How Ford and Rival OEMs Are Pursuing Recurring Revenue from Customer Services

AI
Automakers want to capture a larger percentage of their customers’ lifetime value than they do today. As newcomer automakers, led by Tesla, are already demonstrating, to achieve this goal incumbents will need to offer services that the customer finds relevant. On Monday, Ford announced the creation of the Integrated Services […]
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Generative AI Investment Theses

AI
During the last six months, we spent time with our firm’s corporate partners to assess whether the enterprise is ready for generative AI and updated our investment theses accordingly. Our work convinced us that Large Language Models (LLMs)/Foundation Models and applications that incorporate them will open the door to the […]
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Generative AI in New Mobility

AI, Big Data
In the previous post, I discussed AI’s role in new mobility. I identified the three roles AI can play as an enabler, a differentiator, or a monetizer. The recent explosion of interest in generative AI begs the question: could generative AI contribute to new mobility and if so, in which […]
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  • 19 January 2023
    January 19, 2023
  • Author esimoudis
  • Comments 0
  • Views 1535
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Big Data and AI In New Mobility

AI, Big Data
AI is viewed by many exclusively as a prediction technology. The availability of large, diverse, and information-rich data sets combined with the power of neural networks has been responsible for achieving incredible results even in complex, multi-faceted situations. Every aspect of new mobility has benefited from AI’s prediction power. The […]
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  • 11 January 2023
    January 11, 2023
  • Author esimoudis
  • Comments 0
  • Views 1463
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Software-Defined Vehicles: Automakers Should Stick to their Plans

Uncategorized
Automakers must address two questions because of the environment they are currently facing. First, will they be able to make the announced Software-Defined Vehicle investments in the timeline they were projecting, or will they need to slow down their investment pace? Second, will they face any negative implications if they […]
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  • 27 September 2022
    September 27, 2022
  • Author esimoudis
  • Comments 0
  • Views 1953
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Software-Defined Vehicles Need a New Customer Experience

Uncategorized
During the last twenty-five years, the automotive customer journey has become more complex. Incumbent automakers have tried to become more involved in various stages of the customer journey to improve the customer experience and establish a direct relationship with the customer. Software-Defined Vehicles will enable a richer and more personalizable […]
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The Benefits and Opportunities of Software-Defined Vehicles

Uncategorized
The automotive industry is investing aggressively in the development of Software-Defined Vehicles. These vehicles greatly facilitate the vehicle’s electrification, optimization and personalization, as well as the attainment of higher levels of driving automation. More broadly, these vehicles change how the industry designs, makes, sells, and services vehicles, and in the […]
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Will Automakers Become Apple, AT&T, or Foxconn?

Big Data
During the automotive industry’s current boom phase OEMs are announcing big, multi-year investments in new vehicle platforms that combine electrification with increasing driving automation. Because under new mobility data and loyalty will become central forms of value, OEMs must also consider deploying the loyalty-enhancing data-driven services these platforms enable. The […]
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Transformations for Legacy Mobility Services Companies

Uncategorized
One of the main theses developed in Transportation Transformation is that, though still young, the app-based on-demand mobility services companies will need to transform before they can fully capture the opportunity afforded by new urban mobility. The book presents the decisions such companies must make and a framework that prescribes […]
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