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In Part I of this conversation, Reilly Brennan described how the days of late October, 2022 will go down in history as some of the most important in the history of autonomous vehicles. In the space of just a few days, one company (Argo AI) went out of business, Tesla was taken to court for its Autopilot system and Reilly Brennan experienced a transcendent "before and after" moment when taking the Cruise robotaxi on a flawless 40 minute trip through the street of San Francisco. In this week's Part 2 of the conversation we look at the next giant hurdle for autonomous vehicles: Profitability. Cruise, Waymo, Baisu and other AV companies are still plowing through tens of billions of dollars in development costs. When will these companies be able to scale up their robotaxi fleets in multiple cities and become commercially viable? Put another way, now that Cruise has established proof of concept on the technology front, how long before we see proof of profit? #DrivingWithDunne / #ZozoGo
Scour the planet and you are unlikely to find anyone who knows the business of autonomous vehicles (AVs & ADAS) better than Reilly Brennan, Co-Founder, Trucks Venture Capital. Over the past ten years, Brennan has taken rides in more than 100 autonomous vehicles. He and his partners at Trucks Venture Capital have also invested in dozens of startups in the AV ecosystem, including leading innovators like Gatik, May Mobility, AEye and NuTonomy. In this week's Driving With Dunne conversation, Brennan reveals why his recent 40 minute ride in a Cruise robotaxi through the streets of San Francisco was a mind-altering experience. What acts of technological magichad Cruise managed to perform? Where had Cruise broken through? Brennan also lays out in vivid terms the crucial distinction every driver should make between autonomous cars and vehicles that are enhanced through advanced driver assistance systems. #DrivingWithDunne / #ZozoGo
Almost half of all humans now live in cities. By 2300 that number will climb to 75%. With so much population density, how will people get around? Horace Dediu and Roman Meliska have some powerful ideas. The future of transportation in cities is smaller, lighter, quicker and smarter. There is a shift underway to new modes of transportation that they call Micromobility. It is not the end of the car. But perhaps the end of an era in which cities are built to accommodate cars exclusively. What are these alternative forms of transportation? How much do they save us in terms of money, time and the environment? And which cities are the pioneers of the Micomobility revolution?#DrivingWithDunne / #ZozoGo
StoreDot is an Israeli-based technology startup with deep expertise in charging batteries. The company is focused on extreme fast charging for electric cars. How extreme? StoreDot aims to deliver 100 miles of charge to your car battery in only five minutes. Among his financial backers: Samsung, Daimler, British Petroleum and VinFast. Doron and his team will demonstrate the "100 in 5" charge breakthrough in November 2022 at the high profile Web Summit in Lisbon, Portugal. In today's conversation, we look at how StoreDot will save us thousands of hours of charging time. #DrivingWithDunne / #ZozoGo
Reuters has just published a blockbuster forecast: Global automakers plan to invest $1.2 trillion in electric vehicles, batteries and supply chains between now and 2030. That is a massive, unprecedented number in the 130-year history of the auto industry. Just how big is 1.2 trillion? It is the equivalent to the GDP of Spain. It is also the same as Apple's market cap. Which companies are investing the most? Where are their investments concentrated? Is it in new vehicles, batteries, mining or something else? Author of this important report, Paul Lienert, tells us that the 2022 projection of $1.2 trillion in new investments is twice the 2021 number. What has caused the sudden spike in EV investing? And who will be winners and losers in 2030? #DrivingWithDunne / #ZozoGo
Li-Cycle is a lithium-ion battery recycling company co-founded in 2016 by Tim Johnston and Ajay Kochhar, engineers with deep experience in minerals and mining. By 2025, there will be 900,000 tons of end of life batteries that need processing in North America and Europe. Li-Cycle is ramping up capacity to meet that future demand with operations in Arizona, Alabama, New York and Ohio.There are also new headquarters opening in Switzerland and Singapore. In this episode, Austrlaian-native Tim Johnston walks us through what happens to batteries after their cells are depleted. Do they go to a giant battery junkyard? No, battery scrap material and end-of-life batteries are shredded and then recycled into materials for new batteries. Listed on the New York Stock Exchange in 2021, Li-Cycle is now valued at close to one billion dollars.#DrivingWithDunne / #ZozoGo
Metis Engineering founder Joe Holdwarth got his start working on nuclear submarines. Today, he spends his days and nights finding ways to prevent thermal runaway events in electric cars. EV battery fires are rare. According to experts, fires occur just 5 times for every billion miles traveled. For internal combustion engine-powered vehicles, the number is 55. But when there is a thermal runaway event, the results can be catastrophic. A fire in one battery cell spreads quickly to hundreds of others. And because fires are fueled by chemicals, they are difficult to bring under control. Often firefighters can only let fires burn themselves out. Automakers, battery manufacturers and expert engineering companies worldwide are working to develop early warning systems that shut down the battery before a fire can begin. One such company is Metis Engineering based in Bristol, England. What is venting? And how do the sensors developed by Metis act as life-saving early warning systems? #DrivingWithDunne / #ZozoGo
