00:00
We have to make sure that we're taking advantage of the collective knowledge of the industry to
00:03
make sure that we're solving these types of integration problems as well.
00:07
We want to make sure that there aren't any guesses.
00:10
Safety can't be guesses.
00:12
Security can't be guesses.
00:15
Welcome to The Inevitable, a podcast by MotorTrend.
00:28
Welcome to The Inevitable.
00:30
This is MotorTrend's podcast, our podcast about the future of the car, the future of mobility,
00:35
where we're going, how we're going to get there.
00:37
This week is a little different because Ed and I are here in our Culver City studio,
00:42
but what you're about to watch took place in Las Vegas not long ago.
00:46
Yep, and I have a special announcement.
00:49
The Inevitable podcast is brought to you by QNX, whose high performance foundational
00:53
software powers over 275 million vehicles on the road today.
00:58
QNX delivers safe, secure, reliable, and scalable solutions, enabling automakers to unlock transformative
01:04
applications and drive new revenue streams and launch innovative business models all without
01:09
compromising safety or security.
01:12
The Inevitable podcast is also brought to you by Vector, a competent partner in embedded
01:18
For over 35 years, Vector has been helping the industry simplify complexity and accelerate
01:22
the transition to software-defined vehicles.
01:26
And both of our guests happen to be from QNX and Vector Informatic.
01:31
We have Justin Moon, vice president, core product engineering from QNX, and Dr. Mark
01:36
Weber, vice president, product management, embedded software and systems from Vector.
01:42
And this is a very interesting conversation.
01:46
To be frank, Johnny and I had to do some extra prep because we thought, you know,
01:49
this stuff is super technical.
01:51
We're on the show floor at CES.
01:53
We're actually in QNX's booth.
01:55
And, you know, it's a very tough topic for two car guys who mostly test and evaluate
02:08
Turns out, actually, a very interesting and very fast-moving podcast because both
02:12
Justin and Mark were great guests.
02:15
They're very good on camera.
02:16
Very good on camera.
02:17
And they also, you'll be able to tell immediately they've worked for a long
02:21
time with each other.
02:22
So they're basically finishing each other's senses.
02:25
So it's a very interesting, very technically techie and technical focused podcast if you're
02:30
into the future of software-defined vehicles.
02:33
So let's get right to it live and direct from QNX's booth at CES.
02:42
So Justin Moon and Mark Webber.
02:46
Thank you for coming on to the inevitable.
02:48
I'll ring my bell here at CES.
02:54
First of all, could I just ask you to introduce yourself?
02:56
Remember, this is both a video and audio podcast.
02:59
So why don't I start with Mark Webber?
03:02
Introduce yourself.
03:05
I am from Germany with Vector since approximately 15 years.
03:10
Started there as an software development engineer and moved over to product management,
03:15
which I'm now responsible for.
03:16
So like heading the product management for embedded software and tools at Vector.
03:22
Product management, embedded software and systems at Vector Informatic.
03:27
Very impressive title.
03:28
He's the guy to know.
03:29
He's the guy to know.
03:30
You are the guy to know.
03:31
And you are the guy to know.
03:33
Well, I'm Justin Moon.
03:34
I've been with QNX for about 25 years.
03:39
I'm a long timer, held a lot of different roles from hardcore engineering to strategy
03:46
I'm currently running our core product engineering organization and I have the absolute pleasure
03:51
to work with partners like Vector, more specifically people like Mark.
03:58
On some of the more strategic developments that we're doing, like Alucor that was launched
04:05
We'll get into that in a little bit.
04:06
We'll stay with you, Justin.
04:07
Can you, for those, now this podcast is, it's for the automotive enthusiasts, it's
04:13
for the laymen, but apparently we also have some very techie people because I got
04:16
stopped on the way in by somebody who's like, hey, great job with the park.
04:22
I was like, I was very flattered.
04:24
I don't get, Johnny gets called out a lot more than I do, but it's quite an interesting
04:28
thing when somebody knows.
04:29
That's just a looks thing.
04:31
But for those who, I'm going to ask you to break down, like just briefly what your
04:38
day to day looks like.
04:39
So like what do you actually do, Justin, at QNX?
04:45
I can't just say overhead.
04:49
That's not good enough.
04:51
So if you could explain it sort of like, what should day look like?
04:55
So when we think about QNX, we have a core set of products that's our operating system
04:59
or hypervisor, our safety security pedigree, all of the tooling that goes around that.
05:04
My organization is responsible for all of that software lifecycle for all of those
05:09
The product portfolio is quite large.
05:10
My day to day is literally working with my lead engineers, my directors, my senior
05:15
directors on product and strategy paths, portfolio management, making sure that we
05:20
are making the right decisions and right bets when it comes to technologies and
05:25
I am an engineer, so I do participate in architectural discussions, and I try to
05:30
stay in the techie side of it as much as I can, but at the same time, I work
05:35
a lot with our larger customers and our partners.
05:41
Mark and I have been working together directly for the last two years, but
05:44
indirectly for a decade.
05:48
So, I mean, my days are full, but it's all about, you know, that technology
05:53
management, the portfolio management, you know, bridging the product and strategy
05:56
with the engineering organizations, our customers and our partners.
06:01
Same question to you, Mark.
06:02
What's your day-to-day look like?
06:03
I couldn't have explained it better than just you.
06:09
It's pretty much similar.
06:10
Although the top top titles are quite different, but I think from a role
06:12
description or what we are doing from a day-to-day business, it's more or less the
06:16
So, if I would have to phrase it in one sentence, we are translating the
06:19
customer wishes and architectural concepts to be realized by our
06:23
development departments.
06:25
And is that, I know, because you're, you know, you're based, sorry, I'm
06:29
pointing, Justin's in Ottawa, and Mark, you're in Stuttgart, right?
06:34
So, are your days, they're not nine to five, right?
06:36
You must do calls at all different times.
06:38
What's nine to five?
06:41
So, because you have clients in Asia, you have clients in Europe for
06:46
Justin, and you're obviously dealing with the U.S. quite a bit.
06:49
Although I have to say that, luckily, we have the subsidiaries or our subsidiaries,
06:53
they are taking care on the first level with our customers.
06:57
And I'm in favor of then going to Asia, going to the U.S. to have face-to-face
07:01
meetings because just having a call in the morning or having a call in
07:03
the evening doesn't the deal.
07:06
So, in a supportive manner, yeah, you can do so.
07:09
And if you want to get into discussions and into whiteboard sessions,
07:13
you have to be on site.
07:15
As a technologist, it's difficult for me to say that, you know, the face-to-face
07:19
There's plenty of technology for telepresence and all of those types of
07:21
things, but I'm a firm believer in a real handshake at the end of the
07:26
You know, being able to be face-to-face with people, being
07:27
able to break bread with people, that's how relationships are formed,
07:30
It's not necessarily over a screen.
07:31
Screens are great from a work tool perspective.
07:33
But I mean, we, I see Mark more than I see a lot of people.
07:37
We are, you know, an ocean apart, sir.
07:41
Right, right, right.
07:43
Now, we're five minutes in, and I know there's some listeners who are
07:44
still like, I still don't know what these guys do.
07:49
And some hosts, too.
07:51
So, I'm going to go back to Mark and say, if you were to explain
07:55
this to your five-year-old, is there something you can point to in the
07:59
car that you would say, this?
08:01
This is why daddy works so hard.
08:03
This is why daddy works hard.
08:04
This is what daddy works on.
08:06
Everything from A to B. So, not like pressing a button.
08:10
This is nothing we are doing.
08:11
But if our software doesn't work, the car is just not working.
08:15
So, like, we did a survey back, I don't know, 20 years, and I think if all of
08:19
our software would crash and would not work, 80% of the cars would just stop
08:25
80% of the cars in the world.
08:29
Like, software-equipped cars.
08:30
I mean, there are cars, of course.
08:34
It's been decades now.
08:36
It's been a long, yeah.
08:37
As soon as networking comes into the picture.
08:39
So, like, if you only have an engine-controlled unit back then, in the
08:42
old days, that's maybe nothing we have been in touch with.
08:45
But as soon as ECUs started talking to each other, networking, then that's
08:49
our home turf, and then we started in there.
08:52
So yeah, like, providing the underwear for the car, so make it work.
08:57
Providing the underwear for the car.
