Los mejores podcasts de Global Merces (2024)

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Episode #181 - China Stimulus, Congrats to BYD, Biden Admin Restrictions 38:47

3d ago38:47

38:47

Tu and Lei spend the first few minutes of the podcast updating about the policy changes coming out of a major Chinese govt meeting that are meant to stimulate the Chinese economy and some of the reactions from the external non-Chinese financial institutions reactions to those new stimulus policies. Tu asks Lei to go over some of the vehicle launche…

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How AI is Revolutionizing Edge Security with Inna Ushakova, Co-Founder and CEO at AI EdgeLabs 45:39

12d ago45:39

45:39

How is AI transforming security at the edge? In this episode, Bill sits down with Inna Ushakova, Co-Founder and CEO at AI EdgeLabs, to explore the evolving landscape of edge security and its unique challenges compared to cloud and data center security. They discuss the constraints and risks specific to edge environments, the need for lightweight, A…

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Episode #180 - Mona & ONVO, Suppliers Too Will Not Be Spared, Tu and Lei's Trip Summaries 1:04:43

21d ago1:04:43

1:04:43

Tu and Lei begin this episode with an update on the sales of the newly launched vehicles from Mona and ONVO. They both promise to make a bad situation for Legacy Auto in China even worse. Tu shifts gears and discusses how carmakers can still differentiate themselves even if they're using the same technology or more specifically, the same silicon to…

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Leveraging Open Source Technologies for Data Lakehouses with Alex Merced, Senior Tech Evangelist at Dremio 44:01

26d ago44:01

44:01

What makes data lakehouses a game changer in modern data management? In this episode, Bill sits down with Alex Merced, Senior Tech Evangelist at Dremio, to explore the evolution of data lakehouses and their role in bridging the gap between data lakes and data warehouses. Alex breaks down the components of data lakehouses and dives into the rise of …

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Tech-Driven Solutions for Sustainable Food Production with Vikram Adve, Director of the AIFARMS National AI Institute for Agriculture 44:27

1M ago44:27

44:27

How will we feed the growing population while making agriculture more sustainable? In this episode, Bill sits down with Vikram Adve, to discuss. Vikram is an Illinois Grainger Engineering professor in the Siebel School of Computing and Data Science and Director of the AIFARMS National AI Institute for Agriculture. Vikram highlights the growing impo…

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Episode #179 - VW Hits Panic Button, August Sales, Tariffs - Tougher for Some 46:10

1M ago46:10

46:10

Tu and Lei kick off this podcast with the news that Volkswagen would like to close factories in Germany for the first time in decades. They spent a long moment to discuss this because this news sent shockwaves across the industry and is the realization to the world, if not clear yet, China EV Inc is putting the world on notice - that's its here and…

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Episode #178 - XPeng MONA M03, BYD 50% Global, Vauxhall Goes Low (£24K LOW) 57:39

2M ago57:39

57:39

The podcast starts with Tu and Lei's thoughts on the XPeng's Mona M03 and the aggressive pricing that was announced for the vehicle. This evolves into a recap of XPeng history on product launches and the hope that this launch can be more successful than their past ones. Tu mentions that there are bad takes out there and emphasizes that price doesn'…

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Episode 177 - REVISED: EU Tariffs, XPeng and Zeekr Earnings, Autonomous or Intelligent? 44:32

2M ago44:32

44:32

Tu and Lei start the podcast out with an update on the EU tariffs on Chinese EV makers, this time including Tesla. Some initial tariff rates were reduced but not substantially. Tu moves the conversation over to the improvement in XPeng's earnings and the momentum they may have when launching the Mona M03. The discussion moves over to who the global…

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Inferencing and RAG at the Edge with Nick Brackney, Senior Consultant of Generative AI Messaging at Dell 44:38

2M ago44:38

44:38

What’s the real state of AI adoption, and how can edge computing play a crucial role in driving innovation? In this episode, Bill is joined by Nick Brackney, Senior Consultant of Generative AI Messaging at Dell. Nick has 20 years of experience across a variety of technology domains, spanning startups, tech giants and consulting work. The two discus…

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Episode #176 - XPeng Celebrates 10 Years, GM Restructures 🇨🇳, Merc Catches Fire in Seoul 38:23

