Mobility (Industry)

2 minute read

Overview

1. Industry being transformed by a) Autonomy (AI) and b) Electric power
2. Established Organizations can’t change
   • General Motors (employees: 225,000 in 2016 to around 180,000 in 2018) finds it hard to compete with Tesla (42000 employees)
   • Market value GM was half the market value of Tesla at the start of 2020 but is now just 11% October 2020
   • GM purchased Cruise to compete
   • Funding and then buying startups is an important “transformation” strategy
3. Autonomy needs Sensors Computers Algorithms and Software
   • Also experience (training data)
   • Algorithms main bottleneck; others will automatically improve although lots of interesting work in new sensors, computers and software
   • Over the last 3 years, electrical power has gone from interesting to “bound to happen”; Tesla’s happy customers probably contribute to this
   • Batteries and Charging stations needed

Summary Slides

Full Slide Deck

Mobility Industry A: Introduction

• Futures of Automobile Industry, Mobility, and Ride-Hailing
• Self-cleaning cars
• Medical Transportation
• Society of Automotive Engineers, Levels 0-5
• Gartner’s conservative View

Mobility Industry B: Self Driving AI

• Image processing and Deep Learning
• Examples of Self Driving cars
• Road construction Industry
• Role of Simulated data
• Role of AI in autonomy
• Fleet cars
• 3 Leaders: Waymo, Cruise, NVIDIA

Mobility Industry C: General Motors View

• Talk by Dave Brooks at GM, “AI for Automotive Engineering”
• Zero crashes, zero emission, zero congestion
• GM moving to electric autonomous vehicles

Mobility Industry D: Self Driving Snippets

• Worries about and data on its Progress
• Tesla’s specialized self-driving chip
• Some tasks that are hard for AI
• Scooters and Bikes

Mobility Industry E: Electrical Power

• Rise in use of electrical power
• Special opportunities in e-Trucks and time scale
• Future of Trucks
• Tesla market value
• Drones and Robot deliveries; role of 5G
• Robots in Logistics