08:59
Maybe something that I understand.
09:05
Like, I remember, this was probably going back a decade or so, at one point
09:09
there was like, you know, I think it was like, you know, the Mercedes S-Class
09:14
There's an ECU for the seat.
09:16
There's an ECU for the whatever.
09:18
You guys enabled those to, like, work via partnership with
09:26
Especially making the ECUs understand and talk to each other.
09:31
Maybe there's some task to make an ECU alone work.
09:35
Like an ECU does the job.
09:37
But it's another task to make it work in a set of ECUs, in an environment,
09:41
in a system of systems, basically.
09:43
The specification of the messages and what the structure of all of those
09:49
So, in other words, like, unlock activates a lot of ECUs in a car.
09:55
System of systems instead of a system alone.
09:57
In a sense of not building an ECU, but building a car, building an EE
10:00
architecture and then having, I mean, our philosophy, and I think that is also
10:04
something shared with QNX and Justin is like, we want to be the
10:08
simplifier of the automotive engineering or the EE automotive engineering
10:13
So, not providing the functional solution in a sense of that's
10:18
perceivable by the end customer, but make it as easy as possible for
10:23
tiers, for OEMs to get the system up and running and make it work
10:26
safely, securely, and in a performant manner.
10:28
If you think about collectively what companies like Vector and QNX do
10:32
today, it's about forming the building blocks for each one of
10:35
these ECUs to actually function appropriately.
10:38
So, with Vector on the calm side of things, with diagnostics,
10:41
with logging, with all of the things that every ECU needs in
10:44
order to interact with each other properly, we provide that low
10:48
level operating environment for people to build those automotive
10:53
So, maybe not the brake controllers and the very small ECUs out
10:57
there, but as we transition into more centralization, let's say,
11:03
in terms of how compute happens in a vehicle, that's where we
11:06
truly shine from an operating environment perspective and it
11:08
isn't necessarily just an operating system, it's also
11:11
about virtualization, it's about complexity management,
11:14
really is what Mark said.
11:15
At the end of the day, he said simplification, but really
11:17
what the industry needs is complexity management.
11:19
These systems are absolutely complex and if you look at the
11:23
problem space that the automotive industry is, it isn't
11:26
necessarily just software, it's safe software, it's secure
11:29
software, it's automated software in a lot of situations.
11:32
So, having those foundations or those fundamentals, being
11:35
able to rely on those things, knowing that they're going to
11:38
just be there and they're just going to work, so you
11:41
don't necessarily have to worry about those types of
11:43
things and innovate at a, I don't want to say at a
11:45
higher level, but I want to see at a much more strategic
11:48
Like, in other words, these fundamental problems are solved,
11:51
like you're not going to get hacked, it's not going to
11:52
turn off when it shouldn't turn off, go do your thing.
11:56
And I mean, it's a big part of, you know, I'm going to jump
12:00
back into partnerships and all of those types of things,
12:02
but it's a big part of why we came together.
12:05
We saw an industry need for that complexity
12:08
management moving up, we're not moving up the stack,
12:11
it's a horizontal platform approach, but to really
12:16
bring the complexity down, you actually have to bring
12:18
the number of layers of software down.
12:20
I mean, in order to reduce complexity, reduce numbers
12:22
of lines of code, make things easier, right?
12:24
So the idea was, working collectively, we make
12:28
an operating environment at base principles that have
12:31
diagnostics and communications and logging and
12:34
all of those types of things that are, you know,
12:36
very much base and foundational implementations
12:40
of the technology, as opposed to layering that
12:43
and then putting middleware on top of that
12:45
and putting an application framework on top of that,
12:47
really bringing everything down to first principles.
12:49
And again, it's not about just integration
12:51
with our technology, it's a true re-imagination
12:53
of how we actually do these implementations.
12:56
It's not like we're just slapping a bunch of stuff
12:58
together and saying, oh, here's a new thing.
12:59
That's totally not what Alloy Core is, Alloy Core
13:02
flat out is a re-imagining of how we work together
13:06
not just from a technology perspective,
13:08
from a commercial perspective, from a legal perspective,
13:11
it's really solving those complexity problems.
13:13
It's not just software.
13:14
Okay, so you said the F-word, which is foundational,
13:18
like, which is what I was gonna do,
13:20
because you actually, you arrived at it too,
13:21
which is, yes, a different F-word, which is, you know,
13:25
Oh, before we started, yeah, yeah, yeah, yeah.
13:27
No, no, but all this is great,
13:29
because that was my understanding of what QNICS does.
13:34
It's foundational software upon which your clients,
13:39
your partners can build up the user experience,
13:41
whatever they want to do, right on top of it.
13:44
So at the expense of making you repeat
13:45
some of what you just said,
13:47
let's shift the conversation to where we're at today,
13:50
we're at the second floor of your awesome booth here
13:54
in Coral, the new colorway for QNICS as of last year.
13:58
What's the big news, Alloy Core,
14:00
that you guys are announcing?
14:02
You wanna give a recap of what this is?
14:05
It's a combination of different individual building blocks
14:10
we had in the past, and as Justin said,
14:14
we encountered the same issues or challenges
14:17
project by project for the past 10 years.
14:20
And then the idea was born in a sense,
14:23
we don't wanna solve the problems
14:25
on a project by project by project basis,
14:27
but come together in a more act as a single company sense
14:33
to provide a solution,
14:35
which blurs the boundary of the building blocks.
14:38
Or in other words, having just one foundational layer
14:42
which is optimized to a maximum,
14:44
so to squeeze out the last bits of performance,
14:47
not optimizing to five, 10 percentage,
14:50
but really go into higher two digit,
14:53
even three digit numbers of optimizations.
14:55
So like we have been optimizing ourselves
14:58
for the last five years, but we came to an end.
15:02
So like every individual company optimized
15:05
and optimized and optimized,
15:06
but we didn't make big steps forward.
15:10
And by coming together, alloy core as a new product,
15:15
the new joint product,
15:17
it blurs the boundary of optimizing building blocks.
15:20
So to have a single foundational layer
15:24
optimized to our customer needs,
15:26
not in a sense of the functions or the things on top,
15:30
which is really customer perceivable,
15:32
but relieving them from the pain of integration,
15:34
safety certification and everything,
15:38
which is, sorry, again,
15:39
the underwear, which needs to be done,
15:41
but our customers should focus on doing
15:45
what really matters for your customers.
15:47
So like an OEM should focus on what matters
15:49
for the car drivers.
15:51
We are focusing on what matters for the OEMs
15:56
I think a lot of SOPs,
16:00
they spend an awful lot of time
16:01
on the integration of those foundational components.
16:04
So the idea here was we are going to define,
16:07
very tightly define what a foundational component looks like.
16:11
We don't want to increase a vertical stack.
16:13
We don't want to say we want to replace your middleware,
16:15
we want to replace this, we want to replace that.
16:17
We want to be able to inter-operate
16:18
with a middleware selection.
16:20
We want that ultimate flexibility.
16:22
Customers want to be flexible
16:23
in their technology decisions.
16:24
Really with alloy core,
16:26
it is very foundational and fundamental things.
16:29
It's the OS, it's a hypervisor.
16:31
It's diagnostics and communications.
16:34
What's a hypervisor?
16:35
It's the second time you said that.
16:36
Sure, yeah, no problem.
16:37
A hypervisor is a virtualization solution.
16:38
It allows you to run multiple operating systems
16:41
on one piece of hardware.
16:44
So from a desktop perspective,
16:48
VMware is a high level type two hypervisor,
16:52
but our operating system,
16:55
our hypervisor is built on top of our operating system
16:57
and it allows you to build a cockpit.
17:00
So you want to have a safe cluster,
17:02
but you want to have Android infotainment
17:04
and I want one piece of hardware.
17:06
You virtualize Android and the hypervisor.
17:07
You get that entire Android experience
17:09
and then you have the safe cluster still.
17:10
So yeah, it allows carplay and Android auto or whatever.
17:15
I think one point to add is like with being foundational,
17:20
there is no need of having different solutions
17:23
for different domains.
17:24
Like in the past, you have silos at the OEMs
17:27
like one department taking care of infotainment
17:31
another department taking care of ADAS
17:32
another department taking care of chassis.
