Best of LinkedIn: Electrification & Battery Technology CW 22/ 23

00:00:00: brought to you by Thomas Allgaier and Frenis.

00:00:02: This edition highlights key LinkedIn posts on electrification in battery technology, in weeks twenty-two and twenty three.

00:00:09: Frens is a BDB market research company that supports automotive suppliers with building future by feature competitive intelligence That shows exactly how their product stacks up against the competition.

00:00:20: You can find more info in the description.

00:00:22: Alright ready?

00:00:22: To jump in?

00:00:23: yeah

00:00:23: let's do it.

00:00:24: so I want you to take a second and just imagine that you are tasked with upgrading an entire corporate logistics network, right?

00:00:33: You go out.

00:00:39: But the day they actually arrived at the depot, you realize that completely forgot to install electrical outlets.

00:00:45: Oh man!

00:00:46: Or uh... To make this scenario even more stressful You remembered the outlet but didn't check if a local power grid had capacity to handle that kind of massive instantaneous energy draw.

00:00:57: I mean, it sounds completely absurd when you frame it like that.

00:01:00: But welcome to the current reality of the mobility industry.

00:01:03: Yeah

00:01:04: It really is.

00:01:05: We are doing a deep dive today into the absolute top trends in electrification and battery technology.

00:01:11: Basically what's been dominating professional conversations across LinkedIn over the past two weeks.

00:01:16: And The goal here Is to shortcut You Straight To What Actually Matters In Deploying Next Generation Vehicles & Mobility

00:01:23: Because Looking across all these updates from weeks twenty-two and twenty three, the overarching theme is that Well, it's fundamentally shifted completely.

00:01:32: We are no longer stuck in a debate about if battery electric technology works for commercial use like that era of proof-of-concept.

00:01:40: It's in the rearview mirror.

00:01:41: Yeah The if phase is definitely over

00:01:43: exactly.

00:01:44: the entire industry Is now laser focused on how we actually scale?

00:01:48: The massive physical infrastructure required and this is key How we intelligently orchestrate the gigawatts of energy flowing through.

00:01:56: So let's start with the biggest, most power-hungry physical objects on the road.

00:02:02: Heavy duty trucks... The bottleneck just isn't vehicle hardware anymore it is charging real estate.

00:02:08: Take the whole of Corridor On Germany A-II Highway as a prime example.

00:02:14: Kristof Wade recently pointed out that electric trucks from major manufacturers are ready to roll but they literally have nowhere to plug in along routes.

00:02:21: They're driving past empty space

00:02:24: Right.

00:02:24: The infrastructure to support the megawatt charging system, or MCS is just severely lagging behind the vehicles themselves Which

00:02:32: forces major logistics players to essentially take matters into their own hands right?

00:02:37: Rather than waiting for public highway infrastructure to catch up.

00:02:40: Yeah and Martin Solomon And Marcus Kerner both highlighted a perfect example of this with what little Netherlands Is doing.

00:02:45: Oh yeah that was great post.

00:02:47: They aren't waiting For the grid To magically upgrade itself.

00:02:50: They're committing to making all four hundred and forty of their stores one-hundred percent electric by twenty, twenty seven.

00:02:57: Wow!

00:02:57: And actually pull that off.

00:02:59: they are building there own one point two megawatt charging hubs powered directly by solar panels on the roof's other own distribution centers

00:03:06: which is smart because they see owning the charging infrastructure as transitioning from you know an operational cost too in actual competitive advantage.

00:03:13: but I mean do we really just need to slap massive megawatt chargers everywhere to make this transition work, like that seems incredibly capital intensive.

00:03:23: To just drop huge high-power chargers at every single loading dock across the

00:03:27: continent.".

00:03:28: Well what's fascinating here is No.

00:03:32: Throwing maximum power at every parking spot is a massive waste of capital.

00:03:37: The smart money is focused entirely on right sizing the infrastructure to the specific operational profile Of the fleet.

00:03:44: Okay, right-sizing

00:03:45: Yeah.

00:03:45: Marcell Austin cop detailed this beautifully.

00:03:48: He pointed out that if you actually map a fleet's driving profile knowing precisely when the trucks are parked for how long and what the drivers Are doing while loading well A smaller fifty kilowatt charger paired with local solar might be perfectly sufficient.

00:04:01: So it's about matching the charging curve to the planned operational downtime.

