Best of LinkedIn: Future Mobility & Market Evolution CW 21/ 22

00:00:00: Brought to you by Thomas Allgaier and Freeness, this edition highlights key LinkedIn posts on future mobility and market evolution in weeks twenty-one and twenty two.

00:00:08: Freenest supports tier one automotive suppliers with early stage market validation for their R&D efforts by combining secondary research direct OEM expert interviews and facilitated customer meetings.

00:00:19: You can find more info.

00:00:21: the description

00:00:21: Imagine sitting at back of A multi-million dollar robot taxi.

00:00:26: Okay, the steering wheel is turning by itself all the screens are glowing.

00:00:30: You know it feels incredibly futuristic right?

00:00:33: very sci-fi exactly.

00:00:34: and then Without any hesitation at all The vehicle just drives you straight to a flooded street And water starts rising up the doors.

00:00:41: Oh wow

00:00:42: yeah.

00:00:43: Welcome to deep dive

00:00:44: today.

00:00:44: our mission for you as two really cut through the industry noise rate.

00:00:48: We're synthesizing the most critical future mobility insights that were shared across LinkedIn during calendar weeks, twenty-one and twenty two.

00:00:55: Yeah we are skipping The Fluff

00:00:57: completely!

00:00:58: We're looking past the shiny tech demos in getting straight into the uh...the operational realities because as that flood scenario shows ,we are in a massive transition phase right now .We

00:01:08: really are !

00:01:09: And you know ...The dominant theme across these two weeks of discourse is basically the friction between what Software can simulate and what the physical world actually demands, right?

00:01:20: I mean The industry has proven that cars can drive themselves.

00:01:23: We know that.

00:01:24: but scaling that technology into an actual functional profitable fleet That's

00:01:29: the hard part.

00:01:30: it's a entirely different frontier.

00:01:32: Well

00:01:32: i want to start exactly there with the physics of the real-world Because that flooded street scenario you mentioned, That wasn't just hypothetical.

00:01:39: No

00:01:39: not at all!

00:01:40: Sanjay Kumar actually posted this really fascinating breakdown of Waymo Robo Taxis.

00:01:44: doing exactly that They were driving straight into flash floods in places like Atlanta and San Antonio

00:01:50: Which is wild Right

00:01:51: because to your me a flooded Street as obvious.

00:01:54: So how does this highly advanced multi-million dollar sensor suite Just completely miss A giant pool Of water?

00:02:00: Well, it actually comes down to the physics of light.

00:02:03: Okay?

00:02:03: So light art those are the spinning sensors you always see on top these vehicles.

00:02:06: Yeah they're less spinning buckets

00:02:07: Exactly.

00:02:09: They rely on millions of infrared laser pulses.

00:02:12: They fire out and bounce back To build this three D map in world.

00:02:16: Right But water acts as a mirror.

00:02:18: It's this phenomenon known as specular reflection

00:02:21: Specular reflection.

00:02:22: yeah.

00:02:23: so when those laser pulses hit The flat surface of a flooded street So to the vehicle's perception stack, a really deep dangerous flood just registers as A stretch of perfectly smooth flat clear asphalt.

00:02:41: Wait but these cars have cameras too right?

00:02:44: I mean they aren't just relying on lasers.

00:02:45: They do

00:02:46: and cameras might detect say a change in texture or color.

00:02:50: But cameras alone can't inherently calculate the depth of that water in real time

00:02:55: Gotcha.

00:02:56: And what makes this whole thing so compelling is an insight from Pradeep Sanyal.

00:03:00: He was talking about a recent NHTSA recall on this exact issue.

00:03:04: Okay, what did he find?

00:03:05: Well in some of these flood incidents the AI actually did detect that a hazard was present.

00:03:11: Wait but if it detected a hazard why didn't just stop the car?

00:03:15: because of the hazard modeling parameters?

00:03:18: instead of initiating A hard Stop The system Just decided to slow down.

00:03:21: and Well, proceed into the water anyway.

00:03:23: That is wild!

00:03:24: I mean it's like a corporate IT system detecting massive security breach.

00:03:28: but instead of locking that network down... It just... Just

00:03:31: logs a warning?

00:03:32: Yeah.

00:03:32: It just logs a warnings and keeps operating as normal.

00:03:35: so its failure in hazard judgment not an optical illusion

00:03:39: Precisely Its AI equivalent to permissive behavior inside hazardous conditions.

