My Month With @Tesla FSD (supervised) v12.3 Is #FSD close to performing at the level required to power a fleet of #robotaxis? What works well and what still needs improvement to provide the level of safety and confidence required to launch an autonomous ride-hailing platform?

Global battery EV sales grew "only" 30% in 2023. What is behind this slower growth? Should we expect consolidation in 2024? A new growth spurt in 2025? What will it take to achieve clean mobility? Read the analysis: tinyurl.com/mrdwcbf6

EVs are “batteries on wheels” that can act as virtual power plants, generating electricity to support the grid, power homes or a craftsman’s tools and more: tinyurl.com/mr23hhjh #EVs #BEVs #VirtualPowerPlant #MicroGrid #PowerGrid #CleanMobility #V2G #V2H #V2L #V2X #EVCharging

The emergence of the software-defined vehicle with ubiquitous connectivity enable the growth of new SW-based services and on-demand features. OEMs expect tens of billions in recurring revenue at a high gross margin. Yet, several key issues remain. tinyurl.com/4mrw3wyh

Looking fwd to #CoMotionLA Nov 14-16 in LA for 3 days of talks, demos, workshops, and connections w/ key #mobility stakeholders. #multimodal, #AVs, #AdvancedAirMobility, #transit, #infrastructure, #CleanTransportation. Get 30% off at lnkd.in/g6ApDeb4 code ORSAY30OFF.

The deployment of robotaxis has experienced a bumpy ride and absorbed tens of B$. Yet, commercial services exists in 7 cities. Further deployment will be the result of a somewhat chaotic combination of tech, regulations, and public acceptance. tinyurl.com/4s2sjxzv

Classic Cars Go Electric - Converting classic cars to battery EVs has become a real opportunity and a business over the past few years. What's happening this space? orsayconsulting.net/classic-… #classiccars #cleanmobility #electromobility #EVconversion

I experimented and highly recommend. Well done @Cruise !

How #Tesla Reaches Class Leading Financial Performance - In 2022, gross margin stood at 28.5%, net income at 17.6%, cashflows per vehicle sold at $11.2k. Yet, these class-leading financial metrics were generated with “only” 1.3 m units delivered. How? bit.ly/3L4Glg8

#Carmakers’ Reshuffled Priorities: An In-depth Analysis — OEMs continue to reshuffle their strategic priorities, addressing #electrification, #software, #supplychain, #distribution and more. An in-depth analysis. bit.ly/3yEOjpi #software #transformation #cleanmobility

Are Frugal Minicars the Future of Urban Mobility? Frugal, electric minicars may be the ideal solution to address the many issues and opportunities urban mobility presents. bit.ly/3I2XvrS #minicars #EVs #urbanmobility #sustainablemobility #cleanmobility #sharedmobility

#CES2023 - a strong edition for #mobility & #autotech: SW-defined X, HMI, in-cabin monitoring, EV charging, sensor cleaning, integration and fusion, perception, computer vision and more. Read the report. bit.ly/3w7Kh7w

2022 Paris Auto Show - Highlights & Trends #mondialauto #fuelcell #miniEV #automotive #cleanmobility #Renault #Stellantis bit.ly/3SGqIw7

Analysis of the profound transformation of battery & motor supply chains from the mine to end-of-life recycling, triggered by the rapid deployment of #EVs and regulatory changes. bit.ly/3S5KrFA. #batteries #motors #supplychain #automotive #recycling #refining #mining

Love the discreet 7kW #EV chargers installed on London’s light posts #cleanmobility

Battery EVs’ share of the global light vehicle market grew from 3% in 2020 to 6% in 2021. If 1 out 5 BEVs was a Tesla last year, other emerging players are gaining traction. How are they fairing? bit.ly/3Oe0HlO #EVs #CleanMobility #Tesla #Lucid #Rivian #Xpeng #Nio