Welcome back to Transportation Weekly; I'm your host, Kirsten Korosec, Senior Transportation Reporter at TechCrunch. This is the third issue of our book, I mean the newsletter, and this week we want to get an idea of why logistics is the new Hansel, a curious Tesla subsidiary, and discover a new type of movement called Jelbi.
Never belongs to TechCrunch's Transportation Weekly? Here and here catch up. As I have already written, consider this a gentle start. Follow me on Twitter @kirstenkorosec to make sure you see it every week. (An e-mail subscription is imminent.)
There are OEMs in the automotive world. And here, (wait for it) there are ONMs ̵
This week, Mark Harris has returned with a story about Tesla. This focuses on the company's energy business, more specifically on the opacity of its lobbying in the energy sector. Follow him on Twitter @marrarris .
In Tesla's Solar Energy Astroturfing
Yes, this is a transport newsletter. We understand it. However, Tesla has long established itself as a sustainable energy company covering the entire ecosystem – solar power, energy storage and electric vehicles. We will continue to look through the tens of Tesla subsidiaries, most of which are solar related, to see what else is coming up.
In other Tesla News ARK Invest has the CEO Elon Musk on a podcast ; Tesla submits 10K Consumer Reports refers to its recommendation for the Model 3 and the data company JATO Dynamics declares that the Tesla Model 3 was the best-selling electric car in the World in 2018.
This week I wanted to highlight a conversation with May Mobility co-founder and COO Alisyn Malek.
May Mobility, an autonomous shuttle company, announced a $ 22 million round of financing last week. This week, the company tested the third AV shuttle service. This time in Rhode Island.
May Mobility's AV Shuttle will drive a 12-mile long, longest route along the Woonasquatucket River, 12 stops from Olneyville to Providence Station. The so-called "Little Roady Shuttle" can carry up to five passengers and one companion. The vehicles started this week with tests on low-volume roads as an initial phase of a pilot project to start in the spring.
Malek curiously told me when we spoke last time. Explaining the differences in complexity between Detroit and Rhode Island, she referred to May Mobility as a transportation service provider.
That's not unusual, that's an AV shuttle company. Apart from the fact that May Mobility, in contrast to so many AV start-ups, with its AV efforts, the transport service part seems to bring before or at least on par.
Malek spent so much time explaining the logistical part of the service administration I had to step in and say, "I know that the AV component is important to May Mobility, but the problem you want to solve seems almost incidental. "
Malek answered. "Yes."
She executed. "It will take 10 to 15 years for an AV to cover an entire urban area," she added. "If you think about the validation and reliability that needs to be done and demonstrated before pulling the safety driver, then this is a really big cross section of things that you need to validate and verify."
Malek also told me May Mobility will continue to expand into new markets and double where it already operates, including Columbus, Ohio and Detroit.
A little bird …
We hear a lot. But we are not selfish. Let's share.
Thank you for the many tips. I will check this in the next few weeks.
We have learned from various sources that top engineers flee from one of the larger self-driving startup companies. Poaching between AV starts is common. We check if something else is involved.
Also … not a tip, but something that's worth pursuing, and maybe a treat that not everyone has noticed.
As part of the Flexport Softbank deal, Michael Ronen of Softbank will join Flexport's board and director, Ed Shrager, as board observer. Here's the interesting part: CEO Ryan Petersen retains the majority of control of the company, As Forbes reports. This is remarkable when you consider that investors give up so much control to the founders, even if they drown them in capital.
Did you receive a tip or notice something in the transport world? Email me or send an email to @kirstenkorosec .
Deal of the Week
Another day, another deal by the Softbank Vision Fund.
This time, Softbank launched a $ 1 billion financing round to Flexport, a San Francisco-based full-service carrier for air and sea freight.
Logistics "You are so hot right now. If Amazon is the Derek Zoolander of logistics, Softbank may be Hansel. Just go with me.
Softbank invested $ 2.25 billion in GM Cruise's self-driving auto launch last year. Didi and Uber, the peer-to-peer car sharing company Getaround, Alibaba Local Services, DoorDash, Full Truck Alliance, Grofers, the autonomous robot startup program Nuro and ParkJockey.
Softbank Dealmaker Michael Ronen and asked what the big idea is? His answer:
Transport and logistics are massive markets that are disrupted by technology. Businesses using carpooling have created a whole new market for the transport of people and goods using mobile computing and AI. We see other possibilities in long-distance transport, warehouse management, robotics inside and outside warehouses, last-mile logistics (including parking) and other areas.
We believe that the opportunities to modernize these parts of the value chain are very large and still largely untapped. Similar to the shift from TV and media consumption to on-demand and on the move, consumers are increasingly expecting to get what they want, whenever they want, wherever they want – with low to zero delivery costs. Amazon has created a huge ecosystem to enable such an experience. The rest of the world is playing catch up. We believe that the companies we have supported are making significant progress to facilitate such experiences and that there are many opportunities in the US and abroad.
So it looks like "all means of transportation" is from Softbank supported logistics companies compared to Amazon.
Other offers that caught our attention this week :
If you let this picture scratch you are not alone.
