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Mile Marker
Transforming Mobility – The Future of Software-Defined Vehicles and Fleet Management (Partha Goswami)
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In this episode of Mile Marker, we welcome Partha Goswami, a strategist and futurist specializing in emerging technology and disruption in the mobility industry. Partha analyzes automotive trends, explores the startup ecosystem, and discusses the transformation of vehicles into software-defined platforms. We dive into the significant trends shaping the automotive industry, the impact of software-defined vehicles, and the evolving landscape of fleet management. Tune in for an insightful conversation on the future of mobility
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WEBVTT - This file was automatically generated
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You are listening to the Mile Marker Podcast,
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where we explore trends and innovations in fleet automation
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and shared mobility, helping fleet based businesses make
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better informed decisions
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and achieve full digital transformation.
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Welcome everyone to the Mile Marker podcast.
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Today we have a special guest, Partha Goswami,
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a strategist fu
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and consultants specializing in emerging technology
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and disruption in the mobility industry.
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Partha analyzes evolving trends
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and automotive technology monitors shifts in the value chain
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and explores the startup ecosystem.
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His expertise spans wireless connectivity, safety,
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autonomous technology,
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and the transformation
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of automobiles into software-defined platforms.
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Partha has spoken at forums like Auto Tech, SAE, CVTA
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and LA Automobility. Beyond work,
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He's an avid bird photographer who finds solace in nature.
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Welcome, Partha. How are you?
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Very good. Thank you for the invite,
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and I'm really delighted
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to talk about all the changes happening
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in the mobility industry.
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It's really like the movie, you know,
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everything everywhere happening at the same time.
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It really is. It really is.
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And from the Ridecell side, we have Mark Thomas, EVP
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of Strategic Alliances and Marketing.
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Welcome, Mark. Thanks.
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And so you have a really strong background in understanding
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emerging trends in the automotive industry,
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and as you kind of just mentioned there,
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it's kinda like everything is happening all at once.
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But what are some of the most significant trends
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that you've observed over the past decade
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or even just five years?
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Yes. So the commonly used acronym that you use, uh,
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case C-A-S-E. C for connectivity, A
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for Autonomous S for software and services
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and E for electrification.
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I think that, uh, describes the changes happening
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or the basic changes happening pretty well.
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However, the big change that I would, I would draw attention
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to is really the transformation of the vehicle itself.
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The vehicle instead of a one off device
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is really becoming a platform.
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It's being engineered totally differently.
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We'll talk more about it.
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And that has really give given rise to the idea
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of software defined vehicle.
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And I really think that's the biggest change
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happening in the industry right now.
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And how is that affecting both, um, I mean how
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consumers interact with their vehicles,
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but then also on the business model side, right?
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You've got, um, the OEMs and,
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and, uh, even fleet companies that are having to kind
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of rethink how it's not just leasing a car
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...or selling a car.
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Now you have all these other opportunities, right? Yeah,
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Yeah, yeah, exactly.
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And I think consumers are really at the heart of this change
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because right from the day the first smartphone was
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introduced, consumers really, uh, were,
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were really delighted
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to see a device which is much more than what it is supposed
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to be, which is calling people.
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But it is really a platform from,
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for doing many different things, number one
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and number two, it, it continuously changes.
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Okay? It gets updated, right?
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So to a large extent, that particular consumer desire
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has been behind this particular
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transformation that we are seeing.
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Okay. Uh, more software centric product development,
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et cetera, that we are beginning to see the early, early,
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you know, uh, first few, first phases
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of that particular change.
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Uh, your question was, okay, how is
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that affecting other things?
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And you mentioned fleet, uh, specifically, uh,
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I think the fleet really is undergoing the idea
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of fleet is really undergoing a big change.
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It used to be a very sleepy area.
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Typically, you know, fleet means you have a contractor
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coming and he or she has a fleet of 20 vehicles,
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or maybe it's a big FedEx
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or some other company who has thousands
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of trucks, et cetera.
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But nothing more than that.
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But really, you know, uh, call it the Amazon effect,
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but really the idea of, uh, delivery has exploded.
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People's, uh,
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shopping has changed from actual physical shopping
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to online, and that has given rise to this idea
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of last mile delivery.
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Uh, and also I, I would say there is a little bit
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of residual covid effect where people got more used
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to get things delivered at their home.
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These are some of the impacts.
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These are not the only things,
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but, so that's kind of number one,
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which is driving the market for fleets, right?
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But more importantly, fleet is no longer the sleepy,
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you know, contractor's vehicle anymore.
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It's really very sophisticated, uh, machine
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or it's going to become more sophisticated, you know,
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connectivity, uh, complete end-to-end, seamless,
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um, uh, data analytics.
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Those are becoming the hallmarks of fleet mobility.
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And that has given rise to this idea of fleet management
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and the whole new industry around it.
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So those are some of the big changes happening.
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I have a question. So for the software-defined vehicles,
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uh, I think of that more as the mobile phone
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or the consumer electronic companies
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changing the chip architecture that they're using.
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But fundamentally, the operating system, the interface
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and how consumers experience those devices
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don't necessarily change
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unless maybe there's new feature capabilities
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that are enabled by going from one, you know, the, the A one
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or the M1 to the M two.
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What, what is the software defined vehicle
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consumer experience, and how does that change?
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Because to me, it just seemed like streamlining
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manufacturing processes, uh, establishing a common bus, uh,
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and just making the cost of goods easier
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to manufacture vehicles.
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Mm-Hmm. Okay.
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So, uh, let me first make a statement that a lot
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of people try to call a software defined vehicle
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as smartphone on wheels.
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Okay? It, the, the real fact can be farther than that, okay?
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Because the phone
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and the car, the vehicle are very different objects, okay?
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Phone, you know, if something fails, it's an annoyance.
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Okay? If the car fails, it's a life
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and death question, right?
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So suddenly we are not trying to equate the two together.
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But, uh, coming back to the, the notion of
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what exactly is smart, uh, software defined vehicle,
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it's really the idea of, um,
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separating the hardware from
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the software in the vehicle itself.
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So, and, and the manufacturing
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and all these other issues will come later.
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But let me start with the machine itself.
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The car itself, okay?
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Traditionally, the, the way cars are designed, it's a one
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of device and all the electronics that goes into it,
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it comes as an embedded, embedded product.
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So you want to make some, add some new function, okay?
