Best of Linkedin: Charging & Battery Technology CW 42/ 43

00:00:00: Provided by Thomas Allgeier and Frennus, based on the most relevant LinkedIn posts about charging & battery technology in calendar weeks.

00:00:07: forty-two and forty three.

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

00:00:19: You can find more info in the description.

00:00:21: And for today's deep dive we are really extracting The absolute most critical trends circulating among mobility professionals right now.

00:00:28: Right

00:00:29: We're focusing entirely on the raw, unfiltered engineering and operational realities of next-gen vehicles.

00:00:36: Yeah exactly because for you listening to professionals who are actually building or buying this tech... You know that real bottleneck isn't battery inside a vehicle anymore?

00:00:46: Not at all.

00:00:46: The real bottlenecks is grid.

00:00:49: Just set stage here.

00:00:50: if electric trucks are airplanes, depots are airports Right now we are basically trying to run an international airport on a residential power line.

00:00:59: Oh, that's yeah.

00:01:00: That is the perfect way to put it.

00:01:01: It is entirely a grid issue.

00:01:03: Now I mean We were looking at this intensive analysis shared by Martin Solomon recently

00:01:08: right?

00:01:08: The twenty thirty five projections

00:01:09: exactly.

00:01:10: he's projecting that By twenty thirty-five electric trucks in Europe alone or get a demand Roughly one hundred terawatt hours of electricity every single year

00:01:18: which Is just a massive number to wrap your head around.

00:01:22: But the crucial mechanism to understand here is that you know, seventy to eighty percent of that charging Is not happening out on the highway at some public rest stop.

00:01:31: It's happening back At The Logistics Depot

00:01:33: Yeah Which fundamentally changes the math Of running a logistics company.

00:01:37: There was this great breakdown by Carl Magnus Norton.

00:01:39: He Was looking at the Austrian firm Gartner.

00:01:41: Oh right with A big truck order

00:01:43: Right.

00:01:43: so they just ordered forty electric Trucks.

00:01:46: They actually split it between MAN, the European manufacturer and a Chinese rival called SuperPanther.

00:01:52: But you know... The vehicles themselves are really only half-the story here

00:01:55: Right!

00:01:55: The infrastructure costs

00:01:57: Yeah.

00:01:57: out of their nine point six million euro total investment A staggering forty percent is allocated strictly for building the depot charging infrastructure

00:02:05: Which is wild.

00:02:07: And I mean.. Building that infrastructure isn't just about pouring concrete and buying some charging cables.

00:02:12: No definitely not.

00:02:13: It's about negotiating with local utility for this massive multi-megawatt grid connection.

00:02:18: And they could literally take years of permitting, substation upgrades all that.

00:02:23: Even when you finally get it can still backfire?

00:02:25: Right!

00:02:26: If you aren't careful the way to use is just destroy your operating margins.

00:02:31: Christopher Freud brought up a very real danger of unmanaged charging.

00:02:36: Oh, the peak demand issue.

00:02:38: Exactly because utilities... Well they don't just charge commercial fleets for the total volume of electricity that you use right?

00:02:44: They charge them based on peak demand.

00:02:46: Okay so let's actually unpack how it works with a listener Just so we're all in the same page Sure.

00:02:51: So peak-demand charges mean utility basically looks at single highest fifteen minute window power you pulled from grid all month.

00:02:58: Just fifteen minutes.

00:02:59: Yep!

00:02:59: Just one fifteen minute spike.

00:03:01: And they base massive portion your entire monthly bill on that one window.

00:03:06: So if those fifty trucks all return to the depot at six

00:03:09: p.m.,

00:03:10: and they all plug in it once,

00:03:11: right?

00:03:12: They plug-in and pull maximum power.

00:03:13: simultaneously you create this exorbitant peak.

00:03:17: And to scale up the Fraunhofer Institute actually modeled this.

00:03:21: Oh I saw this!

00:03:22: The Germany model.

00:03:23: Yeah...they found out just a third of Germany's truck fleet goes electric by twenty thirty.

00:03:28: Unmanaged evening charging could add Six gigawatts of simultaneous peak demand at the national grid.

00:03:35: Six gigawatts?

00:03:36: That's, I mean that is equivalent to turning on several massive nuclear power plants just to handle a two hour window every evening.

00:03:44: Exactly

00:03:45: It totally unsustainable.

