Podcasts about sdv

Filmed at the COVESA All-Member Meeting in Berlin, Germany,  Maitê Bezerra, senior principal analyst, software-defined vehicles for Wards Intelligence (now part of Omdia), shared insights on the automotive industry's shift towards software defined vehicles (SDVs) with host John Heinlein, Ph.D., Chief Marketing Officer of Sonatus. The SDV survey, newly expanded to seven countries, highlights the growing role of AI in vehicles, the timeline of rollout of many key technologies, open source operating systems,  applications of vehicle data, vehicle updates, and especially highlights regional differences from around the world. The State of Software Defined Vehicles | Key findings from the 2025 edition of the Software-Defined Vehicle Survey 

What does clinical trial monitoring have in common with growing a field of corn? Amy Kroeplin (PPD™ clinical research business of Thermo Fisher Scientific), Shailesh Madel (ICON plc), and Nicole Stansbury (Premier Research) join the podcast to discuss the importance of risk-based quality management, centralized monitoring, and strategic SDV/SDR sampling strategies. They dive deeper into the unique roles of SDV and SDR, different methods of implementing SDV/SDR sampling strategies, and the industry imperative to increase centralized monitoring adoption.

Jon Summers is the Motoring Historian. He was a company car thrashing technology sales rep that turned into a fairly inept sports bike rider. On his show he gets together with various co-hosts to talk about new and old cars, driving, motorbikes, motor racing, motoring travel. John discusses his experiences at two recent presentations on the future of automobility. The first presentation by McKinsey focused on the concept of a 'software-defined vehicle' (SDV) - likening modern vehicles to connected devices similar to smartphones, and outlining six key areas for achieving success in this domain. These areas included hardware simplification, increased collaboration among manufacturers, leveraging cloud infrastructure, and shifting the focus from traditional engineering to software-driven engineering. The second presentation by a company called Aicas emphasized AI's role in achieving interoperability and managing data within the intelligent vehicle edge, highlighting the importance of selectively recording useful data to avoid latency issues. Both presentations indicate an automotive industry pivoting towards making money from data rather than traditional car components and underscore the industry-wide challenge of securing and managing this data. ==================== Down the road waits misery ... Why cannot death just set me free? Amon Amarth - Across the Rainbow Bridge A McKinsey presentation on the Software Defined Car Dave Freiburger on Route 66  Amon Amarth - Cry of the Blackbirds Freiburger, graffiti, and an evolving art form Aicas presentation on methods of packaging/selling the data streaming off cars The McKinsey Presenter Defining The Software Defined Car BMW Heated Seats Debacle “Extending the life of the hardware by making the software updateable on the fly” The extended lifetime of the B-52 Nuclear Bomber Eating the shit sandwich of OTA (Over The Airwaves) Upgrades “How Much Compute Does An Edge of Cloud Device Need?” Tesla vs. Chevelle article Cradle of Filth - Scorched Earth Erotica Hardware Consolidation - brands will merge, powertrain will no longer be the differentiator Lidar - doing the work three times not once Cradle of Filth - Her Ghost In The Fog Parallels with the death of the British Motorcycle Industry Venom - Black Metal The pivot from engineering led business to sales led, and how tragic that is for car design ZF visit and the pivot from cogs to software pod The Revenue Model Is Business To Business Data Sales “Not about performance, but about the journey that you're on” (barf) Wanting to be the kind of person who owns and Subaru in Commercialand The car as a TV, where you buy streaming programs Paradise Lost - Widow The hardware and software in the car needs headroom to come with the over the airwave upgrades The inefficiency of today's OEMs software point solutions Monthly ungrades to software, while the hardware has to last 5-10 years  Software defined = a business model, around selling data Security, Software DMZ's salmon pasta, salad and over the airwaves upgrades to brakes Entombed - That's When I Became a Satanist Tape Back Up Sodom - Agent Orange James Hunt of Aicas, and James Hunt, Formula 1 Champion and playboy Venom - Countess Bathory Is AI ready for the intelligent vehicle edge? Aicas CEO has a fascinating reaction to Tesla's Full Self Driving Coming to Terms with Waymo The vision of Autonomy and how meaningful it will be for people too old to drive Tesla full self driving accidents; still better than most human drivers Software patching feels intrinsically like a band-aid, not part of a complete coherent strategy Aicas software, allowing AI to decide what the car records (and what it chooses to forget !?!) McKinsey and Aidas use different language to describe the same thing A Cruise robotaxi runs someone over and doesn't stop  The concept of the abstraction layer to allow data interoperability Covesa and the importance of standards in engineering Data Silos within car companies Johannes Biermann the Aicas presenter has same mannerisms as 90s English comic Harry Hill Venom - Countess Bathory NXP Aicas' parent/partner, Aicas runs on NXP boxes It is about making money from selling data. Not seats, motors or great styling. Not something owners do any maintenance on. A laptop, not a Norton Amon Amarth - Pursuit of Vikings “You guys do the plumbing, but you're not responsible for what is flushed” - Aicas are selling the shovels of the data sales gold rush “A zoned architecture is developing” Both presenters use the same generic image to illustrate the Software Defined Car Marduk - Into Crypt of Rays (Celtic Frost cover) Over the Airwaves upgrades are more than a software partch for your laptop. They change the AI decision making parameters, and this will happen over night without you even knowing about it. Control of driving is utterly ceeded to the car and its software !!! The structure to make money from the data is taking shape, even as ownership and security of said data remains totally opaque Venom - Black Metal ===== (Oo---x---oO) ===== The Motoring Podcast Network : Years of racing, wrenching and Motorsports experience brings together a top notch collection of knowledge, stories and information. #everyonehasastory #gtmbreakfix - motoringpodcast.net More Information: https://www.motoringpodcast.net/ Become a VIP at: https://www.patreon.com/gtmotorsports Online Magazine: https://www.gtmotorsports.org/ Copyright Jon Summers, The Motoring Historian. This content is also available via jonsummers.net. This episode is part of the Motoring Podcast Network and has been republished with permission.

We're back for episode seven of On the Move: A Siemens Automotive podcast. This is part two of Nand Kochhar and Michael Severson's conversation with Michael Munsey and David Fritz on the changes the software-defined vehicle is bringing to the automotive market. In the last episode we focused on some of the journey to SDV ubiquity and how we are helping merge vehicle manufacturing, semiconductor development, and software within the Digital Twin. For this episode we are examining why using a common development language and engineering platform is so important to successfully delivering a software-defined vehicle. Beyond communicating more complex requirements with suppliers and internal development groups, a digital-first approach helps accelerate innovation and help compress ballooning vehicle program timelines.

On this week's episode, host Sophia McLeod is joined by Danilo Branco (Associate Director, Risk Based Quality Management Lead, BeOne Medicines) and Amanda Coogan (Associate Director, Customer Experience, Remarque Systems) to discuss the value of centralized monitoring implementation by sharing case studies from today's clinical trials. They dive deeper into how centralized monitoring can help detect adverse events more quickly and identify underreporting, the benefits of holistically monitoring trial data using centralized monitoring, and how a targeted SDV/SDR sampling strategy can help organizations to conserve resources while maintaining quality and safety.