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You add a new computer to it.
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What do you call ECU, um, uh, electronic control unit
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that comes as a self-contained black box.
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Okay? Software is all everything written,
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and then I need something else.
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I bring another of those black box. Okay?
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But the idea of this platform
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that I've been talking about earlier, uh, is really the,
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where you separate the two, okay?
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Your hardware is there
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and then all your software applications there,
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and then you have an operating system
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that connects the two, alright?
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And what that gives you, uh, it gives you the idea
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that you are no longer selling a product, which is fixed.
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Okay? Your best car is the car on your very
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first day of purchase.
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But now I'm saying
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because I have an underlying hardware,
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which is decoupled, okay?
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I'm creating new services, new software, new functionality
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as I go, keep going forward.
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And that idea of continuous improvement, okay,
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is really the idea behind software defined vehicle.
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Now, all the other things
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that you mentioned Will is going to happen.
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It, you know, how as you manufacture them, the idea
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of streamlining the total manufacturing systems
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very different from the existing
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system is all going to happen.
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But the core idea in my mind is
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how the machine itself is getting re-engineered make sense?
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The over the air updates certainly allow you to
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debunk the car and saves you, uh, trips into the dealership.
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But, you know, we, we used to have dealer visits to,
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you know, flash the firmware things along that line, right?
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Mm-Hmm. Uh, but you're saying that when the car is designed
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to take incremental, almost operating system upgrades, that,
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uh, you can do more of a Tesla experience downloading, uh,
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a feature, for instance, that people pay for.
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Um, so it's, it's adding the capabilities
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to have a more modular experience ahead of
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actually having these modular experiences to sell,
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Right? So, and
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like you said, you know,
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when Tesla first released the s uh, more
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or less in 2012, that was really the key value proposition
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of the product, okay?
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It was because consumers did not see what's,
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what's inside the car.
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They didn't really open the hood
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and got to know all the details,
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but what they saw was they woke up on a,
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on a certain morning and said, oh my goodness, my, uh, uh,
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suspension settings have changed.
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Okay? And that's a huge excite for the customers.
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And, uh, that's what they kept talking about.
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And that got the notice of most other car makers.
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They said somehow we have to get to that particular stage.
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And it's easier said than done
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because you can do it in one shot,
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but then how do you scale it up for your entire, you know,
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uh, portfolio of millions of cars? That's why
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The 11 years later, they're still trying to do this.
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Yeah. And I think the scaling up
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and wanting to do it, those are probably the two big issues
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because I have worked in General Motors
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and honestly, uh, I was part of the, uh, volt, uh, uh,
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the product, the development team for Chevy Volt,
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and, uh, believe it
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or not, uh, back in, when was it, maybe 2008, my,
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my test car was getting regular software updates
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as it was being developed.
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Okay? And,
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and I would be, I would get a note, you know,
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that keep the car, you know, in a, in a, in an area which
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where you can get the signal, it was not based on wifi.
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And so we are getting updates.
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The thing was, what GM did not do, it did not scale up
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that capability, number one.
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And number two, it did not really use that, uh, you know,
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capability for upgrading the product.
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Okay? It was used internally
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for making a lot of improvements.
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So it was not necessarily the lack of capability, I think,
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uh, it was something else, right?
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But again, I think now the industry is a, is at a point
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where this is not looked as a novelty anymore.
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Everybody's doing it, and we'll continue to see more
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and more of it going forward.
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You know, when, as you're talking from the consumer side,
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uh, it obviously raises up the, uh, sort
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of privacy data privacy issue,
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which is a whole other podcast, right?
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Um, but from whether it's a consumer vehicle
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or a fleet vehicle, because you have the ability to do, um,
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software updates and continuously upgrading the vehicle,
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that means that potentially, you know, a fleet
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or consumer, um, their vehicle will last longer, right?
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Because it's, you know, they're getting new features
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from a fleet standpoint.
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Maybe it's more safety features, maybe it's, uh, how to,
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you know, stay engaged with the driver
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or, um, you know, having better read on the, the,
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the status of the vehicle and does the driver need to go
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and, and switch out the vehicle?
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Mm-Hmm. So, uh, can you talk a little bit about
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how that might change?
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Um, I, I guess the, the, the longevity, uh,
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of a vehicle, like the vehicle lifecycle management of it,
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where, you know, instead of, you know,
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that you're gonna have to switch out a car every 10 years,
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you might get 12 years out of it or maybe even longer, um,
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and how that affects things.
269
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Yeah. So there are actually two sides of this question.
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One is the physical longevity of the vehicle. Okay?
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I mean, everything falls up, but after a certain time.
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But we are talking about physical
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longevity, that's one thing.
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Okay? And the other thing is actually the
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freshness of the product.
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Okay? So, so when you talk about software defined vehicle,
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we are actually talking more about the latter.
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Okay? I, I think the auto industry is at a point where
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gone are the days where, you know,
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the card fall apart after two, three years.
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Everything is pretty rugged and reliable.
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So I think the basic quality,
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basic reliability is a lot higher than needs to be,
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um, number one.
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But what you're looking at is the car is no longer stale.
286
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I think I mentioned that. Mm-Hmm.
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In a traditional hardware centric vehicle, the best day
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of the vehicle, uh, is the day one, okay?
289
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When all the features are there,
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and then nothing is added on.
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But now, because of my capability to use software
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to either update a feature or add new feature
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or reconfigure a old feature, whatever that be, okay,
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I can achieve all three periodically over time
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of the ownership.
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So to a owner, first owner, second owner,
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or whatever that be, he
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or she'll continue to see new features over time.
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So I think that's probably the best
300
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or the, the more important impact
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of this new vehicle development
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or what you call software defined vehicle.
303
00:13:52.395 --> 00:13:54.535
And along these same lines, you know, some of the things
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that you've talked about in your writings
305
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or in, in your, um, uh, speeches
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that you've given at different events, mm-Hmm.
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Uh, data standardization has been
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something that you've touched on.
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Can you, uh, talk about that a little bit and,
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and react to that?
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And what are the, what are kind the struggles
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and do you see it actually the, the, you know,
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the manufacturer is actually agreeing on it
314
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and sort of data standardization?
315
00:14:17.445 --> 00:14:21.695
Yeah. So, uh, so far until now, you know,
316
00:14:21.695 --> 00:14:25.095
every car company generates its, its data
317
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because we have tons of sensors in the car,
318
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and there are a lot of data
319
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that comes out of the car, right?