00:03:46: Wait.

00:03:47: so if i'm fleet manager I can't just wait three years for a utility grid upgrade, right?

00:03:52: And i definitely cannot afford those massive peak demand penalties.

00:03:56: No you go bankrupt.

00:03:57: So what's the work around?

00:03:59: like that actual physical workaround here?

00:04:01: do I just charge them slower?

00:04:03: Well charging slower is one option But it mean if the trucks need to be back on the road For a night shift You Just Can't.

00:04:10: You Need A Hardware Buffer

00:04:12: Right

00:04:12: and Jonathan Carrier shared a brilliant engineering solution.

00:04:15: That'S Really Gaining Traction.

00:04:17: There's this company called Alley, and they just launched a four hundred kilowatt charger.

00:04:21: It's called the MEV- two hundred.

00:04:24: Okay what makes it different?

00:04:26: The trick is that its battery buffered...it actually uses repurposed EV batteries to act like a giant electrical sponge.

00:04:34: Ah okay.

00:04:35: So we'll just sit there all day slowly sipping low steady amount of power from the grid

00:04:40: Right avoiding peak charges

00:04:43: Exactly

00:04:44: And then when trucks arrive dumps that stored energy incredibly fast.

00:04:48: Precisely, it entirely bypasses the need for a multi-million dollar grid upgrade.

00:04:53: because you know The Grid only ever sees this tiny continuous draw.

00:04:56: Wow!

00:04:57: That makes total sense to the depot.

00:04:58: but what about when these heavy duty trucks are actually out on highway?

00:05:03: Because they do need raw brute force power.

00:05:06: They absolutely

00:05:08: And we are seeing that hardware scale up aggressively.

00:05:10: Like Syed Hasid Hassan was at the IAA Transportation Show and he spotted BYD's new ETT-IV truck?

00:05:18: Oh yeah, The Megawatt one!

00:05:19: Yeah...the hardware on that thing is built to handle ONE point five megawatts of charging power

00:05:24: Which is just staggering.

00:05:25: It IS.

00:05:26: That means it can take a massive six hundred fifty one kilowatt hour battery from twenty to eighty percent in like roughly twenty minutes.

00:05:33: But..and this important Here is where we really have to separate the theoretical hardware from the operational reality.

00:05:40: Right, because it's never that simple in the field?

00:05:42: Exactly!

00:05:43: Pulling one point five megawatts of power isn't like plugging into a toaster.

00:05:47: Anita Athanas made this crucial observation A megawatt of power generates a massive amount heat.

00:05:54: The thermal management

00:05:55: Yeah...the liquid cooling and cables, physical locking mechanism of connector, software handshake between truck and charger All has to sink flawlessly

00:06:05: Because if it doesn't, you literally melt the hardware or worse.

00:06:09: Exactly I mean The industry just finalized a standard for this right?

00:06:12: The IEC six one eight five one dash twenty three Dash Three Standard

00:06:16: That's the megawatt charging system or MCS

00:06:19: yep the mcs mm-hmm.

00:06:20: But finalizing a document is really Just the starting line.

00:06:24: now begins the painstaking process of interoperability testing

00:06:28: because theoretical peak headlines don't matter If It Doesn't Actually Work

00:06:32: Right.

00:06:32: For a fleet operator, peak power is meaningless if the charging session just fails to initiate because the truck's software speaks of slightly different dialects than the charger's software.

00:06:43: Reliability...is the ultimate metric?

00:06:45: So true Okay but this actually brings up huge contradiction.

00:06:48: How

00:06:49: so?

00:06:49: Well If their local grid is so fragile that Just A fleet of fifty electric trucks returning To a depot could destabilize it how on earth Is The Grid going to handle the rise Of artificial intelligence?

00:07:01: because AI data centers are fighting for the exact same electricity.

00:07:04: Oh, absolutely!

00:07:05: That is honestly the defining energy conflict of the decade and it's entirely flipping the script on how we view vehicle batteries.

00:07:13: Right.

00:07:14: Jigar Shah recently highlighted just how desperate the hyperscalers are.

00:07:18: you know?

00:07:18: The massive tech companies building these AI datacenters.

00:07:21: Just how short on power they are.

00:07:23: Well if look at the PJM region which was that massive regional transmission organization covering like thirteen states in eastern US Hyperscalers are short roughly ten thousand megawatts of power.

