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A weekly show discussing the future of transportation Alex Roy, Edward Niedermeyer, and Kirsten Korosec
314 Episodes
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From Elon Musk's decision to fire the entire Supercharging team as part of Tesla's "pivot to self-driving," to recent fundraising rounds by Motional and Wayve, the entire mobility tech space is caught between the hard work of growing up and doubling down on the AI hype fundraising game. Not everyone can be choosing wisely.
Electrification and automation collide in this week's episode, as the gang sits down with Crijn Bouman, EV charging veteran and founder of the automated charger company ROCSYS. From the early days of EV charging, to robotaxi service strategies, to the rise of the North American Charging Standard, this conversation spans a wide variety of fascinating topics.
With Tesla's core EV business losing all growth momentum, Elon Musk once again appears to be gambling the most valuable automaker in the world on a driving automation tech play that is clearly not viable. The gang chews on this meaty topic, after a round of AV appetizers featuring the return of Cruise and the death of Ghost.
These are rough times for the once-hot world of EV startups, as the hype fades and reality sets in. On this week's episode the gang sifts through the rubble, finding a little good news (Lucid raised cash!) but a lot of challenges for everyone from Fisker to Tesla.
Incubated inside Google's X project and now deploying in the real world, Wing is an aerial drone delivery company with some interesting parallels to another of Alphabet's "other bets" the gang regularly discuses: Waymo. But, as CEO Adam Woodworth explains, Wing also provides a very different look at how one engineers automated mobility services at a system level, focused more on creating "lego pieces" than specific vehicles. He joins the show to explain Wing's strategy, the unique challenges it faces, and lessons learned along the way.
For our 300th episode, the gang sorts through the highs and lows of some of the recent mobility tech news. Rivian's reveal of two new forthcoming models shows that there's still a lot of excitement in EVs, even as tough challenges remain on the path to financial viability. Meanwhile, the decade-long $10 billion Apple Car saga is officially over, taking the dream of a self-driving car with it, but Waymo's robotaxi service continues to expand proving driving automation is still very real.
Though the flood of EV startups may have receded, the Volkswagen-backed Scout electric truck and SUV startup is as bullish about the opportunity to start a new automaker as ever. Scout CEO Scott Keogh joins the show to explain the opportunity Scout is pursuing, and how the firm plans to stand out in a competitive EV market and rebuild an iconic American brand.
Ed's recent misadventure renting an electric car prompts the gang to share similar experiences, and consider what they might mean for EV adoption. Plus: discussion of Ford's new affordable EV skunkworks, Cruise's CPUC penalty hearing and Waymo's cyclist collision in San Francisco.
After another epic CES party, The Autonocats nurse their hangovers and discuss the show's big trends and buzzwords. Join the first discussion episode of 2024, as the gang puzzles through mysteries like why CES is less consumer-facing than ever, what a "software defined vehicle" is, and why Large Language Models are so promising and yet so disappointing in the automotive space.
With another year coming to a close and another world famous Autonocast CES Party looming, the gang gathers for the annual tradition of exchanging predictions about mobility tech in the new year. Grab a holiday beverage, pull out your crystal ball and enjoy an Autonocast tradition like no other.
With all the furor over the state of electric vehicle sales in the US, Ed and Kirsten called on Tyson Jominy, VP of data and analytics for JD Power, to find out what exactly is happening with the US auto market. The resulting conversation covers the state of EV sales, the role of charging, the profits that are paying for it all, the not-unrelated disappearance of affordable cars, and more.
With Cruise founder and CEO Kyle Vogt resigning, the gang gathers to hash out what it means for the Level 4 robotaxi company, its corporate parent General Motors, and the sector at large.
Can you name an EV maker with rock-solid profits and consistent self-funded growth that has never taken a dollar of VC investment? If you've never heard of Lectric eBikes you're probably struggling to answer that question, but with founder and CEO Levi Conlow joining this week's show for an illuminating discussion, that struggle is now over.
The gang gathers to have a few laughs about the Tesla Cybertruck, before digging into the more serious topic of the situation at Cruise and the issues it has created for the entire autonomous vehicle sector.
With Cruise banned from testing and rides in the state of California following new revelations that the firm hid details of a pedestrian crash from the DMV, the gang huddles with Trucks VC partner and the godfather of The Autonocast Reilly Brennan to talk through the issues, impacts and path forward from another sector-defining incident. Plus, Reilly opens his mobility jobs board to startups in the sector.
With Cruise under NHTSA investigation and a new survey showing lower than ever public confidence in AVs, the gang discusses AV skepticism, its causes, cures, and the (not coincidental?) resurgence of the UAW, among other topics.
Alex and Kirsten riff on the most recent robotaxi news before they head off to the Up Summit in Dallas. With Ed gone this week, the duo turned to CMU professor, engineer and autonomous vehicle safety expert Philip Koopman swung by to discuss the hands-off, eyes-off Mercedes Drive Pilot system and whether it's really Level 3 automation.
The gang catches up after a variety of trips, including to the Florida AV Summit. We take a final look back at summer (and some mobility shenanigans and news) now that fall is here.
The long-simmering culture war between the high tech sector and the rest of the San Francisco Bay Area erupted around the issue of AVs in recent weeks, as the CPUC voted to expand robotaxi operations in the city. The gang gathers this week to discuss the public outcry, the CPUC hearing, the subsequent crashes and other issues, and where it all fits into the AV sector's big picture.
With Alex and Kirsten sweating it out in Arizona (and Ed staying smugly cool in Oregon), a conversation about cars and air conditioning leads the gang across a wide range of mobility topics. From the upcoming AV showdown at California's CPUC and Tesla's Rangegate scandal to ChargePoint's decision to actually monitor EV chargers (imagine!), stay cool by staying on top of the hottest issues in mobility tech.
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