320
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But every car company almost does it in a
321
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proprietary way, okay?
322
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I have my own data formats
323
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'cause somebody else has their own data formats
324
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and that there's a big issue
325
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because if I now want some third party
326
00:14:42.275 --> 00:14:45.695
to develop application for me, okay, I can, uh,
327
00:14:45.895 --> 00:14:48.135
I need a very specific customized
328
00:14:48.135 --> 00:14:49.695
application development, okay?
329
00:14:49.795 --> 00:14:52.485
But look at the entire Apple ecosystem
330
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or the entire Android ecosystem, you know,
331
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you are a developer, you can develop it for your Apple
332
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or for your entire Android ecosystem
333
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because you know exactly what the data formats are,
334
00:15:02.755 --> 00:15:05.045
what the APIs are, you know, there's no issue.
335
00:15:05.065 --> 00:15:07.925
You know, what, what's, what's, what data you can use
336
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for whatever functions.
337
00:15:10.495 --> 00:15:12.475
The same has not been the case.
338
00:15:12.975 --> 00:15:15.755
So I think there is a, there is an acknowledgement
339
00:15:15.985 --> 00:15:20.435
that we need to standardize our data formats across the
340
00:15:20.715 --> 00:15:23.115
industry, across all car companies, okay?
341
00:15:23.775 --> 00:15:26.355
And that is happening right now. Okay?
342
00:15:26.525 --> 00:15:28.395
There, there are, uh, there,
343
00:15:28.395 --> 00:15:31.475
there is a specific consortium called cossa Connected
344
00:15:31.475 --> 00:15:34.075
Vehicle, whatever, I forget the acronym right now.
345
00:15:34.695 --> 00:15:36.915
And they have, they're developing something called vehicle
346
00:15:37.315 --> 00:15:39.315
VSS, vehicle signal specification,
347
00:15:39.605 --> 00:15:43.635
which is essentially a common taxonomy of data.
348
00:15:44.065 --> 00:15:47.835
Okay? If I call a particular data, whatever, BOD,
349
00:15:47.835 --> 00:15:49.475
it's BOD everywhere, okay?
350
00:15:49.495 --> 00:15:52.035
For all everybody in the industry, whoever is developing,
351
00:15:52.095 --> 00:15:53.275
that's happening right now.
352
00:15:53.735 --> 00:15:58.035
Now, the question is, um, how, how is the car industry,
353
00:15:58.575 --> 00:16:02.995
um, handling the idea of this whole, you know,
354
00:16:03.135 --> 00:16:04.315
the software defined vehicle
355
00:16:04.375 --> 00:16:06.915
and all these new functions that I'll develop,
356
00:16:06.935 --> 00:16:08.155
and I'll monetize that
357
00:16:08.265 --> 00:16:11.075
because now I have so much data at my disposal,
358
00:16:11.275 --> 00:16:12.755
I can create these new functions
359
00:16:12.755 --> 00:16:14.715
that I will offer to the consumers.
360
00:16:15.515 --> 00:16:17.995
I, I think that is not happening yet. Right?
361
00:16:18.295 --> 00:16:20.995
And the main, the main challenge is one
362
00:16:20.995 --> 00:16:23.955
of the main challenges is the standardization of data, okay?
363
00:16:23.955 --> 00:16:26.275
Which again, is being addressed by some of this consortium.
364
00:16:26.535 --> 00:16:28.075
So that has to happen, okay?
365
00:16:28.185 --> 00:16:32.155
However, uh, the auto industry probably, probably went ahead
366
00:16:32.155 --> 00:16:33.435
of itself, okay?
367
00:16:33.535 --> 00:16:37.795
And maybe around 2016, 17, we heard a lot of announcements
368
00:16:38.065 --> 00:16:40.835
that we are going to have a complete new steam
369
00:16:40.835 --> 00:16:43.355
of monetization because we have so much data as our,
370
00:16:43.355 --> 00:16:46.835
at our disposal that the fact of the matter is, you know,
371
00:16:47.355 --> 00:16:50.595
industry really hasn't, uh, hasn't learned yet how
372
00:16:50.595 --> 00:16:52.755
to extract the data, how to do the analytics,
373
00:16:52.815 --> 00:16:54.835
and how to create the apps based
374
00:16:54.835 --> 00:16:55.995
on data and so on and so forth.
375
00:16:56.175 --> 00:16:59.875
So 2016, uh, McKensey wrote an article that this,
376
00:17:00.065 --> 00:17:04.435
this whole new database economy is going to be $800 billion.
377
00:17:04.435 --> 00:17:06.755
Nothing happened. 2021, they came back
378
00:17:06.755 --> 00:17:09.555
and says, well, there are these issues that, you know,
379
00:17:09.555 --> 00:17:12.115
why it's not happening, and it's probably the market is
380
00:17:12.275 --> 00:17:15.195
probably going to be much less, maybe $400 billion.
381
00:17:15.735 --> 00:17:18.835
We are at 2024. Now, this still hasn't happened.
382
00:17:19.635 --> 00:17:22.555
Few companies came about companies like autonomy.
383
00:17:22.705 --> 00:17:25.875
They were basically designed as data brokers, okay?
384
00:17:25.895 --> 00:17:29.075
And they actually were set up to kind
385
00:17:29.075 --> 00:17:30.195
of data broker the data,
386
00:17:30.615 --> 00:17:33.435
but that wasn't enough to scale their business, okay?
387
00:17:33.455 --> 00:17:34.675
So at some point in time, they have
388
00:17:34.675 --> 00:17:36.275
to fold their business, right?
389
00:17:36.735 --> 00:17:40.075
So hopefully we are at a point, everybody understands the,
390
00:17:40.215 --> 00:17:41.835
all the challenges and the weaknesses,
391
00:17:42.495 --> 00:17:45.395
and we have consortiums like Visa that's helping
392
00:17:45.895 --> 00:17:49.195
to create a more standardized data taxonomy.
393
00:17:49.625 --> 00:17:52.205
So I'm very hopeful in the next few years we'll be,
394
00:17:52.215 --> 00:17:56.595
we'll make a lot more progress in creating the solutions
395
00:17:56.595 --> 00:18:01.235
that we need for to create this new database, uh, you know,
396
00:18:01.495 --> 00:18:03.835
new business monetization, whatever you call it,
397
00:18:03.855 --> 00:18:05.275
new functions, new experience.