00:03:44: Wow And this lack of nuanced contextual judgement extends way beyond extreme weather.

00:03:51: take Michael Lee's observation from the same week.

00:03:53: What

00:03:54: happened there?

00:03:54: He highlighted this situation where a fleet of robo-taxes completely gridlocked a San Francisco intersection and thing is they didn't crash, There were no mechanical system meltdowns.

00:04:06: So what caused them to gridlock?

00:04:07: then

00:04:07: They followed their own risk avoidance protocols so perfectly that it just froze.

00:04:11: Oh

00:04:12: man!

00:04:13: Human drivers use these languages with controlled ambiguity.

00:04:16: We inch forward we wave someone through you know, we make eye contact.

00:04:20: We negotiate the space dynamically

00:04:22: exactly.

00:04:23: but The AI lacks that negotiation skill.

00:04:27: It just saw other vehicles encroaching decided the risk was too high to move and stopped entirely.

00:04:32: it's

00:04:32: like the unwritten social contract of driving That the code just hasn't figured out yet yeah.

00:04:37: And from what I saw on LinkedIn It's not just driving logic where the human element is missing.

00:04:42: Its also basic customer service.

00:04:44: Oh, The Luggage Story?

00:04:45: Yes!

00:04:46: There was this wild story shared by Eddie M about a passenger named Djin.

00:04:51: He was taking a waymo to San Jose airport Right...The trunk malfunctioned and wouldn't open.

00:04:56: So Djin steps out trying get his luggage And car immediately drives off with bags inside

00:05:01: Because of routing software..the ride was over Exactly The destination reached, doors closed.

00:05:07: so it was time for us move on

00:05:09: Right.

00:05:09: And Waymo customer support basically told him the vehicle was already en route to a depot and reportedly refused to cover the return shipping for his bags.

00:05:19: Unbelievable!

00:05:20: I mean, human driver would obviously look back say hey your trunk is stuck let me pop it from front but AI just leaves.

00:05:25: Which exactly why experts like Brian Reimer and Philip Koopman are arguing so forcefully right now.

00:05:31: they're saying we need stop calling these systems fully autonomous

00:05:35: Because their not.

00:05:37: They are highly automated, absolutely.

00:05:39: But they remain completely tethered to remote human assistance, Human Maintenance

00:05:44: Cruise and

00:05:45: Human Operational Oversight.

00:05:47: So the driver in front seat might be gone but the human infrastructure required to keep that car moving is massive?

00:05:52: Exactly!

00:05:53: And building this human infrastructure unsexy, highly capital intensive problem that a lot of tech enthusiasts just ignore.

00:06:01: Right.

00:06:02: Fibo-Kistania made the point that autonomous vehicles are no longer a venture capital software story.

00:06:09: they represent a heavy infrastructure buildout.

00:06:11: Yeah you need new financing layers physical servicing footprints New insurance models.

00:06:17: Let's

00:06:17: look at The Physical Servicing aspect.

00:06:19: actually Timothy Pabandreo highlighted A Y Combinator Startup Called Asian Labs.

00:06:25: Oh,

00:06:25: okay.

00:06:26: What are they doing?

00:06:26: They're building what they call depots in a box.

00:06:28: Depots In A Box!

00:06:29: Yeah because if you have a robotaxi fleet You Have An Immense Dead Mile Problem.

00:06:35: oh like when the cars driving empty.

00:06:37: Right, when a sensor needs to be wiped down or the interior need to be cleaned after a messy passenger.

00:06:43: you don't want that car driving empty for ten miles across a congested city back to some central hub.

00:06:48: That makes total sense!

00:06:50: You need distributed modular maintenance nodes everywhere.

00:06:53: Exactly...you're basically rebuilding the gas station and car wash model but completely decentralized for robots.

00:06:59: Wow.

00:06:59: And on the insurance side The financial layer is starting to dynamically adapt To the software too.

00:07:04: Oh

00:07:04: right..the Tesla fleet thing.

00:07:06: Yeah Jeff Cabins posted about the launch of Romley FSD.

00:07:10: It's commercial insurance specifically for Tesla fleets that tracks the vehicle in real time.

00:07:14: How does it work?

00:07:15: Well, The moment the full self-driving software is engaged... ...the per mile insurance cost drops by fifty percent.

00:07:21: Wow!

00:07:22: Because the underwriters actuarial data shows this system is statistically less likely to cause a claim In that specific mode.