00:04:05: Exactly!

00:04:06: Like, megawatt-charging makes sense for a highway corridor where driver is legally mandated to take strict forty five minute rest break.

00:04:13: but installing a Megawatt charger at a depot when truck sits overnight...is just financial overkill.

00:04:18: It really is The problem though that even if you right size hardware Building the physical infrastructure brings up this massive hidden pain point.

00:04:27: Yeah, when a property owner or say a fleet operator decides to install these chargers they suddenly inherit a highly stressful second job.

00:04:37: They become project managers.

00:04:39: exactly.

00:04:40: James Tillman laid out the mechanics of this perfectly.

00:04:43: Because EV deployment is so incredibly fragmented right now, the property owner accidentally becomes an unplanned project manager.

00:04:52: Trying to wrangle a completely disjointed supply chain?

00:04:55: Right

00:04:55: they have to navigate hardware vendor and utility company for grid connection civil engineer for trenching software

00:05:02: provider And local permitting office.

00:05:04: Yes

00:05:05: because no single party owns full outcome.

00:05:08: The moment utility requirements unexpectedly change or transformers are laid by six months, the property owner is just left holding the bag.

00:05:15: It turns into an expensive chaotic time sink.

00:05:18: yet if you're managing a logistics network right now You know The stakes for getting this right are enormous.

00:05:23: Oh absolutely.

00:05:24: Just

00:05:25: look at the economic potential James Carter highlighted regarding Canada's Highway four.

00:05:29: oh one.

00:05:30: I mean that's the busiest highway for freight in.

00:05:32: He estimates that transitioning those trucks to electric could save tens of billions of dollars annually.

00:05:39: It's a

00:05:39: compounding

00:05:40: effect really Yeah, he factors in the radically lower total cost-of-ownership for the trucking industry But it also adds in The massive savings and public health care costs from removing localized diesel particulate emissions which is huge plus the billion saved by not importing foreign fuel.

00:05:57: He noted that even if it cost a staggering billion dollars to build out the charging infrastructure, The macro level savings could essentially pay for that initial investment in just a single month.

00:06:07: One month?

00:06:08: That sale is hard to wrap your head around but you know If you think of billion dollars and a month as wild... ...the speed at which this infrastructure has been deployed globally really puts our local bottlenecks into perspective.

00:06:20: Oh right!

00:06:20: The China example

00:06:21: Yeah Steph Cornelis recently visited China And shared some stats from a Sinotruck factory that are almost unbelievable.

00:06:29: Unbelievable how?

00:06:30: They built a five megawatt charging site with sixteen massive chargers, each capable of delivering six hundred kilowatts.

00:06:39: It took them seventy days from start to finish.

00:06:42: Seventy days?

00:06:42: Seventey Days!

00:06:43: If you are trying build that in Europe or North America just navigating the initial grid bottleneck review and local permitting process for a project of that sheer size... That can easily drag on multiple years before single shovel hits dirt.

00:06:58: And because both the commercial trucks and local electricity are so much cheaper in China, Cornelius noted that fleet operators were hitting total cost of ownership parity with diesel in just one-and-a half years.

00:07:09: Eighteen months!

00:07:10: After that eighteen month mark.

00:07:11: operating those electric trucks is essentially pure profit margin compared to a legacy diesel fleet for the rest of their lifespan

00:07:18: Which is just huge competitive advantage.

00:07:20: Okay let's unpack this.

00:07:21: Yeah Because getting the chargers into the ground Is Just The Baseline.

00:07:25: How you manage the massive flow of electricity through those cables once they're active is where real money was made or lost.

00:07:32: Yone Shlin shared some math on this.

00:07:35: that represents a complete paradigm shift for fleet operators.

00:07:38: Oh, logistics fleet modeling he did?

00:07:40: Yes!

00:07:41: He modeled a standard sixty-five truck retail logistic fleet.

00:07:46: if just buy electric trucks and plug them into grid like letting them draw power whenever it's roughly a break-even decision compared to diesel.

00:07:56: But if you charge them right using advanced smart charging software, that exact same fleet saves seventeen million euros!

00:08:05: over its lifetime.

00:08:06: Seventeen

00:08:06: million!

00:08:07: It's like buying a thousand dollar smartphone and paying exorbitant fees for premium cellular data versus finally realizing you can just connect to the free Wi-Fi in your building.