17:35
And by not having a foundational layer,
17:38
every department came up with a different fragmented
17:41
architecture, a different solution
17:43
for the foundational software layer.
17:45
And this was a common problem across OEMs.
17:48
Okay, so this was a problem you were solving
17:50
again and again and again.
17:51
It's not, I would say it's a little different.
17:54
So like it could work.
17:56
Like if all the departments are strong enough
17:58
and have strong partners,
17:59
they can come up with an architecture
18:00
which works for them.
18:02
But if you have a more holistic view
18:03
from an OEM level perspective,
18:05
you are doing three times, four times the same job.
18:08
You're integrating an operating system
18:09
with a communication stack with diagnostics.
18:12
And by the foundational software platform
18:16
there is at least the possibility to wipe that out
18:19
and say, hey, we have one, we are doing the job once,
18:22
but we still have the flexibility and freedom
18:25
to support the domain specific things
18:27
like deterministic communication for ADAS,
18:30
like high fancy AI acceleration
18:32
and audio video processing for IVI
18:34
and all these kind of things.
18:36
So we are not stepping on the feet of others,
18:38
but just saying you should not,
18:40
an OEM or a tier one should not take care
18:43
about the same job over and over and over again
18:45
for the same tasks so there's a solution necessary.
18:49
It basically sounds like you're moving
18:50
the starting point much higher.
18:52
You're saying don't start here
18:56
and all these different teams within the domains
18:58
replicate the same work.
19:00
Let's just get all that out of the way
19:02
and you start right here.
19:03
What we need to do as an industry is again,
19:06
it's the simplification and the management
19:08
of complexity moving forward.
19:09
We want to make sure that the really tough challenges
19:12
that the OEMs are solving in each SOP,
19:14
that's where they focus.
19:15
I mean, to correct me if I'm wrong
19:17
and I'll use the word distraction,
19:18
this type of thing from an OEM in an SOP
19:21
is kind of a distraction.
19:22
It's nobody's buying a car
19:23
because it's the foundational components in an ECU.
19:26
Right, right, right.
19:28
Well, in some markets I hear,
19:30
I hear in China people are very into the chips.
19:32
In China they market the car based on
19:35
the number of LiDAR sensors, LiDAR sensors,
19:37
and how many GPUs it has.
19:41
More power no one cares, but oh.
19:42
You got the new NVIDIA, whoa.
19:46
Okay, well that's great.
19:46
So that's a really good, I think,
19:50
understanding the foundational software piece
19:53
that you guys provide helps us ground this conversation
19:56
because we want to talk about,
19:58
I think a lot of what you're alluding to,
20:00
which is, you know, when we started working
20:03
with Blackbrake Unix on our software-defined vehicle awards,
20:07
which are happening tonight.
20:10
Yes, we're looking forward to it, a big year.
20:12
You know, I think SEV was new to motor trend.
20:15
It wasn't new to the industry,
20:16
but it was certainly in the last four years,
20:18
things have really grown.
20:20
It was something that was never discussed in our world.
20:22
We didn't, that term was just never,
20:25
no one ever used it around us.
20:26
It's funny, because we had to decide
20:27
whether it was the right term.
20:29
Is it software-defined car?
20:32
Is it a bunch of these other terms?
20:34
And it was really only because a couple of OEMs,
20:36
like Hyundai and GM actually had set up divisions
20:39
within the organization that use the term STV.
20:41
I was like, okay, this sounds like the one
20:43
everyone's going to land on.
20:45
Anyway, it's long story short.
20:47
We're now four years on in this relationship
20:50
with Blackbrake Unix, and things have happened.
20:53
There's been some, I think, a bigger picture.
20:56
We've been tracking some of the big OEMs,
20:57
having some issues and rolling out operating systems.
21:02
There've been a lot of product delays.
21:05
Some of them, it seems to be a lot of German car companies
21:08
for some reason that have had this issue.
21:14
But we want to talk a little bit.
21:16
We're not going to try to rub anybody's nose in it,
21:18
but just to understand what's going on,
21:22
I get it, because a lot of this stuff
21:24
is flying 30 feet over my head.
21:25
When you talk about the complexity that's going on,
21:27
but can we talk about, when we talk about
21:31
there have been some missteps within STVs,
21:33
what would be the first one that comes to your mind, Mark?
21:37
Like what's a big one that you've seen
21:39
as somebody who's active in this space?
21:45
believing that I need to do everything on my own.
21:48
Like when STV came up, there were some companies saying,
21:53
okay, to be in charge of or to have the control over my STV,
21:57
I need to do everything in-house.
21:59
And not just controlling it, but I need to own it.
22:03
I need to implement code and develop everything from scratch.
22:08
To my perspective, this is not what STV is about.
22:11
STV is about the exact opposite thing.
22:13
So like building a stable platform,
22:16
you can sustain over multiple years
22:20
and just getting updates and updates and updates
22:23
without losing your power of innovation
22:27
or something like that.
22:28
So like, and by focusing on that,
22:34
so like if you want to have that kind of platform,
22:39
you don't need to build a platform on your own,
22:41
but you can rely, for example, on partners
22:43
which are doing that.
22:44
So as I said before, an OEM should not focusing
22:47
to my perspective to build and develop
22:49
and implement everything on its own,
22:52
but doing it together with partners.
22:54
And it does not mean I don't have control over it.
22:57
So an OEM can have control, should have control
22:59
and an OEM should exactly understand what platform does,
23:02
but it does not mean I need to implement everything
23:05
from scratch because there's learnings over the past 20,
23:08
30, 40 years on software and cars.
23:11
Why to stumble over the same pitfalls
23:13
the industry has already solved.
23:14
So like really having a continuous way forward
23:17
from where we are now to an STV.
23:21
So an STV is not wiping out everything which is there,
23:23
but it's a movement, it's a journey.
23:27
It's not a one-shot thing,
23:28
it's really a journey towards a software platform development.
23:33
I think you alluded to it,
23:35
but I'll push the point a little bit further earlier.
23:39
You were talking about individual companies
23:42
and kind of trying to push that envelope
23:43
as an individual company.
23:45
We've talked about this a number of times.
23:46
I think we've already hit the endpoint
23:49
of what any individual company can do.
23:51
Really where the next phase of STV is in the partnerships,
24:01
it's in how we actually work together
24:03
to solve real industry challenges.
24:06
So again, we come back to,
24:07
STV is a journey, it's a movement,
24:10
it's all of those types of things,
24:11
but we also can't lose sight of the fact that
24:13
there's also non-technical pieces
24:16
that need to be resolved as part of
24:17
making something like an STV.
24:18
What's a non-technical piece?
24:20
Commercial engagements,
24:22
legal indemnification liability,
24:23
all of those types of things.
24:24
It's the safety side of things,
24:25
the secure side of things.
24:26
What happens if there's a recall?
24:28
All of those types of things,
24:29
like how do those types of things work?
24:30
So complexity in STV isn't just technology.
24:34
It's in supply chain management.
24:37
I mean, there has to be innovation there.
24:38
You have to start looking at what does it mean
24:40
to manage technology,
24:42
not necessarily just parts
24:44
and stuff like that moving forward.
24:46
It's a different mindset.
24:48
That was the key point,
24:50
or this is one thing I wanted to add.
24:52
It starts with the organization.
24:55
So if an OEM is organized like described before,
24:58
in the sense of I have a silo for domain A, B, C,
25:04
it's very hard to reach an STV to my perspective,
25:07
because in that sense,
25:12
in an STV, the software platform
25:14
and the software development
25:16
to some extent decoupled from what your hardware does,
25:19
and the hardware means the vehicle.
25:21
So looking, I am sorry now for the comparison,
25:24
but looking at the phone and at the mobile phone.
25:26
Sure, no, no, good, good, yeah.
25:27
You have Android, you have iOS,
25:29
and basically the software platform
25:31
is developed independently of the hardware below.
25:33
So you can wipe out the hardware, replace it by another one.
25:37
You have still the same software ecosystem,
25:39
and you don't want to have five software ecosystems,
25:42
but you want to have one.
25:43
And therefore, I think it starts,
25:45
if you take STV serious,
25:48
you need to have a software platform team
25:50
in your organization,
25:51
which has the power of developing the platform
25:54
independently of car releases,
25:57
of model releases, of SOPs.
25:59
As soon as you bound your SOP
26:02
to your software development,
26:03
there's something not STV is to my perspective.