What does living in a surveillance state look like? Well, now we know, thanks to a brilliant new book, Surveillance State, by Wall Street Journal veteran correspondents Josh Chin and Liza Lin. With more than 25 years on the ground in the People's Republic between them, Josh and Liza give us a firsthand look into how the Chinese government controls the behavior of 1.3 billion people around the clock. There is extensive and invasive policing using all forms of advanced technologies from millions of high resolution cameras to facial, voice and even gait recognition. There is nowhere to hide in the PRC. Will China attempt to export its social controls to other countries? Is your personal data already in Chinese hands? Josh and Liza, who are now persona non grata in China, deliver a candid and accurate picture of the what may become a global trend in social control. #DrivingWithDunne / #ZozoGo
Henry Sanderson witnessed the explosion in demand for cars in China while living in Shanghai and Beijing from 2007 to 2014. He found the pace and magnitude of growth alarming. Then he returned to London where he began covering minerals and commodities for the Financial Times. Soon, he realized the world was stepping to a global super cycle around the minerals that feed into batteries. Demand for critical minerals like lithium, cobalt, copper and nickel were on track to explode in line with the world's voracious appetite for electric cars. Sanderson takes us inside the complex and high-stakes world of mining, an area where companies are quietly making billions of dollars. Who will be the winners and who will be the losers in this race for supremacy in electrics, batteries, battery supply chains and minerals? Sanderson delivers an accurate and up-to-date picture of the players, the regulators and the costs of going green on the Driving With Dunne podcast. #DrivingWithDunne / #ZozoGo
Lars Carlstrom is a Swedish-born entrepreneur with a gift for identifying the next big opportunity. In 2019, he co-founded Britshvolt and quickly persuaded industrialists and politicians in the UK to endorse the idea of a national champion British battery company. In 2021, Carlstrom founded Milan-based Italvolt. Earlier this year, Carlstrom announced the formation of Statevolt in Imperial Valley, California. Lars tells us he was motivated by the opportunity to introduce new technologies that will deliver cleaner air to cities. But more than anything else, Lars was inspired by the prospect of creating new jobs. His sites in the UK, Italy and America are all venues of former industrial glory which have gone dormant in recent decades. Mr Carltrom calls the move to electrification a once-in-a-hundred years phenomenon. He also says that we are in the very early stages of the transformation. #DrivingWithDunne / #ZozoGo
Meet Emily Hersch, founder and CEO of Luna Lithium, a mineral exploration company. Emily is leading a new wave of American entrepreneurs exploring and mining the essential ingredient for battery electric vehicles: Lithium. Emily is one of the most impressive, spontaneous and colorful guests we have ever had on the Driving With Dunne podcast. In our conversation, Emily delivers a direct and concise picture of the global lithium mining industry. She shares her point of view on why the Inflation Reduction Act is mostly a good thing for the battery industry, why China dominates global battery supply chains and how she came to name her company Luna Lithium. #DrivingWithDunne / #ZozoGo
Are you struggling to find an affordable electric vehicle? You are not alone. The average price of a new electric vehicle sold in America in 2022 is a stunning $66,000. That’s more than a house in Detroit or Topeka. But if you look long and hard enough, you can still tease out some bargains. So says Matt DeLorenzo, author of a timely and practical new book called How to Buy An Affordable Electric Vehicle. DeLorenzo parks a small electric car in the driveway that cost him less than $20,000 after incentives. How did he do it? #WinningInAsia / #ZozoGo
Have you been searching for an expert go-to source for knowledge on batteries? Look no further, Battery Brunch is here. In 2019, MIT graduates and Silicon valley battery scientists Yen Yeh (Voltaiq), Linda Jing (Tesla) hosted the first ever Battery Brunch, a small gathering of a dozen battery minds in the Bay Area. Today, Battery Brunch has blossomed into a hugely valuable meeting point for thousands of people in the battery industry: founders, engineers, investors, policy makers and more. Yen Yeh and Linda Jing host Battery Brunch weekly on Saturday mornings. There are more than 20,000 Battery Brunch members and between 500 and 1,000 people attend every session. In this week's Driving With Dunne podcast, we learn what inspired Yen and Linda to found battery brunch. And how the organization is accelerating the development of the global ecosystem around batteries. #DrivingWithDunne / #ZozoGo
David Welch, the highly regarded veteran Bloomberg reporter, has written a timely and important book about how Mary Barra is leading a total makeover of General Motors. Barra's mission has been to transform GM from large and cumbersome and arrogant to a company that is lean, quick and profitable. The path to a flourishing GM, Barra believes, is total commitment to electric and autonomous vehicles, the two most transformative technologies of our era. Getting there means killing sacred cows and making tough calls. Under Barra's leadership, GM exited many markets around the world, including long-standing GM outposts in Europe, Australia, India and South Africa. This has freed up capital to concentrate investments in the all-important Ultium battery platform and Cruise, the highly innovative autonomous vehicle subsidiary based in San Francisco. Will Barra's monumental efforts to put GM on a new, winning trajectory succeed? Author Welch gives success an 80% change, provided that GM can shake an apparent generational jinx that has best the automaker since the 1990s. #DrivingWithDunne / #ZozoGo
