The Auto Industry Employment In An AI World

10 February 2026

February 10, 2026
Author esimoudis
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The Auto Industry Employment In An AI World

AI, Uncategorized

As embodied AI becomes the next AI frontier, it forces a sobering reality check for employment in the American automotive industry. Reviving the auto industry and bringing back two million manufacturing jobs collide with the reality of stagnant demand for new vehicles, software-defined vehicles that are easier to manufacture, and […]

21 January 2025

January 21, 2025
Author esimoudis
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The European Automotive Industry at a Crossroads

Just before the holidays, I was asked to keynote an event sponsored by the German American Chamber of Commerce. This article is an updated version of that presentation. It is even more relevant today following CES 2025 and the news streaming out of Europe. 1. Introduction In 2019, I co-authored […]

18 December 2024

December 18, 2024
Author esimoudis
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Views 880
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Yearend Thoughts On the OEMs’ Path to New Mobility

Autonomous Vehicles

A couple of days ago, while maintaining my website, I realized that I hadn’t written a new blog post for over two months. It’s not that I haven’t been writing. I published several invited pieces relating to my new book and am currently working on a piece about the European […]

26 March 2024

March 26, 2024
Author esimoudis
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The OEMs’ Dilemma with Software-Defined Vehicles

Uncategorized

Automakers are facing a complex dilemma relating to software-defined new energy vehicles. Should they proceed with aggressively investing and developing software-defined vehicles while facing a slowdown in demand for battery electric vehicles (BEVs), or continue developing Internal Combustion Engine (ICE) and hybrid vehicles (including plug-in hybrids) that are based on […]

23 January 2024

January 23, 2024
Author esimoudis
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CES 2024: AI and SDVs

Another CES is behind us. The automotive and mobility extravaganza of years past was replaced this year by an AI extravaganza. For the automakers and their suppliers that participated at CES this year was about AI and Software-Defined Vehicles (SDVs). There were lots of demos involving AI and SDVs, and […]

17 August 2023

August 17, 2023
Author esimoudis
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How Ford and Rival OEMs Are Pursuing Recurring Revenue from Customer Services

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 […]

01 June 2023

June 1, 2023
Author esimoudis
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Ford CMD: The Right Goals Are Set; But Can The Company Execute?

AI, Big Data

Last week I attended Ford’s Capital Markets Day. Ford held the CMD to report on the progress of its three divisions and the goals they will be measured against. This piece focuses on the goals relating to software development and customer experience and their impact on the recurring monetization of […]

11 January 2023

January 11, 2023
Author esimoudis
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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 […]