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 …
GE’s “fuels guy” and current Global Hydrogen Value Chain Leader at GE Vernova, Dr. Jeffrey Goldmeer, shares his 23 years of experience and insight on energy generation, energy transition, the electric grid, and the role of hydrogen. We got technical in an accessible way about electric grid characteristics and how the transition to carbon-free sources …
You get a billion! And you get a billion! And YOU get a billion! (repeat 4 more times). The Department of Energy recently announced seven recipients of a total $7 billion who will build hydrogen hubs around the U.S. The auto and steel sectors, concentrated around Michigan, Indiana and Illinois, are covered by the Midwest …
Cars that drive themselves not enough for you? How about trucks? 80,000 pound trucks. Flying down the highway. Peter Vaughan Schmidt, CEO of Torc Robotics, an independent autonomy holding of Daimler Truck, describes his “no hobbies” focus on long-haul, Class 8 applications. From, “no hobbies”, to scalable commercial deployment in 2027, to “no limits” afterwards! …
Cars that drive themselves not enough for you? How about when they do it at 192 MPH? And head-to-head on a racetrack. With no remote intervention. In total darkness. Paul Mitchell, Chairman and President of the Indy Autonomous Challenge, and I talk at the Las Vegas International Speedway. He tells me how this is possible, …
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; …
Can electric batteries provide power for heavy-duty and long-haul applications in trucking, mining, agriculture and shipping? Probably not. Most insiders think hydrogen power will be required. Will a simultaneous investment in hydrogen production, its distribution networks and hydrogen-capable vehicles pay off? Probably not. Leveraging more economically justifiable uses for hydrogen outside of transportation may provide …
Joachim Rosenberg is with Volvo Group, one of the world’s largest producers of medium- and heavy-duty commercial vehicles. He is Executive Vice President, Volvo Group Strategic Initiatives and President Volvo Energy. Joachim describes Volvo’s deep and sincere commitment to sustainability throughout its value chain, including its suppliers, its own operations, and in the “second life” of …