Black: Wire harnessing can reach 25% of a vehicle's cost
“It could be 25% of the cost of your vehicle in any given moment too.”
Heiss: Modern cars transmit roughly 25GB of data per hour to OEMs
“When you drive your car, it generates data, and today, about 25 gigabytes per hour are actually withdrawn from the OEMs Stored on their back ends and sold.”
Cliffton: 5-pound package delivery belongs on 50-pound autonomous vehicles
“If you want to deliver something fast that weighs five pounds, you probably want to do that with a vehicle that weighs 50 pounds and you want the vehicle to be electric and autonomous.”
Boots: Overland AI is bringing off-road autonomous vehicle production in-house
“And we're also starting to wade into hardware. So over the last several years, we've learned quite a bit about how to build and maintain Vehicles, which can move very fast through very difficult terrain. And so we're bringing some of that production in house a…”
Lafarge: Distributed capacity procurement can expand beyond solar and batteries to flexible loads
“One other distinction I'd draw is that when we talk about distributed capacity procurements, it's, the conversation is starting with, but not limited to, batteries and solar. The kind of hard assets, right? Stuff you install that's net new capacity, either in …”
EV Demand Will Prevent Lithium-Ion Batteries From Scaling for Grid Storage
“I don't think lithium-ion can really work in the grid for whatever its challenges are, and lithium will always get a priority to the vehicles, and again, there's a supply-demand deficit there already.”
Yeagerson: Aggregated EV fleets will become highly dispatchable grid capacity resources
“If you have a million thermostats and you've done it 20 times, then actually it's more dispatchable than a discrete peaking resource. And I think you're gonna find that with vehicles as well. It's gonna be very fungible, it's gonna be very predictable, we're g…”
Kann: Electric vehicles will never discharge to the grid at scale
“I do not think we'll ever see vehicles discharging into the grid at scale.”
Berdichevsky: Autonomous vehicles will drive 1-2M miles per decade
“Is as we get to autonomy, which obviously is going to take a little longer than everybody expected, you know, vehicles are going to go from driving a 100,000 miles in 10 years to driving a million or two million miles in 10 years.”
Schroeder: Car buyers demand vehicles meeting nearly 100% of needs
“I think consumers don't buy vehicles that meet their needs most of the time, or even 90% of the time. They buy a vehicle that meets nearly a hundred percent of their needs.”
Marr: Epirus directed energy successfully disables boat motors and vehicles
“We, so we bought a boat motor running the boat motor in our chamber there. And so we've now got a videos of zapping our boat motors. We've got a bunch of data, how well it worked. It works great on vehicles as well. So it's really any electronics.”
Agarwal: 70% to 80% of vehicles sold in India are financed
“Almost 70, 80% of vehicles which are sold in India are financed vehicles. Hardly anyone buys them in cash, right?”
Russakow: Most people will continue to own their vehicles long term
“And then there's routine travel like commute or running errands, which is like 99% of travel where people prefer to own the vehicle. And so, as you look at the history of vehicles, probably from Ben Hur and the Chariot forward, you realize that that fundamenta…”
Ludwig: Electric drivetrains impact every vehicle component, not just propulsion
“And so electric drive train, for example, that doesn't just impact the propulsion system, but it actually impacts every other component on the vehicle.”
Evans: Autonomous and electric tech will spawn new vehicle categories
“There will be new vehicles created in the same way that, like, the people carrier has been created in our lifetime, or, you know, the pickup truck became this mass-market consumer product in our lifetimes. There will be new types of car that get created.”
Stanfield: French postal service fleet vehicles go unused after 2 PM
“We notice, for example in the French postal service that the vehicles aren't used after two p.m.,”
Zimmer: US vehicles sit parked 96% of the time
“There are, ah, two hundred and fifty million vehicles in the United States, I believe, and they're used, each car is used four percent of the time. 96% of the time it's parked.”