NYTimes: Rivian I.P.O. Is Embraced by Investors Looking for Another Tesla

John Paul MacDuffie was quoted in a New York Times in a story about Rivian, an electric truck manufacturers who shook the stock market after releasing their first product: a fleet of only 150 pickup trucks, launched after ten years of research and development.Read More

The Future of Mobility: Strategy, Technology, and Geopolitics

Discussing the “once in a century” transformation of the auto industry, including electric and autonomous vehicles, data and AI, and global supply chain issuesRead More

The Road Forward for Electric Vehicles

Electric vehicle

The electric vehicle market seems poised to take off, with high demand for Tesla’s Model 3 and growing attention from big automakers. Yet challenges that stalled EV growth in the past, namely sparse charging infrastructure and high costs, persist. John Paul MacDuffie looks at the role policymakers can take to support, or sink, the EV renaissance.Read More

Are Affordable Electric Vehicle Batteries on the Horizon?

One key factor affecting consumer acceptance of electric vehicles is the price and performance of batteries, so the Electric Vehicle Forecasting Challenge includes a question about the cost per kilowatt-hour (KwH) in 2016.Read More

Managing systemic and disruptive innovation: lessons from the Renault Zero Emission Initiative

Some innovations are challenging to deploy because they destabilize existing technologies and value chains (systemic) as well as traditional customer preferences (disruptive). The existing literature does not provide clear guidance as to effective management methods for systemic and disruptive innovations (SDIs).Read More

Reflections on the 2013 PVMI Researchers Meeting and Fall Conference

In addition to hosting the 2013 Fall Conference with the Program on Vehicle and Mobility Innovation (PVMI), the Mack Institute also held a PVMI Researchers Meeting on November 21, 2013. Both events focused on the theme of disruptive technologies and value migration. In this guest blog post, PVMI veteran Dan Whitney ofRead More

When Disruptive Technologies Meet Integrated Systems

John Paul MacDuffie addresses Mack Institute Fall Conference attendees

Knowing when to hold and when to fold isn’t just for poker players. When applied to new technology, that insight into knowing when to embrace the next new thing and when to let it pass has been known to make or break careers and entire companies. Think Kodak, an iconicRead More