THE CONNECTED CARas a New Marketplace

Mike Simmons Driveway

Jason Hoover Capital One

THE CONNECTED CARas a New Marketplace

Session Breakdown

The Connected Car

Business Models

Future Opportunity

THE CONNECTED CARas a New Marketplace

The Future of Cars

Connectivity Sharing

Electrification Autonomy

THE CONNECTED CARas a New Marketplace

The Cost of Driving

Uber

$3.00

Uber Pool

$1.50

New Car

$0.80

Used Car

$0.56

SAV

$0.34

SAV Pool

$0.16

Per-mile cost of driving at 12,000 miles/year

THE CONNECTED CAR

THE CONNECTED CARas a New Marketplace

What is a Connected Car?

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

Infotainment

Handsfree Voice Control

CarPlay/Android Auto

In-Car Apps

Out-of-Car Apps

Connected Services

THE CONNECTED CARas a New Marketplace

Getting Connected

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

OEM Embedded Satellite OEM Tethered

Aftermarket Cellular Aftermarket Tethered Smartphone

Driveway

THE CONNECTED CARas a New Marketplace

On-Board Diagnostics

Federally Mandated in 1996

Designed for Emissions Compliance

Indie Garage Repair

The OBD-II Port

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

The OBD Landscape

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

The Data

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

VIN

Speed

RPM

Air flow rate

Pedal position

Manifold pressure

Temperature

Diagnostic Trouble Codes

THE CONNECTED CARas a New Marketplace

The Good Stuff

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

Proprietary Data

OEM-specific

Limited access

Dealer scan tools

Odometer

Seat belt status

Airbag status

Controls

THE CONNECTED CARas a New Marketplace

Is Car Hacking a Thing?

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

Read v. Write

Little hack, Big hack

Multiple threat vectors

Issue for all IoT

THE CONNECTED CARas a New Marketplace

The Future of Connectivity

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

Today’s Business Models

THE CONNECTED CARas a New Marketplace

Business Models

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

Business Models

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

Business Models

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

Business Models

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

Business Models

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

Business Models

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas a New Marketplace

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

The new CPM

Business Models

OPPORTUNITY APIs & MORE

THE CONNECTED CARas the New Marketplace

API LANDSCAPE

API

• IFTTT/Zapier

• OBD2 device vendors

• IBM Watson

• Google TensorFlow

• Android Auto

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

SOC LANDSCAPE

System on a Chip (SoC)

• Intel Quark - Small form factor

• Intel Atom - Higher performance but small

• TI TDA3x ADAS - Facial recognition - monitoring

• Raspberry Pi + Arduino

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

Passenger

Driver Vehicle Marketing

Services

MARKETPLACE IN MOTION

Consumers Producers

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

Efficiency Gains

Drivers, Services, Marketing, & Vehicle

• Improving people’s lives with time

• Saving people money

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

EFFICIENCY GAINS

Purchasing Efficiencies

Link multiple needs

• Create value by giving customer’s time back

• TensorFlow

• IFTTT/Zapier

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

EFFICIENCY GAINS

Ecosystem Leverage for Commodity Purchases

Large Groups of Cars Have the Same Maintenance/Service Needs:

• Watson/Edmunds/TensorFlow

• Create a Marketplace Between OEM Products & Service Providers & Drivers

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

MONETIZATION

Passenger + Marketing/Sales

Captive Audiences

Nothing else to do

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

MONETIZATION

New Passenger Experiences

Enhance the customer experience while being driven:

• Trivia Games

• Historical Information

• Android Auto API / Wikipedia

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

MONETIZATION

Infotainment & Advertising

•Hyper targeted by Geo and Time

•Streaming Content and Ads

Content Time-based

NewsGeo

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

SERVICES

• Do something with all that data • Re-invent the experience for the driver • RideSharing

Vehicle + Driver + Sales

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

SERVICES

Data Aggregation

• Behavioral Equity

• TensorFlow

• OBD2 Devices

• Software OBD2 SDKs

• Alexa Queries

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

SERVICES

Purchases from Car

Too lazy for Apple Pay? Drive thru pay:

• Instead of fishing for a phone, the car can register the payment

• TI TDA3x ADAS processor

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

SERVICES

Independent RideShare

Apple Pay/NFC + OBD2 = Uber/Lyft Solo:

• Give individuals the ability to share rides/commutes plus cost

• GroupLoop

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

SERVICES

Remote Delivery Locker

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

THE CONNECTED CARas the New Marketplace

PAVING THE WAY

Connected Vehicles Smart Cars on Dumb Roads

For now, how can we connect vehicles to each other that aren’t yet autonomous?

• Location awareness of “others”

• Route tracing/following for road trips

• Proximity warnings/crash avoidance

• V2V

CONNECTED CAR / DATA & BUSINESS MODELS / APIS & OPPORTUNITY

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