The Next Billion Cars – “Gradually. Then Suddenly”

“How did you go bankrupt?” begins the oft-quoted line from Hemingway. “Two ways. Gradually – then suddenly.” That’s how the automotive sector feels at the end of 2024, with Nissan maybe preparing for bankruptcy and Stellantis firing its CEO and VW struggling with strikes and low sales and GM shuttering Cruise and on and on and on. Sally Dominguez and Drew Smith join Mark Pesce in studio to explore what’s really happening – and what it all means for THE NEXT BILLION CARS.

We mentioned a few things during our conversation – here are the links:

1) Want to design the car of the Future? Here are 8,000 designs to get you started. (MIT Technology Review)

2) Chinese Carmakers Are Taking Mexico by Storm While Eyeing U.S. (New York Times)

3) And you really should watch Margin Call, a spellbinding drama about the 2008 financial crisis (Wikipedia).

The Next Billion Cars – 2024 in review (part 1)

Whenever Mark, Sal and Drew get together, sparks will fly. So much has happened since our visit to CES 2024, we reckoned it time to draw all the year’s threads together: Are we pulling back from EVs? Will China dominate manufacturing? And what about all that data vehicles are collecting? It’s been full on – enough to require a bit of a ‘group hug’. Part one of two.

The Next Billion Cars – The $100,000,000,000 Lie

In 2016, Tesla CEO Elon Musk instructed his team of engineers to ‘hard code’ the first demo of what would become ‘Full Self Driving’. A faked video drove panic across the entire automotive sector, leading to massive (and mostly failed) investments in technologies for autonomy.

The Next Billion Cars: Neo-Malaise

What does it mean to walk away from the dream of a lifetime? For series co-host Drew Smith, this is exactly what he’s doing. For over 20 years, he’d dedicated himself to driving positive change in an industry that has resisted it at almost every turn, and he’s done. In this episode of The Next Billion Cars, he explores how the automotive industry has become its own worst enemy, and what might happen next.

The Next Billion Cars – LIVE at SxSW Sydney with ZEEKR’s Gustaf Gunér: How does a new brand survive?

ZEEKR launched their EV brand in Australia at SxSW Sydney. Drew Smith – who worked for predecessor of ZEEKR – scored The Next Billion Cars a live interview with head of brand Gustaf Gunér. What does it mean to launch a new car brand? And how does a brand establish itself within a market for EVs where everything is… very much the same? A deep conversation about design, brand, and the future of the car industry.

Mark Pesce and Drew Smith interview ZEEKR’s Head of Bran Gustaf Gunér

The Next Billion Cars – What Happens in Vegas, part DEUX!

Despite some new car announcements from Honda, this year’s Consumer Electronics Show reveals a stagnant automotive sector that seems to have lost its way in the transition to EVs. Co-host Sally Dominguez, Special Correspondent Drew Smith and Mark Pesce find a few bones to pick with the future on offer in Las Vegas – but a surprise from Sharp left the team smelling roses. It’s Las Vegas, baby – with the pedal to the metal, and one foot in the future.

The Next Billion Cars – What Happens in Vegas, part one!

The Consumer Electronics Show is one of the biggest conventions in the world, featuring gadgets of every size and description. It’s also the most important car show in the world. Cohost Sally Dominguez, special correspondent Drew Smith and host Mark Pesce share some of their highs and lows of this year’s show. 

The Next Billion Cars – Year in Review

The year of ‘brolectrification’, artificial intelligence working its way into car dashboards, a Chinese EV invasion – and Cybertruck’s domination. At the end of 2023, what have we learned? Co-host Sally Dominguez and Special Correspondent Drew Smith sit down with Mark Pesce to augur the entrails of a very weird year, then look forward to the 2024 Consumer Electronics Show.

The Next Billion Cars – ‘Hard Questions’

While they’ve worked together for five years, Mark, Sal and Drew have never met face-to-face – until this show. Eyeball-to-eyball they ask one another some ‘hard questions’, and learn some hard truths about the state of micromobility, EVs – and the future of the transition that may be better for the auto industry than for the planet.

The Next Billion Cars – Horace Dediu in conversation with Drew Smith UNCUT

BONUS EPISODE. We were so happy with Special Correspondent Drew Smith’s rich and powerful interview with Horace Dediu, we wanted to share an episode featuring their complete, unedited conversation.

Drew Smith sat down for an hour-plus interview with Horace Dediu, the ‘father’ of micromobility – Horace coined the word! – exploring its origins and future. Along the way, Horace offers a blistering critique of the failure of the automotive sector to embody the new design possibilities offered by micromobility: transportation choice in our urban centres, and a powerful framework to rethink our transportation networks and cities. 

The Next Billion Cars is proudly made possible by our sponsors GIO Insurance and BMW.

The Next Billion Cars – Micromobility and the ‘Rest of World’

What is ‘micromobility’? It’s a philosophy that emphasises choice and urban-centered design in our transportation networks and transport options. Drew Smith speaks with Horace Dediu, the ‘father’ of micromobility, about its origins, his critique of the new generation of EV companies, and the way things must change in order to provide a transport future that we can all enjoy. Mark looks at the ‘wheel’ of transportation that takes developing nations from bicycles to scooters to cars – and back to bikes again? Sally Dominguez makes a heartfelt and well-observed plea for micromobility solutions that don’t favour able-bodied young men by design. In the round-table, Mark, Sal and Drew analyse everything they’ve learned in this series: Are we any closer to autonomous vehicles? Pervasive electric vehicles? Commercial hydrogen vehicles? Micromobility solutions that work for everyone? A huge final for this series of THE NEXT BILLION CARS.

The Next Billion Cars is proudly made possible by our sponsors GIO Insurance and BMW.

The Next Billion Cars – Hydrogen Vehicles: Liquid Dreams

Long-promised as the ‘fuel of the future’, hydrogen fails to live up to its hype. Co-host Sally Dominguez looks at the the future for big hydrogen-powered vehicles, speaking with Brendan Norman of Australian hydrogen vehicle startup H2X. Mark speaks to Romesh Rodrigo at Daimler Trucks Australia about the future of ‘liquid’ hydrogen – a fuel that needs to be cooled to within 20 degrees of Absolute Zero, and ‘bleeds off’ quickly, leaving storage tanks empty. Finally, Special Correspondent Drew Smith looks at the collapse of Toyota’s long-held ambitions to transition seamlessly from petrol-powered to hydrogen-fueled vehicles.

The Next Billion Cars is proudly made possible by our sponsors GIO Insurance and BMW.
Produced by Ampel.