2M ago38:23

38:23

Tu and Lei open this podcast with a discussion of Polestar launching production of it's Polestar 3 in the US, South Carolina. They quickly shift the conversation over to XPeng's 10 year anniversary and discuss what they remember about XPeng over the last 10 years. Lei and Tu then move to discuss the speed of change and product refreshes. The automo…

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Episode #175 - More than Not: China's Take Rate, Restrictions on Chinese Tech, Clearing up a Bad Take 47:47

2M ago47:47

47:47

Tu and Lei start the podcast out with a discussion on the China take rate on NEVs exceeding 50% in July for the first time. The discussion then shifts to reports that the Biden administration is looking at restricting Chinese connected, intelligent driving technology for use on US roads including the ability to collect data on Americans. They proje…

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Edge Device Management and the Shifting Interaction Paradigm with Nicole Reineke, Distinguished Product Manager - AI Strategy at N-able 42:45

2M ago42:45

42:45

How will AI at the edge reshape how we interact with our devices? In this episode, Bill sits down with Nicole Reineke, Distinguished Product Manager - AI Strategy at N-able to dive into the future of AI, discussing distributed AI, the shifting interaction paradigm and the future of large action models. Nicole argues that this is the most exciting t…

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Episode #174 - July Sales, BYD Keeping Busy, Tesla FSD's China Competition 46:45

3M ago46:45

46:45

The podcast begins with a review of July sales by Lei and then they both transition into a discussion about the upcoming important product launches and why they are important to those Chinese brands. They both transition the discussion over to the BYD partnership with Uber that was announced this week. They piggyback off this BYD discussion to also…

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4G, 5G, WiFi, and Private Wireless with David de Lancellotti, Executive Vice President - Global Head of Enterprise Campus Edge Business at Nokia 36:19

3M ago36:19

36:19

What is the future of private wireless and what role will the edge play? In this conversation, Bill sits down with David de Lancellotti, Executive Vice President - Global Head of Enterprise Campus Edge Business at Nokia to discuss private wireless in depth. The two dive into different use cases, across stadiums and manufacturing, and discuss when p…

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Episode #173 - China AV Inc US IPOs, Windrose the first Domino, Cheap Batteries for EVs 47:18

3M ago47:18

47:18

Tu and Lei begin the podcast talking about the US IPO announcements for Pony AI and WeRide, two Chinese autonomous vehicle (robotaxi) startups. This leads to a broader discussion about autonomous vehicles and regulation in the US and China. Tu then moves on asking Lei what he knows about Windrose, the Chinese electric semi-truck manufacturer that p…

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Episode #171 - Legacy Auto Needs a Hug, BYD Manufacturing Footprint expands, AV Companies - What's Next 37:56

3M ago37:56

37:56

Tu and Lei start out this podcast with a broad discussion about how virtually all the foreign legacy automakers are doing so poorly in China with Tu detailing Porsche's recent, severe challenges. Tu and Lei then move onto Xiaomi's production license despite the overcapacity in China. Tu briefly explains how this could happen. Tu and Lei take a few …

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AI's Role in Sustainable Building Management with Jean-Simon Venne, CTO and Co-Founder at BrainBox AI 41:45

3M ago41:45

41:45

AI is revolutionizing building energy management. In this episode, Bill sits down with Jean-Simon Venne, Co-Founder and CTO at BrainBox AI at BrainBox AI about their cutting-edge AI solutions for energy efficiency. They dive into current AI challenges, the critical need for defining AI's purpose, and the impact of predictive and preemptive control.…

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Episode #170 - EU Tariff fallout, VW Group + Rivian Mashup, New Robotaxi Pilots in BJ 57:34

3M ago57:34

57:34

Tu and Lei unpack who they think could be the winners and losers from the recently announced EU tariffs on Chinese electric vehicles and how they may react to tariffs being considered in other markets. Tu and Lei then look a bit forward to what they expect to see later this year as we get past summer and move towards the always exciting year-end sa…

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Episode 169 - Tu at MOVE London, JLR + Chery and FSD in China reception 44:20

4M ago44:20

44:20

Tu starts the podcast out talking about his experience at the MOVE London event where he hosted two panel discussions. Lei then pivots to update everyone on the latest news about potential tariffs the Chinese govt are considering in retaliation for the EU tariffs on Chinese EVs. Tu and Lei then take a few moments to digest and unpack what it all me…

