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Why the current price of Uber stocks is a daring wager

Business January 12th, 2017, François Meunier / President, Alsis Conseil, Associate Professor of Finance, ENSAE ParisTech

The arrival of Uber and other booking platforms has a strong impact on the taxi licensing market, while the shares of new operators are taking off. From capitalization to revenues, the sector as a whole sees its economy turned upside down. Financial economics offers good insights on what is going on... knowing that the disruption movement has only started: on the one hand Uber is far from having realized its potential, on the other the platform paves the way to its future competitors.

The Physical Internet: logistics of the future is just around the corner

Business October 31st, 2016, Eric Ballot / Professor of Industrial Management, Mines ParisTech, PSL Research University

Logistics today is an activity that, while selling mobility, mainly manages immobility. Packages stocked in warehouses. Disruptive, emerging models, based on the principles of the Physical Internet, will be much more dynamic.

China’s reform progress exemplified: the road transportation situation

Society July 9th, 2016, Mats Harborn / Executive Director, Scania China Strategic Office

In order to continue to prosper, China as a country and as an economy needs deep and comprehensive reform. President Xi Jinping outlined his view in a long article published on May 10th in Peoples’ Daily, the official party newspaper: reform means that market forces should play a decisive role in resource allocation, and for that to happen there needs to be a level playing field. That in turn requires that all players abide by the same rules, standards and laws, which will not be achieved without strict and equal enforcement. In the field of road transportation, these issues become very concrete, visual and easy to understand.

Urban transportation: trends, challenges and opportunities

Society June 15th, 2016, Sundaravalli Narayanaswami / Assistant Professor, Indian Institute of Management, Ahmedabad

Urban travel demand has to be understood from the context of differentiated urban growth. To some extent, capacity increase is possible by slight modifications with little or no investments such as signaling changes, widening of roads and extricating encroachments. But what works for one city may not work for the other, though some valuable lessons can be learned.

For over a century, cars were made of four wheels, a steering wheel and a driver. And what if everything changed? The explosion of social and technological innovation has transformed the automotive sector into a laboratory of the future. Two trends emerge: the technology race and the “step on the side” approach. With one unifying concept: sustainable mobility.

With the emergence of new, often disruptive, forms of personal mobility, the automotive industry is facing a drastic change in its role and its relationship with consumers, end-users and society in general. New forms of partnerships are also emerging. Innovation and technology are crucial drivers for these changes, while automotive suppliers are its key actors, alongside OEMs, new industrial players and service providers.

A brief history of Autolib’

Industries March 3rd, 2016, Sylvain Géron / CTO, Canal+, co-funder and former manager, Polyconseil

Autolib' is a technical, operational and commercial success. This electric car-sharing service which started in Paris and operates in several French cities is now going global: the latest city where the scheme has been adopted is Indianapolis. This rather risky venture was made possible by the alliance between a giant and a startup. Here is its story.

Tesla’s computer on wheels

Industries October 25th, 2015, Philippe Chain / Former Vice President Quality, Tesla Motors

With the Model S, Tesla offers not only “the best car in the world,” but also an object from the Silicon Valley, closer in its architecture to a mobile electronic device than to a car, in the conventional sense. The electronics and system architecture but also the streamlined user experience: everything is designed in a framework where models are smartphones and tablets. The result is a car that draws its attractiveness from its own features, including its mechanical performance, and from the enchanting experience it promises, more than from simply rational, technical and economic features. Electronics and automotive technology, the best of both worlds, and beyond! This performance owes much to the personality of Elon Musk and to the culture of the company, which shares both the qualities and defects of a start-up. Will this culture survive to a change of scale?

From weightlifter to genius: what changes await car makers

Industries October 17th, 2015, David Allard / Head of Open Innovation and Advanced Research Manager, PSA Peugeot Citroën - Asia Business Unit

Automakers are facing four changes that will altogether change the automotive experience in the few years to come. These four innovations, brought from the consumer electronics industry, include Connectivity, Artificial intelligence, Sensors, and Interface. Each of these four disrupting factors, taken independently, is a powerful wave on its own. When combined, they will redefine the industry.

The spread of civil drones in China: an industry was born… and the killer app is expected soon

Industries May 27th, 2015, PENG Zhongren / Professor, Center for ITS and UAV Application Research, School of Naval Architecture, Ocean and Civil Engineering, Shanghai Jiaotong University

China has joined the race. The rapid development of civil uses, such as monitoring pollution and transportation flow, has allowed new players to emerge, aside from large military programs. Applications will drive the growth of this industry, along with technology advances and falling prices. It is still too early to say whether UAVs can be applied on a large scale and overhaul the traditional industries. But some companies are already valued at US$10 billion. Shall we expect consolidation? What is going to be the killer application?

