Initial Charge
Jalopnik and various outlets keep posting updates on various EV projects and it hard to find a lot of accurate unbias versions of information. To be clear, I think electrek and cleartechnica are the best of the best when it comes to reporting information on the EV and sustainable/renewable energy. My hopes for this is dig a little deeper in specific topics and areas of interest that require deeper analysis and at times a competitive analysis.
EVs are the hottest thing in auto’s and companies are all fighting for future sales dollars and investor dollars. My posts are in no way meant to be investment advice and/or guidelines for forming investment ideas but given what we’ve seen I think it’s worth making sure there’s some context as to how these companies are valued from an investor perspective and how that might sway a company’s marketing plans and in some cases product development.
Given the rampant innovation and so much focus on the segment we’re seeing a lot of noise in the EV space. This serious is meant to review the state of “the market”, “the products”, “the companies”, “the technology” and most importantly “who’s winning” and “who’s losing”.
I think losing needs be understood as the current world is at an inflection point that is being undervalued. Without getting too deep I want to make this comparison. In 2007 Apple launched the iPhone. About 7 years earlier it launched the iPod. What does this have to do with the auto market?
Well, Apple changed the GAME. In less than a decade Apple changed music industry and companies wen t out of business. In 2007 when the iPhone came out...Blackberry, Nokia, Motorola DOMINATED the cell phone market. A decade later they’re all dead.
In my opinion Tesla has changed the game and while it’s yet to be determined if they’re Apple . But their success along side the success of new EV entrants will come at the expense of other existing successful manufactures. How this shakes out over the next decade will be very intriguing.
About me, I am gearhead, petrol head, etc. I love vehicles that move and how form meets function. I will attempt to be as unbias as possible and not all information will be my own research / opinions. I will filter in information, articles and posts from other sources and when necessary will clarify, update and/or add additional information to these posts so we can have a consolidated history on the EV/EAV market.
The series will do manufacture analysis of both battery, power and charging options. Autonomous driving and how it is being approached...this topic might require its’s own series as we have 3-4 vastly different approaches that seem to massively misreported and vastly misunderstood and how brands stack up against each other.
I will try to release a new post every 2 weeks on Monday mornings.
Edits, additional links and info always welcome
Stay Safe everyone.