00:08:17: Yeah, that software optimization yields a thirty eight percent reduction in total cost.

00:08:21: And it is crucial understand mechanics of why this happens.

00:08:24: Break it down first.

00:08:24: Well...it comes down what Claudio Geikin describes as The Value Stack In Smart Charging.

00:08:30: Right

00:08:30: A lot of legacy load management systems were incredibly basic.

00:08:35: They're essentially just peak shavers, their only job was to stop the facility from blowing a main fuse or hitting a costly peak demand charge from utility.

00:08:43: That's

00:08:43: the safety net?

00:08:44: Exactly!

00:08:46: But that modern value stack goes much deeper directly into energy markets.

00:08:50: At base layer you have self-consumption optimization

00:08:53: Like using your own solar?

00:08:54: Exactly If a depot has solar panels, the software orchestrates the trucks to act as a localized sponge soaking up that free on-site energy rather than pulling from the grid.

00:09:06: Moving up the stack you get into spot market exposure.

00:09:08: Wait so they're essentially day trading electricity Buying power the exact minute, the wholesale price tanks.

00:09:14: That is precisely what the algorithms are doing.

00:09:17: they automatically shift The fleet's charging schedule to align with moments when wholesale electricity prices plummet on the day ahead or intraday markets

00:09:24: like When the wind is blowing hard at night and the grid has excess power.

00:09:28: Yep

00:09:28: And the final perhaps most lucrative layer Is DSO distribution system operator congestion management?

00:09:35: I've heard that term thrown around but how does Congestion Management actually translate two savings for a fleet?

00:09:41: Okay, so think of the local power grid like a major highway during rush hour.

00:09:45: A distribution system operator or DSO charges you a massive premium if your fleet tries to merge onto the highway and pull megawatts of power when the grid is already jammed with residential.

00:09:58: by intelligently delaying your fleet's charging cycle to say, two point zero AM when the highway is completely empty.

00:10:06: You avoid those congestion fees entirely.

00:10:08: you can even avoid triggering multi-year delays for expensive utility infrastructure upgrades because you're proving to the utility that you won't stress their existing transformers.

00:10:17: Wow!

00:10:17: You basically get financially rewarded for being a highly flexible grid

00:10:22: citizen.

00:10:22: I see what you mean but if we have all these remote Highly valuable charging sites pushing around megawatts of power and relying on perfect software timing Doesn't that open the door to massive operational chaos honey?

00:10:35: We're talking about incredibly expensive copper cables left outside in public or semi-public spaces.

00:10:42: What happens when the physical hardware gets messed with?

00:10:44: oh, yeah The operational complexity is definitely rising.

00:10:48: And vulnerabilities are emerging.

00:10:51: Both Anu Parikh and Jordan Marston have highlighted a severe surge in cut-and-stolen charging cables,

00:10:57: which is catastrophic for logistics company.

00:11:00: If a commercial driver shows up on tight minute by minute schedule to hit their charging window – the plug has literally been sawed off…the whole carefully orchestrated value stack falls apart!

00:11:12: But Marsden noted that the industry is adapting quickly with solutions like the EV Baywatch platform, which relies on real-time hardware alerts.

00:11:19: So it monitors the cables?

00:11:21: Yeah instead of discovering The cable has gone the next morning the second someone tampers With a cable or the connection drops unexpectedly the system detects the disruption and instantly alerts local security.

00:11:32: The goal is to intercept the vandalism before the copper Is even fully severed.

00:11:36: That's incredible.

00:11:37: And you know the vulnerabilities aren't just physical copper theft.

00:11:40: there's a huge digital fraud component too.

00:11:42: Oh, for sure!

00:11:43: Sam Rawson from Monta pointed out a glaring blind spot in fleet management when it comes to employee home charging.

00:11:50: Historically reimbursing an employee for charging a company EV at their house works strictly on honor system.

00:11:56: Just smitting a receipt?

00:11:58: Yeah,

00:11:58: and employees submitted an expense claim for kilowatt hours pulled from their home charger.

00:12:03: But the company has zero proof that the energy actually went into the corporate vehicle.

00:12:07: they could have easily been charging there personal vehicle or I don't know running in extension cord to a neighbor's car and billing The Company For The Electricity

00:12:16: exactly so instead of relying on the chargers data software companies are now triangulating telematics Data directly From The Vehicle itself.

