Why Mobility Will Turn Transportation Into Healthcare…

12 Jan

Mobility

TO: Tim Cook, CEO
Apple Computer
1 Infinite Loop
Cupertino, CA 95014
1/2/2023

Re: Apple iMobility Customer Service

Dear Mr. Cook:

I’m writing to you about a problem with my monthly Apple iMobility “MultiPass” subscription service.

The problem is: It sucks.

Let’s start with what Apple promised in its Press Release:

“SAN FRANCISCO — September 8, 2022 — Apple today unveiled Apple iMobility, a single, intuitive app that combines the best ways to get from A to B, all in one place. Apple iMobility is a revolutionary platform aggregating all modes of transportation wherever you live—whether you ride, hail, pool, share or drive—via a convenient flat-rate subscription service, redefining Mobility-as-a-Service…”

One price to get me anywhere in NYC? Everything plus self-driving cabs? Loved the idea. I had lots of choices—DidiMo, Uber, Tesla, Toyota’s CommUt, WayMo, GoNow—but I’d been holding out for Apple. You were late to the game, which meant you were doing it right … right? I was willing to pay a little more for upgraded cars and solo rides, so I happily lined up, in the rain, outside the Soho Apple store for Milla Jovovich to sign my Apple iMobility MultiPass.

Read the rest over at The Drive

The Contrarian’s Best of CES 2017

10 Jan

CES

Autonomy! Connectivity! Mobility! You needed a leafblower to pierce the stench of buzzwords at CES 2017. While the rest of the media parachuted into Vegas and slunk out 48 hours later, I huffed it around Vegas for five days, from the loading docks of the Convention Center to the bowels of the Sands. Beyond the cumulous clouds of press releases out of which drones swarmed overhead, the most brilliant products and ideas hid in plain sight.

Here are my 14 favorites, from infrastructure to policy, people and startups. Let’s start with the less obvious over at The Drive

Faraday’s Biggest Problem Isn’t The Money

10 Jan

Faraday

Faraday has a big problem, but it’s not their questionable finances.

It’s the car.

The FF-91 reveal was a make-or-break moment for Faraday, and as SNL’s Stefon would say: This place had everything. A billionaire Chinese investor who might be going broke. An automotive startup trying to survive a media witch-hunt. Employees who wanted to talk, but wouldn’t give their names. A shortage of hors d’oeuvres. A Ferrari. A Bentley. A Tesla. A meaningless drag race. An unflappable Englishman who should be CEO but inexplicably isn’t. An engineer in a bad shirt two sizes too small. A sea of foreign media who sat through it all with rictus grins. A car that failed in its moment of truth.

My God. The missing money. The opaque company structure. The over-long reveal. The vague plan. This is what happens when no one is in charge. It wouldn’t matter if Faraday had $10B in the bank. Remove words like mobility and connectivity and what’s left?

Read the rest over at The Drive

The Missouri Auto Dealers Association Hates You, Tesla & America

1 Jan

Tesla

America is under attack, but it’s not the Russians we need to be worried about. It’s car dealers. Not all car dealers are bad, but even the good ones are protected by bad laws, and all of them are protected by dealer associations, who are like ISIS, the IRS and cancer rolled into one.

All four horsemen of the American economic apocalypse — cronyism, cowardice, hypocrisy and protectionism — are represented by dealer associations. The worst of the lot, those of Texas, Michigan and Virginia, are now joined by Missouri’s MADA, whose legal victory over Tesla may deprive them of the right to sell cars in that state.

We need a new House on Un-American Activities Commission, this one focused on anti-competitive forces, who are the real Communists among us.

Competition is at the heart of American economic strength. The opposite of competition is Communism, central planning and failure. Competition is how the United States won the Cold War. It’s how and why species, technologies and business evolve and grow. It’s why homo sapiens are the dominant biped, the World Wide Web crushed the Minitel, and Google eclipsed AltaVista. It’s why everyone is scrambling to catch to Tesla by embracing the technologies they’ve pioneered.

Dealer associations like MADA are terrified of competition, and by attempting to stifle it are hurting you, and weakening our auto sector and the country itself.

Read the rest over at The Drive

Does FCA Have A Secret Self-Driving Car Project?