V najnovšej epizóde podcastu NA PLNÝ PRÚD si riaditeľ SEVA Patrik Križanský pozval k mikrofónu Róberta Hatalu, vedúceho predaja osobných vozidiel Mercedes-Benz Slovakia. Rozprávajú sa o novej ére elektromobility, ktorú definuje softvér, umelá inteligencia a nová generácia vozidiel s vlastným operačným systémom.Čo znamená softvérovo definované vozidlo (SDV) a prečo predstavuje revolúciu v automobilovom svete? Ako Mercedes-Benz pomocou platformy MMA, vlastného systému MB.OS a superpočítačovej architektúry pretvára auto na digitálne zariadenie na kolesách? Dokáže generatívna AI na palube rozumieť kontextu jazdy? A ako ďaleko sme od plne autonómnej prevádzky?Ako sa v Mercedese mení pohľad na efektivitu, komfort a technológie? A čo ešte prinesie celá nová rodina postavená na tejto revolučnej architektúre?Odpovede na tieto otázky a exkluzívny pohľad do zákulisia technologickej transformácie jedného z najväčších výrobcov áut na svete prináša nová epizóda podcastu NA PLNÝ PRÚD.b

- Tariffs Could Cost 1 Million Plus Sales  - Two Suppliers Demand Tariff Payments Up Front - Canada Will Not Tariff USMCA Compliant Cars - Tesla Halts China Component Exports to U.S. - ZEV States Can Drop California Mandate - Renault Launches 3 SDV Vans - Porsche Uses Smartphone to Develop ADAS - Chevrolet EV Sales Up 114% - Bentley Uses AI to Inspect Leather  - Genesis Hypercar for 2026 Le Mans

- Tariffs Could Cost 1 Million Plus Sales  - Two Suppliers Demand Tariff Payments Up Front - Canada Will Not Tariff USMCA Compliant Cars - Tesla Halts China Component Exports to U.S. - ZEV States Can Drop California Mandate - Renault Launches 3 SDV Vans - Porsche Uses Smartphone to Develop ADAS - Chevrolet EV Sales Up 114% - Bentley Uses AI to Inspect Leather  - Genesis Hypercar for 2026 Le Mans

- Tariffs Could Hit Stellantis' Profits Hard - U.S. Tariffs Will Vary By Region - Hyundai Reveals New Software Platform and SDV - GMC Expands Sierra EV Lineup - GM's Durant Guild Opens 1st Experience Center - March China Sales Expected to Grow - Daimler Partners for Autonomous Military Vehicles

- Tariffs Could Hit Stellantis' Profits Hard - U.S. Tariffs Will Vary By Region - Hyundai Reveals New Software Platform and SDV - GMC Expands Sierra EV Lineup - GM's Durant Guild Opens 1st Experience Center - March China Sales Expected to Grow - Daimler Partners for Autonomous Military Vehicles

Francis Chow, VP & GM, In-Vehicle Operating System and Edge, Red Hat speaks with host John Heinlein Ph.D., Chief Marketing Officer, Sonatus about the many changes in software-defined vehicles, with a particular focus on vehicle operating systems. The conversation explains Red Hat's journey towards a safety-certified Linux, and shares many of the opportunities SDV can bring to the entire vehicle value chain and consumers. Recorded live in Las Vegas at CES 2025 in the Sonatus booth.

Dr. Moritz Neukirchner, Sr. Director Strategic Product Management, SDV, Elektrobit, joins host Dr. John Heinlein, Chief Marketing Officer from Sonatus, to discuss his valuable perspective on the shift to software-defined vehicles. Moritz is well-known in the automotive industry and explains critical technical infrastructure, including how Elektrobit is advancing Linux for vehicles, how SDV suits commercial vehicles, prototyping, CI/CD, and more. Moritz also explains his SDV maturity framework and how it introduces a common nomenclature for the shift to SDV. Filmed live at the Sonatus booth at CES 2025.Links referenced in this episode:Moritz's SDV maturity level framework https://www.linkedin.com/pulse/sdv-yet-dr-moritz-neukirchner-uuyxf/

This week, ACRO's Good Clinical Podcast returns for a special episode! Lauren Garson (Veeva), Nicole Stansbury (Premier Research) and Jennifer Stewart (Premier Research) join the podcast to discuss the ACRO RBQM Working Group's latest paper, “Risk-based Quality Management: A Case for Centralized Monitoring," available to download at https://www.acrohealth.org/resource/rbqm-centralized-monitoring/They dive deeper into highlights from their latest publication, including the benefits of a risk-based approach to trial monitoring and the role that centralized monitoring can play in building more efficient and effective clinical trials.

What is the real definition of a software-defined vehicle (SDV)? It depends, mostly on who you are asking that question of. I asked John Heinlein, the Chief Marketing Officer at Sonatus and he had a great response on this week's Embedded Executives podcast. We discussed the differences between various tiers of vehicles, how they are upgraded, and what we should be looking out for as we move forward. Note that John has his podcast and was gracious enough to have me on as a guest recently. Hear that one here.

Die Software von Fahrzeugen und das autonome Fahren ist schon lange die Heimat von Apex.AI-Gründer Jan Becker. Deshalb klären wir mit ihm, wie es um den aktuellen Stand der Technik steht, welcher der deutschen Autobauer die Nase vorn hat und warum Konzerne wie Volkswagen trotz großer Ambitionen nicht ohne Partner wie RIvian oder Xpeng auskommen.

Greg Putnam, a former Navy SEAL, shares his experience transitioning from the military to cattle ranching. He discusses his time in the SEAL Delivery Vehicle (SDV) unit and the challenges of long-duration dives in small, submersible vehicles. The mental and physical toll of these dives, including the need for breath control and the lack of communication, is highlighted. Greg also talks about the unique camaraderie and mindset required for SDV operations. The conversation touches on the importance of mindset, breath work, and preparation for SEAL missions. Greg Putnam and Kevin Seiff discuss various topics including Greg's experience in the military, his transition to civilian life, and his involvement in cattle ranching. They also touch on the influx of people moving to Montana and the challenges of living in a rural area. Greg shares his journey into ranching and the complexity of the industry. The complexity and capital intensity of the agriculture and ranching business are often underestimated. The business requires a diverse skill set, including accounting and cash flow projections. Similar to the military, the job evolves from operational to administrative and planning. While there are enjoyable aspects, such as being outdoors and working with animals, there is also a significant amount of challenging and mundane work. The key to success is having a genuine passion for the job and being willing to overcome obstacles. Building a strong team and being open to making changes are crucial in the industry. Little Belt Beef focuses on producing high-quality, sustainable beef through a vertically integrated supply chain. Grass-finished beef has a different flavor profile compared to grain-finished beef, with grass-finished beef having a more natural, wild game-like taste. The marbling of beef determines its grade, with higher marbling resulting in a higher grade. Little Belt Beef uses a style of grazing and rotation similar to grass-fed, grass-finished beef but finishes their cattle on grain for the desired fat quality, color, and marbling. The company emphasizes the importance of local supply chains and building a customer base that supports their product. Show Links Get 1-month of FREE access to the ⁠Vet Collective Community⁠ by using discount code: NLT1UQTI Join us here: ⁠⁠⁠https://www.collective.vet⁠⁠⁠ Episodes also available on Spotify, Apple, and Amazon Music. https://linktr.ee/harder_not_smarter Greg's Links https://littlebeltcattleco.com/ https://www.instagram.com/littlebeltcattleco/ Chapters 00:00 Building a Strong Team and Embracing Change in Agriculture and Ranching 32:08 The Flavor Difference Between Grass-Finished and Grain-Finished Beef 34:04 Understanding the Grading Process for Beef 38:16 The Importance of Local Supply Chains in Beef Production 39:30 Building a Customer Base for Sustainable Beef

