YouTuber, writer, and coder Sophia Tung recaps the week's most important AV news, including Waymo’s big Bay Area expansion, multiple Tesla controversies, Travis Kalanick’s robotaxi regrets, Rivian’s hands-free driving debut, and more.
This week’s episode is shorter than usual, but hopefully it serves as a good introduction to Sophia and her point of view on AI mobility. She’ll be podcasting more with us in the future.
As a reminder, the first Ride AI summit is taking place on April 2 at Neuehouse in Hollywood, California. We already have an amazing group of speakers lined up, including Amnon Shashua of Mobileye, Gill Pratt of TRI, and other top decision makers from Waymo, Zoox, Wayve, Apollo Go, Nuro, and more. There's a ton of excitement around the fact that this will be the first event of its kind that people will be able to take a fully driverless Waymo robotaxi to, making it the perfect opportunity to inaugurate the second chapter of this technological space. The on-stage conversations will be focused on this shift, from experiments and ideas to delivering real-world realities, and how to reboot conversations with stakeholders in the public sector, capital markets, media, and beyond.
Tickets are currently on sale here: https://ti.to/rideai/ride-ai-2025
The first Ride AI summit, an intimate gathering of top leaders in driving automation technology and related AI-empowered hardtech, is taking place on April 2 at Neuehouse in Hollywood, California. In this episode, our hosts, Edward Niedermeyer and Timothy B. Lee, preview the aspects of the event program they are most excited about.
We already have an amazing group of speakers lined up, including Amnon Shashua of Mobileye, Gill Pratt of TRI, and other top decision makers from Waymo, Zoox, Wayve, Apollo Go, Nuro, and more. There's a ton of excitement around the fact that this will be the first event of its kind that people will be able to take a fully driverless Waymo robotaxi to, making it the perfect opportunity to inaugurate the second chapter of this technological space. The on-stage conversations will be focused on this shift, from experiments and ideas to delivering real-world realities, and how to reboot conversations with stakeholders in the public sector, capital markets, media, and beyond.
Tickets are currently on sale here. Space is limited.
Alex Kendall, founder and CEO of Wayve, shares how Wayve's unique end-to-end AI approach allows their self-driving system to generalize across different countries and driving cultures—from London to California. The discussion explores how Wayve (which recently raised $1 billion from Softbank and others) combines vision, language, and action to create more intuitive human-AI interactions, why synthetic data matters for safety testing, and how their lean hardware strategy could make autonomous technology more accessible to automakers worldwide.
The AV trucking company Aurora is spending the final days of 2024 busily getting ready to start hauling freight without humans on board, a long-awaited milestone. On the eve of this potentially historic launch, our host Timothy B. Lee catches up with co-founder Sterling Anderson about the long road of technological innovation that led here.
Timothy B. Lee of the Understanding AI newsletter joins Ed Niedermeyer to unpack Tesla’s flashy robotaxi unveil.
In this episode of the Ride AI podcast, host Ed Niedermeyer interviews Anuja Sonalker, CEO of Steer Tech, to discuss a lesser-known success story in mobility technology. Anuja shares how Steer Tech, founded in 2016, specializes in low-speed, autonomous vehicle operations within geofenced areas like parking lots and depots. She explains that while parking automation was initially underestimated, it presents complex challenges requiring high precision and intelligence. Steer Tech developed the first fully autonomous Level 4 parking solution and has since expanded into broader vehicle orchestration systems. Their lean, customer-driven approach allowed them to achieve cashflow positivity by focusing on practical applications in fleet management, emphasizing operational efficiency, safety, and sustainability. Unlike many companies in the autonomous vehicle space, Steer Tech avoided big venture capital funding, choosing instead a more sustainable business model that balances innovation with profitability.
In this episode of Ride AI, recorded live at Micromobility Europe in Amsterdam, we delve into the evolving landscape of EV charging and automation with Crijn Bouman, founder of ROCSYS. Crijn shares his extensive journey in e-mobility, starting from his university days influenced by a friend's self-built electric bike, to founding ROCSYS, a company that develops autonomous EV charging robots for robotaxis, human-driven fleets, and more. He explores the critical advancements in EV fast-charging, the role of robotics in automating EV charging, and the broader implications for mobility and infrastructure.
On the latest episode of the Ride AI podcast, we dive into insurance, risk management, and driving automation with Michael Wagner, CEO of Edge Case Research.
With autonomous vehicles poised to revolutionize transportation, understanding the risks and liabilities associated with this technology is paramount. Unlike traditional auto insurance, where policies are based on factors like driver history and vehicle usage, insuring self-driving vehicles requires a deeper understanding of the technology itself. Edge Case Research aims to fill this gap by providing risk assessment technology tailored specifically for autonomous cars and trucks. Michael sheds light on how this nascent industry is developing new insurance solutions that address the unique challenges of AVs, while incentivizing safe practices and fostering trust.