00:12:25: To Verify That Transaction They essentially ping the company car directly and ask it three questions.

00:12:32: Are you physically parked at this employee's house right now?

00:12:35: Did your internal battery just absorb exactly forty kilowatts over the last few hours, And does your current odometer mileage match cannot verify all three of those data points.

00:12:49: Data charge, GPS and odometer.

00:12:52: the reimbursement claim is automatically flagged for fraud.

00:12:55: It replaces trust with cryptographic data-driven transparency which is really The only way you can run a fleet at scale.

00:13:02: Here's where it gets really interesting.

00:13:04: If these fleets are perfecting the software to orchestrate exactly when they pull power from the grid, To save millions.

00:13:10: The next logical frontier is sending that stored-power back... ...to balance the entire energy ecosystem.

00:13:16: Yes!

00:13:17: Bidirectional charging whether it's vehicle-to-grid, vehicle-home or vehicle everything Is no longer just a white paper concept.

00:13:24: It is exploding in real world deployment.

00:13:27: right now

00:13:28: We are crossing the threshold where we stop viewing an EV merely as a transportation asset and start viewing it as massive mobile battery that just happens to have wheels attached.

00:13:37: Just looking at deployment updates from weeks twenty-two and twenty three, General Motors is actively rolling out bidirectional charging hardware for residential homes.

00:13:46: Polestar & Clever launch a massive vehicle to everything pilot in Denmark.

00:13:50: Volkswagen and LE are officially registering bi-directional users.

00:13:55: It's everywhere.

00:13:56: Total energy has just inaugurated a bi-directional site, utilizing the fleet of shared cars in Belgium and that new Audi Q for e-tron is basically being marketed as dynamic mobile power station.

00:14:08: you can use remote work.

00:14:10: The economic scale turning millions into grid assets difficult to overstate.

00:14:15: William Todts put some numbers on this that genuinely blew my mind.

00:14:18: He calculated if we aggressively scale vehicle technology across Europe We could save a hundred billion euros in wholesale electricity costs.

00:14:26: But even more importantly, we can completely avoid building one-hundred and fifty natural gas peaker

00:14:30: plants.".

00:14:31: If we connect this to the bigger picture... ...the societal logic is undeniable!

00:14:35: Gas-peaker plants are incredibly expensive, highly polluting facilities that utilities build with the sole purpose of running for just a few hundred hours per year.

00:14:44: when grid demand aggressively spikes.

00:14:47: Like during a massive heat wave?

00:14:48: Exactly!

00:14:50: If millions of parked cars can intelligently discharge a fraction their batteries back to the grid in those exact same critical hours then demands spike flattens and you simply don't need to build gas plants.

00:15:01: It's elegant

00:15:02: it is but There is a massive hidden barrier that the industry is quietly wrestling with behind closed doors, and it's not about the firmware or charging plugs.

00:15:13: Wait what are actual roadblocks stopping fleets from doing this today?

00:15:17: It's a legal contract problem too.

00:15:19: Farrah Zahid acutely pointed out that the real question determining if vehicle to grid scales commercially is whether the automakers will actually honor the battery warranty once the fleet starts discharging it,

00:15:31: because cycling back and forth charging without actually driving anywhere degrades.

00:15:39: You can engineer the perfect communication standards, achieve flawless hardware interoperability and have local utility begging to pay you a premium for your stored power.

00:15:50: But if discharging that power avoids a twenty thousand dollar commercial battery warranty, the asset is commercially dead on arrival.

00:15:57: That makes total sense.

00:15:59: Fleet operators need absolute mathematical proof... ...that the bidirectional software is managing the depth of discharge so carefully.. ..the physical degradation of the battery stays proportionate to revenue they are earning from the grid

00:16:12: which brings up another physical limitation.

00:16:14: There's a severe efficiency cost to moving power back and forth like this,

00:16:18: right?

00:16:18: Yes!

00:16:19: And this is the system level blind spot that Gregor Eckhardt pointed out... The physics of moving electricity generates heat.

00:16:25: When you charge a vehicle, you lose some energy as thermal heat.

00:16:28: maybe ten or fifteen percent depending on the quality of the hardware.

00:16:31: If you just charge the car and drive it You accept that single efficiency loss but with vehicle to grid... ...you lose that energy when you charge the battery And you lose again when you push power back out through the inverter.