Software-defined vehicles (SDVs) are increasingly playing a crucial role in automakers' product evolution. From consolidating hardware to providing regular software updates and the necessary compute power for future applications such as autonomous driving and digital cockpits, the SDV will become a defining enabler.In this latest episode of ‘The Counterpoint Podcast', host Murtuza Ali is joined by Benjamin Lyon, Vice President and Chief Technology Officer at Aptiv, a global technology firm and automotive supplier. The conversation dives into Aptiv's software platform and service offering, which are enabling the SDV for automotive OEMs.Follow us on social media platforms –Twitter – https://twitter.com/counterpointtrLinkedIn – https://www.linkedin.com/company/counterpoint-technology-market-research/YouTube - https://www.youtube.com/@counterpointresearch/Instagram - https://www.instagram.com/counterpointresearch/

Greg Putnam, a former Navy SEAL, shares his experience transitioning from the military to cattle ranching. He discusses his time in the SEAL Delivery Vehicle (SDV) unit and the challenges of long-duration dives in small, submersible vehicles. The mental and physical toll of these dives, including the need for breath control and the lack of communication, is highlighted. Greg also talks about the unique camaraderie and mindset required for SDV operations. The conversation touches on the importance of mindset, breath work, and preparation for SEAL missions. Greg Putnam and Kevin Seiff discuss various topics including Greg's experience in the military, his transition to civilian life, and his involvement in cattle ranching. They also touch on the influx of people moving to Montana and the challenges of living in a rural area. Greg shares his journey into ranching and the complexity of the industry. The complexity and capital intensity of the agriculture and ranching business are often underestimated. The business requires a diverse skill set, including accounting and cash flow projections. Similar to the military, the job evolves from operational to administrative and planning. While there are enjoyable aspects, such as being outdoors and working with animals, there is also a significant amount of challenging and mundane work. The key to success is having a genuine passion for the job and being willing to overcome obstacles. Building a strong team and being open to making changes are crucial in the industry. Little Belt Beef focuses on producing high-quality, sustainable beef through a vertically integrated supply chain. Grass-finished beef has a different flavor profile compared to grain-finished beef, with grass-finished beef having a more natural, wild game-like taste. The marbling of beef determines its grade, with higher marbling resulting in a higher grade. Little Belt Beef uses a style of grazing and rotation similar to grass-fed, grass-finished beef but finishes their cattle on grain for the desired fat quality, color, and marbling. The company emphasizes the importance of local supply chains and building a customer base that supports their product. Show Links  Get 1-month of FREE access to the ⁠Vet Collective Community⁠ by using discount code: NLT1UQTI  Join us here: ⁠⁠⁠https://www.collective.vet⁠⁠⁠   Episodes also available on Spotify, Apple, and Amazon Music.  https://linktr.ee/harder_not_smarter Greg's Links https://littlebeltcattleco.com/ https://www.instagram.com/littlebeltcattleco/  Chapters 00:00 Greg Putnam's Unconventional Journey 04:11 The Mental and Physical Challenges of SDV Operations 08:26 The Unique Camaraderie of SDV Operators 19:07 The Importance of Mindset, Breath Work, and Preparation in SEAL Missions 27:07 From Military to Civilian Life: Greg's Journey 28:00 Living in Rural Montana: Challenges and Benefits 32:24 Exploring Cattle Ranching: Greg's Interest and Journey 36:09 The Complexity of Beef Cattle Production 56:29 The Complexity and Capital Intensity of Agriculture and Ranching 57:13 The Evolution of the Job: From Operational to Administrative 58:09 Passion and Perseverance: Overcoming Obstacles in the Industry 01:00:10 Building a Strong Team and Embracing Change in Agriculture and Ranching 01:32:08 The Flavor Difference Between Grass-Finished and Grain-Finished Beef 01:34:04 Understanding the Grading Process for Beef 01:38:16 The Importance of Local Supply Chains in Beef Production 01:39:30 Building a Customer Base for Sustainable Beef

- VW Boosts Rivian Investment By $800 Million - Elon Musk Joins Trump Administration - EU Automakers Sound Alarm Over CO2 Regulations - Ford Cuts EV Production in Germany - Hertz Accelerates EV Selloff - Xpeng Lands 2,000 Orders for VTOL - Waymo Opens Robotaxi Service to Public in LA - UAW Scales Back Organizing Efforts - CATL Open to Building U.S. Plant If Trump Allows It - Ford Ranger Gets New, More Powerful Engine

- VW Boosts Rivian Investment By $800 Million - Elon Musk Joins Trump Administration - EU Automakers Sound Alarm Over CO2 Regulations - Ford Cuts EV Production in Germany - Hertz Accelerates EV Selloff - Xpeng Lands 2,000 Orders for VTOL - Waymo Opens Robotaxi Service to Public in LA - UAW Scales Back Organizing Efforts - CATL Open to Building U.S. Plant If Trump Allows It - Ford Ranger Gets New, More Powerful Engine