398
00:18:06.175 --> 00:18:10.475
But I think people don't have to wait for there
399
00:18:10.575 --> 00:18:12.075
to be a data standard,
400
00:18:12.375 --> 00:18:17.035
and then the OEMs to switch to this new data standard.
401
00:18:17.855 --> 00:18:20.395
Uh, there's certainly several companies now that
402
00:18:20.945 --> 00:18:23.915
provide data normalization and cleansing services.
403
00:18:24.215 --> 00:18:27.275
So you just call them
404
00:18:27.975 --> 00:18:30.915
and say, you know, what's the current fuel level reading?
405
00:18:31.455 --> 00:18:34.195
And they will provide it back in a standard answer no matter
406
00:18:34.195 --> 00:18:36.755
which make and model that vehicle is.
407
00:18:36.855 --> 00:18:39.915
So the good news is we can solve it with private
408
00:18:40.715 --> 00:18:42.155
entrepreneurship, uh,
409
00:18:42.155 --> 00:18:45.515
because it does take a long time to hit the standardization,
410
00:18:46.455 --> 00:18:49.715
uh, of a lingua franca for vehicles.
411
00:18:50.735 --> 00:18:53.395
No, no, absolutely. And, and as I said, you know, just
412
00:18:53.395 --> 00:18:55.595
because you are proprietary doesn't mean you are limited.
413
00:18:55.815 --> 00:18:57.995
So it's not like the car companies
414
00:18:58.015 --> 00:18:59.835
or their suppliers are sitting there
415
00:18:59.835 --> 00:19:02.275
and doing nothing, lot is being done.
416
00:19:03.765 --> 00:19:06.555
Their are companies who are offering what they call function
417
00:19:06.555 --> 00:19:10.715
and demand, where you can, can, you can order
418
00:19:11.345 --> 00:19:13.035
something, some function
419
00:19:13.165 --> 00:19:15.875
after the post purchase and it can be added.
420
00:19:16.135 --> 00:19:18.075
The gm et cetera, in particular, they have a feature called,
421
00:19:18.255 --> 00:19:19.635
uh, the level two autonomous.
422
00:19:19.755 --> 00:19:21.995
I think the one from GM is called Super Cruise.
423
00:19:22.415 --> 00:19:25.515
The one from, uh, Ford is called, uh, blue Cruise.
424
00:19:25.615 --> 00:19:28.315
And, you know, other companies has other similar functions.
425
00:19:28.695 --> 00:19:31.425
And those things, you can actually don't have
426
00:19:31.425 --> 00:19:33.825
to have them write it during your purchase.
427
00:19:33.825 --> 00:19:35.625
You can buy them later. It can be triggered,
428
00:19:35.625 --> 00:19:37.585
it can be activated, it can be deactivated.
429
00:19:37.925 --> 00:19:39.425
So there are things happening,
430
00:19:39.765 --> 00:19:42.905
but the explosion that we,
431
00:19:42.925 --> 00:19:45.625
it was en envisioned back in 2016,
432
00:19:45.935 --> 00:19:47.465
that explosion hasn't happened.
433
00:19:49.115 --> 00:19:52.695
Uh, when I also think of data, I also think of, you know,
434
00:19:54.015 --> 00:19:55.835
the utilization and the action
435
00:19:55.835 --> 00:19:56.875
that you take from the data, right?
436
00:19:56.875 --> 00:19:59.035
Like, you can have all this data coming from all these
437
00:19:59.035 --> 00:20:03.515
vehicles, but if there's no way to quickly turn it
438
00:20:03.515 --> 00:20:06.635
around into, let's say, you know, some automations
439
00:20:06.855 --> 00:20:11.605
or, uh, you know, triggers for, oh, you know, they're,
440
00:20:11.755 --> 00:20:14.245
they're going into this part of town
441
00:20:14.345 --> 00:20:16.685
and, uh, I don't know, there's gonna be, there's,
442
00:20:16.685 --> 00:20:17.845
you know, there's a roadblock.
443
00:20:18.465 --> 00:20:20.165
Uh, and so we should
444
00:20:20.165 --> 00:20:21.805
automatically reroute them or something.
445
00:20:21.925 --> 00:20:24.725
I mean, very kind of off the top of my head example,
446
00:20:24.825 --> 00:20:25.885
but I just feel like there's,
447
00:20:25.995 --> 00:20:27.725
there's also the action part of it.
448
00:20:28.285 --> 00:20:29.405
I feel like, you know, the ouo
449
00:20:29.405 --> 00:20:32.315
and the autonomous, they were, it was volumes
450
00:20:32.315 --> 00:20:33.915
and volumes of data, but there wasn't a
451
00:20:33.915 --> 00:20:34.955
lot of action behind it.
452
00:20:35.255 --> 00:20:37.995
So I think that was part of what was missing as well.
453
00:20:38.075 --> 00:20:39.635
I don't know if you have any thoughts on that
454
00:20:41.525 --> 00:20:43.365
Suddenly, so that, that is the other part, right?
455
00:20:43.385 --> 00:20:45.205
You get the data, but what do you do with it?
456
00:20:45.305 --> 00:20:47.005
You know, what kind of analytics you use
457
00:20:47.085 --> 00:20:48.925
and what kind of new innovation
458
00:20:49.025 --> 00:20:50.165
you create out of that, right?
459
00:20:50.325 --> 00:20:52.165
I think that's the part that was missing.
460
00:20:52.305 --> 00:20:54.165
Now, individually, car companies are doing
461
00:20:54.235 --> 00:20:55.245
bits and pieces of that.
462
00:20:55.515 --> 00:20:58.405
There's something called usage based insurance, UBI,
463
00:20:58.835 --> 00:21:01.245
that many car companies have been doing for a while.
464
00:21:01.705 --> 00:21:03.925
Uh, essentially the idea that, you know, if you,
465
00:21:03.985 --> 00:21:07.085
if I provide certain, you know, data, hopefully
466
00:21:07.085 --> 00:21:08.525
with permission of the consumer,
467
00:21:09.065 --> 00:21:12.005
and then that can impact their, you know, uh, hopefully
468
00:21:12.565 --> 00:21:15.885
positively if the driver is more conservative in driving
469
00:21:15.985 --> 00:21:17.405
and that they can get a better deal.
