BMW and Daimler appear to be in talks with Uber to sell their mobility services and GM also brought their Maven program to an end earlier this year. This begs the question if car companies are not capable of running a shared mobility business. However, one also needs to admit…

2020 has been a strange year, but it’s not over yet: we will have the U.S. elections in just a few days now. Here in California, Proposition 22 is on the ballot. We get to say whether the drivers for Uber, Lyft, DoorDash etc. are independent contractors or employees. The…

ACES describe the four trends that are shaping the future of mobility, i.e. people and goods will be moved around with vehicles that are increasingly autonomous, connected, electric, and shared. “S” therefore is for “shared”, and it is debatable whether that has a future during and ultimately after the covid-19…

There is a lot of activity, talk, and maybe hype around SPAC, reverse merger, and in particular EV companies going public through that route at the moment. But what is behind this, how does it work, and what is the broader picture here? …

This month we review recent news about mobility related ventures that got impacted by the pandemic. While there are quite some bad news, it should also not go unnoticed that there’s good news as well. Seemingly, it is not about “all or nothing” but about “the right” thing. Here we…

May 2020 — that means “Happy Anniversary Silicon Valley Mobility”! It has been three years already and it has been great! Therefore, today I am going to do something that some of you have been suggesting I should talk more about: what actually is Silicon Valley Mobility?! …

“Don’t go where the puck is, go where it is going to be.” — this famous saying from hockey also applies to the mobility industry, innovation strategy, and also crisis management. There are many examples where a startup aims to be “the next” of something, e.g. “the next Tesla”. …

A slightly different analysis of the California DMV 2019 AV Disengagement Reports that looks deeper into the narrative of where and why disengagements were encountered in 8,885 cases over 2.9m miles covered by 652 vehicles operated by 28 companies. In previous years the California DMV Autonomous Vehicle Disengagement Reports caused…

What can we say with near certainty and what only with some probability about autonomous driving? I have made two very interesting observations this month: (1) an investor told me “the days of burning money in a parking lot are over” and (2) the first Waymo test vehicle outside my…