Mission Accomplished: Rob O'Neill on SEAL Team Six, Leadership, and Life After the Battlefield. In this week's episode, Marcus and Melanie Luttrell meet with one of the most highly decorated combat veterans of our time—Robert J. O'Neill. With an incredible 400+ combat missions under his belt, Rob's experiences span across Liberia, The Balkans, The Persian Gulf, Indian Ocean, Ukraine, Iraq, Afghanistan, and Pakistan. As a Navy SEAL, Rob served in SEAL Team Two, SEAL Team Four, and spent eight years with the legendary SEAL Team Six. Rob's heroic career is underscored by 53 decorations, including two Silver Stars for gallantry, four Bronze Stars with Valor for heroism, and a host of other prestigious commendations. His resume of skills includes elite qualifications like Military Free-Fall Jumpmaster, Naval Special Warfare Scout/Sniper, and Master Naval Parachutist, among many others. In this episode, we dive deep into Rob's role in some of the most significant military operations in recent history: Operation Red Wings, which saw the rescue of the Lone Survivor, Marcus Luttrell The lead jumper in the daring rescue of Captain Richard Phillips from Somali pirates Operation Neptune's Spear, the mission that brought down Osama bin Laden Beyond the battlefield, Rob is the co-founder of the Special Operators Transition Foundation, a non-profit dedicated to helping special operations veterans transition to successful careers in corporate America. He is also the author of the best-selling memoir, THE OPERATOR: Firing the Shots that Killed Osama bin Laden and My Years as a SEAL Team Warrior. Throughout his post-military career, Rob has become a prominent public speaker, security consultant, and media contributor, sharing expert insights on military strategy and terrorism. Whether speaking to survivors of 9/11 or delivering keynote speeches to business leaders, Rob translates his elite training into actionable lessons on leadership, resilience, and success. Join us as we explore Rob O'Neill's incredible journey from the frontlines to the boardroom and hear his thoughts on leadership, transition, and how to thrive under pressure. Tune in to hear the untold stories and actionable advice from one of America's most decorated heroes!  In This Episode You Will Hear: • I don't think I could beat Marcus at arm wrestling if I can't pick up a bowling ball. (1:58) • You do realize there's a thing called old man strength? (5:53) • [Rob O'Neil] I have a podcast as well, called “The Operator.” We're called The Operator because if you're doing anything, you're an operator. (6:18) • Having a big man to kick your ass and teach you wind a bobbin; you realize there is skill here. (9:59) • When people quit BUDS, it's not because “this is hard”. [It's because] I'm tired of the broken foot; I'm tire of the shin splints; I'm tire of my dislocated shoulder; I'm tired. 21:20) • In BUDS, one of the biggest problems is eating too much. Like I want 5 cheeseburgers, but we have a 4-mile run afterwards. (26:35) • [Rob] and for everyone that doesn't know, can you explain what a SDV is? [Marcus] Imagine a mini submarine and shrink it down. The difference is that a submarine is dry inside, and the SDV is completely full of water. (37:40) • Listen to Marcus discuss the details of being in an SDV for 8 hours. (38:52) • [Marcus] Talk about ultimate torture - If you have a deep freeze in your garage, fill that sucker full of water, crawl in there and sit down for 8 hours. (38:53) • The first time I got in there, I was terrified. (43:49) • [Marcus] There's stuff that happens to us out there. Sometimes safety gets in the way of it. (58:40) • [After falling down the mountain during Operation Red Wings] I could hear that stream running. I've got to get me water, but I kept thinking I can't drink out of it, because my buddies are in it. (79:27) • If you want to make God laugh, tell Him what your plan is. (90:24) • [Marcus] Bro, when you saw that son of a bitch's face [Osama Bin Laden], what was the first thing you saw? [Rob O'Neal] I saw his nose. He was skinny, wearing white – tall. (93:41) • My nickname was “Nisro” (Navy SEAL Rob O'Neal). When they asked “Who got him?” They go “Nisro,” and they said “Fuck! Were never gonna hear the end of it.” (95:38) Socials: -  IG: mchooyah - Host of The Operator Podcast - IG: team_neverquit , marcusluttrell , melanieluttrell , huntero13 -  https://www.patreon.com/teamneverquit Sponsors:    - Navyfederal.org           - GoodRX.com/TNQ   -  kalshi.com/TNQ    - PXG.com/TNQ   -  joinbilt.com/TNQ    - Tonal.com [TNQ]   - greenlight.com/TNQ   - PDSDebt.com/TNQ   - drinkAG1.com/TNQ    - ghostbed.com/TNQ [TNQ]   - Shadyrays.com [TNQ]   - qualialife.com/TNQ [TNQ]   - Hims.com/TNQ   - Shopify.com/TNQ   - Aura.com/TNQ   - Moink.com/TNQ   - Policygenius.com   - TAKELEAN.com [TNQ]   - usejoymode.com [TNQ]   - Shhtape.com [TNQ]   - mackweldon.com/utm_source=streaming&utm_medium=podcast&utm_campaign=podcastlaunch&utm_content=TNQutm_term=TNQ

- Stellantis To Cut ICE Production to Meet EU CO2 Regs - EU OEMs Deliberately Wait For 2025 To Sell Cheaper EVs - CATL Q3 Earnings Miss Expectations - Hyundai, Lucid Sell More Stock to Raise Capital - U.S. EV Registrations Up 18% In August - Cybertruck Can Now Be Ordered with No Reservation - GM Using AI to Improve Software - Used Nissan Ariya EV Prices Plummet - Japanese OEMs To Cooperate on SDVs

- Stellantis To Cut ICE Production to Meet EU CO2 Regs - EU OEMs Deliberately Wait For 2025 To Sell Cheaper EVs - CATL Q3 Earnings Miss Expectations - Hyundai, Lucid Sell More Stock to Raise Capital - U.S. EV Registrations Up 18% In August - Cybertruck Can Now Be Ordered with No Reservation - GM Using AI to Improve Software - Used Nissan Ariya EV Prices Plummet - Japanese OEMs To Cooperate on SDVs

We spend a lot of time talking about the software-defined vehicle (SDV), and there are two very good reasons for that. One is that is it occurring, whether you know it or not or whether you want it or not. The second reason is that it is very complex, even if you're just dealing with the HMI, as it all ties back together at some point. To sort through the issues, I invited Marcelo Williams, a Global Senior Director for Infineon Technologies to be my guest on this week's Embedded Executives podcast.

- Volkswagen Threatened with Strikes in Germany - Canada “Absolutely” Considering China Software Ban - Rivian Launches Pre-Owned Program - Hyundai/Kia Partner with Samsung - Honda Teases New Passport's Off-Road Capability - Uber and WeRide To Offer Robotaxi Rides in the UAE - SGMW Unveils Gull-Wing Concept Car  - Luxeed's Knock-Knock, Who's There? - REE Auto Signs Production Deal with Roush

- Volkswagen Threatened with Strikes in Germany - Canada “Absolutely” Considering China Software Ban - Rivian Launches Pre-Owned Program - Hyundai/Kia Partner with Samsung - Honda Teases New Passport's Off-Road Capability - Uber and WeRide To Offer Robotaxi Rides in the UAE - SGMW Unveils Gull-Wing Concept Car  - Luxeed's Knock-Knock, Who's There? - REE Auto Signs Production Deal with Roush

- U.S. EV Sales Shoot Up 18% - UAW Threatens Stellantis With National Strike - UAW-VW Contract Bargaining Will Be Intense - 50,000 Gallons of Water Needed in Tesla Semi Fire - Meet Renault's 1st SDV, The Estafette - Ford Ranger PHEV Specs - Xpeng Intros 800-kW EV Chargers - Wuling Mini EV Gets Design Refresh - Toyota Readies bZ3C EV For China  - Renault's Horse Lands EREV Contract   - Uber Using AVs From Waymo, GM Cruise

