PinnedMarc AmblardCES 2024 — Autotech and Mobility HighlightsAutotech at CES 2024 focused on SW-defined vehicle, AI, displays / lighting, and UX. ADAS took over from AD and charging dominated EV…Jan 21Jan 21
PinnedMarc AmblardProfound Transformation of EV Supply ChainsThe rapid deployment of EVs triggers a profound transformation of battery and motor supply chains from the mine all the way to recycling.Sep 15, 2022Sep 15, 2022
PinnedMarc AmblardNext Frontier for Battery EVs: A Race to EfficiencyThe auto industry is focusing on motor tech, power electronics, aerodynamics, voltage, thermal management and more to boost BEV efficiency.Feb 26, 20221Feb 26, 20221
PinnedMarc AmblardTesla Wannabes’ State of Health in Booming EV MarketEmerging OEMs are trying to emulate Tesla, tempted by its 19% battery EV market share, whereas incumbent OEMs scramble to pivot towards…Jun 16, 2022Jun 16, 2022
PinnedMarc AmblardTesla’s Trillion Dollar Valuation — A Financial & Operational AnalysisWhat is behind Tesla’s trillion-dollar market cap? A financial and operational analysis vs. incumbents.Nov 11, 2021Nov 11, 2021
Marc AmblardDarwinian Evolution of the AD/ADAS Tech EcosystemWhereas several companies are forging ahead with commercial deployments, some have pivoted to other use cases, while others have collapsedJul 25Jul 25
Marc AmblardEV Batteries — A Global Fight for Regional SovereigntyEurope and the USA must on-shore cell production and develop China-independent supply chains to secure their economic sovereignty.Jun 21Jun 21
Marc AmblardMy Month With Tesla FSD (supervised) v12.3Will it soon be good enough for Tesla to launch robotaxis?May 91May 91
Marc AmblardA Critical Need for Lighter, Smaller VehiclesDoes vehicles like the 4.1-ton, 2.38-m wide Hummer EV SUV make sense? They cost lives, and abuse our natural ressources and shared space.Mar 9Mar 9