29 Dec

FCA secret

Fiat Chrysler has a secret self-driving car project, according to The Information, who make the claim in an extraordinarily vague op-ed entitled “Fiat’s Secret Self-Driving Car Shows How The Industry May Evolve.”

So, does FCA actually have a secret self-driving car project?

I’m a big fan of The Information, but there’s so little information in their article that it’s almost impossible to know what FCA has, if anything. Let’s deconstruct the article paragraph by paragraph and try to separate fact from conjecture.

“Fiat Chrysler has garnered outsized headlines for becoming the first traditional carmaker to make electric minivans with self-driving technology designed by Alphabet’s Waymo.”

Fact. Not a surprise as much as an insurance policy against total irrelevance in an autonomous future. FCA had never previously admitted to the existence of any self-driving research program, so any deal with Waymo opens the door for them to become Waymo’s automotive Foxconn, a role Daimler famously rejected but FCA would seem to need.

“Behind the scenes, however, Fiat Chrysler is developing its own autonomous vehicles so that it won’t be just a metal bender for tech companies like Waymo, The Information has learned.”

Really? This suggests FCA has a real program, as in a team capable building a self-driving car, which means they now join the other thirteen major manufacturers with a similar program with varying degrees of progress.

Or does it?

Read the rest over at The Drive

Why “Tesla Killers” Were the Biggest Disappointment of 2016

27 Dec

Tesla Killers

Without a doubt, “Tesla Killers” are the biggest disappointment of 2016.

It’s been more than fifty years since self-driving cars first appeared in science fiction films, 26 years since Johnny Cab’s cameo in Total Recall, 20+ years since manufacturers began developing prototypes, 12 years since the first DARPA Challenge, and 16 months since Tesla released their semi-autonomous Autopilot.

Self-driving cars? No one can claim they were a surprise.

But wait, there’s more.

It’s almost 150 years since the first electric car, 120 years since the first swappable battery service, 115 years since the first electric taxis in London, 50+ years of increasingly toxic dependency on Middle Eastern “allies”, 40 years since the OPEC crisis, 37 years since the Iranian Revolution, 25 years since Desert Storm, 16 years since 9/11, and 13 years since the invasion of Iraq.

Internal combustion won for a variety of reasons, but the big one—reliable flow of cheap oil—has been evaporating for decades. No one claim the rising appeal of electrification is a surprise.

But wait, there’s more.

It’s been 118 years since the first car dealership opened in the Unites States, and it’s been downhill ever since. Have you ever met anyone who loved their car dealer? People hate them. Nearly 75% of buyers would prefer to do their shopping online, and yet manufacturers have negotiated themselves into a corner, trapping end-users in a debilitating relationship with dealers who serve no one well.

But wait, there’s more.

Read the rest over at The Drive

What The Honda/Waymo Partnership Really Means

22 Dec

Waymo

Honda and Waymo, the self-driving car company from Alphabet Inc. (parent company of Google), have announced a partnership—specifically, according to the press release, a “technical collaboration of fully self-driving automobile technology”. But what does that mean, exactly?

This: The self-driving car dam is breaking, if it hasn’t broken already. If you’re a car company without a self-driving car program, or if after billions of dollars of R&D yours doesn’t do what Google’s does … Waymo is the answer.

You don’t need to be Nostradamus to know that while Tesla and Uber have been grabbing all the headlines, Google/Alphabet has long had the world’s most advanced self-driving car program. Since its 2009 inception, speculation about their intentions has been rampant.

Now, we can get a sense of what they’re up to.

We know that Waymo, Alphabet’s recently announced self-driving spinoff, has gathered 2M+ miles of high-resolution driving data, the majority of it in Northern California. Tesla has orders of magnitude more, but they don’t use LIDAR, which skeptics believe is essential for full self-driving capabilities. We know Waymo’s parent possesses virtually unlimited resources and data on individual search, shopping habits, and location. We know that Wayno is hiring experts in licensing. We know that, prior to its spinoff, Waymo had approached multiple manufacturers about partnerships, presumably to license their software platform in return for user data, perhaps even to control the in-car content ecosystem (think: self-driving car “drivers” watching the newest Hollywood blockbuster via Google Play).

There’s incredible value on both ends of that continuum. Every Honda mile driven with Waymo’s platform gathers priceless data, improving the platform. On the other end, control the content ecosystem, control the data, own the user, print money.

