brad's blog

EV Electric cost goes up 25%, nobody blinks, plus why your Uber isn't electric

Here are two recent articles on the economics of electric vehicles.

On Nov 1, PG&E, probably the most common power company for electric vehicle owners, raised the cost of their EV off-peak rate by about 25% in exchange for making the off-peak period last longer. Nobody even noticed, even though a 25% rise in gas prices would be a major calamity in the eyes of many. I look into that math and why nobody cared in:

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FCC starts to take the DSRC spectrum back for unlicenced

The FCC has finally declared it intends to take 45mhz of the DSRC spectrum and make it unlicenced instead, though they are still leaving 20mhz for C-V2X (Qualcomm's LTE based replacement for DSRC that is mostly similar with 10mhz still to be figured out. Getting rid of DSRC and the silly idea of vehicle to vehicle communications is a good idea, but they should go even further -- and solve the V2V problem far better -- but making it all unlicenced and doing V2V in phones, not cars.

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Traffic doesn't go up 85%, and we can solve congestion

A recently released tiny study from UC Berkeley gave 13 people personal chauffeurs for a week to see how their travel habits changed. They found their car miles going up 85%, but in most cases it was for silly reasons that would not actually happen. Still, miles will go up with robotaxis -- but congestion doesn't have to increase at all.

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Daimler Makes Risky Bet Pulling Back From Robotaxi Business

Daimler's CEO has said they plan to "scale back" and "rightsize" their robotaxi efforts and focus on Trucking. Trucking is a good field for them, but this is a big bet.

Bet right and the company avoids wasting some money on being too early to the self driving game. Bet wrong and there may be no Daimler.

Read about it at Daimler Makes Risky Bet Pulling Back From Robotaxi Business

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Cities stuck in last mile, Stupid Cities, Scooters and the future of Hydrogen

Two articles this week from 3 conferences I attended.

First look at How Cities are Stuck in the "last mile" and other observations from a conferences on cities and new mobility. I examine how scooter companies are working with cities, and how self-driving car tech is mapping cities by keeping the infrastructure dumb.

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Recharging in 10 minutes is less exciting than you think

Lots of folks were forwarding a story about a battery lab at Penn State that has shown a battery that can be recharged in 10 minutes. This is good (and many other labs and companies have demonstrated other ways to do that. But my key reaction is that those who think it's a huge deal are still thinking of electric cars like gasoline cars that you fill up at filing stations. They aren't. With a recent EV, not on a road trip, you charge only at home while you sleep, which takes zero time. Fast charging is not of value there. An article about this can be found in

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Twitter and FB shouldn't ban political ads. They should give them away to registered candidates

Twitter's decision to no longer take political advertising is causing a stir, and people are calling on Facebook to do the same. Political advertising isn't just an issue now that we've learned that Russians are doing it to screw with elections. It's the sink for almost all the money spent by campaigns, and thus all the money they raise from donors. The reason that people in office spend more than half their time fundraising is they feel they have no choice.

Tesla "full" self-driving will jump to $7,000 tomorrow

Elon has tweeted that the price to pay today to get future self-drive features will rise to $7,000 tomorrow. I write some more analysis of this offering and its price in light of this increase. If Tesla really pulls off a full self driving product ahead of everybody else, might it be better to just buy the stock and spend some of the profits on the higher price in the future?

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How Peter Thiel almost ruined TechDirt and the peril of the selective information attack

Nick Denton was a sleazebag. I knew that within one minute of meeting him, as he described the new web site he was planning, called "Valleywag." He was proud he had learned the name of Larry Page's girlfriend and he could break that story, as if who Larry was dating was worthy news of some kind.

Waymo unmanned vehicle has debatable encounter with erratic videographer

Watching a 3rd party video of a Waymo minivan operating entirely vacant, I was a bit surprised (at 1:05 in the video) when the van did not pause after the video-shooting driver of the other car pulled up next to it by going into the oncoming lane, and then it cut left in front of that car. All very slow and not dangerous, but not what I expected. In the article in comment #1 I link in the video and muse on the issues of handling situations like this.

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Tesla 3Q numbers are good but still have odd wording

Tesla released their latest Autopilot safety numbers, and they show a good improvement over the previous quarter.

At the same time, they continue to use strange wording in the report and refuse to answer questions about what their wording means or give the clear statistics that would let us evaluate what the stats really mean.

I get into the numbers in my new article Tesla 3Q numbers are good but still have odd wording

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Tesla smart summon is a self-inflicted wound

I tried out smart summon on my Tesla yesterday. Both times it got confused and stuck for so long it blocked parking lot traffic and I had to run into it to move it. Videos have surfaced of the cars (gently) hitting things. Even if there it's working well for many people, these results erode confidence in the capability of Tesla's systems. Tesla has driven over its own foot releasing this product in this state, and for nothing, since it's not at all useful.

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Uber drivers as employees, competing with robotaxis

With a new California law threatening to classify Uber drivers as employees, I examine if a law like that could really work or Uber can get around it, and also what happens if this makes drivers cost more -- and leads them to a tougher battle against their real competitor, the robotaxi.

Read more in my Forbes.com article If Uber drivers become employees, can uber escape that, plus how they compete with robotaxis

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