It is a paradox: despite huge oil reserves supporting their wealth, Norwegians have become, in a few years, the first users of electric vehicles. These represent 18% of new registrations since the beginning of 2015! The key to this unprecedented growth, nowhere else to be found, is their convincing policy of incentives... so convincing, in fact, that its designers have been overwhelmed by its success: the model is bound to evolve.

The next automobile revolution will be the driverless car. Ever since the automobile industry was born, it has continuously represented a clear-cut vector for technological progress and societal transformation. Driverless cars, with general roadworthy models running by 2030, promise to bring sizeable changes to the way we live, to the environment, to our health, the economy and industry at large. Market potential is already visible but many questions still remain to be answered.

Automobile manufacturers face a difficult equation: in a globalised market where they can produce, buy and sell virtually anywhere, how can they make the right choice concerning localisation? In other words, how can they get closer to customers while remaining connected to resources, specifically to intellectual resources? The answer might well be found in a new industrial grammar that consists in globalised sourcing, disintegration of value chains and maximisation of comparative advantages. The rise of mega-platforms is at the heart of this redeployment and conveys a redefinition of the competitiveness equation.

It's understood, the twenty-first century will be the century of robots. And there is a lot of talk concerning a subfamily of these machines: drones. While these remotely piloted aircrafts were first developed in a military context, there seems to be no end to their civilian uses. This development goes hand in hand with a radical change in business models, marked in particular by a sharp drop in prices and an increasing variety of uses. So what are the current prospects?

In emerging economies, the question is now being raised: will a parallel development of middle class and car driving paralyze the megacities? Advanced countries are already experimenting new solutions. How can we banish the spectre of urban immobility?

The future of the automotive industry: who will invest in intelligent transportation systems?

Society February 11th, 2014, Rémi Maniak / Associate Professor at Telecom ParisTech and Researcher at Ecole Polytechnique

The advent of intelligent transportation systems creates opportunities for many players, from the Internet giants to the pioneers of the sharing economy... including smart public authorities. But who will invest? How to share costs and profits? And who will own the data?

Betting on all-electric vehicles: the whys and wherefores

Industries June 5th, 2013, Béatrice Foucher / Vice President of the Electric Vehicle Program, Renault

There is a future in electric cars, but which one? Several technologies are competing and the major manufacturers have opted for very different strategies. Renault distinguishes itself from others by going all-electric. Beatrice Foucher, Director of their Electric Vehicle program, explains that choice and shares the insights of a carmaker on a changing landscape.

Of trains and climate

Industries May 2nd, 2013, Jean-Louis Jourdan, Alexandre Kaddouri, Joëlle Tournebize / Sustainable Development Direction, SNCF

In the field of rail transport, climate change raises very concrete challenges. The infrastructure is already under heavy stress and suffers from waves of heat that distort the rails and from floods that can disrupt traffic. Passenger comfort raises additional problems. How can we adapt to these changes? How can we anticipate them? Major rail companies have been thinking about these problems for several years and are beginning to design new strategies of action on the short, medium and long term.

How a new innovation culture is reshaping the car industry

Industries September 20th, 2012, Rémi Maniak / Associate Professor at Telecom ParisTech and Researcher at Ecole Polytechnique

When examining the car industry in the US, Japan as well as Europe, one tends to focus on the crisis that has been shaking some of its biggest players for several years. But this century old industry is also a field for experimentation and technological innovation – a field where the very culture of innovation is undergoing a dramatic, exciting change.

In 2011, Rodney Brossart, a farmer from Lakota (North Dakota) was arrested by the county police. Brossart, who was armed, was in a dispute with the authorities over the ownership of six cows and refused to turn over the animals that had meandered onto his ranch property. After his arrest, Brossart charged the police with violation of privacy. Indeed, the police team had arrested him helped with a “Predator” unmanned drone, provided by the Homeland Security Department. This observation vehicle had played a crucial role to locate the suspect inside his own house and assist the policemen during the assault. However, no trial court is ever likely to hear this case. The police officers involved had a warrant and could easily prove that they used the drone for surveillance purpose only, and not, as claimed by the suspect, to create a ground for prosecution after the facts. This was the very first encounter, and certainly not the last, between an “unmanned aerial vehicle” (UAV) and the US justice.

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