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 that none of the big companies in shared mobility seem to be profitable. To understand what is going on, the analogy to motorsports actually helps because both (i.e. mobility services and motorsports) are about innovation, advertising, and expansion. Similarly, both are often programs that cost several hundreds of million dollars a year. …

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 outcome of this vote will have great implication for the business and operation of shared mobility — in an extreme case those services might come to an end. However, Waymo might have the solution ready now!

Photo by Thought Catalog on Unsplash

October, end of October to be precise — it might almost be time to review the year behind. 2020 certainly has been a strange year, to say the least. But, it’s not over yet, we will have the U.S. …

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 pandemic as it is unclear if consumers are still inclined to frequent shared items, places, vehicles. However, one can also object that an obituary for shared mobility might be premature.

Photo by Charles Deluvio on Unsplash

Recently a client asked me “should we drop the ’S’ in ACES because shared mobility does not have a future after covid”? …

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’s video discusses the definition, process, and history of reverse mergers through a SPAC (Special Purpose Acquisition Company) and suggests that this might need to be seen in context of Tesla’s unprecedented and apparently unstoppable stock rally.

Photo by Clem Onojeghuo on Unsplash

What do Canoo, Fisker, Lordstown Motors, Nikola, Luminar, and Velodyne have in common?

Right, they are all talked about right now because of them going public through a “reverse merger” with a “SPAC”. …

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.

Photo by Patrick Perkins on Unsplash

Here we are, summer 2020 — probably a summer that many of us had different plans for, and some of the recent business news are really not uplifting: Uber cutting a quarter of its workforce; major OEMs also cutting jobs and partnerships. Autonomous vehicle testing has been on hold for some 3 months now. In venture land the word is that startups have 6 months of runway left. So we might be up for a challenging second half of 2020. …

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?! So, let’s do Silicon Valley Mobility by the Numbers.

Photo by Kyle Head on Unsplash

Just recently the 50th client found its way to my firm, which documents quite some success. In that context a big thank-you to all those 50 corporations, associations, startups, firms, universities, and more that have reached out for consulting and advisory.

Thank you so much for your business and even more for your trust! …

“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”. Or we might say in this current crisis that “sharing is a thing of the past”.

Photo by sporlab on Unsplash

Originally this blog was inspired by seeing so many companies, startups in particular, who want to be ”the next Tesla”. But what is so great about being “the next” of anything? …

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.

Photo by Holly Mandarich on Unsplash

In previous years the California DMV Autonomous Vehicle Disengagement Reports caused much debate and hype as to which autonomous vehicle company tests how much, who has the most miles in between disengagements, and who is the leader in the field. More recently, there has been discussion how meaningful those reports are at all. Some of the companies involved questioned the reporting methodology in anticipation of the publication in February. …

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 house. Both observations taken together lead me to believe that funding for (at least early stage) AV companies is dwindling and Waymo might get really close to a “real” public launch now.

Photo by Javier Allegue Barros on Unsplash

Hello and welcome to the Chart of the Month from Silicon Valley Mobility for February 2020. This month, I want to share with you two observations that I’ve made over this month that made me think we might have a better handle at where we are at with autonomous vehicles. …

Some say the automotive industry will have it’s “Kodak moment” or “Nokia debacle”. But is that really true? Certainly, we see what C. Christensen calls “The Innovator’s Dilemma”. I discuss this in the July 2019 Chart of the Month by Silicon Valley Mobility.

For this month I want to share the video recording of the keynote I gave at the Plug & Play Tech Center and one of my central slides with the painting capturing the tragedy of the Titanic back in 1912. It is said that after the Titanic had hit an iceberg and it was inevitable that it would sink, the music band on board continued to play until the ship finally vanished from the surface of the ocean. Some say the band played on because the Titanic was called unsinkable and many could simply not comprehend that its end was near. …


Sven Beiker - Silicon Valley Mobility

Serving corporations, startups, investors, and more in future mobility and automotive topics related to autonomous, connected, electric, shared vehicles.

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