𝘊𝘌𝘖 𝘊𝘭𝘪𝘮𝘢𝘵𝘦 𝘐𝘯𝘴𝘪𝘨𝘩𝘵𝘴 𝘧𝘳𝘰𝘮 𝘊𝘭𝘪𝘥𝘦𝘮𝘺
While most discussions around EVs are about batteries, and perhaps to a lesser extent, charging & motors, what could really drive competitive advantage in this important decarbonization sector?
Jim Rowan, CEO of Volvo Cars, interestingly feels that it will be neither of the above, but software and data, that will drive differentiation and leadership.
“Of course, battery chemistry and the e-motors and inverters are hugely important, but data, software, silicon and connectivity are really going to be the biggest changes,” Rowan says. “The auto companies that get this right, and come out as leaders, I think will become some of the biggest tech companies of the next decade or two decades, even.” (Read the interview here – https://lnkd.in/gSXVNaHm )
That’s an interesting perspective indeed. Reminds me of a statement I read some time back that Tesla’s vehicles are not cars that have software in them, but software that have a car wrapped around it!
ZEV India Partnership – Driving Truck Electrification through Collaboration