26:08
Say that again, say that last line again,
26:09
that was interesting.
26:10
So like, when you bind...
26:14
Or if your software development
26:16
is bound to releases and SOPs of vehicles.
26:21
Start of production, yeah.
26:22
Yeah, it's start of productions, exactly.
26:25
Then this is, to my perspective,
26:27
not the philosophy of an STV.
26:29
What would be the correct philosophy for us?
26:33
Going with software and start of production.
26:36
To my perspective, the right philosophy would be
26:38
I have an independent software platform development
26:40
with an individual release cycle.
26:42
Of course, if a release cycle matches
26:44
and a start of production of a vehicle,
26:46
great, if not, that's not a problem.
26:48
So like, you can update the software platform
26:51
on every car, which is out there.
26:53
Older cars, newer cars, doesn't matter.
26:55
So like, developing the hardware shell,
26:57
the complete vehicle, this is one thing.
26:59
And developing the ecosystem,
27:01
the software ecosystem is another thing.
27:02
So this goes back to your phone analogy,
27:04
which is perfect, which is, you know,
27:05
I've got whatever version of Instagram
27:08
it's been updated, I don't even know.
27:10
And I'm on iPhone 16, about to get a 17.
27:13
I've had 16 iPhones and it doesn't matter.
27:17
Hardware gets better independently of the software.
27:19
Don't time together.
27:20
But it's funny because your clients at the highest level,
27:24
all the OEMs, a lot of them are legacy,
27:27
most of them are legacy car manufacturers
27:29
and they live and breathe by the hardware drop, right?
27:31
Like I'm about to go check out the new S-Class debut
27:35
in Stuttgart later in January.
27:38
And I think they're releasing several all new systems.
27:43
You're suggesting is upending that,
27:46
which is keep iterating, launch awesome,
27:50
super polished software all the time
27:53
and then the cars will flow in and have this natively.
27:56
But the manufacturers love to make a big deal about,
27:59
this is the new flagship sedan from Mercedes-Benz.
28:02
There are steps in that path though.
28:05
Mark's vision is the utopia, right?
28:07
It's the software definition that it defines everything.
28:10
It defines the flow, it defines everything.
28:13
But at the same time, those five, six new systems,
28:16
all of those types of things can absolutely benefit
28:18
from a similar mindset.
28:19
The idea is foundational software and a platform
28:22
that scales across all five, six new systems
28:24
so that the innovation and the complexity
28:26
is in the stuff that actually matters to Mercedes
28:31
Or I mean, in software development terms,
28:34
you have a mainline development, you have a trunk
28:37
and somebody just takes a specific commit
28:41
or a specific status, branch it
28:44
and then that's version A for the vehicle
28:48
being launched in January.
28:50
The mainline development isn't stopped by that.
28:52
It's not influenced by that, it's just there
28:54
and the individual projects, the individual models grab it
28:58
and then it's already in the maintenance phase,
29:03
The trunk, the software development is leading
29:06
and it's not necessarily bound to,
29:08
hey, there's another carline coming up
29:10
so I have to stop and redevelop things.
29:12
No, the carline is adopting and taking what's being there.
29:16
I think the phone analogy is great
29:20
when you're talking just about software
29:21
but we also have to consider what this is.
29:23
It's not a phone, right?
29:24
This is something that's rather large.
29:26
I knew that you were bringing people.
29:28
Right, much more dangerous too.
29:30
Little dangerous, yeah.
29:32
So the idea of that software flow
29:35
and just picking and choosing is great
29:37
but there's a safety thing that we have to consider as well
29:41
and there's a ton of complexity in that
29:43
and again, that's why having multiple companies
29:46
coming together makes a lot of sense
29:48
because we're creating those safety artifacts
29:50
for those integrations to say it's already done.
29:54
Could you give us some examples of that?
29:58
If you take a look at,
30:01
I'll use a specific example of something
30:04
that we had to deal with in the past.
30:07
It's a little bit in the weeds
30:08
but we put out a safety manual.
30:11
Here's how you use our product in a safe manner.
30:14
Vector puts out something.
30:14
Here's our safety manual.
30:15
Here's how you use our thing in a safe manner
30:19
and then we have conflicting requirements.
30:21
And that happens, it happened once I think.
30:23
It was an exception thing.
30:26
But it's a good example because this is something
30:30
which differentiates the automotive industry
30:32
from the mobile phone industry.
30:34
We have to make sure that we're taking advantage
30:36
of the collective knowledge of the industry
30:37
to make sure that we're solving these types
30:39
of integration problems as well.
30:41
We want to make sure that there aren't any guesses.
30:44
Safety can't be guesses.
30:46
Security can't be guesses.
30:47
Safety from a life perspective,
30:49
security possibly from a revenue perspective.
30:52
The whole idea is making sure
30:53
that we're protecting businesses, people,
30:55
all of those types of things.
30:56
So having those tight relationships
30:59
and being able to have our safety organizations
31:01
come together and say, no, no,
31:03
this is how this is going to work moving forward
31:06
so that we put one set of argumentation together
31:10
to say, and this is how this whole thing works now.
31:13
Don't worry about all of these things,
31:14
just follow these steps, use these APIs, innovate.
31:19
And I think that's to put it maybe in one sentence.
31:24
We want to work or we want our customers
31:27
to work like in the smartphone industry,
31:29
but still having safety, security,
31:31
and everything covered, which is the add-on,
31:33
which is not there out of the box.
31:35
So this is the differentiating factor.
31:37
So adopting modern software development practices
31:40
work like the smartphone industry
31:43
without losing the other properties
31:45
we definitely need in the automotive environment.
31:48
I want to go back to something you said at the outside,
31:50
which was the main issue seems to be
31:52
a lot of these companies trying to do the SDV themselves,
31:56
like do the whole thing.
31:59
Is that tension from this idea of vertical integration?
32:03
A lot of these car manufacturers,
32:05
maybe they want to follow somebody like Tesla,
32:07
Johnny and I just went to Rivian's Autonomy and AI Day
32:11
and they talked about how they're going to start doing
32:14
Or can the two, these two ideas coexist, right?
32:21
Maybe it's also a little bit our fault, I have to say.
32:24
So the automotive industry in the past,
32:25
like in the traditional supplier model,
32:27
the turnaround times were far too long.
32:30
So like if there's something at the OEM discovered,
32:33
an issue, an additional feature,
32:36
no OEM or customer needed to write a spec,
32:38
pass the spec, spec is analyzed,
32:40
if it's implemented, it's going back.
32:43
It was implemented wrong, surprise, surprise.
32:47
So like, I think this is a lot of the reason
32:50
why OEMs are pushing for vertical integration.
32:55
But this, to my perspective, does not exclude
32:57
the partnership model or the cooperation model,
33:00
because if you find other ways of cooperating,
33:03
not in a classical OEM supplier model,
33:06
but more in the partnership model
33:08
like the two companies of us do,
33:10
then this is absolutely possible
33:12
and we are in favor of doing so, of course,
33:15
in that kind of partnership scheme.
33:17
So having the properties of agile development
33:20
and fast circles without having the need of doing,
33:26
having the need for doing it on your own.
33:30
So like this is not, coming back to your question,
33:33
sorry for that, it's not excluding each other.
33:36
So like the two philosophies can coexist
33:39
and can maybe even outperform the individuals.
33:41
At the end of the day, the most important thing
33:43
is time to serious production, right?
33:45
The car needs to roll off of an assembly line at some point.
33:47
So what's the easiest method?
33:49
What is the easiest path?
33:51
It's not necessarily doing everything yourself.
33:54
It may feel like that is the quickest path.
33:57
The OEMs do spend an awful lot of time
33:58
in serious programs doing supplier management.
34:02
Where, this doesn't happen with us ever,
34:04
but I'll use it as an example.
34:05
You've heard about it in the initial, yeah.
34:08
Mark'll point at me, I'll point at Mark,
34:10
and then somebody has to, we pointed somebody else,
34:12
and then the OEM has to do that management
34:14
and really mitigate those risks.
34:17
Back in the days, I'm sorry to say that,
34:19
but it was like this.
34:20
In the first projects, it was exactly like this.
34:22
So like an OEM, an orchestrator taking care
34:25
of supplier A, B, C, D, passing tons of specs,
34:28
and that scheme broke up, I would say.