470
00:21:17.405 --> 00:21:19.965
That's the idea behind, behind usage based insurance, right?
471
00:21:20.345 --> 00:21:23.245
And there are, uh, businesses that are slowly evolving in
472
00:21:23.245 --> 00:21:24.885
that direction, direction.
473
00:21:24.885 --> 00:21:27.325
So, so there are bits and pieces of that that's happening,
474
00:21:27.505 --> 00:21:31.965
but in a, in a bigger sense that I, the car generates, it's,
475
00:21:31.965 --> 00:21:34.725
it's a hotbed of so many interesting data.
476
00:21:35.065 --> 00:21:36.405
Mm-Hmm, what do I do with it?
477
00:21:36.505 --> 00:21:38.725
How can I create new services, new functions,
478
00:21:38.785 --> 00:21:40.245
new, you know, features
479
00:21:41.745 --> 00:21:44.645
The heuristic, if they were to learn from
480
00:21:45.585 --> 00:21:49.925
the transformation of, uh, web and.com
481
00:21:50.025 --> 00:21:52.525
to the mobile revolution, the companies
482
00:21:52.555 --> 00:21:56.125
that created services optimized for mobile
483
00:21:56.585 --> 00:22:00.565
and using the mobile only, uh, technologies
484
00:22:01.195 --> 00:22:02.645
were those that succeeded.
485
00:22:03.065 --> 00:22:05.285
So for instance, MapQuest, where we were just used
486
00:22:05.285 --> 00:22:07.405
to printing things out and holding them up in the car
487
00:22:07.595 --> 00:22:10.965
because there was no GPS on your laptop
488
00:22:10.965 --> 00:22:15.045
or your desktop, um, you know, gave way to Google Maps
489
00:22:15.045 --> 00:22:18.005
and having folks navigate themselves around, you know,
490
00:22:18.435 --> 00:22:22.285
MySpace became, gave way to Instagram because of the camera.
491
00:22:23.425 --> 00:22:27.445
And the concept then for vehicles is
492
00:22:27.875 --> 00:22:32.845
what are the unique new sensors that the vehicles have
493
00:22:33.235 --> 00:22:34.725
that you don't have on your phone?
494
00:22:34.725 --> 00:22:38.645
Because you're not gonna pay for a Netflix subscription,
495
00:22:38.905 --> 00:22:41.525
so you can watch it on your screen when you can just cast
496
00:22:41.595 --> 00:22:44.245
what you have on your phone to the back screens,
497
00:22:44.245 --> 00:22:45.925
or just, you know, watch it on a tablet.
498
00:22:46.665 --> 00:22:49.085
So the uses based insurance is a great example.
499
00:22:49.385 --> 00:22:52.005
It knows your driving style.
500
00:22:52.545 --> 00:22:54.925
It knows whether you're speeding, it knows
501
00:22:54.945 --> 00:22:57.125
how many miles that you're driving.
502
00:22:57.305 --> 00:22:58.965
And so those become examples.
503
00:22:59.455 --> 00:23:03.925
Other services that only the vehicle may know about would be
504
00:23:04.125 --> 00:23:06.325
services that can help you, uh,
505
00:23:06.375 --> 00:23:10.365
understand your battery health, predictive maintenance
506
00:23:10.365 --> 00:23:13.725
as a service that's no longer about scheduled maintenance,
507
00:23:13.865 --> 00:23:16.205
but maintenance based upon the specific
508
00:23:16.355 --> 00:23:17.485
wear and tear of that vehicle.
509
00:23:17.705 --> 00:23:22.085
So the, so we should be looking at what are the data streams
510
00:23:22.115 --> 00:23:25.765
that are both unique to the vehicle and valuable,
511
00:23:25.995 --> 00:23:29.765
because trying to replicate what a person has on their phone
512
00:23:30.505 --> 00:23:34.605
on a screen in the dash is a surefire recipe
513
00:23:35.465 --> 00:23:39.445
for, uh, not selling very many of those consumer services.
514
00:23:40.505 --> 00:23:44.125
100%. That's why I say car is not a smartphone on wheels.
515
00:23:44.125 --> 00:23:45.525
Right? Right, right. And,
516
00:23:45.545 --> 00:23:47.165
and there are many unique, in fact,
517
00:23:47.165 --> 00:23:48.885
there are too many unique sets of data
518
00:23:48.885 --> 00:23:52.165
that gets generated from the everyday driving,
519
00:23:52.305 --> 00:23:53.485
you know, road condition.
520
00:23:53.635 --> 00:23:57.645
Okay? How, how my, if I'm, you know, if the cars are
521
00:23:58.205 --> 00:24:00.445
breaking too much, maybe there is traffic backup.
522
00:24:00.985 --> 00:24:04.765
If there are, if my cars skidding, I'm getting a lot
523
00:24:04.765 --> 00:24:05.805
of reports of skidding.
524
00:24:05.805 --> 00:24:07.685
Okay, maybe there is black ice forming
525
00:24:07.875 --> 00:24:10.205
When the wipers go on, guess what?
526
00:24:10.235 --> 00:24:12.885
It's raining micro information. Right?
527
00:24:12.885 --> 00:24:15.605
Exactly. Yeah. So those are some common examples,
528
00:24:15.605 --> 00:24:17.285
but you can expand that into many,
529
00:24:17.285 --> 00:24:19.165
many other potential use cases
530
00:24:19.595 --> 00:24:21.885
that you can get all from all these
531
00:24:22.005 --> 00:24:23.205
different sensors in the vehicle.
532
00:24:23.665 --> 00:24:25.525
And also, not just the vehicle itself,
533
00:24:25.525 --> 00:24:26.565
but also people, okay.
534
00:24:26.565 --> 00:24:28.805
What our behaviors are. So there are two parts, right?
535
00:24:28.905 --> 00:24:31.725
One, one, what car is seeing what the car is experiencing,
536
00:24:32.355 --> 00:24:34.525
what the consumers or the drivers
537
00:24:34.665 --> 00:24:36.165
or the passengers they're experiencing,
538
00:24:36.305 --> 00:24:37.645
how they're behaving, okay?
539
00:24:38.235 --> 00:24:41.005
What kind of music you listen to your vehicle, okay?
540
00:24:41.225 --> 00:24:43.285
And how that can be personalized for,
541
00:24:43.585 --> 00:24:45.165
for a better in car experience.