The latest Ride AI podcast episode features Stefan Seltz-Axmacher, the former founder of Starsky Robotics and current founder and CEO of Polymath Robotics, discussing his experiences in the self-driving truck industry. Stefan reflects on the challenges faced by Starsky Robotics, particularly the overconfidence in machine learning and the belief in a one-size-fits-all solution for autonomy, and how this experience informs Polymath Robotics, his new venture focused on building a generalized navigation layer for off-road vehicles.
Stefan reflects on the history of self-driving trucks and the challenges faced during his time at Starsky Robotics, including the overconfidence in machine learning and the misconception that data collection alone would lead to successful autonomous driving.
He highlights the difficulty in raising funds for a more focused approach compared to competitors' broader promises.
Stefan discusses the need for a more grounded understanding of robotics and AI, emphasizing the importance of addressing specific problems rather than chasing general solutions.
Polymath Robotics aims to democratize automation by reducing the upfront costs and complexity, allowing smaller players and seed-funded startups to compete effectively.
Stefan emphasizes the parallels between the evolution of the automotive and smartphone industries, indicating a similar maturation process in robotics hardware.
On the latest episode of the Ride AI podcast, our host Ed Niedermeyer talks to Tyson Jominy, VP of Data & Analytics for J.D, Power, about the recent dynamics in the car market. They touch on COVID, the EV market, the prospect of another truck/SUV slowdown, and how these are all related.
Discussion on the cyclicality of the auto industry and recent turbulence due to COVID-19: undersupply situation, excess savings leading to increased demand, and supply chain disruptions.
Pricing dynamics in the EV market: oversupply of EVs in the $50-60k price range leading to price cuts.
Fleet sales and their impact on EV market dynamics, including potential risks to resale value and pricing stability (Hertz struggled with high repair bills and consumer dissatisfaction with EV rentals, prompting them to unwind their EV-focused strategy.)
Tesla's decision not to pursue a low-cost model raises questions about the industry's focus and the challenges of making EVs profitable.
The auto industry seems to be retreating to familiar corners, like focusing on SUVs, hybrids, and high-margin segments, rather than investing heavily in lower-cost EVs.
EVs face challenges in consumer perception and understanding of total cost of ownership, compared to hybrids, which have been around for a while but still face low adoption rates.
The auto industry's struggle to make EVs profitable raises concerns about the future of EV adoption and the profitability of traditional segments like trucks and SUVs.
There's uncertainty about the trajectory of EV adoption and whether there will be a "EV winter" where growth stalls.
Regulatory factors still incentivize automakers to invest in EVs despite profitability challenges.
This week’s episode of the Ride AI podcast is a mind-meld between automotive analyst Ed Niedermeyer and tech-innovation scholar Horace Dediu about why the car industry is ripe for disruption. Their conversation is a reflection on the transformative power of past innovations like computers and phones, and the need to imagine a better future for mobility. Together they discuss:
The concept of unbundling the car for different trip types and purposes, similar to computing devices
Observation that the world seeks to improve cars, but they are already highly optimized
Critique of current approaches by companies like Tesla and Apple, which aim to fit new technologies into the existing car model
Emphasis on the need for truly disruptive innovation in mobility, either through cheaper, more accessible options or new directions of competition
Discussion on the potential for self-driving technology to transform mobility by enabling new experiences and connections
Examinations of the challenges of building an EV that is both cheap and has extensive battery range
Why investors are over-focused on cars as a platform at the expense of other autonomous driving use-cases, like agriculture, defense, and transit.
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For the inaugural episode of the new Ride AI podcast, author and analyst Ed Niedermeyer discusses the hype and disillusionment surrounding several new mobility technologies—namely autonomous vehicles—with Mike Ramsey, a vice president at Gartner. Ramsey explains the five parts of a hype cycle, including the innovation trigger and the trough of disillusionment, and provides historical analysis for where he believes autonomy is today on the road to mass adoption.
⌲ Subscribe to our free newsletter to stay on the forefront of the intersection of AI and mobility 👉 https://rideai.beehiiv.com/
Leading up to Micromobility Europe, James Gross talks the state of micromobility in Europe with Prabin Joel Jones, Founder and CEO of Mayten along with Augustin Friedel, Senior Manager, MHP – A Porsche Company who is sharing his personal views on the podcast.
Topics Discussed:
Shared and Owned Micromobility
Prabin takes us through the Tier and Dott merger:
Augustin predicts continued consolidation in the shared mobility space, with potential mergers or acquisitions among companies like Bold, Lime, and Voi. Prabin critiques Bolt's strategy and their future as the next Uber.