- U.S. EV Sales Shoot Up 18% - UAW Threatens Stellantis With National Strike - UAW-VW Contract Bargaining Will Be Intense - 50,000 Gallons of Water Needed in Tesla Semi Fire - Meet Renault's 1st SDV, The Estafette - Ford Ranger PHEV Specs - Xpeng Intros 800-kW EV Chargers - Wuling Mini EV Gets Design Refresh - Toyota Readies bZ3C EV For China  - Renault's Horse Lands EREV Contract   - Uber Using AVs From Waymo, GM Cruise

Send us a textOn this episode of Embedded Insiders, we're joined by Calista Redmond, CEO of RISC-V International, and Andrea Gallo, VP of Technology, as they dive into the organization's latest technical breakthroughs, the evolving RISC-V software ecosystem, and how RISC-V is making an impact in the AI/ML sectors—and beyond.Register for the upcoming RISC-V Summit in Santa Clara, CA on October 22-23, 2024.Later, Rich chats with Ray Notarantonio, Senior Director at Infineon, to uncover the 'true' definition of a software-defined vehicle (SDV). They explore the future possibilities of SDVs, the timeline for their broader adoption, and the challenges still in the way.But first, Rich and Ken provide a sneak peek into what's in store at the Embedded World North America conference and exhibition, happening October 8-10 in Austin, Texas. For just $30, attendees can participate in one of three hands-on workshops sponsored by Analog Devices, NXP Semiconductors, and STMicroelectronics—each designed to help you jumpstart your next application.Don't wait! Check out the links below for more details and to register—spots are filling up fast!Embedded Development using Zephyr & Open Source ToolingFast-Track your IoT Development with NXP's Wireless MicrocontrollersHands-On Training with Free Nucleo-H7S3L8 Dev BoardFor more information, visit embeddedcomputing.com

Shoot us a Text.It's a great Monday as we launch into the week with guest host Ben Hadley. Today we're talking about software-defined vehicles and how Polestar is leaning in, Tesla's recent patents for wireless home EV charging and autonomous AI bots that are starting to become effective in business.Show Notes with links:Polestar CEO Thomas Ingenlath believes the transition to software-defined vehicles (SDVs) represents a major leap forward in automotive innovation. He stresses that SDVs are not just a buzzword but an essential shift as software takes a central role in shaping vehicle performance and user experience, particularly for Polestar's electric lineup.Ingenlath sees enormous potential in SDVs, transforming vehicles far beyond connectivity features, including how they drive, accelerate, and manage energy systems.Software complexity caused significant delays for the Polestar 3, as the crossover shares its platform with Volvo's EX90, which experienced similar issues.Polestar's sales goals were impacted by the delays, with the company falling short of its 2023 target by selling 54,600 vehicles instead of 124,000.The SDV focus isn't unique to Polestar, as Audi recently created a management role dedicated to SDVs."That is how much of an impact software has. It changes the physical behavior of a car,” Ingenlath said.Tesla is advancing wireless home EV charging, revealed through new patent applications, signaling a shift toward autonomous charging solutions.Tesla's wireless charging aims to remove the need to manually plug in your car, a convenience that aligns with its goal of autonomous driving.Wireless charging has historically been less efficient than cable-based options, but new methods, such as magnetic resonance, claim similar efficiency (~95%).Patents reveal Tesla's focus on solving technical challenges like ground leakage and temperature management to improve efficiency.Chief designer Franz von Holzhausen confirmed work on a wireless charging pad, with possible applications for the Cybertruck and other models.Researchers at Stanford have developed “Smallville,” a game featuring AI-driven agents that can autonomously perform tasks. These agents, powered by large language models (LLMs), demonstrate why autonomous AI will become essential for organizations.AI agents in Smallville can remember, plan, and act independently, showcasing their potential to handle tasks like event planning without human input.Businesses are starting to explore AI agents in areas like stock trading and product design, pointing to a future where AI handles complex functions with minimal oversight.AI agents are poised to become key team members, handling tasks like managing meetings, assisting with decisions, and supporting specialized teams.Hosts: Paul J Daly and Kyle MountsierGet the Daily Push Back email at https://www.asotu.com/ JOIN the conversation on LinkedIn at: https://www.linkedin.com/company/asotu/ Read our most recent email at: https://www.asotu.com/media/push-back-email

Do you know what a software-defined vehicle (SDV) is? You likely have your definition, which may or may not be the “right” definition. Just getting that baseline is where my discussion started with Ray Notarantonio, Infineon's Senior Director of Vehicle User Experience in this week's Embedded Executives podcast. We explored what's possible with an SDV, when you should expect it, and what's holding up the various aspects.

- Chinese EV Stock Prices Take a Nosedive - Polestar Posts Another Big Loss - EV Registrations Down Sharply in Europe - JD Power Lowers Its EV Sales Forecast - ChargePoint Improving Reliability with AI - Hyundai Taking Tesla-Like Approach - Brand Loyalty Highest in 4 Years - Techs Can Help Sell More Service Repair - 2 Tellurides Come with Ticket to Jail

- Chinese EV Stock Prices Take a Nosedive - Polestar Posts Another Big Loss - EV Registrations Down Sharply in Europe - JD Power Lowers Its EV Sales Forecast - ChargePoint Improving Reliability with AI - Hyundai Taking Tesla-Like Approach - Brand Loyalty Highest in 4 Years - Techs Can Help Sell More Service Repair - 2 Tellurides Come with Ticket to Jail

G'Day and welcome to Overdrive, a program that roams through the world of motoring and transport More of our thoughts, ideas and ramblings are covered on our website, podcast or social media – just search for Cars Transport Culture I'm David Brown And I am joined by the erudite Paul Murrell from Seniordriveraus.com In this program (timings in mm:ss) News Stories • Melbourne City Council bans e-bikes (00:40) • Nissan and Honda agree to joint research in fundamental technologies for next-generation SDV platform (13:35) • A6 Sportback e-tron The most aerodynamic Audi of all time (19:52) • Nissan trialling cool paint technology (26:38) • Humans Are Going to the Moon-s South Pole This Is How They'll Drive There (31:15) Road Test – Peugeot 408 Fast Back Plug in hybrid (33:42) Feature Interview (50:33) Fighting against working from home. Vested interests support current financial structures on the back of making workers toil with commuting. Web Site: Driven Media: drivenmedia.com.au Podcasts iTunes: Cars Transport Culture Spotify: Cars Transport Culture Or our social pages Facebook Cars Transport Culture Instagram Cars Transport Culture Or YouTube site Cars Transport Culture Search for Cars transport culture And this has been overdrive Thanks to • Paul Murrell • Prof David Hensher • Peugeot Australia • Mark Wesley • Bruce Potter for their help with this program. You can get more of our work including longer versions of the program on our website, through our podcasts, or more visual information on Facebook, Instagram or YouTube. In all cases search for cars transport culture. Overdrive is syndicated across Australia on the Community Radio Network Originally broadcast 17 August 2024 I'm David Brown Thanks for listening

The software-defined vehicle (SDV) requires lots of horsepower, and in many cases, extensive use of AI. Is the world ready for this application? More importantly, are the automakers ready? This is the avenue I went down with Frantz Saintellemy, the President and CEO of Leddar Tech. We discussed the ecosystem, the available products, the activities in different regions, and the prevailing perceptions in this week's Embedded Executives podcast.