542
00:24:45.265 --> 00:24:49.205
Do you prefer a certain, uh, you know, light, uh, uh,
543
00:24:49.315 --> 00:24:51.725
ambient lighting color in your vehicle, or,
544
00:24:52.145 --> 00:24:54.005
and they, it, those might be trivial,
545
00:24:54.025 --> 00:24:56.485
but if when you look at the whole gamut of possibilities,
546
00:24:56.905 --> 00:25:01.605
you actually can offer a much richer, personalized,
547
00:25:01.685 --> 00:25:03.045
incoming experience.
548
00:25:03.655 --> 00:25:05.005
Right. So
549
00:25:05.005 --> 00:25:07.925
before we wrap up, I, I know that you recently created, um,
550
00:25:08.125 --> 00:25:11.405
a detailed perspective on 12 key trends Mm-Hmm.
551
00:25:11.485 --> 00:25:13.765
And the broader mobility and transportation industry.
552
00:25:14.305 --> 00:25:15.685
Can you highlight just a few,
553
00:25:15.785 --> 00:25:16.965
and I think we may have touched on them
554
00:25:17.525 --> 00:25:19.405
in this conversation, but, um, wanted
555
00:25:19.405 --> 00:25:22.325
to have you highlight a, a couple of the most important ones
556
00:25:22.325 --> 00:25:24.565
that you felt were good to talk about. Yeah, yeah,
557
00:25:24.565 --> 00:25:25.565
Yeah. Yeah. So let me, lemme
558
00:25:25.565 --> 00:25:26.245
start with this.
559
00:25:26.245 --> 00:25:27.965
We talked about this user experience, right?
560
00:25:28.025 --> 00:25:30.645
So one of the things I, I talk about, I have 12 trends,
561
00:25:30.665 --> 00:25:31.965
by the way, in this entire report.
562
00:25:32.065 --> 00:25:33.885
So of those 12, one is
563
00:25:34.035 --> 00:25:36.685
what I call the incoming user experience, okay?
564
00:25:36.905 --> 00:25:38.245
How the cockpit is transforming,
565
00:25:38.245 --> 00:25:41.965
because in my opinion, today's cockpit essentially is not a
566
00:25:41.965 --> 00:25:43.965
whole lot different than what it was 30 years back.
567
00:25:44.235 --> 00:25:47.885
Okay? And over time, as new technology came, you know,
568
00:25:47.885 --> 00:25:49.125
they got thrown into the car,
569
00:25:49.425 --> 00:25:52.565
the car cockpit became a kitchen sink, okay, okay,
570
00:25:52.565 --> 00:25:55.685
we need another function added, we need another alert, edit,
571
00:25:55.795 --> 00:25:57.405
edit, edit, edit, edit, right?
572
00:25:57.825 --> 00:26:00.565
So it came to a point that it become overwhelming
573
00:26:00.585 --> 00:26:02.845
for the consumer, even though we have added a lot
574
00:26:02.845 --> 00:26:04.645
of new supporting technologies
575
00:26:04.745 --> 00:26:07.045
and new displays, touch controls and so on and so forth.
576
00:26:07.345 --> 00:26:10.365
But it still, still basically became too much
577
00:26:11.755 --> 00:26:13.165
cramped into one place, right?
578
00:26:13.505 --> 00:26:17.605
So one of the themes that how do change that user experience
579
00:26:17.705 --> 00:26:20.805
to something which is a lot more designed
580
00:26:20.805 --> 00:26:22.765
around the driver or the passenger.
581
00:26:22.875 --> 00:26:25.885
Okay? So this idea of less is more, okay.
582
00:26:26.425 --> 00:26:30.405
And how less is enough and how less is too less.
583
00:26:30.655 --> 00:26:31.965
Those are the things we are,
584
00:26:32.305 --> 00:26:35.245
we are seeing many different examples of people are trying.
585
00:26:35.665 --> 00:26:38.765
But that's one big, another big trend, you know, really,
586
00:26:38.765 --> 00:26:42.885
really developing the copy experience around the driver,
587
00:26:43.275 --> 00:26:46.165
what I call immersive UX user experience, right?
588
00:26:46.425 --> 00:26:48.005
We are beginning to see many examples,
589
00:26:48.005 --> 00:26:49.245
and that's a whole discussion
590
00:26:49.245 --> 00:26:51.485
that we can spend a whole hour talking about that.
591
00:26:51.545 --> 00:26:53.605
But that's kind of one trend I talk about.
592
00:26:54.225 --> 00:26:57.605
Um, the other is actually more like a much broader,
593
00:26:57.605 --> 00:26:59.005
which is a supply chain.
594
00:26:59.465 --> 00:27:01.645
So, you know, today the car industry is
595
00:27:01.645 --> 00:27:02.925
really a pyramid, okay.
596
00:27:02.925 --> 00:27:05.325
Where the car manufacturer sits at the top,
597
00:27:05.345 --> 00:27:08.445
and then we have the tiered structure, tier one supplier,
598
00:27:08.475 --> 00:27:11.285
tier two suppliers, et cetera, tiered three, et cetera.
599
00:27:11.285 --> 00:27:12.845
If you're a technology company,
600
00:27:13.065 --> 00:27:14.965
you might be a tiered three or tier four, right?
601
00:27:15.465 --> 00:27:19.925
But the, with, with entire technological changes happening,
602
00:27:20.145 --> 00:27:21.365
we are seeing, for example,
603
00:27:21.585 --> 00:27:24.725
the big technology companies like Qualcomm, like Nvidia,
604
00:27:24.725 --> 00:27:28.165
like Google, whoever, they're engaging more directly
605
00:27:28.165 --> 00:27:29.485
with the car industry, okay?
606
00:27:29.505 --> 00:27:30.805
In some cases, they're acting
607
00:27:30.905 --> 00:27:35.205
as big tier on suppliers at the same time, smaller players
608
00:27:35.345 --> 00:27:38.125
who may have a particular, you know, technology to offer,
609
00:27:38.355 --> 00:27:39.605
they're working directly
610
00:27:39.605 --> 00:27:41.045
with the car companies in many cases.
611
00:27:41.395 --> 00:27:44.445
Okay? So this whole supply chain structure is really
612
00:27:44.575 --> 00:27:46.805
undergoing a huge change, uh, change,
613
00:27:47.005 --> 00:27:49.285
I would say it's getting dismantled, of course, uh,
614
00:27:49.425 --> 00:27:51.045
almost in case of a pyramid.