Augustin also spoke about the struggles of owned ebike companies and the shift towards software-defined vehicles (SDVs) and AVs to enhance customer experience and safety.
Software Defined Vehicles, AI and Regulation
Augustin elaborates on Europe's position on AVs, noting a lag compared to the US and China due to a lack of investment and no existing tech giants.
The potential for software-defined vehicles to improve user experience and safety, but recognizing Europe's fragmented approach to AVs and mobility tech.
How government and local authorities could play a more significant role in advancing AVs and shared mobility through funding and regulatory support.
Augustin speculates about Europe's potential to catch up in the AV space by pooling resources from major automotive players and focusing on local mobility solutions.
Safety is discussed as a primary concern for micromobility users, with different European cities showing varying degrees of progress in creating safe infrastructure for cyclists and scooter users.
Despite the challenges faced by shared mobility and AVs, there's optimism about the future, with emphasis on the need for innovation, better regulation, and strategic investments.
The discussion concludes with a call for continued exploration and improvement in the mobility space, acknowledging the long journey ahead but recognizing the opportunities for impactful change.
Trends to watch:
- Software-Defined Vehicles and Artificial Intelligence
- The Role of Government in mobility investments and Regulation
- Safety and Infrastructure
Apple is reportedly exiting the car industry, focusing instead on software and mobility services. The company's decision is driven by the challenges and complexities of the automotive industry, including high costs, long product cycles, and difficulty in making significant contributions. Apple's future in mobility may lie in micromobility and smart accessories for vehicles.
🚗 Apple's decision to exit the car industry is not surprising given the challenges and complexities associated with building and selling cars. The company's strengths lie in software and user experience, which may be better applied to mobility services and smart accessories for vehicles. 📱 The smartphone is already a powerful tool in the car, with features like Apple CarPlay allowing users to integrate their phone's apps and functions into the vehicle's infotainment system. Apple's focus on privacy and AI could enhance the smartphone's capabilities and create unique mobility experiences. 💡 Apple's decision to pivot away from the car industry and explore opportunities in micromobility aligns with the broader trend of urbanization and the growing demand for sustainable transportation options. By focusing on smaller, more agile vehicles, Apple can address the needs of urban dwellers and contribute to the future of mobility.
On this episode of Ride On! we are talking with Tyson Roehrkasse, the Chief Reviewer at our sister company, Ride Review. Tyson has been with us now for around 4 months and comes from a tremendous background in electric bike reviews, with the majority of his time spent working with Electric Bike Review, the OG of the ebike review space.
Highlights: - 🚲 Reviews play a crucial role in the success of small electrical vehicles, with online reviews impacting pre-orders, investments, and revenue. - 🛵 The importance of local dealers and retailers in providing better customer experience and service for e-bike buyers. - 🌐 The rise of influencers in the scooter and one-wheel market, focusing on lifestyle and fun rather than technical attributes and formal reviews.
We also use this episode to make some announcements around Ride AI, a platform covering all the technology that moves us. We have started with a newsletter, you can subscribe at http://rideai.org and very soon we will be launching a Ride AI podcast with Ed Neidemeyer who has tirelessly covered the AV and vehicle tech landscape for over 15 years now. Finally, as part of the new launch, we will also be announcing our Ride AI Conference in Costa Mesa, CA the week of November 11th that will also coincide with Micromobility America.
So big news there is 1) a new event Ride AI highlighting all the technology that moves us with our first ever event along with Micromobility America moving from the Bay Area to Southern California.
Why Southern California? On top of the being the largest market in the United States for small electric vehicles we also think it represents the renaissance happening in the hard tech world both as it relates to AI and mobility. SoCal is home to incredible mobility history like Hughes AirForce Base, the first west coast refineries from Rockefeller and now home to SpaceX and many startups looking to change the way we move.
We hope you buy tickets and join us at the event, go to Micromobility.io to learn more about it.
Arnold Kamler, CEO of Kent International, discusses the evolution of his family's three generations of the bicycle business from its inception in 1906 to the present day. The journey includes the transition from retail to wholesale, adapting to market trends like racing and mountain bikes, overcoming challenges during the financial crisis and COVID-19, manufacturing in the US, moving it to Europe, then to Chin and then back to the US all the while remaining resilient in a dynamic industry that has now gone electric.
Timeline:
Other Highlights:
In an emergency podcast episode of Ride On!, James Gross and guest Prabin Joel Jones discuss the Chapter 11 bankruptcy of Bird, one of the high flying shared micromobility companies over the last 5 years.. They delve into the financial challenges and strategic missteps of Bird and other companies in the shared micromobility space, considering the broader implications for the industry. They then turn their attention to how you could build a shared micromobility company today and the opportunities that are now present as capital and some of the existing industry heads for the exit.
