Apple announced two new partners for its next-generation CarPlay platform this week — Porsche and Aston Martin. The latter, a storied but historically technology-challenged (remember the Lagonda?) sports car brand that would greatly benefit from using someone else’s software, makes sense. But Porsche? That was more than a bit of a surprise to me — especially given the company’s storied reputation for engineering its own solutions and recently announced Android-based Macan. But I believe Porsche knows something much of the industry isn’t yet ready to accept: That Apple’s software can create far more value for Porsche’s cars than Porsche could ever create on its own. Other automakers should start living in this reality instead of chasing the fantasy that they’re software companies, if only we’d give them 10 or 20 years to figure it out.
The rise of CarPlay and Android Auto
First, let’s set some historical context — I think it’s essential for this discussion. Android Auto and Apple CarPlay are roughly contemporaneous, with Auto launching on Hyundai, GM, and Honda beginning in 2015. CarPlay technically predated this, launching on the Ferrari FF in 2014 (yes, CarPlay debuted on a Ferrari), but it too saw wide adoption start in 2015 with major car manufacturers. Slowly but surely, even notoriously recalcitrant luxury marks like BMW and Mercedes came on board with these projected smartphone interfaces — almost assuredly because their customers demanded it, lest they jump ship to someone else who would give them what they wanted. Today, it’s difficult to find a new car (at least, in North America or Western Europe) without support for CarPlay and Android Auto that isn’t a Tesla or Rivian.
CarPlay and Android Auto always amounted to an exchange of value for automakers. Google and Apple would learn a lot about how people behave when interacting with in-vehicle infotainment systems (touchpoints, navigation routing, voice commands, and more). At the same time, carmakers would receive bleeding-edge connectivity and integration with popular mapping and audio services. This was a nominally equitable arrangement, especially given how far behind many OEMs were on their in-vehicle software in the mid-2010s. Projection’s only major downside, for users, was the lag, which especially when connected in the more convenient wireless fashion, is palpable.
That some manufacturers like GM are now rebuffing their tech titan partners isn’t surprising; projected modes were always a trade-off, one whose business impact was foreseeable. It would be much harder to convince customers to pay for things (e.g., a mobile data connection, mapping, streaming) they once received for free via these projected interfaces, and taking something away from people — even something they’d possibly be content without — always goes down badly. Put another way: Google and Apple had their feet in the door (connectors in the USB port?), and it would be hard to kick them out.
By 2018, though, most OEMs had signed on to the smartphone projection compromise, seeing no better solution (and a real risk of lost sales if they didn’t hop on the bandwagon). This gets us to the present day.
A new era: Projection rejection
Today, automakers face a choice: Forge ahead with projection integration and forego some maybe-there, maybe-not revenue, or take a page from GM’s (wildly unpopular) book and create their own walled garden ecosystem, albeit one built on top of Google’s Android OS for cars. But from the consumer perspective, this choice feels exceedingly arbitrary.
Broadly speaking, smartphone integration in the car isn’t any less desirable today than it was eight years ago when CarPlay and Android Auto launched (unless you drive a Tesla or a Rivian). Smartphones remain ubiquitous and become more capable with each passing year. And while the rate of innovation has stagnated, the average age of the smartphone in someone’s pocket is far lower than the car they drive. There is no reason to believe that will change in the coming decade. The technology we carry will, for the foreseeable future, be more capable than the technology that carries us. This is at the core of the in-car projection issue, and it’s a fight the carmakers can’t win. But some seem intent on fighting anyway.
GM’s decision to drop CarPlay is saying out loud what many carmakers are quietly thinking: “We should never have let these tech companies into our software stack. Tesla had the right idea all along.” In broad strokes, there’s an excellent argument to be made here, because software defined vehicle (SDV) architecture like Tesla’s is plainly the wave of the future. But the argument GM is making now — that developing an SDV platform is an excellent opportunity to kick Google and Apple off its cars, ripping off the proverbial “band-aid”— is being made far too late and with far too little conviction. The only way forward is for carmakers to take a “best of both worlds” approach: SDV architecture that is highly integrated with projected user interfaces.
The Tesla mirage
I am no Tesla apologist, and I think Tesla gets far too much credit for some things. But it gets far too little credit in the media for birthing revolutionary software technology that leapfrogged an entire industry (i.e., the world’s first software-defined vehicles).
Even without Android Auto or CarPlay, Tesla is still generally recognized as the world leader in vehicle software — rightly so. No one has ever really caught up, and it’s been over a decade. Rivian is always a step or two behind and the rest of the industry is a distant third. Still, everyone wants to be Tesla. This much is evident when you look at GM’s software strategy in its Ultium vehicles, Mercedes-Benz’s MB OS, or even the ongoing slow-motion train wreck that is Volkswagen’s Cariad division. There’s a race to be the “next” Tesla of car software, and it appears that… no one is winning. Or even driving on the course.
