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A great Longread: The Third Transportation Revolution – Lyft’s Vision for the Next Ten Years and Beyond (John Zimmer)

I remember when I first fell in love with cars. It started small with Hot Wheels when I was three and Micromachines when I was six. Everything about them was fast and exciting — even the commercials were narrated by the World’s Fastest Talker. I loved them.

Then, when I turned 12, my dad and I began taking annual trips to see the real thing at the New York International Auto Show. I looked forward to going every year, because even at that young age, I felt a connection to cars and the freedom they represented…

Source: The Third Transportation Revolution – Medium

Electric vehicles – It’s not just about the Car (Michael Liebreich, Angus McCrone)

One of the key characteristics of complex systems, such as the world’s energy and transport sectors, is that when they change it tends not to be a linear process. They flip from one state to another in a way strongly analogous to a phase change in material science. We have written about this before, for instance here and here.A second important characteristic of this type of economic phase change is that when one major sector flips, the results rip through the whole economy and can have impacts on the societal scale…

Source: Liebreich and McCrone: Electric vehicles – It’s not just about the car – Bloomberg New Energy Finance

Why GM + Lyft Is About the End of Car Brands (Andy Raskin)

“Self-driving cars will push down prices for ride-sharing to insanely low levels.”

“When that happens, ride/car-sharing becomes more the norm, at least in urban areas. (Will buying a car one day be like buying a tractor?) Which means traveling in a car becomes more like traveling in an airplane or a bus — an on-demand experience that separates riders from manufacturers and their brands. In that world, the brands that matter most are the ones that sell you your tickets, operate the cars, and tell you how soon they will arrive.”

Source: Why GM + Lyft Is About the End of Car Brands | Andy Raskin | LinkedIn

On the Future of the Automotive Industry: tough Times ahead for the Incumbent Automakers (André Cramer)

Looking at the wave of disruption that is already happening right now or coming to industries that have not natively been part of the digital business, the automotive industry is surely one of the most interesting. Their products are what moves the world and what captures many people’s passion and materialistic desires. Even with the core use case being a physical one, transportation of people and/or goods, this industry will be disrupted, just like any other industry and way of doing business has been or will be disrupted by exponentially advancing digital technology (e.g. traditional retail, the media/newspaper industry, the music industry, books publishers and stores, travel agents, even the telco/communications players, etc.).

We are now in an era in which technologies such as computing, networks, sensors, artificial intelligence and robotics, to name a few, are advancing exponentially. Continue reading “On the Future of the Automotive Industry: tough Times ahead for the Incumbent Automakers (André Cramer)”

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