In early July, 2002 Michael Dunne traveled to Vietnam to take a closer look at VinFast, the remarkably young and ambitious manufacturer of electric vehicles. VinFast is a subsidiary of Vingroup, the largest private company in Vietnam. Chairman and Founder Pham Nhat Vuong and VinFast CEO Madame Thuy are determined to make VinFast a global success. An standard VinFast company mantra is "making the impossible possible." VinFast will start delivering their all electric vehicles to markets in America, the Netherlands, France and Germany by the end of the year. In this episode Dunne gathers with Chris Donovan, the producer of the Driving With Dunne podcast, to share what he saw and heard on the ground in Vietnam. Listen to find out why Vietnam is fast-becoming the darling among investors looking at destinations in Asia beyond China.#DrivingWithDunne / #ZozoGo
Envisics is a UK-based technology company with deep expertise in holography. So, what are holograms? Those are the three dimensional images we see in sci-fi movies that originally appeared in the Star Wars series. Envisics projects informational holograms outside of the vehicle in the line of vision, about three feet in front of the driver's eyes. Think of it as a colorful head up display in three dimensions. The single biggest advantage of holography is safety. The driver does not need to look away toward the center stack screen where he or she might seek to secure information about navigation or speed. Instead holograms render objects in the line of sight, embedded into the road and its real surroundings.. Envisic's holograms are expected to appear on Cadillac Lyriqs in late 2022 ro 2023. Founder Jamieson Christmas earned a PhD at Cambridge and is convinced that his technology will win widespread adoption simply because it is safer and more intuitive than looking at those giant touch screens that now dominate many of our vehicles from Teslas to Lucids to F-150 Lightnings.#DrivingWithDunne / #ZozoGo
Octillion Power Systems supplies lithium-ion battery systems to car, truck and bus makers worldwide. The company has delivered more than 650,000 electric vehicle batteries to automaker,, including to the wildly successful made-in-China Wuling Mini EV. Octillion's new offices in Richmond, California serve as headquarters for company operations in North and South America. Mr Paul Beach, President of Octillion, has been at the forefront of the battery business since the late 1990s. In this episode, Beach recounts how he witnessed massive investment in lithium ion batteries in Japan, then in Korea and most recently in China. As a result, North Asia accounts for more than 90% of global battery production today. But change is afoot. Tens of billions dollars of fresh investments are going into new battery plants in Europe and the United States. What do America and Europe need to do to close the gap with Asia? Who will be the eliminate winner on the global battery arms race? And what is the next great innovation in batteries? #DrivingWithDunne / #ZozoGo
Gene Berdichevsky's life could come straight out of a James Bond movie. Born in the Ukraine, raised in Russia, he and his family immigrated to America when he turned nine years old. Along the way, he had lived for five years north of the arctic circle. Berdichevsky studied engineering at Stanford and convinced Tesla founders to make him employee No. 7. Today, Berdichevsky is the Co-Founder and CEO of Sila Nanotechnologies. In 2022, Sila won a landmark contract to supply batteries to the exclusive Mercedes G Wagon, starting in 2025. Berdichevsky's deep expertise in developing silicon-based anodes has attracted investors from every time zone. Sila is currently valued at more than. $3 billion. Sila is one leader among a wave of new battery startups in America that are positioned to help the United States close the battery capabilities gap with China. #DrivingWithDunne / #ZozoGo
GM's has ambitious plans when it comes to electric vehicles. CEO Mary Barra says the company will be selling 1 million EVs a year by 2026, surpassing Tesla. That projected 2026 number will include everything from the just-launched $100,000 all-electric Hummers to $60,000 Cadillacs to sub-$30,000 offerings co-developed with Honda. How likely is the 114 year-old company to achieve its lofty goals? Much depends on the success of the Ultium battery platform. "Before GM got too far down the road in EVs, it had to figure out how to turn a profit on EVs," says Car and Driver. So, at the heart of GM's strategy for leadership in EVs is a brand new battery architecture called the Ultium Platform. In this week's Driving With Dunne podcast I am joined by Tim Grewe, Director of Electrification at General Motors. Mr Grewe takes us inside the world of the Ultium platform to show how it is designed to give GM a decisive edge over the competition when it comes to costs, range, reliability and safety.#DrivingWithDunne / #ZozoGo
San Francisco resident Ruth Wilcox decided to buy her first pure electric vehicle in 2020. She looked at a few different brands, including Tesla, but eventually decided to purchase an Audi e-tron. What made her elect the Audi over the others? And two years later, what have been the highs and lows of ownership? What about charging? And what are some of the quality issues Audi engineers need to address? Joining the conversation is Ken Wilcox, Ruth's husband. Ken loves his gasoline-powered Audi TTs. Ken finds that electric cars are lacking when it comes to the emotional joys of driving and shifting gears in a car powered by an engine that you can feel and hear. Ruth confesses to missing her beloved Saab, too. You will really enjoy the point-counterpoint (he-said-she-said) flow of our conversation this week on the Driving With Dunne podcast. #DrivingWithDunne / #ZozoGo
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