing. We discuss financing round sizes and valuations, AI in autonomy and robotics, the promise of hydrogen combustion engines, the EV market, and much more. Host: …
China, EVs, vehicles that are too big and too heavy, autonomy, the future of transportation and lessons from history. We cover hot news and trends in all these sectors with Marc Amblard, Partner at Orsay Consulting, the well-known San Francisco-based advisor in automotive technology. He is the author of the widely read Mobility Revolution monthly …
How do you start a new business in a large corporation and quickly scale it to hundreds of millions of revenues? Savi Baveja, President of 3D Printing and Chief Incubation Officer at HP, Inc. told me how. Focused on production, with markets in auto parts (custom Porsche seats), personal medical devices and drones, Savi gave …
Interested in a piece of a $400 billion pie from which Tesla once took a $465MM bite? Chris Creed, Chief Investment Officer of the Department of Energy’s Loan Program’s Office spoke to me about how the pie is made available to innovators or scalers in renewable energy and energy infrastructure. He discussed suitable projects, financial …