00:07:30: Exactly, but you know all this scaling brings us to a much more contentious public policy question What is the impact of?

00:07:38: All these heavy highly complex vehicles on the actual cities hosting them.

00:07:43: Yeah

00:07:43: That's a huge debate.

00:07:45: Awad Abdullah Hame published data revealing that Waymo vehicles carry zero passengers nearly forty six percent of the time.

00:07:52: Almost

00:07:53: half-the-time, and when they do have humans on board They average one point four passengers which is actually lower than a traditional private

00:07:59: car.

00:08:00: Wait so if these cars are driving around empty nearly half The Time aren't they just creating A new incredibly expensive type Of gridlock?

00:08:07: That's exactly it.

00:08:08: why would a city even allow

00:08:09: that?

00:08:09: well that Is the exact question to Moscow bore framed in his recent post He argues that cities shouldn't just measure vehicle miles traveled anymore.

00:08:17: What should

00:08:18: they measure?

00:08:18: They need to measure street space efficiency.

00:08:21: Oh interesting

00:08:21: Yeah, does a premium autonomous ride actually earn the public space it consumes?

00:08:27: I mean if a two-ten vehicle takes up twenty feet of roadspace but moves zero people half The time It's a net negative for urban flow

00:08:35: absolutely and its not Just driving space.

00:08:36: we're talking about Its curb space.

00:08:38: right.

00:08:39: think About the last Time you ordered A rideshare.

00:08:41: When you get out, you instinctively check your mirrors look up for bikes and then open the door.

00:08:47: Hopefully!

00:08:48: But Burngrush brought up The Hanky Case in San Francisco where a Waymo passenger just swung a door opened directly into the path of cyclists on a bike lane

00:08:58: which immediately exposes massive liability loopholes.

00:09:03: because if city doesn't provide designated safe pick-up or drop off zones who pays when someone gets hurt?

00:09:11: Is it the passenger who opened the door?

00:09:13: The AI that chose the spot.

00:09:15: Or, the city didn't provide infrastructure

00:09:17: Exactly!

00:09:18: And you really can't just copy-paste a solution from one city to another either.

00:09:22: No

00:09:22: not at all.

00:09:23: Eduardo Rojas noted operational realities and wait times for robotexes vary wildly between San Francisco and Los Angeles.

00:09:31: Right because the city layouts are so different.

00:09:33: Yeah, these business models have to be hyper-localized.

00:09:36: And let's not forget the human cost of all this!

00:09:38: The gig drivers?

00:09:39: Right... Ryan Green shared data from GridWise showing that Human Ride Share Trips per hour has fallen five point three percent in cities where AVs are

00:09:48: active.

00:09:49: Wow

00:09:49: So gig drivers already feeling the economic squeeze

00:09:53: Which is tough.

00:09:54: But you know That obsession with operational efficiency and space utilization.

00:09:59: It actually creates a perfect logical bridge to our next major theme from these two weeks.

00:10:05: Oh, the micromobility stuff!

00:10:06: Exactly because The struggle of these heavy space-consuming autonomous vehicles stands in really stark contrasts To the massive quiet success of much smaller vehicles.

00:10:17: Yeah, micro mobility is blowing

00:10:19: up it Really?

00:10:19: Is while Robo taxes are generating headlines for causing gridlock Micro Mobility is fundamentally becoming foundational urban infrastructure.

00:10:27: It's doing the heavy lifting now.

00:10:29: Heavy

00:10:29: lifting is right!

00:10:31: Chris Steffen shared a stat that honestly blew my mind, U.S.

00:10:34: e-bike sales have hit one point five million annually.

00:10:37: One Point Five Million.

00:10:38: Yeah

00:10:39: They are completely outpacing traditional electric vehicle sales.

00:10:44: He coined it The Five Mile Financial

00:10:47: Shift.

00:10:47: What does That actually look like in practice for a consumer?

00:10:51: Its pure economic strategy.

00:10:52: basically Instead of family financing A thirty thousand dollar secondary car paying for insurance, gas and maintenance just to run errands within a five mile radius.

00:11:01: They'd just buy two thousand dollar e-bike?

00:11:03: Exactly the curing cost practically vanished And they actually get their mobility needs met faster because they aren't circling the block looking for parking.

00:11:11: That

00:11:11: makes total sense!

00:11:12: We saw data from Tino Meller at McKinsey showing this is becoming deeply woven into everyday life.

