If you find yourself in a gold rush, sell shovels
If you find yourself in a gold rush, sell shovels. Michelle Avary, VP Automotive Products and Strategy November 2, 2016
© 2016 Aeris. All Rights Reserved.
Me - As Defined By Work Extensive background in developing, launching, and operating connected vehicle programs
© 2016 Aeris. All Rights Reserved.
Company Confidential
2
Aeris – A Solutions Provider Focused on the Io(M)T The Internet of moving things
We take companies on the journey from unconnected product to connected service Enterprise Connectivity-as-a-Service (CaaS)
Applications and Analytics Platform-as-a-Service (PaaS)
Automotive Telematics-as-a-Service (TaaS)
Aeris Solutions Platform © 2016 Aeris. All Rights Reserved.
Company Confidential
3
The Discovery Of Gold Changed California
© 2016 Aeris. All Rights Reserved.
Company Confidential
4
New Mobility Gold Rush Ride sharing works, greater acceptance of EVs, strong interest in autonomous
© 2016 Aeris. All Rights Reserved.
Company Confidential
5
2016 - The New 1848? Automotive deals on pace to top $1 billion
© 2016 Aeris. All Rights Reserved.
Company Confidential
6
There Is A Lot Of Money In Them Thar Hills And it’s not just Sand Hill
© 2016 Aeris. All Rights Reserved.
Company Confidential
7
More Startups Forming Everyday
© 2016 Aeris. All Rights Reserved.
Company Confidential
8
There Are A Lot Of Great Reasons For Investing Because we all know there are better ways
© 2016 Aeris. All Rights Reserved.
Company Confidential
9
McKinsey And Bloomberg Believe There are tremendous benefits to electric, autonomous, shared, seamless mobility
CLEAN & SHARED Mexico City - $2,800 per person - Improved safety
PRIVATE AUTONOMY Los Angeles - $3,300 per person - Cost savings
© 2016 Aeris. All Rights Reserved.
SEAMLESS MOBILITY Chicago - $7,400 per person - Improved efficiencies
Company Confidential
10
Following The Money
PERSONAL
SHARED
DRIVERLESS
DRIVER
Shared mobility is less costly Current majority
Shared economy
$1.00 - $1.60 per mile
$0.65 per mile
~$0.40 for the driver
Owned autonomy
Shared autonomy
$0.75 per mile
$0.25 per mile
Barclay’s estimates $0.08 per mile
© 2016 Aeris. All Rights Reserved.
Company Confidential
11
High Debt, Low Prospects Millennials are different
Bureau of Labor Statistics
© 2016 Aeris. All Rights Reserved.
Company Confidential
12
Ford Has Plans They believe in the AV/EV/Mobility future
© 2016 Aeris. All Rights Reserved.
Company Confidential
13
During A Gold Rush, Sell Shovels
© 2016 Aeris. All Rights Reserved.
Company Confidential
14
What Is The Shovel In This Analogy?
Transportation-as-a-Service
© 2016 Aeris. All Rights Reserved.
Company Confidential
15
Four Critical Components To TaaS Transformation 1. I.T. infrastructure – a flexible platform 2. Connectivity – intelligent communication switching 3. Vehicles – the right mix at the right time and place 4. The right organization – service oriented
© 2016 Aeris. All Rights Reserved.
Company Confidential
16
Modular Architecture Increases Flexibility Micro Services SERVICE LOGIC
State-of-the-art technology 1. Create new services quickly
SERVICES CATALOG AND PAYMENTS
2. Optimized for specific regions 3. New integrations are smaller and faster 4. Low cost, less risk, faster time to market
CUSTOMER EXPERIENCE
5. Introduce new technologies over time
VEHICLE AND CUSTOMER DATA
© 2016 Aeris. All Rights Reserved.
Company Confidential
17
Build For Billions Cloud architecture allows for rapid and effective scaling
Cloud
Any cloud – public or private Spin up multiple instances of infrastructure almost instantly for performance protection and rapid development 3rd Party integration
SERVICE LOGIC
CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS
VEHICLE AND CUSTOMER DATA
Monitoring
CUSTOMER EXPERIENCE
SERVICE LOGIC CUSTOMER EXPERIENCE
SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC SERVICE LOGIC SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC SERVICE LOGIC SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC
SERVICE LOGIC SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
© 2016 Aeris. All Rights Reserved.
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS SERVICES CATALOG AND PAYMENTS
Company Confidential
18
Become Best Friends With Your CIO
© 2016 Aeris. All Rights Reserved.
Company Confidential
19
There Is No Magic Connectivity Bullet It’s complicated and expensive
© 2016 Aeris. All Rights Reserved.
Company Confidential
20
Vehicles Must Have Wireless Connectivity
© 2016 Aeris. All Rights Reserved.
Company Confidential
21
What Vehicles When And Where
© 2016 Aeris. All Rights Reserved.
Company Confidential
22
Create New Organizations
© 2016 Aeris. All Rights Reserved.
Company Confidential
23
Your Organization’s Culture Matter
© 2016 Aeris. All Rights Reserved.
Company Confidential
24
People Create The Lasting Transformation
© 2016 Aeris. All Rights Reserved.
Company Confidential
25
© 2016 Aeris. All Rights Reserved.
Company Confidential
26
© 2016 Aeris. All Rights Reserved.
