This podcast puts experts and academics in the same room as funny people just to see what will happen. But remember to pay attention, because there will be a test! Hosted on Acast. See acast.com/privacy for more information.
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Electric vehicles are the future. But with new technologies comes confusion! What's real? And what is hyperbole? Who are the people to know and what are their visions? Leading global electric vehicle innovators and executives join Michael J. Dunne in no-nonsense conversations about what that electric future looks like. Speaking with some of the biggest in the field like Fisker, NIO, Lucid, Xpeng and more, Dunne - author, entrepreneur and keynote speaker – knows the business of electric vehic ...
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Getting To More Affordable EVs Starts With Batteries: Vincent Pluvinage, CEO, and K.T. Neumann, Board Members, OneD Battery Sciences
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51:11
Here is a candidate for the single most important development in the global auto industry this year: One of every two new cars sold in China this year will be electric. Half! In the US and Europe, we are experiencing a kind of EV wheel spin. EVs as a share of total sales in America still hover under 10%. Europe is a bit higher at 15%, but the pace …
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Building An Electric Sports Car That Ignites Maximum Emotion. Toni Piech, Founder and Tobias Moers, CEO, Piech Automotive
55:15
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55:15
It is no secret that electric cars are fast - very fast. But for many drivers, EVs like Tesla or Lucid - even Porsche - do not seem to fuel quite the same emotion as sports cars powered by internal combustion engines. To borrow the French term, the piece de resistance seems to be missing. This makes today's buyers ask: What is the point of driving …
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What's Web 3.0 & How Will It Make Our (Automotive) Lives Better? Tram Vo/Co-founder/MOBI & Marguerite Watanabe/Founder/Connections Insights
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27:41
In his best-selling book, Sapiens, Yuval Noah Harari describes the most important feature that separates human beings from all other species on the planet: Imagination. We have the ability to imagine something that does not (yet) exist, communicate the concept to others and persuade them to believe it. As a concrete example, he cites the limited li…
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What Exactly Is A Software-Defined Vehicle? John Wall, SVP and Head of QNX Engineering, Product and Operations, Blackberry QNX
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47:24
By now you may have heard the term software defined vehicle. But what does it mean? Tesla was the first to make one. Chinese automakers like NIO and Xpeng followed quickly. Most Western OEMs today are still figuring out how to make them. But what exactly is a software-defined vehicle? How do they work? Today I am joined on the Driving With Dunne po…
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The Secret Superpower of Chinese Automakers? Dr. Ilaria Mazzocco, Senior Fellow, Center for Strategic and International Studies (CSIS)
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Dr. Ilaria Mazzocco and her colleagues at CSIS found that Chinese subsidies to companies in strategic industries are more than twice as high as in other countries. The numbers are not insignificant. This week, we learned that BYD secured some $3.4 billion in subsidies in 2023 alone. As a group Chinese automakers have benefited from tens of billions…
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The Giant Battle Over The Critical Minerals That Power Our Future: Ernest Scheyder, Author, The War Below.
