Navigating Insurance & Risk in the Age of Autonomous Vehicles (with Michael Wagner)
Ride On! by Micromobility Industries
by Ed Niedermeyer, James Gross, Oliver Bruce and Horace Dediu
2w ago
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 techno ..read more
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Lessons from V1 AV (with Stefan Seltz-Axmacher)
Ride On! by Micromobility Industries
by Ed Niedermeyer, James Gross, Oliver Bruce and Horace Dediu
1M ago
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 c ..read more
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Climbing the Slope of Enlightenment (with Mike Ramsey)
Ride On! by Micromobility Industries
by Ed Niedermeyer, James Gross, Oliver Bruce and Horace Dediu
1M ago
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. Ed and Mike discuss the concept of the five-part "hype cycle" in technology adoption: innovation trigger, peak of inflated expectatio ..read more
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EV Winter? (with Tyson Jominy)
Ride On! by Micromobility Industries
by Ed Niedermeyer, James Gross, Oliver Bruce and Horace Dediu
1M ago
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 ..read more
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Disrupting the Car (with Horace Dediu)
Ride On! by Micromobility Industries
by Ed Niedermeyer, James Gross, Oliver Bruce and Horace Dediu
1M ago
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 c ..read more
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Climbing the Slope of Enlightenment
Ride On! by Micromobility Industries
by Ed Niedermeyer, James Gross, Oliver Bruce and Horace Dediu
1M ago
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. Ed and Mike discuss the concept of the five-part "hype cycle" in technology adoption: innovation trigger, peak of inflated expectatio ..read more
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Horace Dediu: Is Apple Done With Mobility?
Ride On! by Micromobility Industries
by James Gross, Oliver Bruce and Horace Dediu
3M ago
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 ..read more
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The State of the Micromobility Review Market
Ride On! by Micromobility Industries
by James Gross, Oliver Bruce and Horace Dediu
3M ago
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 serv ..read more
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The History of the US Bike Business with Arnold Kamler, CEO of Kent International
Ride On! by Micromobility Industries
by Julia Thayne, James Gross, Oliver Bruce and Horace Dediu
5M ago
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: ? 1906: Arnold's grandfather arrives in the U.S. and opens up his f ..read more
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Bird Goes Bankrupt. What Company Will Blink Next?
Ride On! by Micromobility Industries
by Julia Thayne, James Gross, Oliver Bruce and Horace Dediu
5M ago
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.  ..read more
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