615
00:27:51.275 --> 00:27:52.525
It's becoming more of a network.
616
00:27:53.225 --> 00:27:57.525
So, so those are two kind of one is a car centric change,
617
00:27:57.885 --> 00:27:59.925
ux, new immersive user experience.
618
00:27:59.945 --> 00:28:02.765
And then the other is this whole idea of a complete change
619
00:28:02.765 --> 00:28:05.325
of supply chain from a pyramid to a network.
620
00:28:07.055 --> 00:28:10.875
Well, I am, I am from a, you know, as a driver,
621
00:28:11.015 --> 00:28:14.515
the whole user experience of the driver, the, I I hope
622
00:28:14.515 --> 00:28:18.035
that more, more car companies do put more into that
623
00:28:18.035 --> 00:28:20.595
because, um, my current vehicle and,
624
00:28:20.595 --> 00:28:22.955
and some other vehicles have been in, I really wonder if,
625
00:28:23.055 --> 00:28:24.275
if there was anybody
626
00:28:24.275 --> 00:28:28.315
behind the user experience development of the, of the vehicle.
627
00:28:28.535 --> 00:28:31.275
So it's, uh, hopefully that, uh, you're right.
628
00:28:31.295 --> 00:28:34.875
And there will be a lot more, uh, in that, uh, research and,
629
00:28:34.895 --> 00:28:36.875
and investment in that area.
630
00:28:37.095 --> 00:28:40.155
So, um, well, very good, I hope.
631
00:28:40.335 --> 00:28:43.475
Um, so we like to, uh, wrap up all of our episodes
632
00:28:43.475 --> 00:28:45.515
with a lightning round, if you're up for that.
633
00:28:46.205 --> 00:28:48.375
Sure. On questions. Okay. Mm-Hmm.
634
00:28:48.755 --> 00:28:52.375
Um, so your favorite city or place to visit, or,
635
00:28:52.375 --> 00:28:56.055
or perhaps a favorite place for birdwatching in photography?
636
00:28:56.875 --> 00:29:00.255
Yes. This is, I I see everything through the eye of my,
637
00:29:00.315 --> 00:29:02.295
you know, my, my lens, right?
638
00:29:02.815 --> 00:29:04.455
I, I was recently in Costa Rica
639
00:29:04.455 --> 00:29:06.895
and I've been really blown, completely blown by that country
640
00:29:07.475 --> 00:29:09.375
and that biodiversity of that country.
641
00:29:09.485 --> 00:29:12.215
Okay. It's so much, so much. It's such a small place.
642
00:29:12.555 --> 00:29:16.295
So many different, you know, wildlife in, in my case birds.
643
00:29:16.675 --> 00:29:19.375
So suddenly this is my, probably the, my most,
644
00:29:19.635 --> 00:29:21.255
uh, favorite place right now.
645
00:29:21.395 --> 00:29:23.295
I'm planning to go back again, uh,
646
00:29:23.355 --> 00:29:25.375
and in, in fact, not just Costa Rica,
647
00:29:25.375 --> 00:29:26.775
but the countries around that Columbia
648
00:29:26.795 --> 00:29:27.975
is another target of mine.
649
00:29:28.755 --> 00:29:30.175
Um, so yeah,
650
00:29:30.175 --> 00:29:33.895
those are the two my most likely next visit place.
651
00:29:35.185 --> 00:29:36.465
Excellent. Well, if you go to Columbia,
652
00:29:36.565 --> 00:29:37.745
you have to have the ceviche.
653
00:29:38.055 --> 00:29:41.025
It's to die for. There really is. Okay. Okay.
654
00:29:42.305 --> 00:29:44.925
Um, well, what is your favorite bird and why?
655
00:29:46.305 --> 00:29:47.325
All birds are my favorite,
656
00:29:47.705 --> 00:29:50.165
but I have a particular soft corner for, you know,
657
00:29:50.165 --> 00:29:53.005
something I see in my backyard every day.
658
00:29:53.005 --> 00:29:54.325
It's the common cardinal.
659
00:29:54.665 --> 00:29:56.725
And the reason I have a particular soft corner
660
00:29:56.745 --> 00:29:59.685
for the bird is because I live in Michigan, and
661
00:29:59.885 --> 00:30:02.725
although Michigan is not that much of a severe winter state,
662
00:30:03.065 --> 00:30:04.925
but we have our gray dull
663
00:30:04.925 --> 00:30:07.565
and, you know, trees without leaves that kind of days
664
00:30:07.985 --> 00:30:09.165
for an extended period.
665
00:30:09.665 --> 00:30:10.845
And the only splash
666
00:30:10.865 --> 00:30:13.565
of color I see is from the cardinals, you know?
667
00:30:13.745 --> 00:30:16.725
So they provide that in extremely important touch
668
00:30:16.725 --> 00:30:19.165
of color in my gray winter days.
669
00:30:20.235 --> 00:30:21.285
Very nice. We,
670
00:30:21.345 --> 00:30:23.525
we don't get cardinals out here in California, really,
671
00:30:23.585 --> 00:30:25.845
or at least I've never really seen one, so yeah, you,
672
00:30:25.865 --> 00:30:27.605
you're very lucky to have those there.
673
00:30:28.525 --> 00:30:31.585
Um, have you ever driven electric or do you have an ev
674
00:30:33.165 --> 00:30:34.645
I currently do not have an ev
675
00:30:34.745 --> 00:30:36.205
but I have driven many of them.
676
00:30:37.025 --> 00:30:40.205
Uh, in fact, uh, GM's, uh, first electric car,
677
00:30:40.205 --> 00:30:41.765
which was a X Range extender.
678
00:30:41.865 --> 00:30:43.725
Uh, Chevy Volt is a car
679
00:30:43.725 --> 00:30:45.765
that I worked hands-on for a number of years.
680
00:30:46.285 --> 00:30:48.205
I was the technology planner for that product.
681
00:30:48.345 --> 00:30:51.325
So I have driven volt extensively, uh, you know,
682
00:30:51.385 --> 00:30:53.565
had it in my garage for an extended period of time.
683
00:30:54.135 --> 00:30:56.445
Chevy Bolt, which is a different,
684
00:30:56.445 --> 00:30:58.565
completely different car, also an electric car.
