The Station is back for another week of news and analysis on all the ways people and goods move from Point A to Point B — today and in the future. As always, I’m your host Kirsten Korosec, senior reporter at TechCrunch.
Portions of the newsletter will be published as an article on the main site after it has been emailed to subscribers (that’s what you’re reading now). To get everything, you have to sign up. And it’s free. To subscribe, go to our newsletters page and click on The Station.
This week, we’re looking at factories in China, scooters in San Francisco and touchscreens in cars, among other things.
Please reach out anytime with tips and feedback. Tell us what you love and don’t love so much. Email me at kirsten.korosec@techcrunch.com to share thoughts, opinions or tips or send a direct message to @kirstenkorosec.
Micromobbin’
Welcome to micromobbin’ — a weekly dive into the tiny but mighty chaotic world of micromobility. This also happens to be a place where Megan Rose Dickey reigns. Follow her @meganrosedickey.
Uber, Lime and Spin each deployed 500 electric scooters in San Francisco as part of the city’s permitting program. This means residents in SF can now choose from Uber-owned JUMP, Lime, Spin or Scoot scooters. Unfortunately for Skip, the company did not receive a permit to continue operating in the city, which means layoffs at the local level are afoot, Skip CEO Sanjay Dastoor said earlier this week.
Meanwhile, former Uber executive Dmitry Shevelenko unveiled Tortoise, an autonomous repositioning software for micromobility operators. The idea is to help make it easier for these companies to more strategically deploy their respective vehicles and reposition them when needed.
Let’s close this section with the obligatory funding round. Wheels, a pedal-less electric bike-share startup, raised a $50 million round led by DBL Partners. That brought its total funding to $87 million.
Oh, but wait, TC reporter Romain Dillet reminded us that micromobbin’ happens outside of the U.S. too. Uber also announced this past week that it has integrated its app with French startup Cityscoot, which has a fleet of free-floating moped-style scooters.
This is the latest example of Uber’s plan to become a super mobility app that goes well beyond its own network of ride-hailing vehicles.
— Megan Rose Dickey
Snapshot: Touchscreen tech
We’ve seen a lot of different approaches when it comes to engaging with connected car services: head-up displays on the windshield, small screens perched on the dashboard, interactive voice and, of course, connections and mounts for smartphones.
But how about if your whole car becomes the touchscreen? A startup called Sentons is working on technology that could make that happen. The company uses a technique involving processors and AI that emit and read ultrasound to detect physical movement on a surface, such as touch, force or gestures, and users can create “virtual controls” on the fly that work on these surfaces.
This week, it released SurfaceWave, a software and hardware stack that works on glass, metal and plastic surfaces of smartphones.
CEO Jess Lee says the next iterations are going to be the kinds of materials that are used to make car dashboards and other interior surfaces you find inside the vehicle, including leather, thicker plastic and other materials. The company is already engaging with automotive companies, Lee told TechCrunch.
I can see a lot of possibilities for this in the human-driven vehicles of today. We’ve already seen how Tesla has changed how we think about infotainment systems in cars. And then there’s electric vehicle startup Byton, which plans to bring a vehicle to market with a touchscreen that extends along the entire dashboard.
The real opportunity for Sentons will be with autonomous vehicles, a product that will afford its passengers more leisure time.
— Ingrid Lunden
Made in China
Earlier this week, Tesla was given the OK to begin producing vehicles at its $2 billion factory in Shanghai. Tesla was added to the Ministry of Industry and Information Technology’s list of approved automotive manufacturers.
Now we’ll watch and wait to see if production starts this month. Expect the topic of China and this factory to come up during Tesla’s earnings call with analysts October 23.
In other China factory news, we hear that electric vehicle startup Byton plans to host a splashy opening ceremony in early November for its new plant. The event will include lots of Chinese officials, company executives and maybe a preview of a near-final production version of its M-Byte vehicle.
Byton’s factory in Nanjing covers some 800,000 square meters (8.6 million square feet) funded with a total investment of more than $1.5 billion. Over the summer, the walls and roof went up, equipment was installed and commissioning began in five major workshops: stamping, welding, paint, battery and assembly.
The plant will begin trial production in late 2019.
This all sounds great, but there have been challenges, and the constant requirement for capital is one of them. Byton has delayed the launch of the production version of the M-Byte by two quarters. It’s now looking like commercial production will begin by the end of the second quarter of 2020.
Here are a couple of interesting tidbits for those manufacturing geeks out there:
- The stamping shop completes one panel every 3 seconds on average. Byton claims it will be one of the fastest stamping production lines in China.
- The welding shop incorporates 335 welding robots supplied by KUKA and boosts the automation rate to 99%, according to Byton.
- The paint shop is equipped with a “3 Coating 2 Baking” system and thin film pre-treatment as well as the transverse “Eco-Incure” oven technology.
- The battery shop will produce and assemble battery packs, designed independently by Byton. Battery maker CATL provides the battery cells and modules and aluminum maker Constellium supplies the aluminum battery tray.
A little bird
We hear a lot. But we’re not selfish. Let’s share. A little bird is where we pass along insider tips and what we’re hearing or finding from reliable, informed sources in the industry. This isn’t a place for unfounded gossip.
To get a “little bird” and the rest of the newsletter, please subscribe. Just go to our newsletters page and click on The Station.
What does systems engineering in AVs mean?
I recently spoke to Randol Aikin, the head of systems engineering at self-driving trucks startup Ike Robotics, about the company’s approach, which is based on a methodology developed at MIT called Systems Theoretic Process Analysis. STPA is the foundation for Ike’s product development.
The company also released a wickedly long safety report (it’s halfway down that landing page in the link provided).
The complete interview was included in the emailed newsletter. Yet another reason to subscribe to this free newsletter. Here’s one quote from the interview with Aikin:
We asked the question, what do we have to prove to ourselves and demonstrate in order to be on a public road safely? It’s the same question that we’re going to have to answer for the product as well, which is, what do we need to prove to assure that we’re safe to operate without a human in the cab?
It’s one of the huge unproven hypotheses. Anybody in this space that doesn’t consider that to be a huge technical challenges is ignoring a really thorny and important question.
Who will own the future of transportation?
Our mobility coverage extends to Extra Crunch. Check out my latest article on who will own the future of transportation based on insights from Zoox CEO Aicha Evans and former Michigan Gov. Jennifer Granholm. The idea here is to explore some of the nuances of this loaded question.
Extra Crunch requires a paid subscription and you can sign up here.
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