34:31
And that's why, again, it's not necessarily SDV
34:34
and partnering and all those things,
34:35
it's not just about the technology,
34:37
it's about solving real industry challenges.
34:39
One of those industry challenges for time to series
34:41
is the management of the suppliers.
34:43
If we can take that off of the mind
34:47
from an OEM's perspective, they can focus other places,
34:50
they can move quicker in other places,
34:52
all of those types of things.
34:53
So, me as an engineer, I keep harping
34:55
on the non-technical stuff, but you can't understate
35:00
how important those less technical things are.
35:03
Yeah, it's kind of like the age-old argument
35:07
to like math and liberal arts, right?
35:10
Like the engineers love, hey math, man,
35:12
you run a formula, you get one answer, and that's it.
35:15
But all this legal stuff, it's gotta go,
35:18
someone's gotta read it, somebody's gotta mark it up,
35:20
send it back, nope, overruled, come back,
35:22
and it's just like one path, very clear,
35:26
you can plan around it, all this other stuff, HR, legal.
35:29
And including compliance, which is something
35:31
I wanted to talk a little bit about.
35:33
So, you know, we did a little prep work on this.
35:37
I've learned a lot about ISO 26262.
35:44
I understand there's a cybersecurity framework,
35:46
ISO SAE 21434, that works with that one,
35:50
but you guys threw me a curve ball
35:51
with the Cyber Resilience Act,
35:54
which apparently is coming to play in 2027.
35:58
So it's something everybody is sort of
35:59
what frantically working on right now.
36:03
Can you explain what this, two questions,
36:07
what is the Cyber Resilience Act,
36:10
and then how is it not already covered by ISO 26262
36:14
and 21434, and then how do you guys play,
36:18
like how do you handle this?
36:21
So in trying to be as simple as possible,
36:24
you have to be able to react on cybersecurity issues.
36:29
With everything you need for that.
36:30
So like you need to detect cybersecurity issues
36:33
and the more you need to be able to react on
36:37
and provide updates.
36:38
So like you need to manage your cybersecurity system,
36:41
your cybersecurity relevant system.
36:44
And the ISO 21434 is kind of the process descriptions.
36:51
So like there are recommendations in there
36:53
and there are kind of, you need to assess your system.
36:57
Where are your threats?
36:58
So like in a safety you have a hazard and risk analysis,
37:01
there's something similar for a threat analysis
37:06
in the cybersecurity space.
37:09
And yeah, you have to comply to that
37:13
in order to get the type approval in the EU.
37:18
So ISO 262 is functional safety.
37:21
It's all the stuff in the car, breaking, the lighting.
37:24
So again, 26262 isn't a prescriptive standard.
37:28
This is what your processes should look like.
37:30
Here are the outcomes you need.
37:32
If you want to claim that you meet this criteria.
37:35
I mean, you go to an assessor to get that external,
37:38
but you don't have to.
37:40
And then 21434 is similar, but for cybersecurity.
37:45
Yeah, so it's a cybersecurity management standard,
37:48
let's say, it's how you manage
37:49
and what do those processes look like.
37:51
And then you get those processes assessed by an assessor
37:55
to get your CSMS, or your ML levels.
37:58
If you're a car manufacturer that you've thought about
38:01
all the different cybersecurity threats
38:04
and access points in this now, right?
38:05
And there's one, I want to freak everybody out, right?
38:07
Like if you have a new car and you got a USB port in it.
38:11
That's an access point into your car.
38:13
Did somebody at that car manufacturer think about that
38:15
and plan around it?
38:16
That's what this standard would be.
38:18
So Mark mentioned it.
38:19
So the industry is very much used
38:21
to the hazard and risk analysis
38:22
or the HERA from a safety perspective.
38:24
It's done vehicle down.
38:27
TERA, the threat analysis.
38:29
It's something that is now part of 21434.
38:32
It does, the vehicle does have
38:34
to have a vehicle level TERA as well.
38:35
And that those requirements will flow from vehicle
38:39
to vehicle network, to groups of ECUs, to ECU.
38:44
So somebody actually has, and we as software providers
38:47
or technology providers have to be able
38:49
to provide our assets into those analyses
38:52
and into those to say, once you get to this level,
38:56
don't worry, I got this.
38:57
Here are my requirements.
38:59
Here are what we, this is what we do.
39:00
Here are all of my claims.
39:01
This is my safety case.
39:02
This is my security case.
39:04
Here's how you use this box of tech
39:08
in an appropriate manner.
39:11
Here's the certification and the artifacts
39:12
to go along with it.
39:13
Here's how you feed into that much larger
39:18
To name a concrete example,
39:20
like on a vehicle level, you're in the first place
39:23
treating it, or you could treat it as a black box
39:25
and have all the interfaces exposed to the outside world.
39:30
USB interfaces, Wi-Fi, Bluetooth, whatever's in there.
39:34
And then it's broken down.
39:35
And at the end, what the both of us are taking care of.
39:38
For example, how to store secrets securely.
39:41
So how to store keys, how to encrypt messages,
39:46
how to secure your diagnostic support that nobody...
39:50
Your face ID, like a lot of these cars now
39:52
are scanning your face every second
39:55
while you're driving, right, like all that stuff.
39:56
Exactly, or your cloud data, everything.
40:00
The music you listen to.
40:01
Again, providing the infrastructure of making it secure.
40:05
So we can, with our system,
40:07
we cannot make the vehicle secure,
40:08
but we can provide the infrastructure for an OEM,
40:11
for a customer to store the keys, to encrypt stuff,
40:15
to prove integrity of messages and these kind of...
40:18
It's slotting our technologies, collectively,
40:22
and our artifacts into that much larger vision
40:24
from a safety error.
40:25
And then CRA, the Cyber Resilience Act,
40:27
that's essentially law in the EU
40:30
that manufacturers who wanna sell in the EU have to meet.
40:35
And that comes down to timing.
40:36
It's the react part of everything that here.
40:40
So the resilience act is necessary.
40:42
You have to follow the resilience act
40:44
to get a type approval
40:45
and it more or less says, similar to safety,
40:48
in order to get type approval,
40:50
you have to be state of the art
40:51
for cybersecurity management.
40:53
And the ISO 21-434 is considered to be state of the art.
40:57
So like the legislative part,
40:59
it's the resilience act
41:00
and the guidance for the industry is the ISO.
41:03
if the OEM's using the services and software
41:06
they're already in compliance with the act.
41:08
Well, they're in compliance with our technology.
41:12
So then they have to feed into there.
41:13
The card you're giving them is in compliance.
41:17
That's our technology's in compliance,
41:20
but our technology doesn't build the whole.
41:22
Right, they still have work to do,
41:25
but you don't have to worry
41:26
that they're getting software
41:27
that won't comply with the resilience act.
41:29
But you're global players,
41:33
you support manufacturers in Europe, in the US, in Asia.
41:36
So then how do you handle CRA?
41:39
It's not a US standard,
41:40
but the parts you provide,
41:45
the CRA is the legislative part of it in the EU.
41:49
What I can provide as a technology provider
41:52
is state of the art cybersecurity for my software,
41:57
So I mean, we are ML3 certified, for instance,
41:59
from our cybersecurity management system
42:01
and all of those types of things.
42:02
So we can stand behind our customers claim.
42:07
So it's not a hurdle per se because you're already-
42:11
It's, I'm not gonna say everything is solved.
42:14
There's always challenges, right?
42:16
And then there's things coming up.
42:18
We are talking about intrusion detection systems.
42:20
We are talking about stochastics in the communication,
42:26
so anomaly detection in the communication.
42:28
So like starting, security started back in the days,
42:32
I would say with diagnostics.
42:34
And secure access to diagnostic services for a car.
42:37
So like not make your brakes bleed
42:41
on the highway, for example.
42:43
But there's more and more state of the art
42:47
known from cloud computing,
42:48
known from the office or IT industry.
42:51
It's moving over to the in-vehicle parts as well
42:55
because more or less the in-vehicle-E architecture
42:57
is like a network on its own
43:00
and you can really compare it also
43:02
from the security measures to what you have
43:03
in the IT industry.
43:05
And the performance is creeping up in the hardware
43:07
that goes into a vehicle today, right?
43:08
So you can do a lot more.