This week model-based design and software defined vehicles take center stage! My guest Jim Tung (MathWorks fellow) and I discuss the trends driving a push toward software defined vehicles, the benefits of model-based design for SDV development and the tools that engineers should consider for virtualizing vehicle behavior. Also this week, I investigate a new enhanced event camera developed by a team of researchers at the University of Maryland which could vastly improve how robots see and react to the world around them.

TOPICS: Vehicle Software PANEL: Oliver Spiess, ZF Group; Lindsay Brooke, Freelance; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

- Rivian Hits Paydirt With Massive VW Investment - Rivian Hints At 5 Future Models - Tesla Drops Under 50% U.S. EV Market Share - CDK Cyberattack Lasts Longer Than Expected - U.S. June Sales At 16.2 Million SAAR - Revealed The Last Pontiac Concept Car - GM-SAIC Use Robots for Car Testing - Bentley Unleashes Most Powerful Model Ever - CATL Flies 4-Ton Electric Plane

- Rivian Hits Paydirt With Massive VW Investment - Rivian Hints At 5 Future Models - Tesla Drops Under 50% U.S. EV Market Share - CDK Cyberattack Lasts Longer Than Expected - U.S. June Sales At 16.2 Million SAAR - Revealed The Last Pontiac Concept Car - GM-SAIC Use Robots for Car Testing - Bentley Unleashes Most Powerful Model Ever - CATL Flies 4-Ton Electric Plane

Jimmy Watson served 17 years on active duty, splitting time between the Marine Corps, Blackwater, and finally as a Navy SEAL. He completed 2 deployments as a Marine before transitioning to Blackwater and working his way to the role of Team Leader. While in this role the Nisour Square Massacre occurred, an event that would draw FBI attention later, but by that time he was already serving at an SDV command in Hawaii as a SEAL. I don't know the best word to describe Jimm'ys life, it has taken twists and turns that most can likely not fathom. From leaving school at 13 to a suicide attempt in a mental hospital while fighting to stay in the military, to working from John McAfee to being on the run from the FBI, to finding redemption in faith. Strap in for a journey, we talked about it all. Fear the belt sander.... Wolf 21- Check out what they have to offer for the best sleep of your life: https://www.thewolf21.com Use Code: "clearedhot" for 30% off of your 1st order The Speed of War Comic Series: https://www.thespeedofwar.com/ Check out the newest Cleared Hot Gear here: https://shop.clearedhotpodcast.com/  

Subscribe to the Mike Drop Patreon Page to see Ad-Free Episodes Early + Bonus Content at https://www.patreon.com/mikedrop Jimmy Watson has got one hell of a story to tell. He served 17 years on active duty, first with two deployments as a U.S. Marine before getting into private contracting at Blackwater, where he'd eventually rise to the rank of Team Leader and find himself squarely in the sights of the F.B.I. following the events of the Nisour Square Massacre.  From there he'd join SEAL Teams over at SDV off the coast of Hawaii, before eventually pivoting into bodyguard work for one John McAfee - shortly before becoming Team McAfee's very own CEO. Throw in a scandalous dash of crypto trading, a sketchy stint doing in contract work in Columbia, and you've got yourself one hell of a story. Fortunately for us, when it comes to Jimmy Watson, nothing is off limits.  ---------- Support Jimmy Watson -  Join Jimmy's Warrior Tribe, Touchpoint Nation, at https://www.jimmywatson.co Instagram: https://www.instagram.com/mightywarrior2023 YouTube: https://www.youtube.com/@MightyWarrior2024 TikTok: https://www.tiktok.com/@mightywarrior2024 ---------- Sponsors:  Beam Take advantage of Beam's biggest sale of the year and get up to 40% off for a limited time when you go to https://www.shopbeam.com/MIKEDROP and use promo code MIKEDROP at checkout! ---------- Fueled by TeamDog | www.mikeritlandco.com | @Teamdog.pet ALL THINGS MIKE RITLAND: SHOP for Fueled By Team Dog Performance Dog Food, Treats, Apparel, Accessories, and Protection dogs - MikeRitlandCo.com - https://www.MikeRitlandCo.com Team Dog Online dog training - TeamDog.pet - https://www.TeamDog.pet Learn more about your ad choices. Visit podcastchoices.com/adchoices

MotorTrend's Ed Loh sits down with Sonatus Co-Founder/CEO Jeff Chou, and ARM's Director of Automotive Partnerships Robert Day! The group discusses the partnership between Sonatus & ARM, and how they're assisting the automotive industry's transformation into the Software Defined Vehicle (SDV) era. 0:55 - Question of the Day. 6:36 - About today's guests. 9:42 - What is Sonatus? 12:25 - What is ARM? 15:17 - "Data Center on wheels". 17:25 - Edge computing meets automotive. 18:15 - Where does Sonatus & ARM fit in? 20:21 - What is ARM bringing to SDVs? 23:03 - What defines a SDV? 27:52 - Consolidating hardware. 30:50 - Diagnosing problems in a SDV. 33:30 - Major paradigm shift for OEMs. 40:55 - Autonomy. 42:52 - Duality of philosophy - Analog vs Digital. 47:40 - Safety & security. 51:26 - Are some safety features actually making drivers worse? 52:44 - Driver monitoring systems (DMS). 54:02 - OTA updates. 57:54 - SOAFEE - Developing and deploying software in the SDV. 01:01:25 - GM & Red Hat collaboration. 01:02:53 - Near future tech. 01:07:50 - InEVitability?