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The world is in the midst of a monumental transition from fossil fuels to critical minerals. Those critical minerals, like lithium, cobalt and nickel, are the key ingredients in the batteries that power electric cars, cell phones, electric lawn mowers and more. Today, the minerals are extracted from the ground at mining sites around the world. Mass…
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US-China: Bigger Storms Ahead. Jim McGregor, Chairman Greater China, APCO Worldwide
46:03
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46:03
By now everyone understands US-China relations are at their worst in 50 years. There is mutual distrust. And mutual animosity. China complains bitterly that America is trying to keep it down. America, meanwhile, is wary of China's new-found aggressiveness. Are the world's two most powerful countries heading for a showdown? If so, how should compani…
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Can Autonomous Vehicles Get Back Up After Knockout Punches? Alex Roy, Principal, Johnson & Roy
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29:09
What is an autonomous vehicle? And how will we know one when we see one? Today, the picture is pretty confusing. We have all sorts of names out there: autonomous, self-driving, fully self driving, drive pilot, autopilot, blue cruise, super cruise, Sensing 360, Apollo and NGP navigated guided pilot. Further complicating the picture: In recent months…
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Are Silicon Batteries The Next Breakthrough? Rick Luebbe, Founder & CEO, Group 14 Technologies
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36:39
It is time to take an honest look at battery technologies. The fact is that batteries that power electric cars today have many limitations. There are limits to the range they can deliver. There are limits to how quickly you can charge them. And there are limits to how many times they can be charged before they start losing their full capacity. And …
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Meet the Luvly O, A Light Urban Vehicle That Solves A Lot of Problems
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36:52
In this episode, we use our imagination, well, to imagine a totally different kind of future. One in which we get to where we want to go in town not in several thousand pound SUVs but in sensible light weight vehicles that save on fuel and are good for the environment. Our guest is Hakan Lutz, founder and CEO of Luvly, developer of the Luvly O, a t…
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What The West Must Do To Match China on Affordable EVs: Vincent Pluvinage, Karl-Thomas Neumann and James Frith, OneD Battery Sciences
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56:48
Many say that price is the single biggest limiter to EV demand in Western countries. In the United States, the average price of a new EV is $53,000. In Europe, the number is even higher - $60,000. On the other hand, China produces EVs across the price spectrum – from $5,500 to $160,000. Why is it so hard to match China on cost? What steps must West…
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China: One Bed, Two Dreams. Ken Wilcox, Former CEO, Silicon Valley Bank.
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54:56
When a Western executive is called on to build business in China what should be his or her mindset? What are the most important things they need to know before they go? Ken Wilcox, former CEO of Silicon Valley Bank, has answers. For three years, Mr Wilcox ran a 50-50 joint venture with the Shanghai Pudong Development Bank. On paper the two partners…
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China's Economy: On The Verge of Collapse – Or Not? Leland Miller, CEO, China Beige Book
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38:09
What is the truth about China' economy today? Read the headlines or social media and we could be forgiven for thinking that the People's Republic is falling apart. The 42 trillion property market seems to be in a death spiral. Youth unemployment is at record highs. Government debt keeps rocketing higher. And just this week, reports that foreign com…
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Leveraging AI For Battery Breakthroughs. Jason Koeller, Co-Founder and CTO, Chemix
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38:46
When it comes to batteries for Evs, can we be done with the incremental, inch by inch improvements? Everyone in the battery business is looking for a breakthrough. Dramatically more range. Lower costs. Faster charging. And, of course, make them safer. Today we meet a potential game changer: AI. Artificial Intelligence has the ability to assess and …
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Chinese Car Exports, Subsidies & Simmering Trade Tensions. Wendy Cutler, Vice President, Asia Society Policy Institute
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38:33
China is surpassing Japan in 2023 to become the world's leading exporter of cars. BYDs, Cherys and Zeekrs are finding their way to more than 100 markets worldwide. Top destinations include Russia, Mexico, Australia and Spain. Never before in the history of the car has the world witnessed such explosive growth in car exports from a single country. N…
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When Are Hydrogen Fuel Cell Systems Better Than Battery Electrics? Charlie Freese, Executive Director, General Motors
34:56
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34:56
Tesla and BYD steal the headlines as they race for global leadership in battery electric vehicles. But on the near horizon there is another technology that delivers zero emissions: hydrogen fuel cells. General Motors has been developing fuel cell solutions for more than 20 years. They are doing important pilot testing of fuel cell applications for …
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The Blockbuster China Story That Won A Pulitzer - Part II. David Barboza, Co-Founder, The Wire - China
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We begin Part II of this conversation with David Barboza in the days leading up to publication of arguably the most explosive and dangerous story out of China in 50 years. For the past 18 months, Barboza has been systematically collecting records and data and information about a massive amount of wealth accrued by the family of China's Prime Minist…
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Writing The Blockbuster China Story That Won The Pulitizer: David Barboza, Co-Founder, The Wire - China - Part 1
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48:13
David Barboza won a Pulitzer prize for a blockbuster story he wrote while reporting in China for the New York Times. The story took years to research and write. Here is how things got started: Barboza had challenged himself with a daring and impossible goal. Would it be feasible, he wondered, to gather evidence that powerful leaders in China's Comm…
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From the Volt to the Bolt to the Lucid Air: Tony Posawatz, CEO, Fermata Energy
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37:18
For most of his career, Tony Posawatz was a highly successful engineer working in GM's lucrative truck division. That meant big rigs powered by gasoline and diesel engines. Then one day in 2006 GM's top leadership appointed him to lead a breakthrough initiative. "Build us an electric car that will make people forget all about the Toyota Prius," the…
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Chinese Cars & Everything Else: Coming To Your Neighborhood Soon. Jorge Guajardo, Former Mexican Ambassador to China.