00:07:34: Wait,

00:07:34: TEN THOUSAND MEGAWATTS?

00:07:36: Yes That is an incomprehensible amount of missing capacity.

00:07:40: It is.

00:07:41: And they're so desperate to bypass the years long queue for transmission grid upgrades that their getting incredibly creative They now literally willing fund what amounts to free batteries For homes and businesses.

00:07:53: Oh wait tech companies buying batteries for regular consumers.

00:07:56: Why would they do it

00:07:57: Because they need to buy flexibility.

00:07:59: Look at it this way.

00:08:00: If a local neighborhood has a network of home batteries and parked electric vehicles that can supply power back to the grid during peak evening hours, It leaves the strain on the local transmission lines

00:08:11: I see

00:08:11: yeah And then allows the hyperscalars data center down the road To just keep running at full throttle without blacking out The whole region.

00:08:18: Wow so That massive demand for flexibility from the tech sector is what's finally making vehicle to grid or V-to-G, economically viable for the average driver.

00:08:29: Precisely!

00:08:30: Frank Udall actually ran numbers on German market recently and we finally have a public price tag for home V-To-G.

00:08:38: Oh really?

00:08:39: What does it pay?

00:08:40: Drivers can earn point one one seven five euros every hour.

00:08:44: their compatible EV is plugged in available to balance the grid.

00:08:48: so over year a home wallbox can generate around five hundred fifteen euros just for being plugged.

00:08:54: That's serious passive income just for parking your car in your own garage.

00:08:58: Right, and the regulatory red tape that has historically blocked this is finally being cut.

00:09:06: when I point to Paul Warwick noted that Germany just approved new MI spell rules

00:09:11: Oh right, because historical utilities didn't know how to tax or meter power coming out of a car.

00:09:16: Right?

00:09:16: Exactly!

00:09:17: Was it green solar energy you stored earlier... ...or was it dirty grid-power you bought at night?

00:09:22: The MI Spell framework finally establishes the exact metering rules for storage and chargers.

00:09:28: It allows that energy flow back legally and transparently.

00:09:31: Okay I have to play devil's advocate here though.

00:09:34: Let's look at the actual physics and economics.

00:09:36: Sure Is five hundred euros a year really enough to convince a driver?

00:09:40: To let utility companies cycle their battery, put wear-and-tear on a fifteen thousand euro vehicle component?

00:09:47: Do we even need full bi-directional VTG right now?

00:09:50: That is big question.

00:09:51: John Reister had this fantastic analogy that challenges the whole premise.

00:09:55: He said fast charging like twelve inch fire hydrant And overnight charging as garden hose.

00:10:01: Right The volume versus speed argument?

00:10:04: Exactly.

00:10:05: I mean, they both deliver say three hundred kilowatt hours a month to an EV.

00:10:08: but if you do it through public fast chargers the utility has to build massive expensive infrastructure to handle those sudden spikes.

00:10:16: Yep But If You Deliver That Exact Same Three Hundred Kilowatt Hours Slowly Overnight Just Using A Garden Hose The Existing Idol Grid Capacity While Everyone Is Asleep It Costs The Utility Almost Nothing.

00:10:28: So why are we pushing for complex, expensive bi-directional V. Two G hardware when simple managed unidirectional overnight charging solves the infrastructure problem?

00:10:38: He makes a very compelling point and honestly The broader industry consensus is leaning that way for everyday consumers

00:10:45: really

00:10:45: yeah.

00:10:46: Claudio Geichen recently summarized A podcast discussion with Yacht Burger And the takeaway was That uni directional smart charging often called v one g Is highly effective today.

00:10:56: Okay, so V-One G just means the car doesn't send power back.

00:11:00: Exactly with v one g The car doesn' t send powerback to the grid.

00:11:05: It just smartly ramps its charging speed up and down to match solar production peaks or avoid evening demand spikes.

00:11:12: it requires no complex hardware

00:11:14: Just a software signal from the utility telling the car when you drink from the hose.

00:11:18: precisely V-IIG, where power actually flows back really only makes economic sense right now for captive commercial fleets.

00:11:26: Oh!

00:11:27: Right because of scale?

00:11:28: Yeah a perfect example is what Jeffrey Hundley shared about a pilot program in Colorado with XL Energy.

00:11:34: They're using six Jeffco electric school buses as grid batteries

00:11:39: and that makes perfect sense.