In this supersized episode, we share our very unusual experience purchasing, receiving, and driving our 2023 Fisker Ocean Ultra; there are so many twists and turns to this story, we can't summarize them here, you'll just have to listen to the entire wild experience! We also answer audience questions about how to store an EV for long periods of time, and the best car for road trips: the Ford Maverick, Subaru Forester, or Toyota Camry.   More info on the 2023 Fisker Ocean here: https://www.consumerreports.org/cars/hybrids-evs/fisker-ocean-electric-suv-review-a2735159415/?EXTKEY=YSOCIAL_YT Ratings and test results on every car CR purchases and tests: https://www.consumerreports.org/cars/?EXTKEY=YSOCIAL_YT     SHOW NOTES ----------------------------------- 00:00 - Introduction 00:15 - Our Fisker Ocean 01:53 - Buying & Delivery Experience 06:19 - Issue with the Ocean 09:16 - Payment 09:53 - Driving Experience 10:46 - Software Versions 12:19 - Customer Service 14:41 - Experiencing The Car 21:12 - Missing Safety Features 23:02 - Features we liked 23:43 - Range & Charging 27:49 - Regenerative Braking 31:25 - Controls 33:34 - ABS Issue 34:59 - Cabin 37:09 - SDV - Software Defined Vehicle 39:18 - State of Fisker 43:26 - Price Drop 45:06 - The Paint 47:50 - Inventory 51:37 - Consumer Take Aways 54:22 - Question #1: What is the best way to store an electric vehicle  for a long period of time? 57:34 - Question #2: What is the best car for road trips: the Ford Maverick, Subaru Forester, or Toyota Camry?     ----------------------------------   First Drive: 2023 Fisker Ocean Electric SUV Proves to Be Unfinished Business https://www.consumerreports.org/cars/hybrids-evs/fisker-ocean-electric-suv-review-a2735159415/?EXTKEY=YSOCIAL_YT   2023 Fisker Ocean https://www.consumerreports.org/cars/fisker/ocean/2023/overview/?EXTKEY=YSOCIAL_YT   Electric Cars and Plug-In Hybrids That Qualify for Federal Tax Credits https://www.consumerreports.org/cars/hybrids-evs/electric-cars-plug-in-hybrids-that-qualify-for-tax-credits-a7820795671/?EXTKEY=YSOCIAL_YT   Hot, New Electric Cars That Are Coming Soon https://www.consumerreports.org/cars/hybrids-evs/hot-new-electric-cars-are-coming-soon-a1000197429/?EXTKEY=YSOCIAL_YT     ----------------------------------- Have a question for our experts? Leave a comment on this episode, or reach out to us directly!   From your iOS device, iMessage us at TalkingCars@icloud.com to send a photo, video, or text directly to the Talking Cars team!   We love to feature our viewers on the show, so submit video questions at https://www.consumerreports.org/cars-talking-cars/   Subscribe to Talking Cars on Spotify: https://open.spotify.com/show/4Jr8wJRJyN9v8T6LC1fQQ6     ----------------------------------- To find out how products scored in CR's rigorous lab tests—and to access our comprehensive ratings for items you use every day—become a member. CR is a mission-driven, independent, nonprofit organization. Join now at https://CR.org/joinviaYT

In this supersized episode, we share our very unusual experience purchasing, receiving, and driving our 2023 Fisker Ocean Ultra; there are so many twists and turns to this story, we can't summarize them here, you'll just have to listen to the entire wild experience! We also answer audience questions about how to store an EV for long periods of time, and the best car for road trips: the Ford Maverick, Subaru Forester, or Toyota Camry.   More info on the 2023 Fisker Ocean here: https://www.consumerreports.org/cars/hybrids-evs/fisker-ocean-electric-suv-review-a2735159415/?EXTKEY=YSOCIAL_YT Ratings and test results on every car CR purchases and tests: https://www.consumerreports.org/cars/?EXTKEY=YSOCIAL_YT     SHOW NOTES ----------------------------------- 00:00 - Introduction 00:15 - Our Fisker Ocean 01:53 - Buying & Delivery Experience 06:19 - Issue with the Ocean 09:16 - Payment 09:53 - Driving Experience 10:46 - Software Versions 12:19 - Customer Service 14:41 - Experiencing The Car 21:12 - Missing Safety Features 23:02 - Features we liked 23:43 - Range & Charging 27:49 - Regenerative Braking 31:25 - Controls 33:34 - ABS Issue 34:59 - Cabin 37:09 - SDV - Software Defined Vehicle 39:18 - State of Fisker 43:26 - Price Drop 45:06 - The Paint 47:50 - Inventory 51:37 - Consumer Take Aways 54:22 - Question #1: What is the best way to store an electric vehicle  for a long period of time? 57:34 - Question #2: What is the best car for road trips: the Ford Maverick, Subaru Forester, or Toyota Camry?     ----------------------------------   First Drive: 2023 Fisker Ocean Electric SUV Proves to Be Unfinished Business https://www.consumerreports.org/cars/hybrids-evs/fisker-ocean-electric-suv-review-a2735159415/?EXTKEY=YSOCIAL_YT   2023 Fisker Ocean https://www.consumerreports.org/cars/fisker/ocean/2023/overview/?EXTKEY=YSOCIAL_YT   Electric Cars and Plug-In Hybrids That Qualify for Federal Tax Credits https://www.consumerreports.org/cars/hybrids-evs/electric-cars-plug-in-hybrids-that-qualify-for-tax-credits-a7820795671/?EXTKEY=YSOCIAL_YT   Hot, New Electric Cars That Are Coming Soon https://www.consumerreports.org/cars/hybrids-evs/hot-new-electric-cars-are-coming-soon-a1000197429/?EXTKEY=YSOCIAL_YT     ----------------------------------- Have a question for our experts? Leave a comment on this episode, or reach out to us directly!   From your iOS device, iMessage us at TalkingCars@icloud.com to send a photo, video, or text directly to the Talking Cars team!   We love to feature our viewers on the show, so submit video questions at https://www.consumerreports.org/cars-talking-cars/   Subscribe to Talking Cars on Spotify: https://open.spotify.com/show/4Jr8wJRJyN9v8T6LC1fQQ6     ----------------------------------- To find out how products scored in CR's rigorous lab tests—and to access our comprehensive ratings for items you use every day—become a member. CR is a mission-driven, independent, nonprofit organization. Join now at https://CR.org/joinviaYT

- Stellantis Slashes 2,500 Jobs in Italy - BYD's 2023 Earnings Soar - Hyundai Invests $51 Billion In EVs and SDVs - Plastic Omnium Changes Name to OPmobility - Citroen Reveals New Basalt Small SUV - Honda Establishes New F1 Base in the UK - JD Power: EV Owners Not Happy with Tire Wear - Forvia Intelligent Headlights Coming to U.S. This Year - Nio ET9 To Feature 1st Mass-Produced 900V Drive Unit

- Stellantis Slashes 2,500 Jobs in Italy - BYD's 2023 Earnings Soar - Hyundai Invests $51 Billion In EVs and SDVs - Plastic Omnium Changes Name to OPmobility - Citroen Reveals New Basalt Small SUV - Honda Establishes New F1 Base in the UK - JD Power: EV Owners Not Happy with Tire Wear - Forvia Intelligent Headlights Coming to U.S. This Year - Nio ET9 To Feature 1st Mass-Produced 900V Drive Unit

MotorTrend's Ed Loh & Jonny Lieberman chat with the Head of Fiat North America, Aamir Ahmed! The guys chat with Aamir about the all-electric Fiat 500e being released in the North American Market, Fiat Pass, Fiat House, Fiat Live Store, and more! 0:37 - Question of the Day: Big Brother. 5:07 - 2024 Fiat 500e - Best selling city car in Europe! 6:10 - Comparing to the former model, current packages. 12:33 - Range, Charge Time, & Price. 15:33 - Sound Generator!? 16:43 - Level 2 Charger or public charging credits included. 18:43 - IONNA Charging Network. 20:52 - Fiat Pass. 22:34 - Fiat House. 25:22 - Future Options? 29:35 - Fiat 500e 2021 special models. 30:19 - Fiat Live Store. 31:35 - Comparing the 500e to the current EV market. 37:23 - Backseat space. 39:00 - Non-Electric Fiat in the U.S.? 40:46 - Aamir's background. 44:00 - Uconnect System. 49:10 - SRT Charger, Challenger Brand Marketing. 57:10 - SDV transition. 01:01:07 - Head of Fiat North America. 01:03:38 - Ed's speech. 01:06:46 - Why buy a 2024 Fiat 500e?

