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The electric car & industry | Michiel Langezaal | TEDxMaastricht

The electric car & industry | Michiel Langezaal | TEDxMaastricht


Translator: Tiago Mendes-Costa
Reviewer: Elisabeth Buffard Hi. Em, yeah. I’m gonna tell you something about
what’s happening in the car industry. And I thought let’s… Let’s have the first picture
put on the screen. This car. I’d like to see some hands. Who already has seen
this car on the road? Who knows this car? Okay. That’s quite a lot. Well… A friend of mine has one. And… When I talk with him about it, he’s.. He’s always super enthusiastic. He says “Yeah, this car,
it just accelerates like hell!” “It’s crazy!” “And it has this huge screen!” “And I can download apps on it.” “And I can surf the web.” “It’s amazing!” “It’s not just an electric car.” “It doesn’t drive electric.
It’s more than that.” And… Well, there are also
the non-enthusiasts. And I say “Well yeah,
but it’s heavily subsidized.” “And that will never grow.” “And it still charges in hours.” Well that’s gonna change. And that’s what I’m talking about today. Em… What’s my background? I’m CEO and founder of Fastned. Fastned builds charging stations. Like this. Just like a regular gas station. They’re situated along the highway. And you can just exit the highway, go into the charging station, put the plug in the car, press start and 20 minutes later
the car is full. What that will do is that will give electric vehicles drivers the freedom
to drive wherever they like, just like a gasoline car. Why do you buy a car? You buy a car because
it gives you freedom. That’s why you want it. And that’s what we’re going to do. Basically the same as
Shell or BP that puts on gasoline stations. So why do I think that this industry is headed towards this Kodak moment? Kodak is the classical example of the photography industry being
disrupted by the digital camera. And what we see here, what we see happening
with the electric car is to some extent the same. We see cars becoming electric. It’s becoming an electric appliance. And it follows a totally different course and experience curve than we are
used to from mechanical products like the current fossil fuel car
that we know. And this electric appliance it just goes through a cost curve that you know from the LCD TV
that you have at home, from the improvement that
we’ve seen in digital cameras. Year on year these products get better
and better and better. And that is disruptive. That’s highly disruptive. If you look at solar panels, more and more houses in the Netherlands, they are putting solar panels
on their roofs. Why are they doing that? Well, because of this: this curve going down, down, down. Year on year improvements in solar cells are around 20%. 20% per year to get cheaper, better, etc. And what that means, if you do that every year, at some point, you’ll cross
that line of grid parity. At some point, your energy
from the solar panels will become cheaper than the energy that you can buy
from the grid. And the same is happening with batteries. The batteries, that’s the main cost
component of our electric car, they’re getting cheaper
and cheaper every day. We’ve seen the same from digital cameras. Digital cameras got better. They got more capacity of photos. They got more megapixels. In 10 years, the industry went
from 0 to 100% adoption. When the photographers didn’t like the camera in the beginning, they now love it. And we see the same happening
with electric cars. They will charge faster. They will have more range. And it’s not as fast as the
digital camera in development, but it will be around 20% per year. And I think, if we translate that
to the car industry, this is what we see happening: this was an extract of the Auto Bild, a German car magazine. It basically states the opinion, or let’s say how the Germans thought
about the introduction of the Tesla. Last month, Tesla sold 289 vehicles in the Netherlands of the type Model S. In that same month,
BMW and Audi combined sold… 244 Audi A6 and BMW 5 series. That’s what I call disruption. In 1 or 2 years, you got
a serious market share. It’s already happening
in this luxury segment. Then besides price, what else, why would it be disruptive? An electric car,
you can charge it at home. And at home, electricity is very cheap. You can basically put your car
in a wall socket. It’s a huge incentive for people
to buy a car. Why? If you drive it for 2 Euros for 100 km, and you have your own parking space
for your car near your home, that makes a lot of sense. You basically get a
0 marginal cost product. So the whole cost perception of
the product of an electric car will be totally different
than a gasoline car. And that will be disruptive. This is what’s gonna
happen in the end. What we will see is
in the coming 10 to 15 years, we will see this market accelerate Today this market is growing at 50 or 100% per year. And that will accelerate. And it will go through the hockey stick
in the coming years. And that means that in the end, gasoline stations will be disrupted. The existing car brands
that are sitting ducks, they will be disrupted as well. Only car brands that will
really really step in, and today start their development, they will get there, they will be able to go along. Thank you very much. (Applause)