00:11:41: School buses have massive batteries completely predictable routes, and they sit parked all summer precisely when the crate is stressed by air conditioning demand.

00:11:50: Exactly!

00:11:51: You aren't inconveniencing a consumer at all.

00:11:54: you are utilizing a massive commercial asset that would otherwise just be sitting idle

00:11:59: By the way if you want to stay plugged into insights like this make sure you subscribe so you catch our future deep dives.

00:12:04: We love unpacking these mechanics with you Absolutely.

00:12:08: Now if we do eventually want V-IIG to scale seamlessly, We have a massive software hurdle to clear.

00:12:14: There's always a software hurdle?

00:12:15: Always!

00:12:16: Mark Moulton raised his serious warning regarding the ISO fifteen one eighteen dash twenty standard.

00:12:21: This is the digital protocol that enables bidirectional AC charging and it becomes mandatory in the EU in twenty twenty seven.

00:12:30: Wait I thought standards were supposed to solve problems not create them.

00:12:33: They do unless they are too vague.

00:12:35: And the problem with ISO fifteen one eighteen dash twenty is that it includes fifty seven optional parameters.

00:12:42: Fifty-seven optional parameters?

00:12:44: Yeah, That's just asking for trouble.

00:12:47: exactly when you leave that much ambiguity in a digital standard every vehicle manufacturer and charger company implements it their own unique dialect.

00:12:57: so You end up with two products that are technically compliant With The Standard but they absolutely refuse to talk To each other.

00:13:05: So you plug the car in and nothing happens.

00:13:07: The handshake fails,

00:13:09: right?

00:13:10: But thankfully an international engineering initiative called task fifty three is stepping it.

00:13:14: They're going to write definitive unified implementation guides To act as a universal translator enclose those interoperability gaps before the twenty-twenty seven mandate.

00:13:25: Well that's relief.

00:13:26: okay Let's pull back from macro grid infrastructure and digital standards.

00:13:30: I want to pivot to the micro level the everyday consumer Sure.

00:13:34: If you're listening to this, You are probably wondering what all of the backend infrastructure means for the driver's wallet and daily friction in owning an EV.

00:13:42: Standards and grid upgrades is great but What does it mean on the ground?

00:13:46: Well

00:13:46: The raw economics still heavily favor the EV But the discrepancy between charging methods is whitening.

00:13:53: Angela E pointed out Driving a EV at twelve thousand miles per year if you charge strictly at home on average us electricity rates costs roughly seven hundred dollars.

00:14:03: Okay, seven hundred?

00:14:04: Yeah

00:14:04: whereas driving a standard twenty five mile per gallon gas car that same distance cost around twenty one hundred dollars

00:14:10: which is huge saving yeah but the mechanism behind those savings changes wildly.

00:14:16: The second.

00:14:16: You leave your driveway right it does.

00:14:18: Eric Nicholson actually broke It down to one hundred mile increments.

00:14:21: eight costs ten dollars and eighty cents to get that range at home, but if you rely on a public fast charger it jumps to fifteen dollars.

00:14:29: And the equivalent gasoline is seventeen dollars and forty cents.

00:14:32: so the gap closes

00:14:33: fast."

00:14:33: It really does!

00:14:35: We have to explain why that public charge was much more expensive.

00:14:38: I mean its not just corporate greed...it goes straight back those peak demand charges we discussed earlier with heavy duty trucks?

00:14:45: Public charging operators are hit massive fees by utilities for pulling huge spikes of power Plus, they have to maintain the complex liquid-cooled hardware.

00:14:56: They have no choice but to pass those costs onto the driver

00:14:58: Which brings us a massive reality check on consumer adoption.

00:15:02: Like if you live in house with driveway this whole EV transition is practically invisible.

00:15:07: You plug it at night pay wholesale residential rates and your fine

00:15:10: Yep its seamless.

00:15:12: But what about one of the forty four million Americans living an apartment or condo?

00:15:16: Nicoszar pointed out that eighty percent of EV charging happens home but roughly a third of US households have practically no access to home charging.

00:15:25: You can't exactly string an hundred foot extension cord out off the fourth floor window down in the street?

00:15:29: No, you can't!

00:15:31: Which means apartment dwellers are forced to rely entirely on public fast chargers basically erasing that fourteen-hundred dollar annual fuel savings.

