Narrative: Tech Disrupts Transportation
Each narrative page (like this) has a page describing and evaluating the narrative, followed by all the posts on the site tagged with that narrative. Scroll down beyond the introduction to see the posts.
Ford becomes the first automaker to bring Amazon Echo into their cars – The Verge (Jan 4, 2017)
This is an important new domain for Amazon and Alexa, one of the first that gets it out of the house with its voice assistant. Of course, it’s also one of the slowest-moving technology products, with massively long upgrade cycles and very long development cycles too.
via Ford becomes the first automaker to bring Amazon Echo into their cars – The Verge
BMW Group, Intel and Mobileye Will Have Autonomous Test Vehicles on the Roads by the Second Half of 2017 | Intel Newsroom (Jan 4, 2017)
This is a big deal for Intel, which has seemed to be behind some of its big chip competitors in the autonomous driving space, and the fact that real cars will be on real roads later this year means this is delivering actual results today, and not just a loose partnership. This will be a big year for autonomous driving in general, likely the year almost all big automakers run some of their first trials on real roads, and Intel needs to be in the mix like this. I’ll be talking to BMW next week at the Detroit auto show about all this too.
BlackBerry QNX Launches its Most Advanced and Secure Embedded Software Platform for Autonomous Drive and Connected Cars – BlackBerry (Jan 4, 2017)
BlackBerry’s QNX is one of the leading in-car operating systems, acquired by BlackBerry from Harman some years ago. In the context of the demise of BlackBerry’s hardware business, this is one of several software businesses that forms the core of what the company will be going forward. It seems to be moving fast in providing support for some of the new things carmakers are doing, including autonomous driving, and QNX is definitely one of several big tech names to watch in the car tech space.
Tesla fails to come through on its promise to deliver 80,000 to 90,000 cars in 2016 – Recode (Jan 3, 2017)
The shortfall mentioned here was modest, and was entirely due to delivery rather than production issues. The bigger issue is that, even if it had hit 80 or 90k deliveries in 2016, its targets for 2017 and especially 2018 are higher still, with 2018 apparently ramping to 400,000. That’s still an incredibly steep hill to climb, and I’m doubtful Tesla can up production that quickly. There may be a lot of disappointed Tesla 3 reservers come 2018…
via Tesla fails to come through on its promise to deliver 80,000 to 90,000 cars in 2016 – Recode
Faraday Future Faces Crucial Test With New Electric Car – WSJ (Jan 3, 2017)
Well, Faraday Future does actually seem to have a car, which seems to be able to drive fairly quickly in a straight line, and is sometimes able to park itself automatically. That much is clear after its press event tonight at CES. But its financial situation, the eventual price and exact launch date of the car, and much else besides remain unclear. The event seems to have gone fairly well, which was in doubt after some recent stories, but it’s still far from certain that we’ll actually see a production vehicle from FF next year.
via Faraday Future Faces Crucial Test With New Electric Car – WSJ
LeEco’s new Android-powered smart bikes are coming to the US – The Verge (Jan 3, 2017)
LeEco had a big launch in the US in October, which felt overwhelming but at the same time short on details – many of the products weren’t available yet, weren’t priced, or were described insufficiently to allow observers to evaluate them. In many ways, LeEco has felt like it’s mimicking other big successful ecosystems, but trying to get there very much more quickly, which has been at the root of its financial challenges. These bikes definitely set them apart from the competition, but can also be seen as yet another sign of a lack of focus and excess of ambition.
via LeEco’s new Android-powered smart bikes are coming to the US – The Verge
Intel is buying into maps because it can’t afford to miss out on self-driving cars – Recode (Jan 3, 2017)
HERE has walked an interesting path since its acquisition by a consortium of carmakers. It’s already had an investment from several big Chinese tech names, and now here comes Intel. Intel is likely responding here to Nvidia’s early lead in car chips, though I’m not sure how much this play makes sense there: mapping is, of course, generally integrated into devices well above the chip level. But kudos to the carmakers for getting a range of other investors to buy in and recoup some of their investment.
via Intel is buying into maps because it can’t afford to miss out on self-driving cars – Recode
Qualcomm Cutting-Edge Automotive Solutions Power Next Generation Infotainment for Volkswagen Vehicles – Qualcomm (Jan 3, 2017)
Qualcomm is one of three big chipmakers to have announced new automotive deals at CES this week, along with Intel and Nvidia. Given how similar many in-car infotainment systems are to the smartphones and tablets Qualcomm already powers, it’s always been a natural player in this space, and is starting to make some headway here. As Android starts to make more of an appearance in these systems, Qualcomm will be a natural partner too – I saw a Panasonic concept system that married Android and a Qualcomm chip on display at CES.
FCA and Google Collaborate on a Uconnect System Concept Powered by Android – Fiat Chrysler (Jan 2, 2017)
This is an interesting side benefit of Google’s partnership with Fiat Chrysler around autonomous vehicles – FCA is now using Android N to power a new version of its Uconnect connected car technology in cars. FCA is on the official list of Apple CarPlay partners too, so even though there’s deep integration with certain Android apps here, this doesn’t mean iPhones will be second-class citizens in the car. But it does mean Google is now in cars in two distinct ways while Apple still seems to be honing its strategy behind closed doors.
via FCA and Google Collaborate on a Uconnect System Concept Powered by Android – Fiat Chrysler
Uber expects to give 15 million rides this New Year’s Eve – Recode (Dec 29, 2016)
Three times growth from 2015 to 2016 is remarkable, and a useful indication of how fast this industry is still changing and growing. And yet peaks like this are still one of the biggest challenges for companies like Uber (and even Amazon, in a completely different way) – build your infrastructure for normal operation, and it’s tough to handle massive spikes in demand. Surge pricing helps a little, but you still can’t get out any more than your total number of drivers at any given time.
via Uber expects to give 15 million rides this New Year’s Eve – Recode