But using a platform like Android Automotive to build a closed SDV ecosystem like Tesla’s and hoping to replicate its success is, to put it bluntly, incredibly arrogant. These carmakers are chasing a mirage. Tesla is far more than an SDV platform; it’s a lifestyle brand, a charging network, an app developer, and a lightning-in-a-bottle marketing engine with an incredible first-mover advantage. Much as Samsung was never the “next” iPhone, but the counterpoint to the iPhone, other carmakers must become the counterpoint to Tesla in this new SDV world — not try to become it. And that means embracing technology partnerships (i.e., projection interfaces), not eschewing them.
The Faustian bargain (of the century)
Apple builds the world’s most loved consumer software. And it’s aggressively courting manufacturers to put that software on their vehicles. It feels like this should be a no-brainer, and for some companies, it clearly is. That campaign is yielding tangible results, with brands like Mercedes-Benz, Jaguar-Land Rover, Audi, Porsche, Ford, Volvo, Honda, and the Nissan-Renault Alliance on board as partners for the next generation of CarPlay. We don’t know to what degree these manufacturers will embrace that software (for example, if they’ll use Apple’s full instrument cluster overlay). Still, if the mockups released as part of the Porsche and Aston Martin announcements this week are any indicator, it seems clear that Apple is the guiding hand in this relationship. And that’s how it should be.
Legacy carmakers have proven utterly incapable of designing performant, usable software. They have proven incapable of iterating that software in a timely manner. They have proven incapable of developing it without significant bugs. And they have proven incapable of delivering value above and beyond that which a company like Apple (or Google) does via its ecosystem — and they almost certainly will never develop such capability.
As much as the vision of a software-defined vehicle future holds great promise, that promise will only be successfully realized by companies that partner broadly to integrate those platforms with outside technology partners. Tesla is a one-off — and an incredible one at that — but it shouldn’t serve as the model. The sooner carmakers realize this and stop chasing phantom revenue for subscriptions that nobody wants, the sooner we can all stop avoiding otherwise decent cars ruined by terrible, self-inflicted software faults.
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On today’s fact-checking episode of Quick Charge, we’ve got a showdown brewing between California Governor Gavin Newsom and Tesla CEO Elon Musk, an updated 650 hp Kia EV6 GT that’s ready to take on the world, and some sweet deals on battery-powered goodies.
We’ve also got new electric buses at UCLA that are powered by inductive current in the road itself, and a massive new solar project on a site more famous for coal than clean. All this and a little bit of fact-checking on some fresh musky nonsense – enjoy!
Today’s episode is sponsored by BLUETTI, a leading provider of portable power stations, solar generators, and energy storage systems. For a limited time, save up to 52% during BLUETTI’s exclusive Black Friday sale, now through November 28, and be sure to use promo code BLUETTI5OFF for 5% off all power stations site wide. Learn more at this link.
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The world’s first electric muscle car is finally here, and Dodge is already sweetening the deal for buyers. The Dodge Charger Daytona EV is launching with 0% APR, making it even cheaper to finance than the outgoing gas-powered model. Lease prices for the electric Charger start as low as $549 per month, but the Hellcat-like Scat Pack model may be an even better deal.
Dodge Charger EV launches with 0% APR offer
The first all-electric Dodge Charger has arrived, and surprisingly, it’s already becoming more affordable. In March, Dodge unveiled the Charger Daytona EV, kicking off “the next generation of Dodge muscle.”
According to Dodge brand CEO Tim Kuniskis, the electric Charger “delivers Hellcat Redeye levels of performance.” That’s for the Scat Pack model, which comes with a Direct Connection Stage 2 upgrade kit straight from the factory.
The upgrade delivers up to 670 hp and 627 lb-ft of torque for a 0 to 60 mph sprint in just 3.3 seconds. It can also cover a quarter mile in around 11.5 seconds.
In comparison, the 807 hp Dodge Charger SRT Redeye Jailbreak edition, powered by a Supercharged 6.2L HEMI SRT V8 engine, takes 3.6 seconds to get from 0 to 60 mph.
With a Stage 1 upgrade, the base R/T trim has up to 456 hp and 404 lb-ft of torque, good for a 0 to 60 mph time in 4.7 seconds.
Dodge opened orders for the 2024 Charger Daytona EV in September, starting at $59,995. The High-performance Scat Pack trim starts at $73,190.
According to a new dealer note viewed by online auto research firm CarsDirect, all 2024 Dodge Charger Daytona EV models are now eligible for 0% APR financing for up to 72 months.
