focusIR May 2024 Investor Webinar: Blue Whale, Kavango, Taseko Mines & CQS Natural Resources. Catch up with the webinar here.
Interesting; DMS is surely implicit here - 'and recognize a driver’s state in order to keep them informed about their responsibilities and driving mode transitions'
https://venturebeat.com/2019/07/02/self-driving-car-report-safety-first-for-automated-driving/
I've been looking at youtube vids uploaded over the last few days of both waymo and argo cars. At the moment there is no sign of a bdms on the dash of these vehicles.
I'm still thinking at the moment the first contract is with waymo because they were supposedly trialing a DMS last year and also because of the link that Schmeichel posted a week or so ago, showing a DMS as part of 'Hardware at level 4' (see diagram).
Also, I think cenkos estimated bdms at 5k per unit?
https://moparinsiders.com/caught-civilian-self-driving-chrysler-pacifica-hybrid-prototype/
This Toyota subsidiary is using, from the description in this Japan Times article, something similar to a DMS in a new bus. It can detect if there is something wrong with the driver and bring the bus to a halt.
https://www.japantimes.co.jp/news/2019/06/15/business/corporate-business/bus-technology-automatically-stops-vehicle-detecting-health-problems-driver-debut/#.XRpqTutKiUk
I like the brief profile of Paul McGlone on the SM website. I do wonder if he was brought in with a view to eventually replacing Ken in the role of CEO.
'Paul comes into the role of acting CEO with extensive experience in management, public company leadership as well as logistics, supply chain management and technology driven businesses.
During his 10-year career at Australian listed company, Brambles, Mr McGlone held operational and corporate leadership roles including President of CHEP Asia Pacific and Group Vice President Strategy, Planning and Innovation. He was the architect of its global growth plan which resulted in a threefold increase in the company’s market capitalisation.'
2.5 million miles is what customers' are estimated to have driven using super cruise.
https://www.mlive.com/news/2019/06/gm-to-add-70k-miles-expanded-functionality-to-semi-autonomous-system.html
Lindsay to roll it out in 300 trucks over the next 24 months
https://www.fullyloaded.com.au/industry-news/1906/safework-nsw-releases-lindsay-undertaking-detail
I do think it will come good. But, people have different circumstances and if you're worrying too much about an investment then I'd argue that you're over exposed. It's all about managing the risk.
This time last year, I couldn't have predicted we'd do another fundraise and at a such a low price as 3p!
Potential opportunities across other transport verticals here, beyond buses?
https://www.intelligenttransport.com/transport-articles/82445/dubai-mobility-rapid-ncrease-use/
It's in need of a DMS. The back up driver, whilst seemingly not on a public road, seems to think it's okay to watch movies etc. More showboating from a major auto manufacturer unfortunately and let's hope this is changed come 2021 with the advent of the BMW INEXT.
https://www.youtube.com/watch?v=_AGoa5O7Nuk
The speculation in the media is that it's more a case of Apple being after the staff than the company
https://siliconangle.com/2019/06/25/apple-buys-drive-ai-uber-snaps-might-ai-latest-round-autonomous-tech-consolidation/
Apparently waymo test drivers. Looking at the kit in the car I think it's possible
https://www.youtube.com/watch?v=oQWcgVsCgcc
Could be 2021 as investors look forward to 2022 and the tech being rolled out large scale in to autos. Not sure what percentage of cars that will be, but if new car models are refreshed every 4 or 5 years I'm thinking new models will account for maybe 20% of 15 million new cars sold annually in the EU?
In the meantime, we have to hope Fleet improves and bdms could surprise. We just don't know what will happen here, but if Waymo expand their fleet in a sizeable way over the next couple of years for ride hailing services across numerous cities (and perhaps countries) I'm thinking they'll go with a DMS. Lots of unknowns and this side of the business is v speculative but I'm just wondering if SM might get some nice business here.
Waymo now have the Jaguar I pace on the road with a safety driver. Lets hope someone soon catches sight of bdms on a youtube vid!
https://techcrunch.com/2019/06/17/waymos-self-driving-jaguar-i-pace-vehicles-are-now-testing-on-public-roads/
Only a couple of months ago it was being stated in the press that GM Cruise cars would perhaps come without steering wheel/pedals etc in 2019. Not so now it seems, according to this 6th June article. Could be good news for SM and bdms.
https://www.autonews.com/mobility-report/gms-initial-avs-likely-be-equipped-manual-controls-key-exec-says