00:16:43: So the efficiency losses count twice.

00:16:45: Exactly, suddenly the internal efficiency of the charging hardware becomes a critical metric for the entire global energy ecosystem because those double thermal loses add up massively when you multiply them across millions participating vehicles.

00:17:00: so how do we de-risk the battery especially for heavy transport where the battery packs weight thousands of pounds and financial stakes are exponentially higher?

00:17:09: One fascinating structural solution comes from David James, who is analyzing the rise of battery as a service or bass

00:17:17: models.

00:17:17: Battery-as-a-service okay?

00:17:18: Right instead of a truck pulling up to a megawatt charger and stressing the grid imagine a commercial swap station where an autonomous robotic system pulls out a depleted five hundred kilogram truck battery And slides are fully charged one in taking just ten minutes.

00:17:35: Oh wow So the truck driver doesn't even sit there waiting for the electrons to flow.

00:17:38: They just swap that physical box and get back on highway.

00:17:41: And it solves the warranty in degradation risk beautifully because The fleet operator doesn't actually own the battery at all.

00:17:48: they Just rent as an operational expense, the swap station company assumes the battery life cycle risks.

00:17:54: That's clever.

00:17:55: Furthermore, those stations charge the depleted battery slowly on stationary racks over several hours which is drastically easier.

00:18:06: a massive rack of slowly charging batteries is the perfect setup to do that vehicle-to-grid work we just talked about.

00:18:14: That's The Brilliance Of The Model!

00:18:15: That swap station inherently acts as a massive stationary battery for utility, it can feed power back during peak demand turning what used to be simple logistics depot into highly profitable grid stabilizing asset.

00:18:28: But every single one these incredible software in Grid Innovations charging value stacks, Vehicle DeGrid automated battery swapping They all absolutely rely on having reliable charging hardware and resilient batteries that actually survive this brutal market.

00:18:43: Yes, they do.

00:18:44: And right now the industry is incredibly ruthless.

00:18:47: It's undergoing a severe and unforgiving consolidation phase That is catching a lot of investors off

00:18:53: guard.

00:18:53: The paradox is striking.

00:18:54: I mean the EV market overall is booming.

00:18:57: Vehicle sales are up Utilization is up But massive established hardware companies Are going bankrupt.

00:19:05: Yeah it's tough out there.

00:19:06: Trinium grew their revenue to a hundred and eighty-five million dollars, and still became insolvent.

00:19:11: EVOX shipped half a million charge points globally... ...and honestly got liquidated by the parent company.

00:19:17: Why is this happening when demand for infrastructure is higher than ever?

00:19:20: Well Angelo E outlined the brutal truth of that specific market cycle.

00:19:25: Product quality alone will not keep your company alive!

00:19:29: You can engineer a genuinely excellent, beautifully designed charger but engineering pride doesn't pay the supply chain bills.

00:19:36: The survivors in this space are winning through extreme margin discipline

00:19:40: meaning they have to actually make a profit on the hardware unit itself rather than subsidizing it to gain market share

00:19:45: From day one...the capital cost of manufacturing heavy electrical equipment is too high.

00:19:51: If you lose money on every unit to gain market share, selling more units just accelerates your burn rate and eventual funeral.

00:19:59: Furthermore the survivors are shifting their entire business models rapidly.

00:20:05: Selling hardware is a lumpy, unpredictable business.

00:20:08: The companies that will survive are attaching software subscriptions preventative maintenance service contracts and strict uptime guarantees to every single box they deploy.

00:20:18: So it's not one-time transaction.

00:20:20: It's ten year operational relationship

00:20:22: Exactly

00:20:23: And commercial buyers must be catching on this risk.

00:20:26: If I'm fleet operator I am running solvency checks in the hardware manufacturer before signing purchase order.

00:20:32: Nobody wants to be stuck with stranded assets in their parking lot from a vendor that doesn't exist, to push firmware updates next year.

00:20:39: Financial balance sheet strength is literally a feature of the product now.

00:20:42: So

00:20:43: what does this all mean for actual vehicles on road?

00:20:46: The asset value of an EV is intrinsically tied into chemical health and reliability it relies on.

00:20:54: It forces us completely change how we value used vehicles.

00:20:58: Davide Giacobi brought up an incredible blind spot in the used EV market.