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Transforming Industries with 5G and Edge Computing with Jim Brisimitzis, Founder and General Partner at 5G Open Innovation Lab 44:44

4M ago44:44

44:44

5G technology is revolutionizing enterprise computing by enhancing data movement and connectivity. In this episode, Bill sits down with Jim Brisimitzis, Founder and General Partner at 5G Open Innovation Lab, to explore his career from Nortel to Microsoft and the transformative potential of 5G technology. Jim discusses the evolution of private 5G ne…

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Episode #168 - Unpacking EU Tariffs, Tu's Cali EV Adventure, For VW - It's Complicated 51:25

4M ago51:25

51:25

Tu and Lei begin this podcast with a quick download of the EU tariffs, who was slapped with what and who the winners are. They also take a step back to discuss who currently exports the most to the EU and how the tariffs may affect their quantities. They then move over to the rumored retaliation from the Chinese govt and who would feel free brunt o…

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Smart Homes, Smart Cars and a Smart Electrical Grid with Kai Hackbarth, Head of Product and Solutions at Bosch Global Software Technologies 43:24

4M ago43:24

43:24

How will progress at the edge change our homes, cars and the electrical grid? In this conversation, Bill sits down with Kai Hackbarth, Senior Tech Evangelist at Bosch Global Software Technologies for a wide ranging discussion around Kai’s work at the OSGI foundation, and the complexities of smart homes, smart vehicles and the challenges posed to th…

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Episode #167 - Huawei will SMASH FSD, Hyrbid Highlights, Detroit Is Open for Innovation 39:23

5M ago39:23

39:23

Tu and Lei start out by discussing a provocative statement from Richard Yu, the Huawei executive in charge of their intelligent driving, who said in a much less kind way that Huawei's system would beat Tesla's FSD. They then talk more broadly about the current systems out there from other Chinese EV makers and agree that FSD will have it's hands fu…

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Digital Infrastructure in an Emerging AI World with Greg Cudahy, Global Leader of TMT and Global Industries AI Leader at EY 43:45

5M ago43:45

43:45

Organizations need access to digital infrastructure and communications networks to leverage AI in a cost effective way. In this episode, Bill sits down with Greg Cudahy, Global Leader of TMT and Global Industries AI Leader at EY, to discuss digital infrastructure in an emerging AI world. The two talk about the judgment calls we will have to make ab…

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Episode #166 - China EVs & More Celebrates 3 Years, Chinese IP in Euro Brands, Carlos Speaks 35:52

5M ago35:52

35:52

This podcast starts with a discussion on the NEV take rate hitting 52% and Tu points out that it's a massive number that is also getting help from the steep dropoff of ICE sales. They also both take a few moments to discuss the softness in demand that Tesla is feeling and how its likely adding pressure for them to continue to cut prices in order to…

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Measuring the Confidence of Your Data with Steve Todd, Fellow & VP of Data Innovation and Strategy at Dell Technologies 43:50

5M ago43:50

43:50

“How can you take the trust that you have in the data center when you deliver data, and how can you stretch that from the far edge, to a gateway, to an edge server, to the core, to the cloud?” Steve Todd, Fellow & VP of Data Innovation and Strategy at Dell Technologies, predicted 25 years ago that the problem of data trust on the edge would be impo…

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Episode #165 - US Tariffs, BYD's non-Chinese Global Unveil, Autonomous Vehicle Continues Progress in China 38:13

5M ago38:13

38:13

Tu and Lei start the podcast out by debating about the recent increased tariff announcements made by the Biden Administration and whether its all politics or if there is some real fear about the US Three not being able to compete. They move that discussion over to BYD having its first global launch of a passenger vehicle outside of China. It turns …

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Episode #164 - AutoBeijing 2024 Recap, NIO's 500,000th, Reflections on GBA (Greater Bay Area) 1:01:03

5M ago1:01:03

1:01:03

Tu and Lei spend the first few minutes of the show recapping their overall feelings about Auto Beijing 2024 (the show) and how it was a bit different from Auto Shanghai 2023. They both reflect on what the legacy automakers revealed at the show and how the legacies presence in Beijing this year was much different than what it was for 2023 in Shangha…

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Episode #163 - Tu & Lei headed to Shenzhen in a G9, Elon visits Beijing (but not for the show) 1:12:37