There’s a reason your phone almost certainly runs Android or iOS. Remember Nokia? Blackberry?

Read the rest over at The Drive

Lucid Motors Reveals Their Tesla-Killer—But Is it, Really?

15 Dec

Lucid Air

The stench of “mobility” was pierced today, as California-based Lucid Motors revealed the Air, a stunning $100,000+ electric sedan hailed as a “Tesla-killer.”

But is it?

The answer is no, because the Lucid Air is deliberately in a class of its own.

First, the Lucid Motors Air is gorgeous. For the first time since the release of the Tesla Model S, we have a clean-sheet design for an electric sedan that doesn’t include stupid neon green or blue accents to indicate environmental cred. The Air isn’t some Wall-E inspired, emasculatory blob on wheels penned by the guy from The Kooples. Primed by last year’s stillborn Faraday reveal, I walked into the Lucid event ready for disappointment, but when the spotlights fell upon the Air I joined the crowd of reporters quietly mouthing “Yeeeeeeees.”

Lucid’s “luxury mobility” messaging may resemble Tesla’s, but that’s only because Musk was first to recognize the hinges upon which a startup car company must swing: 1.) you must launch with a premium product; 2.) electrification, connectivity, and autonomy will be ubiquitous.

With the Air, Lucid wisely chose to one-up Tesla, not by trying to build a better Model S, but by moving “luxury mobility” even further upmarket. The top-of-the-line Air is targeted at the Model S customer who wants more interior space and luxury, doesn’t want an SUV, and is willing to spend $160,000—or approximately 10 percent more than a loaded Model X.

Read the rest over at The Drive

Who Is The Theranos of Mobility?

13 Dec

Theranos

Theranos is a classic tale of hubris and schadenfreude, a blood-testing tech company that generated massive press, with a female CEO straight out of Gattaca who attracted hundreds of millions of dollars from investors, that is now imploding because its technology never worked.

Every sector gets its Theranos—so, who is the Theranos of the mobility space?

The answer starts with “mobility,” a word that bores me to tears. What does mobility mean? I’m already mobile; Americans are among the most mobile in the world, but in transportation, mobility ≠ “Mobility”, the new buzzword for companies that don’t have clear strategies in a world of increasing connectivity, autonomy, and electrification. (Case in point: BMW has for the last few years been beating the drum that they are no longer a car manufacturer, but a “mobility provider”—whatever that means.)

Mobility is used so broadly that it has become meaningless, and yet billions of dollars are flowing into disparate companies converging on what they hope will be a pot of gold, but will more likely be an expensive grave.

Bubble, thy name is Mobility. The criteria? Big fundraising, big name investors, beaucoup press, and the high expectations that come with big promises.

Let’s take a look at our candidates, courtesy of a flood of suggestions that came in when I posed the question online. Let’s start with the ride-hailing business, dominated by what are called TNCs, or Transportation Network Companies.

Read the rest over at The Drive

What if the Autonomous Car Industry Is Wrong?

7 Dec

Autonomous

Do you spend time in Silicon Valley or Detroit? If you don’t, know that most conversations involve these talking points: Autonomous cars are inevitable. Almost here. Will be ubiquitous. Save lives. Reduce traffic. Cut pollution. Also, mobility. And sharing. And no one will own cars. FYI, Don’t buy Tesla. Tesla sucks. Wait for our stuff.

“Never assume,” my father always said, so let’s follow his advice, deconstruct the clickbait underlying much of the autonomous driving narrative, and ask the question:

What if the autonomous car industry is wrong?

First we have to answer this: What is the autonomous car industry? On one side, we have the universe of Silicon Valley companies trying to figure out how to monetize an immature technology. On the other, we have the universe of legacy car companies terrified the upstarts are going to leave them behind. Since no one knows when or how it will be possible to monetize autonomous cars, they’re investing billions in anything with the words Autonomy or Mobility, catchphrases of a seemingly inevitable future they don’t understand.

Are autonomous cars inevitable? Of course. A self-driving car that works on the streets of Mountain View in decent weather? Google has them now. A self-driving car that is 100% guaranteed never to make a mistake, anywhere, in any condition? Not in my lifetime, and I’m not that old.

The billion-dollar question is—

Read the rest over at The Drive