Month: January 2025

47. Steve Patton, Americas Automotive Sector Leader at EY

47. Steve Patton, Americas Automotive Sector Leader at EY

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.     

EY Transportation group is here.  Host: Ali Tabibian of GTK Partners.  

On some podcast players you can click to jump to the timestamps below. 

(0:00) Introduction to Steve and EY 

(5:42) Sustainability, regulation 

(16:37) Supply chain and fulfillment   

(20:32) Connectivity, especially in industrial applications 

(31:27) EVs and Chinese car companies 

(45:18) Predictions and hopes 

46. CES 2025, Marinated

46. CES 2025, Marinated

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 business prospects.  This isn’t investment advice, of course.  

Host: Ali Tabibian of GTK Partners.  

Other posts regarding CES: Chris Stallman, VC; Marc Amblard, Mobility Adviser.