The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht
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0:12 - 0:13Hi. Em, yeah.
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0:13 - 0:16I'm gonna tell you something about
what's happening in the car industry. -
0:16 - 0:17And I thought let's...
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0:17 - 0:20Let's have the first picture
put on the screen. -
0:20 - 0:21This car.
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0:21 - 0:22I'd like to see some hands.
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0:22 - 0:24Who already has seen
this car on the road? -
0:24 - 0:25Who knows this car?
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0:26 - 0:28Okay. That's quite a lot.
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0:29 - 0:30Well...
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0:30 - 0:32A friend of mine has one.
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0:33 - 0:34And...
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0:34 - 0:37When I talk with him about it, he's..
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0:37 - 0:39He's always super enthusiastic.
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0:39 - 0:42He says "Yeah, this car,
it just accelerates like hell!" -
0:42 - 0:43"It's crazy!"
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0:44 - 0:45"And it has this huge screen!"
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0:45 - 0:47"And I can download apps on it."
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0:47 - 0:49"And I can surf the web."
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0:49 - 0:50"It's amazing!"
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0:50 - 0:51"It's not just an electric car."
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0:51 - 0:54"It doesn't drive electric.
It's more than that." -
0:54 - 0:55And...
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0:56 - 0:57Well, there are also
the non-enthusiasts. -
0:57 - 1:00And I say "Well yeah,
but it's heavily subsidized." -
1:00 - 1:02"And that will never grow."
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1:02 - 1:05"And it still charges in hours."
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1:05 - 1:06Well that's gonna change.
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1:06 - 1:08And that's what I'm talking about today.
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1:08 - 1:10Em...
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1:10 - 1:11What's my background?
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1:11 - 1:13I'm CEO and founder of Fastned.
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1:13 - 1:15Fastned builds charging stations.
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1:15 - 1:16Like this.
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1:16 - 1:19Just like a regular gas station.
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1:19 - 1:21They're situated along the highway.
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1:21 - 1:25And you can just exit the highway,
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1:25 - 1:27go into the charging station,
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1:27 - 1:29put the plug in the car,
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1:29 - 1:30press start
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1:30 - 1:32and 20 minutes later
the car is full. -
1:32 - 1:35What that will do is that will give
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1:35 - 1:38electric vehicles drivers the freedom
to drive wherever they like, -
1:38 - 1:40just like a gasoline car.
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1:40 - 1:41Why do you buy a car?
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1:41 - 1:43You buy a car because
it gives you freedom. -
1:43 - 1:45That's why you want it.
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1:45 - 1:47And that's what we're going to do.
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1:47 - 1:51Basically the same as
Shell or BP that puts on -
1:51 - 1:53gasoline stations.
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1:54 - 1:57So why do I think that this industry
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1:57 - 2:00is headed towards this Kodak moment?
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2:01 - 2:05Kodak is the classical example of
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2:06 - 2:10the photography industry being
disrupted by the digital camera. -
2:10 - 2:12And what we see here,
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2:12 - 2:14what we see happening
with the electric car -
2:14 - 2:16is to some extent the same.
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2:16 - 2:18We see cars becoming electric.
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2:18 - 2:20It's becoming an electric appliance.
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2:20 - 2:23And it follows a totally different course
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2:23 - 2:27and experience curve than we are
used to from mechanical products -
2:27 - 2:30like the current fossil fuel car
that we know. -
2:30 - 2:33And this electric appliance
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2:33 - 2:35it just goes through a cost curve
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2:35 - 2:37that you know from the LCD TV
that you have at home, -
2:37 - 2:41from the improvement that
we've seen in digital cameras. -
2:41 - 2:45Year on year these products get better
and better and better. -
2:45 - 2:47And that is disruptive.
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2:47 - 2:48That's highly disruptive.
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2:48 - 2:50If you look at solar panels,
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2:50 - 2:52more and more houses in the Netherlands,
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2:52 - 2:55they are putting solar panels
on their roofs. -
2:56 - 2:57Why are they doing that?
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2:57 - 2:58Well, because of this:
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2:58 - 3:01this curve going down, down, down.
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3:01 - 3:04Year on year improvements in solar cells
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3:04 - 3:06are around 20%.
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3:06 - 3:0920% per year to get cheaper, better, etc.
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3:09 - 3:10And what that means,
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3:10 - 3:12if you do that every year,
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3:12 - 3:15at some point, you'll cross
that line of grid parity. -
3:15 - 3:18At some point, your energy
from the solar panels -
3:18 - 3:19will become cheaper than
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3:19 - 3:21the energy that you can buy
from the grid. -
3:22 - 3:24And the same is happening with batteries.
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3:24 - 3:27The batteries, that's the main cost
component of our electric car, -
3:27 - 3:30they're getting cheaper
and cheaper every day. -
3:31 - 3:33We've seen the same from digital cameras.