43:11
I'm gonna ask you that.
43:12
Like just fundamentally like,
43:13
how much more complex can vehicles get?
43:17
Like when you're looking forward 20 years,
43:21
like how much more are they gonna do
43:23
than they're able to do now?
43:25
That's a great question.
43:28
I hope from a complexity management,
43:30
not more, but hopefully even less.
43:33
There's a chance that it might become less complex.
43:36
I think from a functionality perspective,
43:39
getting more complex, or it gets richer,
43:42
more functionality being added,
43:44
but this must not lead to more complexity in engineering
43:48
because otherwise the industry is not able to handle it.
43:51
Yeah, so again, at the end of the day,
43:52
what we need to do is make sure
43:53
that we can provide a level for the innovators
43:57
in the industry to innovate
43:58
without really creeping up the complexity
44:01
of the systems themselves.
44:02
So we need to make sure that everything is feature rich.
44:05
I mean, cars can do a lot of things today, right?
44:07
I mean, use your imagination 20 years
44:11
so now they can do a lot more things.
44:12
Well, that's a good point, yeah, but like, you know,
44:14
again, back to this Rivian day, we went to, you know,
44:17
okay, by 2028, you'll have like level four autonomy,
44:21
eyes off, you know, point to point driving around,
44:24
plus you'll have full AI, like I'm not really comfortable
44:29
in my seat, adjusted so I'm comfortable,
44:31
you know what would make me comfortable, yeah.
44:32
So you can do all that, like what else?
44:35
What else, I mean, you must have be talking to OEMs
44:40
that are like, hey, we want flying,
44:42
you know what I'm coming for.
44:43
Let's let them think about it
44:44
because I wanted to close on a similar question,
44:46
but to the point you just raised,
44:49
General Motors late last year,
44:51
announced that they're going to have hands off,
44:54
eyes off, essentially level three autonomy
44:57
in the Cadillac Escalade IQ,
44:59
it's our current motor turn SUV of the year,
45:04
Several other manufacturers
45:06
are also seem to be soft circling, 2028.
45:09
Keon Hyundai said 2028, Rivian said basically 2028
45:13
Is that, from where you guys sit?
45:16
First of all, do you believe it?
45:18
Is this believable?
45:21
Is it, are you guys like, yeah, that's going to be,
45:24
it's going to be great, safe, we see the future
45:27
and 2028 is when, and when we say hands,
45:31
because you know, the car manufacturers
45:33
and the marketing speak, they don't want to say level three
45:35
because the consumers don't know what level three is.
45:37
Hands off, eyes off means, like currently when I drive,
45:40
if I'm FSD or if I'm super cruising,
45:42
they're on supercruise, blue cruise,
45:44
Hyundai Drive Assist, I can take my hands off the wheel
45:47
on certain mapped roads, highways, mostly.
45:50
But it stares at your eyes.
45:51
And it's looking at you.
45:52
FSC's the same way, but you can do it on city streets,
45:54
but there's a little camera watching you
45:55
and the minute you look at your phone
45:56
for more than like 10 seconds,
45:57
it starts telling you, get your, pay attention.
46:00
In a hands off, eyes off world,
46:02
theoretically you could be watching a movie,
46:04
pull up your phone, you could plan on Instagram,
46:06
close your eyes, take a nap.
46:09
2028, that's two years away.
46:10
Is that, is this, you guys see this as reality?
46:15
I do not have a crystal ball.
46:21
It's not a question that I'm going to answer.
46:28
I may be more the optimistic guy.
46:29
So I think it's, it's, it's realistic.
46:31
From a tech perspective, absolutely.
46:35
So the holdup is legal?
46:39
And the operational design domain.
46:41
Operational design.
46:43
The question I asked one of the GM guys
46:45
who left the company shortly after this question,
46:48
I'm not sure it was my question.
46:49
It was Bear Satnok.
46:50
I asked him whether GM system is going to allow
46:53
drivers to go over the speed limit.
46:57
He basically said no.
46:58
But I was like, that's insane.
46:59
Because if you go on to the, I'd FSD'd here
47:03
at 80 miles an hour.
47:04
That was breaking the law.
47:05
I don't know how Tesla does it, but you know, I think.
47:07
I found spicy mode on the Rivian.
47:08
They're, they're, they're spicy, spicy.
47:11
These are the questions.
47:12
It lets you set the cruise over.
47:15
These are the questions I think.
47:16
I, I understand your.
47:18
So I, the reason why I'm hesitant to answer
47:20
a question like that is I fall back on the,
47:22
my safety pedigree.
47:25
And it's very difficult for me to,
47:27
to say that that's going to happen.
47:29
We've also heard, we've also heard that that was going
47:34
That's super fair point.
47:35
I remember, I remember it was like 15,
47:37
16, I went to some BMW thing and it was,
47:41
they had a lot of engineers there and they're
47:43
talking about autonomy.
47:44
Cause it was real hot with Wall Street,
47:45
autonomy, autonomy.
47:46
And they were just basically like like not,
47:50
not anytime soon, but that was over a decade ago now.
47:53
And it seems to be soon.
47:56
You are seeing there, there are two German
47:58
manufacturers that have systems out there today.
48:00
Well, Mercedes is at level three on sale since
48:02
the end of 23 in, in California, Nevada and,
48:06
in Germany, I believe.
48:07
And I might have changed.
48:08
I haven't really been following, but yeah.
48:13
And I think there's a big difference
48:15
between 10 years back and now.
48:18
10 years back, there was more or less no
48:23
And then there was, hey, we are going for level
48:25
three, level four, level five.
48:26
Without, without, without those,
48:28
the intermediate steps of ADAS.
48:30
And we are again, like for STV,
48:32
also in the ADAS environment,
48:33
to my perspective, we are on a journey.
48:35
And journey started from level two,
48:37
to level two plus, to level two plus plus,
48:39
the three systems are out there now.
48:42
And maybe there is not a level three,
48:45
level four system in an affordable manner
48:47
because that's the next factor.
48:50
You can see the others.
48:51
You can see the Amazon.
48:55
Sooks, you can hail right now for the show.
48:56
And they are working,
48:57
and they are working incredibly well,
49:00
but from a commercial perspective,
49:02
to put that in a private car, different story.
49:05
So like, I believe we will see more
49:07
and more level three systems.
49:09
And we are involved in some developments going on,
49:11
but they have a clear ODD in the sense of,
49:13
hey, you're entering the highway,
49:15
then you're engaging the system.
49:17
And as soon as you are about to leave the highway,
49:20
I think these type of systems
49:21
are really coming up by,
49:24
I don't have a crystal ball either,
49:28
We're just going off, like again,
49:29
Rivian last two weeks ago, whatever it was.
49:33
Three weeks ago said, okay,
49:34
we're going to have eyes off,
49:36
which I interpret as level three.
49:37
We're going to have eyes off point to point,
49:40
Once you buy the car with LiDAR,
49:43
it'll just go, it'll follow the maps
49:45
and it'll work on any highway that has painted lines.
49:49
You can go travel around back roads
49:51
as long as there's a painted line
49:52
and something can see the painted line
49:54
in the camera or whatever.
49:55
And they said that's at the end of 26.
50:00
And they showed the car,
50:01
they had the physical car sitting there.
50:02
They said, these are the chips we just produced
50:05
and they're in this compute box
50:06
and this is in the vehicle.
50:08
You might've moved a lot of their dates up a little bit.
50:11
No, I remember they said,
50:14
Do you work for them?
50:15
They're going to freak out.
50:15
No, we were just there three weeks ago.
50:17
No, I'd pay them actually.
50:19
It'll be paid off soon.
50:21
But you know what I mean?
50:22
So that's just, I was like, okay.
50:23
And they said then like the,
50:26
what do they call it?
50:26
They called it L4 personal.
50:28
So in other words, I'm going to sit on my couch
50:29
and doom scroll, go pick the kids up from school.
50:32
That's coming with another generation of chips.
50:36
Can I ask you guys a question?
50:38
So do you think the general market
50:41
is ready for something like that?
50:43
The general market.
50:44
What do you mean by general market?
50:45
Everybody specified.
50:47
Like do you mean, do you mean level three
50:51
Hands off, eyes off.
50:52
Everyone's texting constantly.
50:54
They're more than ready.
