connected car as new marketplace sxsw 2016
TRANSCRIPT
THE CONNECTED CARas a New Marketplace
Mike Simmons Driveway
Jason Hoover Capital One
THE CONNECTED CARas a New Marketplace
Session Breakdown
The Connected Car
Business Models
Future Opportunity
THE CONNECTED CARas a New Marketplace
The Future of Cars
Connectivity Sharing
Electrification Autonomy
THE CONNECTED CARas a New Marketplace
The Cost of Driving
Uber
$3.00
Uber Pool
$1.50
New Car
$0.80
Used Car
$0.56
SAV
$0.34
SAV Pool
$0.16
Per-mile cost of driving at 12,000 miles/year
THE CONNECTED CAR
THE CONNECTED CARas a New Marketplace
What is a Connected Car?
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
Infotainment
Handsfree Voice Control
CarPlay/Android Auto
In-Car Apps
Out-of-Car Apps
Connected Services
THE CONNECTED CARas a New Marketplace
Getting Connected
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
OEM Embedded Satellite OEM Tethered
Aftermarket Cellular Aftermarket Tethered Smartphone
Driveway
THE CONNECTED CARas a New Marketplace
On-Board Diagnostics
Federally Mandated in 1996
Designed for Emissions Compliance
Indie Garage Repair
The OBD-II Port
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
The OBD Landscape
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
The Data
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
VIN
Speed
RPM
Air flow rate
Pedal position
Manifold pressure
Temperature
Diagnostic Trouble Codes
THE CONNECTED CARas a New Marketplace
The Good Stuff
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
Proprietary Data
OEM-specific
Limited access
Dealer scan tools
Odometer
Seat belt status
Airbag status
Controls
THE CONNECTED CARas a New Marketplace
Is Car Hacking a Thing?
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
Read v. Write
Little hack, Big hack
Multiple threat vectors
Issue for all IoT
THE CONNECTED CARas a New Marketplace
The Future of Connectivity
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
Today’s Business Models
THE CONNECTED CARas a New Marketplace
Business Models
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
Business Models
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
Business Models
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
Business Models
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
Business Models
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
Business Models
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas a New Marketplace
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
The new CPM
Business Models
OPPORTUNITY APIs & MORE
THE CONNECTED CARas the New Marketplace
API LANDSCAPE
API
• IFTTT/Zapier
• OBD2 device vendors
• IBM Watson
• Google TensorFlow
• Android Auto
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
SOC LANDSCAPE
System on a Chip (SoC)
• Intel Quark - Small form factor
• Intel Atom - Higher performance but small
• TI TDA3x ADAS - Facial recognition - monitoring
• Raspberry Pi + Arduino
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
Passenger
Driver Vehicle Marketing
Services
MARKETPLACE IN MOTION
Consumers Producers
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
Efficiency Gains
Drivers, Services, Marketing, & Vehicle
• Improving people’s lives with time
• Saving people money
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
EFFICIENCY GAINS
Purchasing Efficiencies
Link multiple needs
• Create value by giving customer’s time back
• TensorFlow
• IFTTT/Zapier
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
EFFICIENCY GAINS
Ecosystem Leverage for Commodity Purchases
Large Groups of Cars Have the Same Maintenance/Service Needs:
• Watson/Edmunds/TensorFlow
• Create a Marketplace Between OEM Products & Service Providers & Drivers
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
MONETIZATION
Passenger + Marketing/Sales
Captive Audiences
Nothing else to do
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
MONETIZATION
New Passenger Experiences
Enhance the customer experience while being driven:
• Trivia Games
• Historical Information
• Android Auto API / Wikipedia
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
MONETIZATION
Infotainment & Advertising
•Hyper targeted by Geo and Time
•Streaming Content and Ads
Content Time-based
NewsGeo
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
SERVICES
• Do something with all that data • Re-invent the experience for the driver • RideSharing
Vehicle + Driver + Sales
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
SERVICES
Data Aggregation
• Behavioral Equity
• TensorFlow
• OBD2 Devices
• Software OBD2 SDKs
• Alexa Queries
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
SERVICES
Purchases from Car
Too lazy for Apple Pay? Drive thru pay:
• Instead of fishing for a phone, the car can register the payment
• TI TDA3x ADAS processor
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
SERVICES
Independent RideShare
Apple Pay/NFC + OBD2 = Uber/Lyft Solo:
• Give individuals the ability to share rides/commutes plus cost
• GroupLoop
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
SERVICES
Remote Delivery Locker
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
THE CONNECTED CARas the New Marketplace
PAVING THE WAY
Connected Vehicles Smart Cars on Dumb Roads
For now, how can we connect vehicles to each other that aren’t yet autonomous?
• Location awareness of “others”
• Route tracing/following for road trips
• Proximity warnings/crash avoidance
• V2V
CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY
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