Everyone has a strategy for the electric, autonomous mobility era, and the gang regularly discusses private sector strategies, but what about nation state competition for the future of transportation? Alex, Kirsten and Ed are joined by Nathan Picarsic of Horizon Advisory to dissect the evolution of China's industrial strategy, from traditional automotive to EVs to AVs and beyond. From Tesla's unique factory deal and recent publicity issues to China's domination of the EV supply chain, geopolitical competition meets mobility technology in this wide-ranging discussion.

#228: Nathan Picarsic on China's Mobility Tech Strategy

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From Elon Musk's decision to fire the entire Supercharging team as part of Tesla's "pivot to self-driving," to recent fundraising rounds by Motional and Wayve, the entire mobility tech space is caught between the hard work of growing up and doubling down on the AI hype fundraising game. Not everyone can be choosing wisely.

#305: AI Hype vs Hard Reality

Electrification and automation collide in this week's episode, as the gang sits down with Crijn Bouman, EV charging veteran and founder of the automated charger company ROCSYS. From the early days of EV charging, to robotaxi service strategies, to the rise of the North American Charging Standard, this conversation spans a wide variety of fascinating topics.

#304: Crijn Bouman of ROCSYS

With Tesla's core EV business losing all growth momentum, Elon Musk once again appears to be gambling the most valuable automaker in the world on a driving automation tech play that is clearly not viable. The gang chews on this meaty topic, after a round of AV appetizers featuring the return of Cruise and the death of Ghost.

#303: The Robotaxi Gambit

These are rough times for the once-hot world of EV startups, as the hype fades and reality sets in. On this week's episode the gang sifts through the rubble, finding a little good news (Lucid raised cash!) but a lot of challenges for everyone from Fisker to Tesla.

#302: Picking Through The EV Startup Dumpster Fire

Incubated inside Google's X project and now deploying in the real world, Wing is an aerial drone delivery company with some interesting parallels to another of Alphabet's "other bets" the gang regularly discuses: Waymo. But, as CEO Adam Woodworth explains, Wing also provides a very different look at how one engineers automated mobility services at a system level, focused more on creating "lego pieces" than specific vehicles. He joins the show to explain Wing's strategy, the unique challenges it faces, and lessons learned along the way.

#228: Nathan Picarsic on China's Mobility Tech Strategy

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