50:58
With reservations, like I showed,
51:01
Motortran has a Tesla Model Y with FSD.
51:05
I've been kind of raving about it with the staff
51:06
because version 14 is way better than V12, V13.
51:10
I did show my parents.
51:12
And I, they were like, what?
51:15
Like, and then, you know, that hurdle of,
51:19
I don't have to do anything.
51:20
I'm like, no, watch this.
51:21
And, but watching them get used to it very quickly,
51:24
I think is that was sort of the key point where I'm like,
51:26
I think when this thing becomes more broadly available,
51:29
I think you'll see adoption.
51:30
Now, having, I've done over a thousand FSD miles
51:33
and when I'm not in a car that does that,
51:36
I'm a terrible driver.
51:38
So that's where, that's where I think.
51:40
That's an interesting side point to this is,
51:43
at what point do we forget how to drive?
51:45
And I think that's going to accelerate the demise
51:48
That's another episode.
51:50
And I think another point is you have to experience it.
51:53
So I was skeptical as well, I have to say.
51:55
Since I've driven one or a few in back in California,
52:00
the first ride is scary.
52:01
The second ride is maybe okay.
52:04
And you get used to it so fast.
52:08
Well, we've got, LA's become, you know, Waymo Central.
52:10
Like there's, I think there's,
52:11
I think the total Waymo fleet deployed is 2,500.
52:15
I think 1,500 are in Los Angeles.
52:16
They're everywhere.
52:18
Seems like they're everywhere.
52:19
And I've been taking them and it's like,
52:21
I didn't think about it.
52:22
I just get in and it's great and just works.
52:25
I did the same in Phoenix.
52:28
The most interesting thing I had heard recently, again,
52:31
and we keep going back to this Rivian A autonomy day,
52:33
but we talked to James Philbin.
52:34
He leads their ADAS and autonomy and AI team.
52:38
And he was at Waymo and Google is and I'm sure
52:43
You know, he posited that the arrival of full autonomy
52:48
is not going to lead to what everybody thinks,
52:50
which is we're all going to own robotaxies
52:52
and they drive us to work.
52:54
And when they don't park at work,
52:55
they're going to make us money.
52:57
And I was, I was like, what?
52:58
Cause every, all the McKinsey guys,
53:00
all the consultants are like,
53:02
this is going to be a huge unlock,
53:03
no more parking structures, no more parking lots.
53:06
It's going to go out and deliver stuff
53:07
while you're working.
53:09
And I was, he was so, and he was,
53:11
I don't want to say negative in a hard way.
53:13
He was just like, no, no one's going to do that.
53:15
He's like, let me ask you,
53:16
do you want to go have to go back and clean up your car after?
53:19
Think about what you've done in taxis over your life.
53:21
A dozen strangers have been in it.
53:23
Like, are you going to want to have to manage that?
53:25
Or what's the insurance going to look like?
53:27
And I hadn't thought about the opposite side
53:29
of this utopia of autonomy,
53:32
which is that, yeah,
53:33
maybe you don't want people in your car.
53:35
Like, you guys, I don't.
53:37
I don't even want my wife,
53:38
I don't want my wife in my car, you know?
53:41
Just trash on everywhere.
53:42
So yeah, no, definitely not.
53:44
Well, we're running out of time here.
53:47
And I do want to talk a little bit about that
53:49
because we, this is a great segue
53:51
because you brought it up earlier.
53:53
So we're talking about the future.
53:54
We've talked about the regulatory issues in STVs.
53:56
We talked about how the products you guys are making,
54:00
alloy core in particular,
54:01
are helping manufacturers get there faster.
54:06
What is there going to be, right?
54:08
We've sort of rift a little bit on autonomy.
54:10
One thing I saw very recently is augmented reality
54:14
is now coming into the cars in kind of a big way.
54:16
Audi has a really great system.
54:18
They're putting directions, the arrows,
54:21
the fixed upside on the side.
54:22
BMW and Mercedes are doing it, yeah.
54:23
They're doing it, but I think Audi's is really cool
54:25
because they're also sending the directions
54:29
into the headrest speaker just for the driver.
54:32
It's like it's in your brain, you know?
54:34
It's very, it's very cool.
54:35
I would still turn that off, but yes.
54:37
So digital cockpit, it obviously is a big domain
54:40
that is being developed.
54:42
AI, and we didn't even talk about AI assistance
54:44
and how those are coming online.
54:46
This is a refreshingly AI free conversation,
54:52
Well, yeah, so let's take it, what do you guys see?
54:58
What's on the road map?
54:59
What's on the product road map
55:01
for some of these big companies?
55:03
Stuff that the listeners, the people viewing
55:06
should pay attention to, do you see?
55:09
I mean, if we look shorter term,
55:10
a lot of people are looking at solving
55:12
a lot of the time to series, time to market challenges.
55:15
So it's safe, secure, faster.
55:17
So what does that look like?
55:18
And it comes down to platform design.
55:21
How do we leverage that horizontally?
55:23
And then how do we scale that internally?
55:25
Not we, we as an industry,
55:26
not we as QNICS and Vector, but we as an industry.
55:29
I'm gonna stay away from specific features
55:31
only because I don't have that crystal ball
55:32
and I don't want to out anyone in particular.
55:35
But again, it's about fundamentally understanding
55:38
the real industry challenges that exist today.
55:41
And it isn't just features.
55:44
It's how we work together as an industry moving forward.
55:47
And I think that's going to be one of the biggest things
55:49
that needs to be solved in order for
55:51
all of the crazy things that you saw at the AI days
55:55
and everything that everybody's talking about,
55:56
how AI is going to do everything for us.
55:58
And all of those things.
55:59
Well, they were touting, Rivian said we're no longer
56:04
In video, so that's it.
56:05
Everybody, that's the new thing.
56:05
Yeah, and I was like,
56:07
there's SDX and then there's a...
56:09
Well, let me ask you specifically
56:12
about the speeding this thing up.
56:13
Is how much of that is driven by the term China speed?
56:18
That's come up a lot over the last 18 months to two years.
56:22
Are they setting the standard for time to market,
56:25
for products and features, would you say?
56:29
They are accelerating pace, absolutely.
56:32
Okay, and is it all good though?
56:34
I mean, I think some of the things
56:36
falling off the wagon.
56:38
There's a market acceptance in updating software,
56:44
in certain markets, so.
56:47
And there is the, yeah, maybe just rephrasing what you said,
56:52
they are, the market there is much more open to,
56:57
So like they are not expecting,
56:59
they're ready to go 100% tested, safe, validated product.
57:03
They're just saying,
57:04
hey, that's an awesome technology,
57:06
I want to have it, if it's not working,
57:08
let's get an update.
57:09
So there's not a hesitance of adopting new things,
57:11
I think that's what's differentiating.
57:13
In the US, I was sort of like Tesla early adopters,
57:15
we're fine with, oh yeah, I'm just beta,
57:18
And they were kind of tech enthusiast,
57:20
but like most consumers, I just spent a lot of money,
57:23
I don't want beta, I want alpha, you know, finished.
57:26
I mean, especially in Europe or in Germany,
57:27
I mean, privacy, data production.
57:30
There's a lot of things and this is not
57:32
in their heads at all.
57:33
So they are not making their minds.
57:34
So this is also what, to my perspective,
57:37
accelerates the development.
57:39
And another point is mostly,
57:43
we are at the turning point right now,
57:44
but up to now the Chinese OEMs mostly started
57:47
on green fields, they didn't take care
57:49
about let you see too much.
57:51
And I think that's also a game changer.
57:53
If you have big plans and big process,
57:56
everything established like the big American
57:58
or European OEMs compared to,
58:00
hey, I'm starting everything from scratch.
58:02
Of course it's easy, sorry,
58:04
easy to build something from scratch.
58:05
It's like building a new house.
58:06
You have an architect, you can put your cables,
58:08
your plumbing, everything like you want to have it.
58:11
If you are going to remodel or renovate your house,
58:14
you have to take care about certain things.
58:17
And if they start taking care about that,
58:19
the question is, will they do so or not?
58:22
And not just that there's pure startup from zero,
58:26
but they also are typically one powertrain,
58:29
one or two types of powertrains.
58:31
And the OEMs here have to worry about
58:33
internal combustion, hybrid, now EREV and EV,
58:37
and how to sell it.