Oliver Bruce is back for this episode!
Upway is an innovative company in the e-bike marketplace, specializing in the refurbishment and resale of electric bikes. Founded in 2021 and headquartered in Paris, France, Upway has made significant strides in the e-bike industry. Toussaint Wattinne, the CEO and co-founder of Upway, along with co-founder Stéphane Ficaja, have backgrounds in leading roles at Uber Eats, bringing their expertise in tech-driven business models to the e-bike industry. The company is notable for refurbishing and certifying a vast array of electric bikes, offering customers a wide selection of over 400 brands. As of March 2023, Upway had refurbished and certified more than 20,000 electric bikes, showcasing its commitment to providing quality and sustainable transportation options. The company has successfully expanded its services beyond France, with availability in Belgium, Germany, the Netherlands, and the United States. This expansion is a testament to the growing demand for sustainable and affordable mobility solutions. Upway's approach to e-bike sales centers around a seamless ordering and delivery process, ensuring that the bikes and their batteries are of high quality and safe for use. This business model has attracted notable investors like Sequoia Capital, Global Founders Capital, Exor Seeds, and Origins, contributing to Upway's impressive total funding of $60.6 million. Highlights 🚲 Upway, a company specializing in selling refurbished electric bikes, has successfully raised over $30 million in Series B funding. 🌍 Founded in 2021 and based in Paris, Upway has expanded to Belgium, Germany, the Netherlands, and the United States. 🔄 They have refurbished over 20,000 electric bikes from more than 400 brands, offering up to 35% discount compared to new bikes. 🛠️ Upway's business model focuses on rebuilding trust in the used ebike market by refurbishing bikes to a high standard and offering a one-year warranty. 📈 Despite initial skepticism, the market demand for used ebikes has been strong, with Upway receiving high customer satisfaction ratings. 🤝 Upway collaborates with over 1500 retailers and ebike dealers, using trading software for customer trade-ins and managing returns for D2C manufacturers. 📊 The business mix varies by region, with a significant portion of sourcing in Europe coming from dealers, while in the US, direct consumer purchases and manufacturer returns play a larger role.
Melvin Lian is the Founder and CEO of @VoroMotors . He discusses his company's journey, from its beginnings in Singapore to its current base in Los Angeles. Melvin detailed the challenges he faced in Singapore, including strict regulations that culminated in an overnight ban on scooters. Melvin also talks about the company's innovations in seated scooters, its distribution of Kaboo and Dualtron scooters, as well as its own EMOVE line of vehicles. Highlights - 🛴 Melvin Lim, founder and CEO of Voro Motors, explained how the firm began in Singapore due to the city's need for convenient and portable e-scooters. - ⚖️ He explained the various laws in Singapore that gradually constrained scooter usage, leading to an unexpected overnight ban on scooters in 2019. - 🖊️ Following this, Melvin made the decision to move operations to Los Angeles where he believed the desire for e-scooter use was increasing. - 🚀 In L.A. they primarily sold their own models, the Emove Cruiser and the Emove Touring, however consumer demand led to them also distributing dula motor scooters by other brands like Kaboo and Dualtron. - 🌍 Despite the challenges from strict regulations and sudden changes in operating environments, Voro Motors has successfully adapted and grown, serving different customer bases with varied products.
With more Americans dying in car crashes than at any point since the 1970s, the data increasingly shows robotaxis make cities safe for micromobility. Edward Niedermeyer talks to @Waymo about how AVs can help eliminate the dangers of human driving, at Micromobility America 2024. Highlights 🚗 The panel discusses the progress and ongoing evolution of road sharing in San Francisco, noting the city's move towards being more cyclist-friendly. 👥 The guests all share their individual experiences as cyclists around San Francisco, highlighting the importance of infrastructure and social norms for cyclist safety. 🌆 Each panelist emphasizes the variability of driving conditions between different cities, such as the contrast between Phoenix's car-centric suburbs and San Francisco's diverse road users. 💻 Team members from Waymo explain their roles in automating driving tasks that we often do subconsciously, such as perceiving our surroundings and planning our route.- 🤖 Edward Niedermeyer notes that robots are not entitled to anything. Instead, autonomous vehicles must respect human needs and find their space in society. 🚙 The discussion addresses the shift from Waymo operating primarily in Phoenix to its activities in San Francisco, while noting their strong track record so far. 🚴♂️ The panelists stress the need for autonomous vehicles to have hyper-awareness of their surroundings, particularly in relation to vulnerable road users like cyclists and pedestrians.