00:15:39: and this physical access issue has severe equity implications.

00:15:44: In what way?

00:15:45: Well Daniel Cameron shared extensive new research mapping the EV charging divide across California.

00:15:51: They analyzed grid density and transformer locations against demographic data, And they found that black and Hispanic communities have significantly less access to public charging infrastructure.

00:16:03: And the really sobering part of that research if I remember correctly is this disparity remained true even when adjusted for variables like income population density in housing type?

00:16:14: Exactly!

00:16:15: If the infrastructure rollout isn't intentionally equitable the economic benefits of clean transportation will just bypass entire communities.

00:16:23: And even when those drivers do find a public charger, but pricing mechanics can be incredibly chaotic?

00:16:28: Oh

00:16:29: absolutely

00:16:29: depending on which RFID card you tap or which app you open You could pay wildly different rates for the exact same electricity.

00:16:37: But Marco Moller shared a massive update On this.

00:16:40: a Munich court Just ruled against a charging operator that was hitting drivers with A massive sixty percent price markup.

00:16:47: Sixty percent

00:16:48: Simply just for roaming.

00:16:49: Yes, yeah Just because they paid through a third-party roaming app instead of the operators native app.

00:16:54: But the court struck it down.

00:16:55: good The Court enforced the EU's AF IR rules.

00:16:59: AF IR stands for the alternative fuels infrastructure regulation and its core mechanical purpose is to mandate non discriminatory transparent ad hoc pricing across Europe.

00:17:10: So it's enforcing fair market rules.

00:17:12: Right, It ensures you can just tap a standard credit card and pay a fair market rate Just like buying a gallon of gas without needing fifteen different apps on your phone.

00:17:22: But despite all this friction The lack apartment chargers the roaming markups The vehicles themselves are proving to hold immense long-term value.

00:17:30: The hardware is solid!

00:17:32: Yeah,

00:17:32: John Martinson shared real world diagnostic data on his eight year old Tesla Model Three.

00:17:37: after seventy one thousand miles the pack still retains eighty two percent of its original battery health...the degradation curve basically just flattens out

00:17:46: and that physical durability is completely altering the economics of used car market.

00:17:51: Dominique Lukenhulf noted that affordability is driving a massive surge here.

00:17:56: Because used EVs have now reached price parity with used gas vehicles, consumer demand is just surging.

00:18:02: Right people are doing the math!

00:18:03: Exactly use models like the Ford F- one fifty lightning are selling at an average of just twenty days.

00:18:09: buyers realize that batteries isn't going to die tomorrow and they want capitalize on those lower operational costs.

00:18:14: So if we are going to keep these used EVs on the road for a decade and We want to power those massive megawatt charging trucks.

00:18:20: We started with The underlying battery chemistry has to mature from the lab to the factory floor

00:18:26: yes, And this brings us to a critical inflection point for the battery industry.

00:18:30: Mark Lander summarized This perfectly following the battery show in Detroit.

00:18:33: the Industry doesn't have an innovation problem anymore.

00:18:37: it has a commercialization challenge

00:18:39: Meaning?

00:18:40: We

00:18:44: know how to build miraculous energy-dense chemistries in a laboratory environment.

00:18:47: The struggle is taking that delicate chemistry, manufacturing it at the scale of millions of units integrating safely into a pack and doing it profitably

00:18:58: Especially because physical demands we are placing on these cells are radically changing like we aren't just building sedans anymore.

00:19:04: SciShift already explained that for applications like AI data center backups or autonomous warehouse robots, the metric isn't kilowatt hours.

00:19:13: It's kilowatts seconds

00:19:14: Exactly!

00:19:15: Different applications need entirely different battery metrics.

00:19:18: There is a fundamental difference between deep energy storage and rapid burst discharge.

00:19:24: A standard EV battery is designed to store a lot of energy – kilowatt-hours And release it steadily over three hundred miles.

00:19:30: But a robot needs something different

00:19:32: Right.

00:19:32: An autonomous robot needs massive instantaneous bursts of power, kilowatt seconds to lift a heavy crate and then it needs to recharge in three minutes.

00:19:41: so doesn't interrupt the warehouse workflow.

00:19:43: Michael Beer actually highlighted at company doing exactly this.

00:19:47: Nioboltz ultra-fast charging technology is powering Agility Robotics humanoid robot The Digit Five.