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30 thoughts on “The electric car & industry | Michiel Langezaal | TEDxMaastricht

  1. He is in thr USA flogging his services for EV drivers ,here in the UK the price of electric has just gone up by 10% for Npower and 11% for Scotish & southerrn the rest will follow ,councils loosing money from government cuts have already started putting £96 on top of residents parking permit charges smart meters are coming for every property 2017 VED rates [ road tax ] for hybrids will see rates rise up to year 3 where you could be paying upwards of £450 depending on make & model governments are loosing to much money with EVs /highbrids ect so the days of cheap transport are limited and power generation companies are cashing in , the days of driving an EV for pennies are fading !

  2. UK grid today has a 300megawatt to juggle with plug in 30,000 EVs with a 10Kw charger
    and thats the end of the 300megawatts buffer and the start of the power cuts !
    National grids figures !

  3. I have a new technology of energy production that if implanted in a car, this would work for 30 years without the need of refueling. I just need investors to make this happen.

  4. The whole speech is based on a premise: the old is uncool, the new is cool. Learn from the past: digital cameras destroyed Kodak so electric cars (I'm an investor in this sector) will destroy petrol cars. That's the way it is. Stop.

  5. It;s close to 2018 and only 1% of new cars are electric. Lets bomb the saudis to skyrocket fuel prices so electric will be the only way…

  6. QUIT THE REPUBLICAN LIE THAT TESLA IS SUBSIDIZED FROM GOVERNMENT THEY GOT A LOAN AND PAID IT BACK 9 YEARS EARLY AND SUPER CHARGES CHARGE IN 30 MIN

  7. WHY DO YOU KEEP SAYING DISRUPTION DISRUPTION DISRUPTION , HENRY FORD SAID IT BEST " IF I ASKED PEOPLE WHAT THEY WANTED THEY WOULD SAY A FASTER HORSE " .

  8. Thanks for this great speech. It's so sad that our german car-industry will not see these clear facts until today. I think they will all go the same way like Kodak or Nokia, because the change in their minds comes to late and not aggressive enough. You did a really easy understandable presentation of what happens these days! Great job!

  9. Nice movie. However you should take instructions from Avasva website if you want to learn how to make it easily.

  10. Isn't Electric Car cheaper to OWN AND OPERATE forever… forever more…. The trucks will be fantastic just getting away from red lights,

  11. electric cars are pretty cool but I dont think many of the big automakers will die off because they failed to create an electric car…I also think gasoline cars will exist to some extent forever…mostly because of the classic market and collectors and enthusiasts

  12. When the price of electric cars is lower than gasoline cars and the range is better than it is now the electrics will sell.

    Now, 86% of world energy is fossil fuel. Most electricity is made with fossil fuel. Electric cars have electrons from fossil fuel generated electricity

  13. Electricity is not cheap in africa. And the price keeps on going up. Im optimistic though. But im also scared that these big corporations would put their fangs in electric cars too

  14. CEO of a company that provides charging services to electric cars, wants and is positive about the sustainable future of electric cars on the road? Cool.

  15. VIL+10APBBE,LISNOTE,B+-/+1MTI,MY ACCOUNT NUMBER 1909101020677,IFSC CODE CNRB00190,82I90TI ,AND FOR YOUR PARCELDRAW MY INCOME TAX NUMBER DBUPA1339C.PLEASE BRING TOMARROW.I WAITING YOU SIR,ALL OTHER CASH PLEASE DEPOSIT MY ACCOUNT NUMBER EARLIER AND NOW BY SIR DR KEN SIR/FAKE NEWS YOU WILL HERE SIR/

  16. 2:48 "Highly Disruptive indeed" – I think I will wait until at least 2030 to see if that's true and my extremely low emissions Mercedes B200 CDi is ready for the Scrap Heap.

  17. 2:05 I have a perfectly good Kodak Digital Camera and it's amazing zoom of 50x is great, and resolution is superb 5 years after I bought it.

  18. 3:50 I will LOVE IT when cars can cover 500 miles+ and recharge in 3 minutes as can be achieved today easily, however I think that to be honest Mr Langezaal, that might be in your lifetime but not mine.

  19. This guy is a bullshitter. He fails to mention his biggest competition – existing petrol stations putting up chargers. They already have the land, money and infrastructure.

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