Bigger Brains Need Better Senses
Humanoid’s KinetIQ Ascend is important because it shows robot intelligence improving faster than robot perception. Better AI makes robot touch more valuable, not less.
From Battery Maker to Infrastructure Company: CATL’s Bigger Strategy
CATL is still the world’s largest battery maker. But its moves into standards, swapping, asset management, energy storage, software and recycling suggest a bigger strategy: capturing the infrastructure and operating layer of electric mobility.
From Battery Maker to Infrastructure Company: CATL’s Bigger Strategy Read Post »
Battery Swapping for Heavy Trucks: Infrastructure Asset or Financial Repackaging?
Battery swapping does not remove the truck battery from the economics. It moves battery ownership, depreciation, residual value and utilisation risk onto infrastructure owners, leasing companies and investors.
Battery Swapping for Heavy Trucks: Infrastructure Asset or Financial Repackaging? Read Post »