The Software Defined Car: The Death of Freedom
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.
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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
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