Me - As Defined By Work Extensive background in developing, launching, and operating connected vehicle programs
© 2016 Aeris. All Rights Reserved.
Company Confidential
2
Aeris – A Solutions Provider Focused on the Io(M)T The Internet of moving things
We take companies on the journey from unconnected product to connected service Enterprise Connectivity-as-a-Service (CaaS)
Applications and Analytics Platform-as-a-Service (PaaS)
Automotive Telematics-as-a-Service (TaaS)
Aeris Solutions Platform © 2016 Aeris. All Rights Reserved.
Company Confidential
3
The Discovery Of Gold Changed California
© 2016 Aeris. All Rights Reserved.
Company Confidential
4
New Mobility Gold Rush Ride sharing works, greater acceptance of EVs, strong interest in autonomous
© 2016 Aeris. All Rights Reserved.
Company Confidential
5
2016 - The New 1848? Automotive deals on pace to top $1 billion
© 2016 Aeris. All Rights Reserved.
Company Confidential
6
There Is A Lot Of Money In Them Thar Hills And it’s not just Sand Hill
© 2016 Aeris. All Rights Reserved.
Company Confidential
7
More Startups Forming Everyday
© 2016 Aeris. All Rights Reserved.
Company Confidential
8
There Are A Lot Of Great Reasons For Investing Because we all know there are better ways
© 2016 Aeris. All Rights Reserved.
Company Confidential
9
McKinsey And Bloomberg Believe There are tremendous benefits to electric, autonomous, shared, seamless mobility
CLEAN & SHARED Mexico City - $2,800 per person - Improved safety
PRIVATE AUTONOMY Los Angeles - $3,300 per person - Cost savings
© 2016 Aeris. All Rights Reserved.
SEAMLESS MOBILITY Chicago - $7,400 per person - Improved efficiencies
Company Confidential
10
Following The Money
PERSONAL
SHARED
DRIVERLESS
DRIVER
Shared mobility is less costly Current majority
Shared economy
$1.00 - $1.60 per mile
$0.65 per mile
~$0.40 for the driver
Owned autonomy
Shared autonomy
$0.75 per mile
$0.25 per mile
Barclay’s estimates $0.08 per mile
© 2016 Aeris. All Rights Reserved.
Company Confidential
11
High Debt, Low Prospects Millennials are different
Bureau of Labor Statistics
© 2016 Aeris. All Rights Reserved.
Company Confidential
12
Ford Has Plans They believe in the AV/EV/Mobility future
© 2016 Aeris. All Rights Reserved.
Company Confidential
13
During A Gold Rush, Sell Shovels
© 2016 Aeris. All Rights Reserved.
Company Confidential
14
What Is The Shovel In This Analogy?
Transportation-as-a-Service
© 2016 Aeris. All Rights Reserved.
Company Confidential
15
Four Critical Components To TaaS Transformation 1. I.T. infrastructure – a flexible platform 2. Connectivity – intelligent communication switching 3. Vehicles – the right mix at the right time and place 4. The right organization – service oriented
© 2016 Aeris. All Rights Reserved.
Company Confidential
16
Modular Architecture Increases Flexibility Micro Services SERVICE LOGIC
State-of-the-art technology 1. Create new services quickly
SERVICES CATALOG AND PAYMENTS
2. Optimized for specific regions 3. New integrations are smaller and faster 4. Low cost, less risk, faster time to market
CUSTOMER EXPERIENCE
5. Introduce new technologies over time
VEHICLE AND CUSTOMER DATA
© 2016 Aeris. All Rights Reserved.
Company Confidential
17
Build For Billions Cloud architecture allows for rapid and effective scaling
Cloud
Any cloud – public or private Spin up multiple instances of infrastructure almost instantly for performance protection and rapid development 3rd Party integration
SERVICE LOGIC
CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS
VEHICLE AND CUSTOMER DATA
Monitoring
CUSTOMER EXPERIENCE
SERVICE LOGIC CUSTOMER EXPERIENCE
SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC SERVICE LOGIC SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC SERVICE LOGIC SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC
SERVICE LOGIC SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
© 2016 Aeris. All Rights Reserved.
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE
SERVICE LOGIC
SERVICES CATALOG AND PAYMENTS
CUSTOMER EXPERIENCE CUSTOMER EXPERIENCE
SERVICES CATALOG AND PAYMENTS SERVICES CATALOG AND PAYMENTS
Company Confidential
18
Become Best Friends With Your CIO
© 2016 Aeris. All Rights Reserved.
Company Confidential
19
There Is No Magic Connectivity Bullet It’s complicated and expensive
© 2016 Aeris. All Rights Reserved.
Company Confidential
20
Vehicles Must Have Wireless Connectivity
© 2016 Aeris. All Rights Reserved.
Company Confidential
21
What Vehicles When And Where
© 2016 Aeris. All Rights Reserved.
Company Confidential
22
Create New Organizations
© 2016 Aeris. All Rights Reserved.
Company Confidential
23
Your Organization’s Culture Matter
© 2016 Aeris. All Rights Reserved.
Company Confidential
24
People Create The Lasting Transformation
© 2016 Aeris. All Rights Reserved.
Company Confidential
25
© 2016 Aeris. All Rights Reserved.
Company Confidential
26
