Tech. Cars. Machines.

How do you start a new business in a large corporation and quickly scale it to hundreds of millions of revenues? Savi Baveja, President of 3D Printing and Chief Incubation Officer at HP, Inc. told me how.  Focused on production, with markets in auto parts (custom Porsche seats), personal medical devices and drones, Savi gave me insights as only a Bain & Company veteran could.   Note the “skip to” audio time stamps below.  You can read the related article here in 3 minutes. The HP 3D printing website is here.  Host: Ali Tabibian of GTK Partners.   Here are the timestamps for the episode. On some podcast players you can click the timestamp to jump to it.  (0:00) Introduction  (2:23) Intro to Savi and HP   (9:19) 3D printing synergies with HP  (11:13) HP 3D printing overview  (23:33) Customers and applications  (33:18) Sustainability  (37:48) Innovation in large companies  (46:09) Related Tech Cars Machines episodes 

Interested in a piece of a $400 billion pie from which Tesla once took a $465MM bite?  Chris Creed, Chief Investment Officer of the Department of Energy’s Loan Program’s Office spoke to me about how the pie is made available to innovators or scalers in renewable energy and energy infrastructure.  He discussed suitable projects, financial metrics and loan terms.   Recent LPO facilities include the subject of our Episode 33, the ACES Delta hydrogen storage program,  $2.2BN for Nevada’s Thacker Lithium Mine, and GM’s Ultium and Ford’s BlueOval battery efforts.  Chris works with Jigar Shah, Director of the LPO and co-founder of Sun Edison.   You can read the related article here in 3 minutes.    The LPO monthly activity report is here.   Time stamps below. On some podcast players you can click the timestamp to jump to it. (0:00) Introduction (2:26) Chris Creed and intro to the LPO (6:30) Chris’ background (9:55) “Bridge to bankability”; innovation; infrastructure (14:40) The kinds of risks LPO will take (21:57) Terms, conditions & diligence (27:01) Community benefits (29:19) The role of large/small companies and private debt/equity (36:37) Related Tech Cars Machines episodes Host: Ali Tabibian of GTK Partners. 

GE’s “fuels guy” and current Global Hydrogen Value Chain Leader at GE Vernova, Dr. Jeffrey Goldmeer, shares his 23 years of experience and insight on energy generation, energy transition, the electric grid, and the role of hydrogen. We got technical in an accessible way about electric grid characteristics and how the transition to carbon-free sources influences them. One thousand six hundred miles of existing hydrogen pipeline, 50+ years of experience burning hydrogen as a fuel (100,000+ hours at one GE installation alone), and a vast ammonia transport network for fertilizers imply that technical breakthroughs aren’t the main gating items — infrastructure investments and subsidies are.  Jeff is a natural teacher and host of the Cutting Carbon podcast. You can read the related article here in 4 minutes. The Cutting Carbon podcast is here. GE Vernova’s hydrogen-fueled turbines website page is here and very informative. Host: Ali Tabibian of GTK Partners.

You get a billion! And you get a billion! And YOU get a billion! (repeat 4 more times). The Department of Energy recently announced seven recipients of a total $7 billion who will build hydrogen hubs around the U.S.  The auto and steel sectors, concentrated around Michigan, Indiana and Illinois, are covered by the Midwest Alliance for Clean Hydrogen (MachH2).  Neil Banwart, MachH2’s CIO, talked with Ali Tabibian about how the hub will use scale to demonstrate the economics of hydrogen across diversified production methods and applications.  We discussed green, blue, pink and white hydrogen, and applications in heavy-duty transportation, marine and air travel.  We touched on the program’s commitment to social justice as the Inflation Reduction Act prescribes. You can read the related article here in 3 minutes. Host: Ali Tabibian of GTK Partners.

Learn about the future of autonomous trucking with Peter Vaughan Schmidt, CEO of Torc Robotics, as he discusses the challenges, partnerships, and innovations in the industry. From the inception of Torc Robotics to the collaboration with Daimler Trucks, get insights into the cutting-edge technology shaping the future of transportation.

Cars that drive themselves not enough for you? How about when they do it at 192 MPH? And head-to-head on a racetrack. With no remote intervention. In total darkness. Paul Mitchell, Chairman and President of the Indy Autonomous Challenge, and I talk at the Las Vegas International Speedway. He tells me how this is possible, what it means for all of us, and what’s next. A raw transcript is here.  More information on your host Ali Tabibian and GTK Partners.

A summary for executives, capital allocators, technologists, geeks and generally enthusiastic people.  A behind-the-curtains view of trends in M&A, financing, AI, autos, autonomy, electric vehicles, and the Internet of Things. A raw transcript is here.  More information on your host Ali Tabibian and GTK Partners. Links to mentioned companies: Torc and Daimler Trucks; Indy Autonomous Challenge; Mercedes Benz in-vehicle NFT (no joke); L’Oreal’s generative AI; Foretellix’s ADAS development platform; wireless charging:  WiTricity and Ossia; accessibility tech: Gryogear hand stabilizer and Xander audio captioning glasses.

Can electric batteries provide power for heavy-duty and long-haul applications in trucking, mining, agriculture and shipping?  Probably not.  Most insiders think hydrogen power will be required.  Will a simultaneous investment in hydrogen production, its distribution networks and hydrogen-capable vehicles pay off?  Probably not. Leveraging more economically justifiable uses for hydrogen outside of transportation may provide a path.  We explore how projects like the massive ACES Delta hydrogen storage facility in Utah, recently majority-owned by Chevron, could jump-start viable hydrogen transportation. A raw transcript is here.  More information on your host Ali Tabibian and GTK Partners. The ACES Delta website, the Department of Energy’s overview of the program, Mistubishi Power’s press releases are here, as is an excellent article on the project.

Joachim Rosenberg, Volvo Group, talks about Volvo's commitment to sustainability, powertrain technologies, and creating a recharging infrastructure in Europe. He also discusses investments and partnerships in the automotive industry and the future of transportation.

This is one of a series of quick-take episodes on automobile technologies, specifically sensing and LiDAR-enabled sensing, recorded at CES 2023 in Las Vegas. LeddarTech has become a comprehensive end-to-end environmental sensing company by enabling customers to solve critical sensing, fusion and perception challenges across the entire value chain. The company offers cost-effective and scalable solutions that support Level 2+ to Level 5 full autonomy. You can find a transcript and web player here. Learn more about LeddarTech, and Charles, GTK and your host Ali Tabibian. If links aren’t active in your app, please go to www.gtkpartners.com/tcm.