Driving with Dunne

How is charging your car different from pulling up at a gas station? Is anybody taking care of the customer (and customer safety) at those dark out-of-the-way public charging stations? And why is Tesla several times better than everyone else when it comes to the charging experience? In this episode of Driving With Dunne, we get together with two highly respected experts in electric vehicles: Chelsea Sexton and John Voelker. Chelsea has been there for the very beginning of EVs in America. She was deeply involved in America's very first electric vehicle, the EV1. Later she was featured in the Netflix blockbuster documentary named Who Killed the Electric Car? John Voelcker has test driven virtually every EV sold in America. And he knows scores of EV charging stations intimately. Wall Street Journal auto columnist Dan Neil calls John "the inimitable'' expert on EVs and that moniker suits Voelker well. You will learn a lot listening to Chelsea and John. And you are bound to find yourself getting a chuckle from some of their takes on EV realities in 2022.

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People driving electric cars are discovering that charging is totally different from the routine of filling up at the gas station. There is complexity. There is uncertainty. Sometimes the App does not work according to plan. Sometimes the charger is broken. And sometimes the fast charger is not so fast after all. Customers are understandably frustrated. Yesterday's range anxiety is giving way to today's charging anxiety. Tesla, with its totally integrated network system, is miles ahead of everyone else. All other automakers should be worried. What to do? Enter Kameale Terry, Founder and CEO of ChargerHelp, a startup that fixes problems at charging stations. Kameale takes us inside the complex and sophisticated world of charging. Whether you are an automaker, a network provider or an electric vehicle owner, you are going to learn a lot listening to the energetic and quick-witted Ms. Kameale Terry.

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Joining us on this week's Winning in Asia conversation is Ganesh Iyer, Global CIO and EVP at NIO USA. Ganesh moved to NIO in 2016 after a 5 year tenure at Tesla . Think of NIO as a Chinese company with a global DNA. The seven year old automaker founded by Chinese billionaire William Li operates from bases in Munich, London, San Jose and Shanghai. NIO differentiates itself from the competition in several important ways: On the battery front, NIO offers owners the options of fast-charging, battery swapping and even battery as a service (leasing). NIO has also developed an AI assistant named Nomi that sits on the dashboard that handles all voice commands. NIO has sold more than 150,000 premium electric vehicles since launching its first product, the ES8 all-electric SUV, in June 2017. Now, NIO is expanding into several European markets, including Norway, Denmark, Sweden and even Germany.

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When she was nine years old, Linda Zhang got on a plane for the first time in her life and flew to America. Her father met her at the airport in Chicago and they drove three hours to Purdue University where he was a graduate student. Riding in a car - also for the very first time - taking in the bright city lights, Linda says she felt a "little bit like a princess" in a fairytale. Well, Linda's life story certainly looks like something that could be made into a movie. At just 19, she graduated from the University of Michigan with a degree in electrical engineering. She has since added an MA in computer engineering and an MBA, also from Michigan. In 2018, Linda was named chief engineer of arguably Ford's most important product launch in decades - the Ford F-150 all-electric Lightning. The F-150 has been America's best-selling vehicle for 44 straight years. And the profits from the F-150 series are greater than total annual profits at Nike or McDonalds. In today's Winning in Asia conversation, Linda talks about the challenges and breakthroughs in her work as a Chief Engineer. What was the vision for the all-electric truck? How did she deal with the skeptics? What features will the Lighting offer that the gasoline-powered F-150 does not?

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In his new book, Race of Tomorrow, Simon Mundy recounts real life stories of how the climate crisis is changing the basic fabric of people's lives and planet earth itself. Mundy, Editor of Moral Money at the Financial Times, documents the profound changes during a 2 year journey that took him to 24 countries. His visits range from a thawing perma-frost area the size of China in Siberia to sweltering hot cobalt mines in The Democratic Republic of Congo. Along the way, he discovers not one but two races: One set of people are battling for survival from changes in weather patterns and temperatures. At the same time a second group of people are chasing boundless wealth through development of breakthrough innovations. Where do electric vehicles fit into the equation?

