#302: Picking Through The EV Startup Dumpster Fire

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.