00:19:53: Oh!

00:19:54: The twenty hour workday

00:19:55: one.

00:19:55: Yes By utilizing chemistry built for rapid burst discharge ultra-fast intake, that robot can now work twenty hour days because its charging downtime is practically eliminated.

00:20:06: That's incredible!

00:20:08: But hold on I have to ask a question about the physics here.

00:20:11: if we are packing denser and denser energy into tighter spaces and designing them to discharge at these massive rates for faster bursts doesn't make things infinitely more volatile?

00:20:22: It is highly valid concern And understand it.

00:20:25: We Have To Look At The Mechanics Of Thermal Runaway.

00:20:29: Ed Davidson provided a great breakdown of how this actually happens.

00:20:33: When a lithium ion cell is physically damaged or suffers an internal short circuit, it begins to generate its own heat.

00:20:40: but unlike wood fire that needs oxygen from the outside air the internal materials of a battery cell break down and actually release their own flammable gases, and they're on oxygen.

00:20:51: So it literally feeds its own fire from inside out?

00:20:54: Exactly!

00:20:55: It becomes self-sustaining chemical reaction that is incredibly difficult to extinguish with conventional water hoses which why firefighters often just have to submerge vehicles or let them burn.

00:21:06: But here is a fascinating plot twist regarding those fires.

00:21:09: Alex Parker shared field analysis showing that EV fires are almost never spontaneous.

00:21:15: failure of the battery chemistry itself Really?

00:21:17: Yeah, actual cells are incredibly stable.

00:21:20: The fires are always a failure of leak detection.

00:21:24: Wait what do you mean

00:21:25: Like water getting in.

00:21:26: Yes

00:21:26: exactly

00:21:27: The battery enclosure gets compromised A micro seal fails and tiny amount of water or coolant intrudes into the pack over time.

00:21:34: That liquid is what ultimately causes the internal short circuit that triggers the thermal runaway.

00:21:40: Parker pointed out a simple five-minute pressure decay test, essentially just a seal.

00:21:44: integrity check on the assembly line could detect these microscopic leaks before.

00:21:53: But when automakers skip or rush that step the pack escapes into the field moisture gets in and it results In mass recalls that require pulling The entire pack out at a cost of upwards of fourteen thousand dollars per vehicle.

00:22:05: That is just awful economics.

00:22:07: And because Of those exact safety risks global regulatory bodies are entirely rewriting the testing rulebook.

00:22:14: Jill Pistana shared some critical insights from A recent battery safety conference.

00:22:18: what's changing?

00:22:19: well historically Battery packs were tested for basic compliance, you know drop tests vibration test.

00:22:25: But passing standard compliance is not the same as achieving true thermal containment.

00:22:30: so The UN it's preparing to roll out incredibly stringent new tests classified his T nine through t twelve.

00:22:38: and how are those different?

00:22:39: These new protocols will literally force battery cells into thermal runaway inside a testing chamber.

00:22:45: To properly classify their hazards, engineers will measure exactly how much toxic gas is vented.

00:22:51: How fast the heat propagates to neighboring cells and whether the packed safety vents operate correctly under catastrophic failure.

00:22:58: The error of just assuming a battery was safe because it didn't ignite during baseline vibration check is completely over.

00:23:05: So when we step back and look at all of this from heavy-duty trucks fighting for depo grade capacity to AI data centers buying home batteries, for flexibility.

00:23:13: All the way down to the micro seals preventing thermal runaway The through line here is undeniable.

00:23:19: You really are all connected.

00:23:21: We have to completely stop viewing vehicles as isolated transportation machines.

00:23:26: Instead, we are realizing they're dynamic mobile nodes in a massive interconnected energy network.

00:23:33: As hyperscalers logistics fleets and utility grids all compete for this raw power how will the traditional role of the automaker have to evolve?

00:23:40: Are they just building cars anymore or literally building the grid?

00:23:45: if you enjoyed this episode new episodes drop every two weeks.

00:23:49: Also, check out our other editions on commercial fleet insights, autonomous mobility markets and software-defined AI-defined vehicles.

00:23:57: Thank you so much for joining us in this deep dive!

00:23:59: Make sure to hit subscribe so that you don't miss the next analysis into mechanics shaping the future of mobility.

00:24:05: Keep questioning The Hype...and we'll see ya next time.