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Shah Firoozi P.E., J.D. is one of the most savvy and insightful business people on the planet. Born in Iran, raised in the United States, Shah earned advanced degrees in engineering, business and law. He also speaks several languages. His company, PAC Global, works with automakers and suppliers in just about every time zone, from the US to Turkey from China to Brazil. In today's Winning in Asia conversation, I ask Shah why joint ventures are so hard. Where do they go wrong? What can we do to make them more successful? These are an important question for companies doing business anywhere but especially in China where joint ventures are often mandated by law. Shah, who lived and worked in China through the 1900s and 2000s, also shares his view on how China has changed in recent years. And what we can expect from the Middle Kingdom in the coming years. I have known Shah for 17 years. I learn something new from him every time we have a conversation. You will, too.

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Walk the campus at the University of Michigan or downtown Ann Arbor with John U Bacon and you won't get more than two blocks before you're intercepted by an admirer or friend. The calls come from every direction: "Hey, John! Hey Bacon!" Bacon is the world's leading authority on Michigan football, having written several New York Times best-selling books, including Endzone, Three and Out and Overtime. Now Bacon, whom I first met at Michigan in 1986, has written a tremendous new book on leadership. In this episode of Winning in Asia, Bacon shares the lessons he learned when he took over the hapless Huron high School hockey team, a team that recorded a 0-23-2 record the previous year. Three seasons later, the same Huron High team was one of the top five in the State of Michigan. His central message: "The key is to make it special. And the key to making it special is making it hard."

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Born in Detroit, raised in Buenos Aires and San Paolo, teeth cut at the River Rouge plant, John McElroy is an auto industry insider par excellence. Since founding Autoline TV, John has cemented his reputation for knowing everything that matters and everyone who counts in the global auto industry. He and his team have engaged in conversation with hundreds of leading executives from America, Europe and Asia. In this episode, John shares his view on the most impressive automotive executives he ever met, how Detroit views threats and opportunities in China and which cars he would recommend to his best friend.

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Mark Schaub, Managing Partner at the global law firm King & Wood Malleson, has been advising companies operating in China for almost 30 years. So, Mr Schaub is the perfect expert to walk us through China's aggressive new rules on data. Since late 2020, Chinese regulators have been cracking down on private companies from Alibaba to Didi Chuxing to on-line education powerhouses like TAL. The focus is on data privacy and data security. In August, the powerful Cyberspace Administration of China (CAC) published a new set of rules that will have a direct impact on tech companies, including smart electric cars and autonomous vehicles. What specific changes are afoot? And what adjustments will foreign data-dependent companies need to make in the coming months and years to continue operating in China? Schaub is also the author of a valuable and humorous book: The Art of Law: Chronicling Deals, Disasters, Greed, Stupidity and Occasional Success in the New China.

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Mazda is an intriguing company -- a little bit like that iconic European brand, Volvo. Both companies make excellent design a priority. Both are relatively small but still profitable. And both enjoy an army of devoted customers. One difference, of course, is that while Volvo is now Chinese-owned (Geely), Mazda remains independent. Will Mazda be able to stay autonomous in an era of massive spending on future technologies like EVs, batteries, autonomous driving and car connectivity? Our guest on this episode of Winning in Asia, Jeffrey Guyton, President and CEO of Mazda of North American Operations, talks about the future of powertrains (EV vs. Hybrid vs Hydrogen), Mazda's distinct culture and what it takes to win in the ever-demanding Japanese market. Among his many talents, Jeff is fluent in four languages, including Japanese. And he was named to the Automotive New 2020 All-Star roster. Under Jeff's leadership. Mazda is achieving record sales in North America. Also joining the conversation this week is Ali Zamiri, VP, Business Development and Sales, Accel Robotics, a leading pioneer in new retail. Jeffrey, Ali and I are all disciples of Dr. Linda Lim, our former professor at the University of Michigan Ross School of Business. Yes, you can expect some sparring of wits in our conversation. No doubt, Linda will approve.

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