58:39
I mean, I was with Gile yesterday driving a bunch of stuff
58:42
and like the Pure EV, hybrid, mild hybrid, EREV,
58:46
and they had a two liter turbo.
58:50
It was like they had nine different cars.
58:52
But I'm a strong believer in simplification
58:54
and in getting rid of variants.
58:56
I think the classical, maybe European,
58:59
specifically automotive industry and OEMs,
59:01
they overshoot in terms of what you can configure
59:04
and how you can assemble.
59:05
Oh yeah, sure, millions, millions, yeah.
59:08
And to get rid of that part of the complexity,
59:12
I think that's necessary.
59:14
And I think to my perspective,
59:16
maybe that's a personal opinion,
59:17
it doesn't harm too much.
59:18
So if I'm going to buy a new car,
59:23
I'm kind of really eager to get a setup
59:27
and configuration fast.
59:28
And I don't want to click in the configurator
59:31
about one day to get the last option.
59:33
And if I click to that option,
59:34
then I have to select five other ones.
59:36
So I'm getting rid of that kind of philosophy.
59:41
Depends on the market.
59:42
I think depends on the market,
59:43
or the segment of the market.
59:44
Because there are certain cars, like a 911,
59:47
that's the joy is like,
59:48
it's like yellow deviated stitching, you know, yes.
59:53
Oh, I thought you were talking about performance modes.
59:54
Because we had this argument
59:56
where CTS-Vs and BMW M cars have too many performance modes.
00:00
You got to play with the rat tuner.
00:02
To play with the rat tuner.
00:09
let me give Mark a chance to just answer that question.
00:11
Is there any particular feature or category
00:13
or domain that you're particularly interested
00:17
that's coming in the near term?
00:20
To me, it's really like
00:22
what the software defined vehicle ends up with.
00:25
So what's the next step in terms of software defined vehicle?
00:28
I fully acknowledge there is the infotainment stuff going on,
00:31
there's the ADAS stuff going on,
00:34
but sorry, Justin, for again,
00:36
bringing the smartphone on the table.
00:38
But wouldn't it be nice if I just buy a new car,
00:41
park it next to my old one,
00:42
it's transferring all my properties
00:44
and every app I have downloaded
00:46
and I get the same experience just in a new shell.
00:50
Yes, that'd be great.
00:51
This is something I would understand
00:52
from an STD perspective.
00:53
Oh, wow, yeah, that would be cool.
00:59
That's the thing, if we're protecting where to journey,
01:03
Yeah, yeah, yeah, okay.
01:04
Just so I can anger Johnny,
01:08
but also check the box.
01:10
I do want to touch lightly on AI.
01:12
Are you guys using it?
01:17
obviously you probably use it for work and for play.
01:19
Is there, I like to give the viewers,
01:21
the listeners, something actionable.
01:23
Is there a particular app
01:33
that you would recommend people play with?
01:35
Like I, for instance, I asked this
01:36
of a South by Southwest last year
01:39
and somebody said to go use a Google notebook
01:42
and you'll take your, turn your notes into a podcast,
01:45
which I was like, that's wild.
01:47
Is there anything in particular?
01:48
Are you guys using it to write emails?
01:51
Engineers typically use it.
01:53
So I mean, I'll answer it in Justin's work voice
01:56
and then I'll answer it in Justin's personal voice.
01:58
Justin's work voice, we're leveraging AI
02:01
from a software development,
02:02
life cycle, acceleration type of thing.
02:04
We're not using it to write code.
02:08
Again, I built safe and security software.
02:12
But what we do use it for is what we call
02:14
that 20% lift that takes 80% of a developer's time.
02:18
Right, right, right.
02:18
Code reviews, that's documentation reviews,
02:22
that's all of the circular conversations
02:24
around what a requirement should look like.
02:27
Leverage a large language model or direct to the AI
02:30
or a Gentik or whatever you want to call it
02:32
to do the first pass of a code review.
02:36
Like we have internally, we have our own system
02:39
that leverages multiple models
02:40
and we have some extremely intelligent people
02:43
that are stitching a lot of these things together
02:45
that I could pop a merger quest up into Git
02:48
and say go off and do my code review
02:51
before I give it to humans.
02:52
And it will come back with everything
02:54
that's ever happened on a similar piece of code
02:56
saying maybe you should look at this
02:58
because Sally said this about a code that looks similar
03:02
to this and Bobby said something like this.
03:04
So just taking history and 45 plus years of software
03:09
and applying it to that one merger quest
03:11
or that one documentation review
03:12
so that you take advantage of the history
03:14
that existed previous instead of having
03:16
those circular conversations and arguments around
03:19
well, this should be a comma.
03:21
Like just stuff that just takes up far too much time
03:23
from a developer perspective.
03:25
Personally, I use a number of different applications
03:27
from an AI perspective, but I use it primarily
03:30
for things like diagnosis for my vehicles
03:33
and stuff like that.
03:34
So I use it literally as an assistant
03:36
not to write emails and all of those types of things
03:39
but that's a weird noise.
03:42
What does this sound like to you?
03:44
Perplexity or which one are you?
03:46
I've used perplexity, yeah.
03:48
But stuff like that, I mean it's more,
03:52
I'm using it in my personal life to play more than.
03:54
Got it, right, right, right.
03:56
But at least in work, it truly is an accelerator
03:59
from a development and a developer perspective
04:01
but it's not in the write my code for me.
04:04
Not test this for me.
04:06
At the end of the day, we want to be able to use AI
04:08
to do what it's good at, it's recognizing patterns.
04:11
It's crunching large data sets very, very quickly
04:14
to find anomalies, to find similarities
04:15
and all those types of things.
04:16
That's what we internally will be using it for.
04:18
Now, we're an operating system company,
04:20
we're an operating environment company
04:22
and when we start talking about in-vehicle,
04:24
what we want to be able to do
04:25
is provide a highly-performant environment
04:27
for people to leverage AI models through accelerators,
04:31
creating those safety paths
04:32
so that you could potentially use an AI accelerator
04:35
in the future in a vehicle and safe handers
04:37
and all of those types of things.
04:38
Okay, same question to Mark.
04:43
Like, our developers are, in the past,
04:46
they wrote 20% of their time code
04:48
and 80% of their time was documentation and whatever.
04:52
I think it's pretty common in the industry,
04:53
that's that 2080 is...
04:58
It's not, we did the mistake by ourselves
05:01
and then say, hey, let's start with code assistance
05:04
but you're optimizing 20%,
05:06
your leverage is much higher
05:08
if you're optimizing...
05:09
Absolutely, that's interesting.
05:13
and then what Justin said,
05:15
code reviews and all these kind of things
05:16
plus workflow assistance.
05:18
So like how to optimize internal processes.
05:21
This is also another area
05:23
where we are applying AI for.
05:25
Okay, and personally, any fun things?
05:27
Personally, as an assistant, so not writing emails
05:30
but getting summaries of emails.
05:32
So like if you get lengthy emails
05:35
before reading everything,
05:36
let's summarize it.
05:38
You know, now I'm going to bury random stuff
05:40
in an email to Mark just to see what happens.
05:43
Or just like using it as an assistance
05:45
also in product management.
05:47
It's really like, okay, how does the market look like?
05:49
Where are the competitors?
05:52
What kind of solutions do you see?
05:53
What kind of solutions do you imagine?
05:55
So it's not the ground truth
05:58
but it's a valuable input.
06:00
You can broaden your scope,
06:02
you can broaden your mind.
06:03
So like that's where I'm personally using it.
06:06
Oh man, he said ground truth.
06:08
Now I don't want to see a bunch of ground truth questions
06:10
but no, we'll leave it at that.
06:11
We're out of time, but this was...
06:16
Great conversation.
06:18
Thank you very much.
06:18
Thank you so much for your time.
06:23
It's only going to get crazier from here.
06:25
I'm looking forward to tonight.
06:26
Motor Trend, SDV Awards tonight.
06:28
We can see all about our SDV Awards
06:30
But thank you for watching.
06:31
Thank you for listening.
06:33
Thank you to Justin Moon,
06:35
Vice President, Core Product Engineering, QNX
06:37
and Mark Weber, VP of Product Management
06:39
and embedded software and systems at Vector Informatic.
06:42
It was awesome to chat with you guys.
06:44
We really appreciate it.