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Here is the powerful China formula for commercial dominance that everyone needs to know. Build up massive capacity. Achieve scale. Reduce costs. And then export like a bat out of hell all over the world. This is exactly how China overwhelmed the solar panel industry. Will cars be next? You bet. In fact, it is already happening. China today has the …
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Mexico: China's Backdoor Play? Jorge Guajardo, Partner, Dentons Global Advisors & Former Mexican Ambassador to China
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32:53
Who supplies the most cars to the Mexican market? If you guessed China, you are not wrong. China is flooding the market with low cost gasoline-powered and electric vehicles. Leading brands include SAIC-MG, Great Wall and Chery. But there's more. One of every two vehicles GM sells in Mexico is built in China. Meanwhile, Chinese suppliers are pouring…
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She Test Drives 80 Cars a Year. What's Her Verdict? Nicole Wakelin, Creator, The Road Reflected
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42:18
Never before in the history of humanity have we had so many choices when it comes to what we drive. Think about it: We have cars, pickup trucks, SUVs, crossovers. station wagons. On size we run the spectrum from the tiny Mini Cooper beastly Hummer. And now these vehicles might be powered by gasoline engines, hybrids, batteries or hydrogen. Some of …
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What BYD Looks Like From the Inside: Carlos Roma, Veteran Executive, BYD do Brazil
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48:50
China is now the world's No. 1 exporter of cars and trucks, blowing past Japan. In 2023, Chinese automakers will ship more than 4 million vehicles to over 100 markets markets worldwide. Leading destinations include Russia, Saudi Arabia, Chile, Sweden, Malaysia and Mexico. How good are these Chinese cars? And what kinds of challenges are they bound …
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China: Dominator In The Global Battery Arms Race. Simon Moores, CEO, Benchmark Minerals Intelligence
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38:04
Ready or not, we are in the midst of a global battery arms race. China enjoys a commanding lead. America and Europe are racing to catch up. This week we are joined by Simon Moores, CEO, Benchmark Mineral Intelligence. No one on the planet knows more about the lithium ion battery industry and gigafactories than Simon. He's been laser focused on it f…
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Taiwan: China's Salami Slicing Takeover Strategy. With Guest Bethany Allen, Author, Beijing Rules
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How much do you know about Taiwan? Until recently, most people in the world, if they were being honest, would say practically nothing. But not today. Today, Taiwan finds itself in a highly precarious situation. The People's Republic of China has clear its intentions to integrate Taiwan, to take control of the island and its 22 million residents. No…
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BYD: The Roar of China's EV Powerhouse
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34:34
BYD is an electric vehicle powerhouse. Already dominant globally in buses and trucks, BYD is now chasing Tesla for world leadership in battery-powered electric vehicles. The Shenzhen-based company will produce more than 3 million electric vehicles in 2023. Many of those cars and SUVs will find their way to global markets including Thailand, Mexico,…
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Tech Frankenstein Invades The Car: Kathy Rizk, JD Power
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31:44
It is no secret that technology is taking over our cars. But what is stunning is the speed and magnitude of the onslaught. Some of it looks amazing. Other stuff feels downright invasive. Hello biometrics and autonomous driving. Where did you come from, phantom braking. And did I agree to those driver monitoring cameras capturing my every move? Coul…
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America's Booming Battery Belt, Chris Berry, Founder, House Mountain Partners
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40:08
Think of batteries for electric cars as the most important American industrial movement since WWII. Investors are pouring more than $100 billion into new battery plants across the country, from South Carolina to Georgia, from Ohio to Michigan. There's new battery factories coming up in Kansas, Texas and Arizona, too. These battery manufacturing sit…
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Mercedes-Benz –The New Software King? Magnus Ostberg, Chief Software Officer, Mercedes-Benz AG
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38:10
You may not know it yet but there is a great battle underway for your eyes and for your ears inside the car. That battle is taking place between two powerful competitors. In this corner, we have current hardware and software giants like Apple and Google. Most of us are already addicted to their weapons - smartphones. In that corner, we have giant g…
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Why This New Hampshire Family Is Not Going Electric – At Least Not Yet. Guest: Entrepreneur Andy Minckler