TOPIC: Auto Industry Changes PANEL: Jeff Stout, Yanfeng; Paul Waatti, AutoPacific; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

The automotive industry's steady transition to “software-defined vehicles” could offer new entrants advantages against established incumbents.----- Transcript -----Lee Simpson: Welcome to Thoughts on the Market. I'm Lee Simpson, Head of Morgan Stanley's European Technology Hardware Team. Shaqeal Kirunda: And I'm Shaqeal Kirunda, from Morgan Stanley's European Autos Team. Lee Simpson: On this special episode of the podcast, we will discuss the evolution of autos in the direction of software defined vehicles. It's Thursday, 19th October at 10 a.m. in London. Lee Simpson: Cars are in the process of transforming from electromechanical terminals to intelligent mobile devices, and we think the emergence of software defined vehicles or SDVs, is a sign we're approaching the car smartphone moment. The migration to SDVs is part of a broader transformation in autos that could even redefine the economics of the car itself. The implications for this are deep and far reaching. So Shaqeal, what is an SDV and how is it different from most cars on the road today? Shaqeal Kirunda: Thanks Lee, so most people are aware of one of the global megatrends in autos to transition to electric vehicles, was less well understood as a transition to the software defined vehicle. An SDV can be defined as any vehicle that manages its operations or adds new functionality, mainly through software. What that actually means to the consumer is a car that features an operating system which is upgradable over the air, not just for apps and infotainment of a whole software upgrades, safety improvements and new functions such as autonomous driving. So for a future SDV, the functions will be defined by the software and not the hardware. This dynamic mirrors how we use apps and software in phones today. Lee, how does this change the whole architecture of the car? Lee Simpson: Yeah, I think computing needs to change. We've seen that in other devices before and here for the car, it's transitioning really from this distributed area of lots of independent microcontrollers or simple chips in the car,ix notes towards something a little more orchestrated or a centralized compute is perhaps the best way to think of this. Now, there will not be a set path. Different OEMs and different platforms will be built along different lines, a logical path, a physical rewiring path. Some will move through domain clusters, others will move to zonal compute. But in the end, the journey will be the same. We'll move to this sort of server on wheels type of architecture, at least from the point of view of compute. And along the way will introduce new players to the automotive space, those larger chip makers who are champions in the systems on CHIP or SOC environment today. And perhaps for them they'll be attracted to this perhaps large silicon TAM that we'll see in the car. We think perhaps $15 billion of extra semiconductor building materials by the end of the decade. So with that in mind, in essence, we think the evolution towards SDVs involves a decoupling of the hardware and software in a vehicle. So, Shaqeal, where are we in this complicated process right now? And what are some of the paths to the future? Shaqeal Kirunda: Interesting question. We're certainly seeing different rates of progress. The key distinction here is between legacy players and new market entrants. New market entrants have embraced the transition to both EVs and SDVs. Through this they can offer over the air upgrades and safety features as well as new functions, creating new software based revenue streams. Legacy manufacturers have taken note of the major transition they're facing, but as incumbents have taken slightly longer to put this into action. Whereas the new market entrants started from scratch, the incumbents are redesigning manufacturing processes they've been executing on for years. They are making progress however, the first newly designed software defined vehicles are scheduled to be released between 2024 and 2026. But if we take a step back for a moment, pandemic caused a major disruption to the semiconductor supply chains that are so central to the auto industry. How will the migrations to SDVs change the use of and reliance on auto related semiconductors? Lee Simpson: Well, I think from a reliance perspective, we've already seen that in cars. There's quite a considerable reliance on those microcontrollers we've mentioned already. But if anything, this will increase. And I think you'll see that a lot of the main consideration of how a car works running through this myriad of new semiconductor chips. I think the key consideration here, however, is this is a safety critical environment and this is not something that compute is normally structured for. If you take, for instance, the cloud or even your mobile phone, the consideration here is far different. Sometimes it's about performance as in the cloud. Sometimes it's about low power or power efficiency as in your smartphone. Here the paramount feature is safety criticality. And so I think silicon here will need to have real time compute. So zero latency in its and its ability to deliver a decision maker to the decision to the driver and will also have to be secure. So I have to ensure that no new threat surface is introduced to the safety critical vehicle. So with that all in mind, what are some of the benefits of SDVs for both the auto industry and the consumer? Shaqeal Kirunda: Thanks Lee, the benefits for the auto industry are clear. Legacy OEMs face competitive threats from new entrants focused on SDVs. If legacy players don't transition towards SDVs on time, they will continue to lose global and local market share. Of course, the opportunity for OEMs is that the new software features could come with new software margins. Potential benefits for customers centered more towards new features and residual value. New features could be anything from safety improvements based on driver data to completely new apps from third party developers, downloaded straight to the car. Also with much better software comes much better data collection. This opens the door to predictive maintenance and improved reliability, which reduces repair costs and supports residual values. The question with all these benefits is whether customers will really value them. It will take a change in consumer behavior to shift from buying a car with all functions upfront to buying new functions later down the road. So clearly there are also a number of challenges on the road to adoption. Lee, what are some of the hurdles and downside risks of right now and looking towards the future? Lee Simpson: Well, I think the key thing here is software testing. This is something that, again, really leans on that safety, criticality environment of the vehicle. So before you can introduce software into a car, probably needs to be certified as safe for this environment. Now, that's a non-trivial task to overcome. Creating a certification process needs a Cross-Industry agreement and needs someone to drive this through, and probably someone also to drive some standards that will impact in the hardware space equally as well. This will all have to be done with commercial considerations as well, so you'll have to ensure that this is consistently delivered so that the user experiences is the same car after car. This will ensure that the OEMs can deliver on their specs and the SDVs themself will start to grow as a possible value proposition for them. So finally, Shaqeal, what are some of the key milestones that investors should watch for in the migration to SDVs? Shaqeal Kirunda: Absolutely. Over the next few years, we'll start to see legacy players release their own version of newly updated, fully software defined vehicles. We're still at the early stages and it may take some time, but I expect we'll see further partnerships with start up automotive software players as legacy manufacturers recognize they are the best app developers. OEMs may also open their app stores to third party developers and invite them to create new applications for consumers. We've seen this with everything from smartphones to blockchain, and this could also be important for SDVs. Now, once things really take off, OEMs are sharing data and software based revenues. The key focus here will be the split between embedded and standalone revenues, i.e. those software features sold at the point of sale versus those sold during the life of the car. Lee Simpson: Thank you, Shaqeal. Thanks for taking the time to talk to me today. Shaqeal Kirunda: Great speaking with you Lee. Lee Simpson: And thanks for listening, everyone. If you enjoy Thoughts on the Market, please leave us a review on Apple Podcasts and share the podcast with a friend or colleague today.