00:21:03: that illustrates this lack of adaptation perfectly.

00:21:06: What's a blindspot?

00:21:07: Currently, The Certified Pre-Own or CPO programs for EVs at legacy dealerships are essentially just copy pasted from internal combustion cars.

00:21:16: They put the EV on lift they check break pads measure tire tread inspect paint and interior

00:21:23: and they skip the only component that actually dictates the value of the car.

00:21:26: Exactly!

00:21:27: They don't rigorously test a fifteen thousand dollar battery, buyers are paying premium for quote unquote certified EV without seeing any transparent verified data on the batteries degradation curve or state-of health.

00:21:39: That's wild.

00:21:40: As this market matures CPO programs just polish the pain & dont verify the battery will be completely left behind by independent data platforms which provide transparent cell level testing

00:21:50: Which brings us to core supply chain.

00:21:52: This raises an important question about macrogeopolitics and industrial strategy.

00:21:58: Can Europe actually keep up in the race to build these batteries?

00:22:02: According to sources from these past two weeks, it doesn't look great.

00:22:06: Peter Schwierts warned that Europe's battery production expectations have practically halved recently.

00:22:12: Halved!

00:22:13: Wow Yeah It turns out.

00:22:15: building a shiny new cell factory is only step one.

00:22:18: Surviving the valley of tears, that incredibly capital-intensive phase where a factory tries to scale up to getting high quality cells out the door with low reject rates is when these new companies are stumbling hard.

00:22:30: He argues that Europe needs an Airbus-style, highly coordinated cross border strategy to compete.

00:22:37: Especially

00:22:37: when you look at the sheer velocity of a competition coming from Asia.

00:22:40: Dr.

00:22:41: Wilhelm Graupner broke down BYD's manufacturing strategy in China and their deep vertical integration is staggering

00:22:48: It's next level.

00:22:49: They aren't just bolting together components from fifty different suppliers.

00:22:53: they design Proprietary blade batteries, they manufacture their own power semiconductors.

00:22:59: They build their own electric motors and write their software stack

00:23:03: Right, so instead of saying it's like Apple building iPhones think about the actual mechanics of that.

00:23:08: BYD doesn't have to wait for three different external vendors To update their separate software systems just So a battery can finally talk to a motor.

00:23:16: Exactly

00:23:17: because

00:23:17: they own The chip the battery and the code They can optimize the thermal management Of the entire vehicle.

00:23:22: in a matter of days not years

00:23:24: It collapses the innovation cycle.

00:23:27: By controlling the entire stack, they radically reduce component counts.

00:23:30: They iterate faster and they deploy new battery chemistry at a speed legacy.

00:23:35: automakers simply struggle to comprehend let alone match

00:23:38: that we are seeing The physical results of that speed in real time.

00:23:42: Roger Atkins recently shared an observation from a BYD demonstration into UK.

00:23:47: That completely resets expectations.

00:23:49: Oh

00:23:49: the charging demo.

00:23:50: Yeah!

00:23:50: They took a vehicle From A ten percent charge To ninety seven percent In under nine minutes.

00:23:55: Under nine minutes, that shatters the final psychological barrier for consumers who are worried about charging times on road trips.

00:24:02: It's literally faster than walking inside the gas station waiting in line to buy a coffee and using the restroom.

00:24:09: The hardware and battery chemistry are advancing so rapidly And the companies that can vertically integrate the software and energy management Are writing rules of mobility

00:24:20: Which leaves us with one concept to consider as we wrap up

00:24:24: Go for it.

00:24:25: When you step back and look at the massive trajectory we've unpacked today, from right-sizing megawatt truck chargers to software value stacks... ...to bi-directional power flowing back into the grid.

00:24:36: The fundamental definition of what a vehicle actually is has permanently changed!

00:24:41: Yeah

00:24:41: it has.

00:24:42: when you buy an EV today You are no longer just buying a motor transportation.

00:24:46: you are purchasing a highly dynamic mobile node on the global energy grid.

00:24:51: We're rapidly approaching future where value of the energy you dynamically trade with local utility while your car is parked might actually rival.

00:25:07: Also, check out our other editions on future mobility and market evolution next gen vehicle intelligence.

00:25:12: And commercial fleet insights.

00:25:13: it's been great chatting about this.

00:25:15: thanks for joining us On This Deep Dive.

00:25:17: stay curious.