00:11:17: What

00:11:18: did The McKinney Data say

00:11:19: In the UK?

00:11:20: in Germany thirty two percent of shared micro mobility use Is now Just For Visiting Friends & Leisure.

00:11:26: Wow.

00:11:26: Yeah, which actually beats out commuting.

00:11:28: it's like the industrialization of the bike lane and honestly Nowhere is that more apparent than in B. to be logistics?

00:11:35: Oh The cargo bikes

00:11:36: yeah.

00:11:37: We saw posts discussing how Amazon has heavily piloting e-cargo bikes in Washington DC right now Building on their operational success in New York City Which is

00:11:46: brilliant because an ecargo bike is zero emission It's virtually silent and crucially It just bypasses urban traffic entirely.

00:11:55: Right, but what fascinated me was the shift in how these bikes are being built.

00:12:00: Ben Morris and Justin Bruce posted about joining ALSO which is this new mobility incubator born out of Rivian.

00:12:07: The

00:12:07: EV truck company?

00:12:08: Yeah,

00:12:09: their goal is to bring true automotive grade engineering.

00:12:12: two four wheel commercial cargo bikes

00:12:15: I see because a consumer e-bike might get ridden what...a few hours a week

00:12:19: exactly.

00:12:20: but a commercial fleet turbo bike is running eight to twelve hours per day fully loaded with packages, hitting potholes navigating harsh weather.

00:12:27: Get

00:12:27: this beaten up!

00:12:28: Right?

00:12:29: Commercial fleets demand automotive level uptime durability and heavier load capacities.

00:12:34: But you know that raises a big question for me.

00:12:36: If an e-cargo bike has four wheels Automotive suspension And is hauling hundreds of pounds Of amazon packages Shouldn't we stop regulating it like A traditional bicycle?

00:12:47: Well We absolutely should And policy Is finally starting to recognize That reality

00:12:52: Really?!

00:12:52: Yeah

00:12:53: Samantha Silverberg testified on the Massachusetts Ride SAFE Act.

00:12:57: It's this pioneering bill aiming to regulate micromobility devices entirely by their speed and weight rather than what they are traditionally called.

00:13:07: So form follows function in eyes of law?

00:13:10: Exactly!

00:13:10: If it operates at a certain speed, it follows specific set rules regardless whether you call an e-bike or minivan.

00:13:17: And as the policy matures, so does the physical infrastructure.

00:13:20: What's

00:13:20: happening with the infrastructure?

00:13:22: Sergey Koknev posted a great video of his self-docking city bike in New York.

00:13:26: Wait!

00:13:26: Self

00:13:27: docking?!

00:13:27: Yeah it literally uses computer vision to slowly park itself into the charging dock.

00:13:33: That is so cool.

00:13:35: and Thomas Brottin shared that a company called Spark Park just secured a patent for neutral operator agnostic parking.

00:13:42: Okay, so meaning you don't have a specific lime rack and separate birdrack just cluttering up the sidewalk.

00:13:47: It's one universal dock!

00:13:49: Right it frees out public space.

00:13:50: Yeah And cities are really realizing this value.

00:13:54: Andrew Sidor noted that Calgary actually used a competitive procurement process to offer free bird and neuron e-bikes at their transit stations for five years.

00:14:03: Free bites!

00:14:04: Yeah they aren't treating them as an annoyance anymore, They are officially subsidizing them As the last mile extension of their public transit network.

00:14:12: That's

00:14:12: huge.

00:14:13: And we also saw John Buckley highlight Bolt Their launching inclusive solar charging E bikes in Liverpool.

00:14:19: Oh

00:14:19: nice...They're

00:14:20: designed specifically with lower step two frames and turn signals Making them accessible to a much wider demographic.

00:14:26: And the financial mechanics of this whole sector are finally proving out too.

00:14:30: Yes,

00:14:31: The Lime IPO

00:14:32: Exactly!

00:14:33: Praven Joel Jones broke down Lyme's IPO filing.

00:14:37: They generated eight hundred and eighty six million dollars in revenue with thirty nine percent gross margins.

00:14:43: Now how does a micro mobility company achieve nearly forty percent gross margin when we always hear about them taking on massive debt?

00:14:51: Well you have to separate operational efficiency from capital expenditure.

00:14:55: Okay The gross margin shows that the actual cost of providing a single ride, you know charging the bike moving at the software transaction is highly profitable.

00:15:07: Right?