2024 Dodge Charger Daytona EV trim
Horsepower
0 to 60 mph time
Starting price
Dodge Charger Daytona R/T
496 hp
4.7 seconds
$59,995
Dodge Charger Daytona Scat Pack
670 hp
3.3 seconds
$73,190
2024 Dodge Charger Daytona prices and specs (excluding a $1,995 destination fee)
The offer makes the electric Dodge charger even cheaper to finance than the outgoing 2023 Dodge Charger at 5.9% APR for the same 72 months. However, this is an individual offer and cannot be combined with other deals. Based on CarsDirect analysis, the 0% APR offer is limited to the Northeast, Southern, and Central US regions.
Dodge is also offering a $1,000 loyalty bonus for Stellantis (Jeep, Dodge, Ram, Chrysler) lessees that trade in for the electric Charger.
Update 11/26/24: The 2024 Dodge Charger Daytona EV launches with lease prices starting at $549 for 36 months. With $4,999 due at signing, the effective rate is $688 per month (10,000 miles per year).
Although it may not seem cheap, it’s a pretty good deal for a $60,000 electric muscle car. According to CarsDirect analysis, the outgoing Challenger R/T has an effective cost of at least $853 per month. And that’s with an MSRP of just $43,235. The EV model is nearly $20,000 more on paper but significantly less to lease than the aging 2023 model.
Meanwhile, the Scat Pack model may be an even better deal. With a lease money factor as low as 0.00006 on a 24-month lease, the Scat Pack trim is surprisingly lower than the lease rate of 0.00027 for the base R/T model.
It also has a higher residual value. On a 24-month lease, the Scat Pack trim has a 59% residual compared to the R/T’s 54%. With both trims eligible for a $7,500 lease incentive, the high-performance model could be an even better deal.
With the $7,500 EV tax credit incentive, eligible customers can save up to $8,500 on the 2024 Dodge Charger Daytona EV. You may want to act fast, as these deals expire on December 2, 2024.
Jeep, another Stellantis brand, launched lease prices at just $599 per month for its first luxury electric SUV last week, the Wagoneer S. Jeep’s electric Wagoneer is also available with 0% financing.
During the first three quarters of 2024, renewables increased their output by almost 9% year-over-year, and solar is still leading the charge, reports the US Energy Information Administration (EIA).
Solar’s massive growth
According to the EIA’s “Electric Power Monthly” report, which includes data through September 2024, solar power generation (including both utility-scale and rooftop installations) shot up by 25.9% compared to the first nine months of 2023.
Utility-scale solar grew even faster – up 30.1% – while small-scale solar (mostly rooftop) increased by 16.2%. Combined, solar contributed more than 7% of the total electricity generated in the US so far this year.
Zooming in on September, utility-scale solar generation grew by a whopping 29% compared to September 2023, and rooftop solar climbed by 14.2%. Combined, solar generated 7.5% of the nation’s electricity that month.
Small-scale solar made up nearly 30% of all solar generation from January to September and provided 2% of the country’s electricity. Interestingly, small-scale solar is now producing almost double the electricity of utility-scale biomass, and over five times that of either geothermal or petroleum-based power.
Wind and renewables mix
Wind power also saw strong growth so far this year. From January to September, wind output was up 6.6% compared to last year. Wind still holds the top spot among renewables, making up 9.9% of US electricity generation in the first nine months of 2024.
The combined contribution of wind and solar provided 17% of the US’s electricity for the first three-quarters of 2024. Altogether, renewables – including wind, solar, hydropower, biomass, and geothermal – supplied 24% of US electricity in that period, compared to 22.8% during the same time last year.
The numbers show that renewables are growing much faster than traditional energy sources. For example, in the first nine months of 2024, renewables grew by 8.6%, which is more than double the growth rate of natural gas (4.1%) and almost seven times that of nuclear (1.3%). Even in September alone, renewable power generation was up 7.9% compared to September 2023, making up 21.3% of total electricity generation that month.
Other notable trends
From January to September, wind generated 76.4% more electricity than hydropower, and solar surpassed hydropower by 27.2%. In September alone, wind and solar produced 73.5% and 65.9% more electricity, respectively, than hydropower, due to drought conditions, particularly in the Pacific Northwest.
For the first nine months of 2024, wind and solar together produced 14.5% more electricity than coal and came close to catching up with nuclear power’s share of electricity generation (17% compared to nuclear’s 17.6%). This growth has solidified renewables’ place as the second-largest source of electricity generation in the US, behind natural gas.
Ken Bossong, executive director of the SUN DAY Campaign, which reviewed the EIA’s data, put it simply: “Renewable energy sources now account for a quarter of the nation’s electricity. Any attempt by the incoming Trump Administration to undermine renewables would have serious negative impacts on both the country’s electricity supply and the economy.”
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