How Volkswagen can reinvent itself as an EV company, with CEO Herbert Diess

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After Dieselgate, Volkswagen is all in on electric and software.

. You partner with Argo; they make very advanced autonomous systems. There’s even an ID Buzz prototype driving itself around various cities. Argo AI is a software supplier: they make a package, and then they sell it to you in the way that your traditional suppliers would sell you seats or door handles.

On the other side, yes, we also have suppliers there. We’re working with Bosch in the other area, but we want to become able to really drive the car, because we think the big differentiator is — and the big step change in the industry is — are you able to take over the responsibility for driving the car? That makes a big difference.Difficult to say. First thing will probably be the fleets we are running now together with Argo AI. We should get started in 2025 or 2026.

Yeah, definitely. The electrification gave us the chance to bring it back. The Microbus in its historic time frame was quite unique: it offered a huge amount of space on a very reduced platform size. It’s a relatively small car with a huge interior. As auto technology developed over time, cars have become much more complex. Engine technology has become much more complicated, much more bulky, and much more voluminous. Over time, the car lost its initial room efficiency.

I can’t say. The American team has to decide on that. It’s premature because the car will only come to America next year. It’s not yet decided as the car will have the newest features and a lot of range. It will not be as cheap as the first Microbus. We are not doing this only in America: we have been founding charging networks in joint ventures in Italy and Spain; we are invested in IONITY, which is a fast charging network across Europe. We have also invested in a fast charging network in China because we think it’s necessary for electrification. By the way, our American competitor is showing that it can be done. What we see is that it’s a huge opportunity in charging.

One of the ways to reduce that investment is to standardize: either standardize batteries across the industry — which doesn’t appear to be happening — or standardizing the plugs and the charging infrastructure, which is slow going. There is some interest. Every now and again, Elon Musk talks about opening Superchargers. We had the CEO of Polestar on, he says, “Yeah, they talk about it, but it’s never going to happen.

 

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every automobile company should be doing this immediately. this should be an expectation, not a choice

EV as reinvention? Cars are a tired 140-year-old idea of constant incrementalism in need of complete disruption.

This was the inevitable 'fallout' from diesel-gate. Forcing a cheating car company to take the lead in an emerging technology market seemed like a dumb way to punish them but I'm glad it helped EV adoption.

I read that twice as 'When CEO Herbert dies.' I'm like why is he so against EVs that we have to wait for him to die to start pushing electric cars? 🤣🤣🤣

I did nazi that coming

In this week’s Decoder, reckless talks with Herbert_Diess about keeping Volkswagen ahead of its competitors and bringing back the groovy Microbus. Listen to their full conversation and subscribe here:

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