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3:33 - 3:35Digital cameras got better.
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3:35 - 3:38They got more capacity of photos.
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3:38 - 3:40They got more megapixels.
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3:40 - 3:44In 10 years, the industry went
from 0 to 100% adoption. -
3:44 - 3:46When the photographers didn't like
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3:46 - 3:47the camera in the beginning,
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3:47 - 3:49they now love it.
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3:49 - 3:52And we see the same happening
with electric cars. -
3:52 - 3:53They will charge faster.
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3:53 - 3:55They will have more range.
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3:56 - 4:00And it's not as fast as the
digital camera in development, -
4:00 - 4:02but it will be around 20% per year.
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4:05 - 4:07And I think, if we translate that
to the car industry, -
4:07 - 4:09this is what we see happening:
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4:09 - 4:12this was an extract of the Auto Bild,
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4:12 - 4:14a German car magazine.
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4:14 - 4:17It basically states the opinion,
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4:17 - 4:21or let's say how the Germans thought
about the introduction of the Tesla. -
4:22 - 4:23Last month,
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4:25 - 4:30Tesla sold 289 vehicles in the Netherlands
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4:30 - 4:31of the type Model S.
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4:31 - 4:36In that same month,
BMW and Audi combined sold... -
4:36 - 4:40244 Audi A6 and BMW 5 series.
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4:41 - 4:42That's what I call disruption.
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4:43 - 4:46In 1 or 2 years, you got
a serious market share. -
4:46 - 4:49It's already happening
in this luxury segment. -
4:53 - 4:54Then besides price,
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4:54 - 4:55what else,
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4:55 - 4:57why would it be disruptive?
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4:58 - 5:00An electric car,
you can charge it at home. -
5:01 - 5:03And at home, electricity is very cheap.
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5:04 - 5:07You can basically put your car
in a wall socket. -
5:08 - 5:11It's a huge incentive for people
to buy a car. Why? -
5:12 - 5:16If you drive it for 2 Euros for 100 km,
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5:17 - 5:21and you have your own parking space
for your car near your home, -
5:22 - 5:23that makes a lot of sense.
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5:23 - 5:27You basically get a
0 marginal cost product. -
5:27 - 5:30So the whole cost perception of
the product of an electric car -
5:30 - 5:33will be totally different
than a gasoline car. -
5:33 - 5:35And that will be disruptive.
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5:38 - 5:40This is what's gonna
happen in the end. -
5:41 - 5:44What we will see is
in the coming 10 to 15 years, -
5:44 - 5:46we will see this market accelerate
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5:47 - 5:49Today this market is growing
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5:49 - 5:51at 50 or 100% per year.
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5:51 - 5:53And that will accelerate.
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5:53 - 5:56And it will go through the hockey stick
in the coming years. -
5:57 - 5:58And that means that in the end,
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5:58 - 6:01gasoline stations will be disrupted.
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6:02 - 6:06The existing car brands
that are sitting ducks, -
6:06 - 6:08they will be disrupted as well.
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6:09 - 6:13Only car brands that will
really really step in, -
6:13 - 6:16and today start their development,
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6:16 - 6:18they will get there,
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6:18 - 6:19they will be able to go along.
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6:20 - 6:21Thank you very much.
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6:21 - 6:25(Applause)
- Title:
- The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht
- Description:
-
This talk was given at a local TEDx event, produced independently of the TED Conferences. Michiel Langezaal is responsible for the daily operations at Fastned. He learned how to make a success out of fast charging equipment for electric vehicles.
Michiel Langezaal, the New Business Developer at Epyon, a producer of fast charging equipment for electric vehicles, explains why and how the electric cars have already started to take over the automobile market.
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Flickr: https://www.flickr.com/photos/tedxmaastricht
Facebook:https://www.facebook.com/TEDxMaastricht
Twitter: https://twitter.com/TEDxMaastrichtAbout TEDx, x = independently organized event In the spirit of ideas worth spreading, TEDx is a program of local, self-organized events that bring people together to share a TED-like experience. At a TEDx event, TEDTalks video and live speakers combine to spark deep discussion and connection in a small group. These local, self-organized events are branded TEDx, where x = independently organized TED event. The TED Conference provides general guidance for the TEDx program, but individual TEDx events are self-organized.* (*Subject to certain rules and regulations)
- Video Language:
- English
- Team:
closed TED
- Project:
- TEDxTalks
- Duration:
- 06:40
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Elisabeth Buffard approved English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Elisabeth Buffard edited English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Elisabeth Buffard edited English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Elisabeth Buffard edited English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Elisabeth Buffard accepted English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Tiago Mendes-Costa edited English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Tiago Mendes-Costa edited English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht | |
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Tiago Mendes-Costa edited English subtitles for The Electric Car & Industry | Michiel Langezaal | TEDxMaastricht |