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29:53
Drive the streets of San Diego and it will feel like the whole world is going electric. Here is a Tesla Model 3. There is a Hyundai Ioniq 5. Look at that Lucid Air. Or that cyber orange Mach E. Take your driving to the northern climes, like Detroit, Michiganor Green Bay, Wisconsin, and the picture looks totally different. There full-size pickup tru…
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The Mongolian-Manchurian-Stanford Entrepreneur. Lu Zhang, Founder, Fusion Fund
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44:07
Ms. Lu Zhang moved from Inner Mongolia to the United States at the age of 20 to study material sciences at Stanford. Shortly after graduation, she founded her first company - one that made her independently wealthy. Today she leads Fusion Fund, a Palo-Alto based venture capital company that focuses on early stage investments. Ms Zhang is recognized…
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Cracking The Affordable EV Code. Vincent Pluvinage, Co-Founder, OneD Battery Sciences - PT2
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32:26
Electric vehicles are expensive, out of reach for most customers. The average price of EVs sold in America last year was $65,000. The story in Europe was similar. China offers more affordable EVs. But they are driven by batteries that deliver dramatically lower range or power – or both. Who wants to buy an EV that is not quick off the start ? Or on…
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Sensors: The Car's Almost-Perfect Eyes. Ross Jatou, GM, Onsemi's Intelligent Sensing Group
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40:04
Most modern cars come with adaptive front lighting, park assist, surround-view and rear view cameras, lane departure warning, automatic emergency braking, adaptive cruise control, and collision avoidance. But how do these magical powers work? These systems use image sensors that continuously sample the vehicle’s operating environment. A machine vis…
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Investing In Software Startups for Battery And Charging – Risks and Upsides. Marie Thompson, Partner, Powerhouse Ventures
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46:10
Powerhouse Ventures invests in early-stage software companies that save energy, save time – or both. Of the 33 companies in Powerhouse portfolio, several operate in the battery and electric charging arena. A few years ago, Ms Thompson made a monumental shift from the oil and gas industry in Texas to the clean energy focus that defines her work at P…
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Cracking the Code For Affordable EVs: Vincent Pluvinage, Co-Founder, OneD Battery Sciences
40:46
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40:46
Electric vehicles remain expensive, out of reach for most customers. The average price of EVs sold in America last year was $65,000. The story in Europe was similar. China offers more affordable EVs, but they are driven by batteries that deliver dramatically lower range or power – or both. Who wants to buy an EV that is not quick off the start ? Or…
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Boom! Pop! Battery Lockup. John Voelcker On Some Unpleasant Fast-Charging Moments
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44:48
In late 2022 and early 2023, customers from Ford, Rivian and Bolt separately reported an unusual and slightly terrifying experience while fast charging their vehicles. In the middle of their charge sessions, customers recalled hearing a large boom, then a pop. Seconds later, their charging stopped and their battery ceased to work. Tow trucks were s…
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Breaking China's Graphite Monopoly. Nico Cuevas, Founder, Urbix Resources
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29:36
Graphite is a core component of lithium-ion batteries, accounting for up to 30% of the value of a battery cell. Today, Chinese companies utterly dominate refining, producing 93% of all processed graphite globally. America is now hell-bent building its own batteries and battery supply chains. Since 2021, American car makers and battery manufacturers…
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Fixing The Charging Experience. John Thomas, COO, Autel Energy North America
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35:18
Today’s charging experience in North America is, to be blunt, not good. New EV owners meet disappointment in the very first weeks of ownership. Some chargers are broken. Others are slow. Still others fail at software handshakes. When EV owners charge at a third party station like Electrify America or EVgo there are are too many “cooks” and too much…
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Richard Windsor: Why Legacy Automakers Are Sitting Ducks – It's The Software
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42:07
Imagine a future in which car buyers choose a make and model based not on acceleration, handling and braking but on their digital cockpit experience. How well does the navigation work? How rich are the media options? How quick and intuitive is the interface. Guess what? That future is already here. People, especially younger people, want to enjoy t…
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Joe Lowry, Aka "Mr Lithium": Are Lithium Prices Headed Up – Or Down?