BMW and Daimler, which had agreed last year to merge their urban mobility services into a single holding company, announced Friday that they would unify these services and invest $ 1.1 billion in efforts. Also this week: Daimler relocates its big-date platform to the cloud .
TechCrunch's Romain Dillet says what all of this means. In short: a hot mess.
Daimler and BMW know how to make cars, but they really do not know how to give birth to mobility services. Last year, both had agreed to merge their mobility services under one roof, with each company holding a 50 percent stake.
However, after many acquisitions and inadequate brand decisions, it has become confusing. You know how they could have cleared up their mess? By selecting descriptive names and leaving the past behind. Instead, they found five joint ventures with names that look like existing services, but not quite. They also invest $ 1.1 billion in these services.
The best way to avoid headaches is to look at this graphic. Each line represents a joint venture. ChargeNow is now Charge Now, the Free Floating rental services DriveNow and Car2Go are now Share Now (yes, Drive Now was not good enough), all parking services are now united under Park Now (which was easy), the whole trip -hailing services RewindNow and moovel become Reach Now (though ReachNow is a ride-hail service, but I give up).
It gets a lot more confusing when you realize that some services will be merged during others not. mytaxi announced that it would be Free Now, but Chauffeur-Privé was changing its name to Kapten. Goodbye
– Romain Dillet
Tiny but mighty micro-mobility
In the city, scooters have received mixed reactions. However, data from each of the cities' pilot programs generally shows that people like them more than hate them.
A poll by the city and district of Denver Colo, found that 32 percent of respondents (cyclists) (scooter riders and non-riders) "love" scooters in the city, 26 percent say they they do not like it but like it when some changes are made.
Meanwhile in Los Angeles, The city's Department of Transportation received applications from eleven dockless mobility companies to operate in the city. Together, these eleven companies requested permission to operate 37.7K dock-free bicycles and scooters.
For the selected operators, LADOT requires that they comply with their Mobility Data Specification, which includes the collection of data on vehicle type travel duration, travel expenses, parking parking verification, etc.
LADOT received approval applications in January and invited companies to submit by 15 February. LADOT expects to make a decision next month on which companies can participate. Pilot year.
An article this week. Truck. (As a side note, I would include Apple's ADS report issued to NHTSA, and then I read it, except for a glimpse of what it needs for its security drivers, but if you're interested, Read It Here .
A New McKinsey Report Called Route 2030 – The Fast Track to the Future of the Commercial Industry Bringing Our Attention to Growing E-mail Commerce and lacks of truck drivers and the emerging trend in autonomous trucks.
- New opportunities are driven by three major trends: alternative propulsion, autonomous vehicles and connectivity, which could increase profits by $ 3 billion by 2030.
- Total global OEM earnings are expected to increase by $ 5.6 billion to approximately $ 18.3 billion by 2030, representing a slight improvement in industry profitability of 6.6% Percent in 2017 to 6.7 percent in 2030.
Other notable entries :
Wired take in self-driving carjargon; The GM Cruise and Lytx Organizational Chart, which provides fleet management services such as video telematics and vehicle tracking for fleets, has compiled data that identifies the top ten roads for mobile phone use in the US.
Testing and Deploying
Deployments are not always AVs. The Berlin Transport Authority BVG introduced Jelbi this week.
What is a jelbi? It is a mobility app (with technology with technology by Trafi and under the BVG brand) that covers all types of travel, eg. -Hagend
These one-stop mobility apps are a bit like rainbows. We can see them and they are beautiful, but they are not permanent. That does not mean that they are not valuable. YOU ARE. Seamless travel for everyone from point A to point B.
However, there are some difficulties in getting each mode or competitor in a particular mode to an app. Sometimes the app is just not great. Or it's great and nobody knows about it.
In the case of Jelbi, it looks like there is a good start. People tell me that the BVG and Trafi want to win 25 providers for the app. So far they have about 15, including Cambio, Emmy, Lime, Jump, Mobileeee, Miles, Mobike and Taxi Berlin, just to name a few. Will the new combined and confusing Daimler-BMW joint venture add its Berlin services to the app? We will pay attention to that.
Other Interesting Things:
Citymapper Announces Subscription Service for Multiple Transportation Methods
On Our Radar
The Geneva Auto Show is nearing no shortage of electric vehicle concepts. Volkswagen, Peugeot, Kia tease her. But there's a revelation in front of Geneva that TechCrunch is particularly interested in, and that's Polestar.
I met Polestar boss Thomas Ingenlath in August during Monterey Car Week. I meet many passionate CEOs and co-founders. And Ingenlath did not disappoint. As we talked at dinner, I noticed his design background and ideology. Ingenlath is a car designer by profession and had some interesting ideas on what people want and what works.
On February 27, Polestar will premiere the Polestar 2, the world's first all-electric car, broadcast live by the Volvo Group and the world premiere of Google's new in-car HMI system. Just set your alarm clock (for US and Canada people) and go to their website. The unveiling begins at 4 am PT.
Thank you for reading. There may be content you like, or something you do not like. Feel free to contact me at firstname.lastname@example.org to share these thoughts, opinions or tips.
Nos vemos la próxima vez.