685
00:30:58.565 --> 00:31:00.805
Of course, I've driven and a whole bunch
686
00:31:00.805 --> 00:31:03.205
of other cars including, you know, Teslas
687
00:31:03.355 --> 00:31:05.805
because we always had that in our fleets.
688
00:31:05.985 --> 00:31:07.445
Mm-Hmm. And
689
00:31:07.445 --> 00:31:09.725
what about an autonomous vehicle? Have you ever ridden in one?
690
00:31:10.525 --> 00:31:12.605
I haven't. I don't think there is an autonomous car
691
00:31:12.925 --> 00:31:15.845
anywhere in the world today, so I haven't given that.
692
00:31:16.145 --> 00:31:18.405
But, but I have ridden, you know,
693
00:31:18.565 --> 00:31:23.485
I have taken rides in many autonomous, uh, uh, vehicles,
694
00:31:23.535 --> 00:31:28.085
pilot vehicles, uh, in particular at C Cs, we have,
695
00:31:28.235 --> 00:31:29.285
I've been like the Lyft
696
00:31:29.305 --> 00:31:31.765
and, uh, AP had a, had their joint project
697
00:31:31.815 --> 00:31:34.285
where you could actually take your, you know,
698
00:31:34.475 --> 00:31:35.925
call the car and then it comes.
699
00:31:36.025 --> 00:31:37.725
And, you know, of course it had a driver.
700
00:31:38.505 --> 00:31:42.205
And so we have taken rounds in that in, uh, RI centers last,
701
00:31:42.395 --> 00:31:46.365
last ces, Ella, um, a company from California,
702
00:31:46.475 --> 00:31:49.965
they had their test car, which was again, uh,
703
00:31:50.435 --> 00:31:51.765
partially autonomous.
704
00:31:52.225 --> 00:31:53.685
So yes, I have driven, and,
705
00:31:53.745 --> 00:31:56.005
and the shuttles, a lot of shuttles, you know,
706
00:31:56.005 --> 00:31:59.005
going back many years, seven, eight years, navias.
707
00:31:59.005 --> 00:32:02.005
And, you know, IBM had something called Ali, you know,
708
00:32:02.005 --> 00:32:03.525
those have all disappeared, by the way.
709
00:32:03.785 --> 00:32:06.405
Yes, I have taken rides in most of them, many of them.
710
00:32:07.035 --> 00:32:09.605
Well, I know San Francisco, you know, Ramo is,
711
00:32:09.665 --> 00:32:11.205
is there, I know Mark's written in them.
712
00:32:11.365 --> 00:32:13.365
I, I haven't yet. I just haven't had the opportunity.
713
00:32:13.505 --> 00:32:17.285
And I, I will say I'm still a little bit apprehensive to do
714
00:32:17.285 --> 00:32:20.125
so, but everyone that has done it has, I
715
00:32:20.125 --> 00:32:21.525
Know our next team building activity,
716
00:32:23.005 --> 00:32:24.125
I, I think you'll be fine.
717
00:32:24.585 --> 00:32:27.045
I'm, I'm, I'm hearing, you know, uh, more
718
00:32:27.045 --> 00:32:29.845
or less, you know, positive, uh, you know, uh,
719
00:32:29.845 --> 00:32:31.005
reports back from that.
720
00:32:31.515 --> 00:32:34.965
However, I would say that, you know, we are not ready
721
00:32:35.425 --> 00:32:36.605
for completely
722
00:32:36.605 --> 00:32:38.925
where we can give the controls completely back
723
00:32:39.005 --> 00:32:40.885
to the vehicle, you know, a hundred percent.
724
00:32:41.325 --> 00:32:43.485
I think we are still far from that particular goal.
725
00:32:44.235 --> 00:32:45.375
So, yeah, I would agree.
726
00:32:45.375 --> 00:32:48.335
So I have my ation, but again, I'll be very happy
727
00:32:48.335 --> 00:32:50.415
to ride one next time when I visit.
728
00:32:51.315 --> 00:32:53.695
And big, big picture question here,
729
00:32:53.695 --> 00:32:56.495
will we ever be fully electric Society?
730
00:32:58.975 --> 00:33:00.695
I don't think so. And here's the reason,
731
00:33:00.765 --> 00:33:04.175
because electric is one, one propulsion system
732
00:33:04.445 --> 00:33:08.695
that helps us get to the, get to a pollution free society.
733
00:33:09.235 --> 00:33:11.375
But that's suddenly not the only solution.
734
00:33:11.475 --> 00:33:15.135
So we'll probably see that hydrogen has a place, maybe not
735
00:33:15.135 --> 00:33:16.815
for your every everyday car,
736
00:33:16.995 --> 00:33:19.455
but for heavy duty trucks, okay.
737
00:33:19.705 --> 00:33:23.695
Which needs a large amount of stored energy,
738
00:33:24.475 --> 00:33:27.255
and they have their, their, you know,
739
00:33:27.255 --> 00:33:29.535
that their paths are relatively straightforward.
740
00:33:29.955 --> 00:33:31.415
So this whole charging issue that
741
00:33:31.415 --> 00:33:35.095
that is one bottleneck right now for wider adoption
742
00:33:35.355 --> 00:33:37.855
of electric cars doesn't necessarily apply
743
00:33:37.875 --> 00:33:39.535
to those type of vehicles.
744
00:33:40.075 --> 00:33:42.495
But, you know, we still are not there in terms
745
00:33:42.515 --> 00:33:45.335
of having hydrogen centric trucks,
746
00:33:45.715 --> 00:33:48.015
but I believe that we'll have a mix of the solution,
747
00:33:48.035 --> 00:33:49.815
but electric car would be a large part of that.
748
00:33:51.195 --> 00:33:52.975
Agreed. Well, thank you so much, Partha.
749
00:33:52.975 --> 00:33:54.295
This has been a wonderful conversation
750
00:33:54.915 --> 00:33:56.455
and thanks to all our listeners as well.
751
00:33:57.485 --> 00:33:59.435
Thank you so much. I really appreciate the time.
752
00:33:59.895 --> 00:34:01.195
Thanks. Bye-Bye. Thank you.
753
00:34:01.935 --> 00:34:03.755
Thanks for listening to The Mile Marker podcast.
754
00:34:04.215 --> 00:34:06.475
If you liked what you heard today, give us a, like,
755
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