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36:33
Meet Joe Lowry, a man who in the battery minerals world is known as Mr Lithium. Lowry got his start in lithium at just about the same time that lithium ion batteries first started powering made-in-Japan consumer electronics like the Walkman. He has direct first hand experience working shoulder to shoulder iwt leading lithium players in Japan and in…
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John Pomfret, Author, From Warsaw With Love. The American-Polish Spy Relationship, Ukraine, China and the New Great Game.
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44:21
There are a lot of people in America and Europe willing to tell you that they "know China." In reality, very few Westerners really understand China. Fewer still can communicate what they know in clear and compelling terms. Then there is John Pomfret, a China veteran with deep hands-on experience. He is also an outstanding writer. Pomfret's landmark…
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Madame Thuy Le, CEO, VinFast: From Startup to America At Lightspeed
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36:53
Meet VinFast, Vietnam's young, bold and relentless EV champion. In late December, 2022, Madame Thuy Le, VinFast CEO, supervised operations at the port in Haiphong as the first 999 VinFast VF 8s were loaded aboard a ship to San Francisco. This month, American customers started taking delivery of the all-electric crossovers. The speed with which 5-ye…
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ICYMI - Meet Battery Brunch With Yen Yeh, Co-Founder, Volta Foundation
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27:54
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 blossom…
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Edward Hightower, CEO, Lordstown Motors: Introducing The Endurance, The Full Size Electric Pickup Truck Made in Ohio
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44:06
In November, 2022 Lordstown Motors began delivering Endurance full-size electric trucks to fleet customers in America. Lordstown, named after the city in northeast, Ohio, represents an important new chapter in America's automotive manufacturing history. Lordstown is the designer and engineer of the electric vehicle. Samsung supplies the battery. An…
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A Revolution To Make Cities More Human-Centric. Elke Van den Brandt, Minister of Mobility, Brussels
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43:24
There is a once-in-a-hundred-years revolution underway in Europe. For many decades, cities in Europe have been built to serve the car. Now the mayors of cities like Paris, Amsterdam, Copenhagen and Brussels are taking steps to change roads into living spaces for people, bicycles, trees, flowers and kids playgrounds. People are taking to the streets…
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Should I Buy the F-150 Lightning or the Gasoline F-150? Darren Palmer, Vice President, Electric Vehicles, Ford Motor Company.
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45:47
Imagine you're in the market for a full size pickup truck. And you like the F-150, America's best-selling vehicle for the past 40 years. But, wait, there's a new twist in the decision-making process. Should you get a gasoline-powered F-150 or the electric F-150 Lightning? To get answers, we turn to our guest today, Darren Palmer. Darren is the Vice…
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Charge Across America, A New York to LA Stress Test of America's Charging Networks with Kristin Slanina, CIO, Park My Fleet
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46:04
When she was an engineering student at MIT, Kristin Slanina led her team to victory in a solar car race through five states in America's northeast. That early achievement inspired Kristin, decades later, to launch Charge Across America, a contest featuring teams driving from New York to Los Angeles in five different electric cars. The main purpose …
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Reilly Brennan, Co-Founder, Trucks Venture Capital. The Most Consequential Week in AVs Since 2007 (Part 2)
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31:33
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 trans…
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Reilly Brennan, Co-Founder, Trucks Venture Capital. The Most Consequential Week in Autonomous Vehicles Since 2007 - Part 1
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29:34
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 …
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Here Comes The Micromobility Revolution With Horace Dediu, Co-Founder, Micromobility Industries and Roman Meliska, Urban Mobility Expert
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31:48
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…
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