00:15:07: The debt comes from the massive upfront capital required to manufacture hundreds of thousands of custom vehicles and build global software platform.

00:15:16: but operationally the unit economics work.

00:15:18: That makes sense.

00:15:19: and to tie this whole urban layer together, Russell King shared a brilliant LSE city's paper comparing The Average German City To The Average English City.

00:15:29: This was fascinating

00:15:30: because the difference in sustainable transport adoption isn't just about throwing thousands of e-bikes on the street.

00:15:35: it really comes down to urban form powerful local leadership And integrated systems.

00:15:40: he

00:15:40: specifically highlights that german virkus for bund

00:15:43: model yes which is such an elegant solution.

00:15:46: It really

00:15:46: is!

00:15:46: I mean if you live in a major U.S or UK city, You probably have one app for the train another app to pay for bus and like three different apps for various scooters.

00:15:54: it's a mess...it

00:15:55: IS.

00:15:56: but The Verker's Rebun Model creates single integrated Regional Transit Authority.

00:16:02: One ticket, one app.

00:16:03: It covers the trains The trams The buses And often the shared bikes

00:16:07: Right.

00:16:08: it drastically lowers the mental friction of choosing not to drive.

00:16:11: Exactly So.

00:16:12: we've scaled up from bike lane To broader city infrastructure.

00:16:16: Now We really need zoom out even further to the macro automotive market.

00:16:20: Let's

00:16:20: do it

00:16:21: Because that exact same obsession with operational efficiency, which is defining micro-mobility... ...is currently causing a massive structural shift in the global van and auto markets.

00:16:30: Yeah!

00:16:31: We are moving completely away from those hyped up tech bro narratives of last five years….

00:16:36: …and just moving towards ruthless pragmatism.

00:16:39: Let's start off with the commercial EV space.

00:16:42: Nicholas Fristrate shared data on electric fans.

00:16:45: That completely destroys traditional range anxiety myth.

00:16:49: Range Anxiety is A Myth

00:16:50: For these fleets, yeah.

00:16:52: Looking at current EV van telematics their existing ranges easily cover ninety-eight percent of commercial workdays.

00:16:58: Ninety

00:16:59: eight percent!

00:17:00: The median daily distance for these fleats is only about a hundred and seventy five kilometers.

00:17:04: Oh wow so they really don't need heavier more expensive batteries?

00:17:08: No they don't.

00:17:10: the real operational bottleneck isn't the vehicle's range it's depot charging infrastructure.

00:17:15: All right

00:17:16: Just ensuring that fifty vans can charge simultaneously overnight without blowing the local grid.

00:17:21: And

00:17:21: once you solve that charging puzzle, The maintenance savings are unbelievable.

00:17:24: Though the filter story?

00:17:26: Yes!

00:17:26: Sebastian van Cannel shared the actual first maintenance bill for his company's Renault Master E-Tech fan...

00:17:32: What was the biggest cost?

00:17:33: ...the single most extensive part of the entire service — the cabin pollen filter….

00:17:38: No way!

00:17:38: It accounted for twenty eight percent of total build because there were no oil changes, no spark plugs and no blown turbochargers.

00:17:45: For a commercial fleet manager, the EV math is just undeniable.

00:17:49: But you know while European fleet operators are celebrating maintenance savings, European automakers are facing a bit of an existential crisis right now.

00:17:57: Why's that?

00:17:58: Market reports shared by Gregory Ducange and Stefan Bratzel show that Chinese OEMs have officially hit a nine point eight percent market share in Europe.

00:18:07: Wow almost ten percent!

00:18:08: And they aren't winning because cheap labor or state subsidies, are they?

00:18:12: They're bringing a completely different industrial model.

00:18:16: Exactly!

00:18:16: It's a vertically integrated industrial model.

00:18:19: Western legacy automakers traditionally rely on thousands of tier one and Tier two suppliers Chinese OEMs increasingly controlling the entire stack from raw battery minerals to final software integration.

00:18:33: it allows them to iterate and launch new models at radical speeds

00:18:37: Which brings us to a major pivot in Western boardroom strategy.

00:18:41: Dr Gabriel Cyberth pointed out that the old narrative of universal car OS is essentially dead.

00:18:46: For those who might not know, The CarOS was this dream legacy automakers had years ago?

00:18:52: They thought they could build a proprietary universal operating system like an Apple iOS for cars and own entire software defined vehicle ecosystem.

00:19:01: But they realized software really hard

00:19:04: And way too slow from scratch.

