Live from Anaheim! I was at the world’s premier event for sustainable commercial transportation. Here’s a brief ~10-minute recap of key trends regarding China, electrification, sustainability’s future, and regulation. The highlight for me was driving a massive “day cab,” the driver part of a semi-truck. You can see the video at www.gtkpartners.com/act25
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In this milestone 50th episode of Tech. Cars. Machines., Patrick Macdonald-King, CEO of Greenlane, discusses plans to establish a charging network from the port of Los Angeles to Las Vegas. Greenlane is a $650MM joint venture amongst Daimler Trucks North America, NextEra Energy Resources, and BlackRock, and a leading, if not the leading, charging network for medium- and heavy-duty trucks.
00:00 Welcome to Episode 50: Milestone Celebration
03:28 Interview with Patrick Macdonald-King
04:27 Greenlane’s Nationwide Network and Strategy
05:29 Patrick Macdonald-King’s Career Journey
08:11 The Role of OEMs in Charging Infrastructure
18:50 Hydrogen as a Future Path
25:47 Mapping Out Deployment Strategies
26:22 Greenlane’s Charging Infrastructure
32:29 Future-Proofing with Scalable Solutions
35:49 California’s Role in Electrification
37:25 Technological Needs and Industry Partnerships
41:06 Long-Term Vision and Industry Predictions
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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
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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.
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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 our original Everybody Hates Tesla episodes of a few years ago.
Note the “skip to” audio time stamps below. You can read the related article here in 1 minute.
Host: Ali Tabibian of GTK Partners.
On some podcast players you can click to jump to the timestamps below.
(0:00) Updated introduction
(4:41) Beginning of “Everybody Hates Tesla, Part 2”
(5:08) Supply chain
(17:41) Dealerships
(21:39) Self-driving
Link to Ben Thompson’s Stratechery article on Waymo vs Tesla approaches to self-driving.
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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 to Groundhog Day execution problems and unnecessary “self-driving” claims. We revisit and offer updated commentary from our original Everybody Hates Tesla episodes of a few years ago.
Note the “skip to” audio time stamps below. You can read the related article here in 3 minutes.
Host: Ali Tabibian of GTK Partners.
On some podcast players you can click to jump to the timestamps below.
(0:00) Updated introduction
(6:27) Beginning of “Everybody Hates Tesla, Part 1”
(10:00) Electrification
(15:40) EVs are inherently premium vehicles
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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: Ali Tabibian of GTK Partners
Timestamps:
Links:
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A summary for executives, capital allocators, technologists, geeks and generally enthusiastic people. A behind-the-curtains view of trends in M&A, financing, AI, autos, autonomy, electric vehicles, and the Internet of Things.
A raw transcript is here. More information on your host Ali Tabibian and GTK Partners.
Links to mentioned companies: Torc and Daimler Trucks; Indy Autonomous Challenge; Mercedes Benz in-vehicle NFT (no joke); L’Oreal’s generative AI; Foretellix’s ADAS development platform; wireless charging: WiTricity and Ossia; accessibility tech: Gryogear hand stabilizer and Xander audio captioning glasses.
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