00:19:07: The market is moving far too fast for monolithic in-house software builds.

00:19:12: So that hubris has been replaced by a desperate need for hyperlocalization and tactical modular partnerships on EV platforms?

00:19:20: Exactly, And In some emerging markets full electrification Is actually slowing down due to lack of charging infrastructure which is opening the door For hyper pragmatic alternatives.

00:19:29: Oh

00:19:30: like the why go?

00:19:30: yeah I love this post from Prof.

00:19:32: Dr.

00:19:33: Alexander Bielic about the return of the brand.

00:19:36: Why You Go... Same here!

00:19:37: They aren't trying to build a sixty thousand dollar luxury EV, they are launching an innovative hybrid range extender platform that gets two point two liters per hundred kilometers Incredible.

00:19:48: It doesn't rely on massive public charging grid and they're targeting price points at just twelve-thousand euros.

00:19:53: It's a stark reminder that ultra-efficient, multi fuel hybrids still have massive critical role to play globally.

00:20:00: But while the ground game focuses on twelve thousand euro hybrides... The high end mobility sector is literally taking to the skies!

00:20:10: JP Nassouf and Jonathan Valaderis posted updates about Joby Aviation successfully completing an electric air taxi flight from JFK Airport directly into Manhattan.

00:20:21: Wow!

00:20:21: A drive that usually takes over an hour.

00:20:23: in grueling, unpredictable traffic was cut down to just seven-to-fifteen minutes.

00:20:29: That is amazing.

00:20:30: We are talking about eVTELs right?

00:20:33: Electric vertical takeoff landing aircraft

00:20:35: Exactly

00:20:35: And it's no longer science fiction.

00:20:37: It is active infrastructure race.

00:20:40: Jonathan D noted that airports in Florida, specifically in Tampa and Orange County are actively racing to build the Vertiport.

00:20:46: infrastructure needed support these aircraft.

00:20:48: Really?

00:20:49: Yeah!

00:20:49: They were projecting daily commercial flights by twenty-twenty eight.

00:20:52: Okay

00:20:52: I have challenge this though Let's hear it.

00:20:54: It is a fascinating piece of engineering.

00:20:55: but look at everything we just discussed on this deep dive.

00:20:58: We talked about how Waymo carrying one point four passengers Is an inefficient use.

00:21:02: public space Talked about how E cargo bikes are optimizing city layer With these EVTEL air taxis.

00:21:09: Aren't we just taking the exact same inefficient low occupancy traffic jam and moving it five hundred feet into the air?

00:21:16: Well, that is the most vital critique of the air taxi movement.

00:21:20: And its deeply rooted in the physics of urban transport.

00:21:23: Yeah.

00:21:23: Hassan Majuro made exactly this point regarding spatial efficiency.

00:21:27: You simply cannot solve dense urban congestion by introducing more individualized low capacity vehicles Right It doesn't matter if they roll on tires, driven by a computer or fly over the skyline.

00:21:39: The geometry of this city does not change?

00:21:41: Exactly!

00:21:41: The future of sustainable efficient cities ultimately relies on robust high-capacity public transport moving thousands of people using a fraction in energy and physical space.

00:21:54: Everything else we've discussed today—a self driving taxi an ebike or electric helicopter has to integrate into that public backbone as a feeder system not attempt to replace it.

00:22:04: So we've covered the harsh physical realities of autonomous scaling, that heavy lifting boom of commercial micro-mobility... ...the vertical integration of the Chinese EV push and the spatial geometry of flying taxis Which

00:22:17: leaves us with a final thought to pull all these threads together for you.

00:22:21: Okay what is it?

00:22:22: Between AI defined vehicles making hazard judgments B to be E cargo bikes replacing delivery vans And EV tools racing to build vertiports The software of the city is currently changing much faster than the concrete it's built on.

00:22:36: That's

00:22:36: true.

00:22:37: So think about this if a four-wheel cargo bike handles your neighborhood groceries A robot taxi handles your late night ride home and an air taxi handles Your airport run yeah Will mobility professionals of twenty thirty six even know how to buy traditional individual car insurance?

00:22:53: Or will the very concept of private vehicle ownership have completely evaporated into a seamless background.

00:22:59: mobility subscription service.

00:23:01: If you enjoyed this episode, new episodes drop every two weeks.

00:23:03: Also check out our other editions on electrification and battery technology next-gen vehicle intelligence.