5M ago1:12:37

1:12:37

First, Tu and Lei recorded this episode while driving from Beijing to Shenzhen in an XPeng G9 Performance. XPeng kindly lent it to them for the three day trip where they stopped into Zhengzhou & Changsha before hitting their final stop - Shenzhen. For most of the trip (>90% of the miles which were a total of ~1.5K), they used XPeng's intelligent dr…

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Distributed Data Solutions with Jaxon Repp, Field CTO at HarperDB 41:06

6M ago41:06

41:06

Are we in the age of bespoke models? How long will that last? In this conversation, Bill sits down with Jaxon Repp, Field CTO at HarperDB, a globally-distributed edge application platform. They discuss solutions to managing distributed data, customized AI models and bringing the east of cloud to the edge. --------- Key Quotes: “I think that we are …

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Episode #162 - Tu's First Few Days in China, Zeekr 009 Grand, Li Auto L6 39:22

6M ago39:22

39:22

Tu starts off the podcast with an update on what he's been up to the last few days including visiting Jiyue and getting a sneak peek of the Jiyue 07 and attending the launch event for the Zeekr 009 Grand, a 4 seat executive MPV. Tu also had a chance to get a close look at the Xiaomi SU7 in the flesh. That transitions into a full discussion about Xi…

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Generative AI and the Factory of the Future with Jason Nassar, Senior Consultant Product Manager at Dell Technologies 39:14

6M ago39:14

39:14

How will generative AI impact the factory floor? In this conversation, Bill sits down with Jason Nassar, who is responsible for Dell Technologies’ global strategy for manufacturing edge products and solutions as a Senior Consultant Product Manager. The two dive into the future of generative AI on the factory floor, musing about the role of robots a…

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Episode #160 - March sales, Snapshot of the Price War, BJ auto show expectations 32:14

6M ago32:14

32:14

Tu and Lei kick this podcast off by going over March sales numbers and move into discussing some of the recent incentives that have been offered by EV brands in order to keep sales momentum going. The detail some of the challenges that contibute to the ongoing price war and how Tesla has fated during a price war they initiated. They then contrast t…

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Episode #161 - No Model 2 (for you!), Overcapacity - but in what?, Looking forward to Auto Beijing 2024 35:25

6M ago35:25

35:25

This podcast begins by dissecting the Reuters article about the Tesla Model 2 being cancelled as a passenger vehicle. The conversation moves over to Tesla sales in China, predictions about total sales for 2024 and what Tesla could do to boost sales in 2024. They pivot over to a quick discussion about Porsche's struggles in China and what it'll take…

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Mirrored Consumers and the Changing Retail Landscape with Deepak Chaudhary, Lead for Intelligent Edge Solutions at Accenture 40:15

7M ago40:15

40:15

What is a mirrored consumer and how can digital twins be used in retail? In this conversation, Bill speaks with Deepak Chaudhary, Lead for Intelligent Edge Solutions at Accenture, where he is focused on driving digital transformation, modernization, and platform development, particularly emphasizing intelligent edge computing, data analytics, and a…

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Episode #159 - All About the Xiaomi SU7, New York Auto Show / World Car of the Year 44:14

7M ago44:14

44:14

Tu and Lei get right to the Xiaomi SU7 launch. They talk about Lei Jun's showmanship and the popularity of the Xiaomi brand in China which all helped to build excitement for this product launch. After an extended discussion about ALL THINGS Xiaomi SU7, they move the conversation over to Lei's trip to the NYC Auto show. Lei talks a bit about the Wor…

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Episode #158 - Li Auto Surprises (not in a good way), The Role of Social Media on EVs in China and the EV100 & Nvidia GTC Conferences 39:30

7M ago39:30

39:30

Li Auto adjusting their Q1 sales guidance downward was the first topic of discussion in this week's podcast. Of the three WeiXiaoLi triplets, Li Auto has been the darling of Wall Street but their sales have very suddenly hit a wall Tu then gives a short lesson on master production schedules, ordering parts and lead times and how any sudden change i…

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Creating a Digital Nervous System with David Sprinzen, VP of Marketing at Vantiq 46:40

7M ago46:40

46:40

How can we create a “digital nervous system” and how will this change the edge? In this conversation, Bill speaks with David Sprinzen, the VP of Marketing at Vantiq, an application development platform for real-time edge-native applications. David and Bill discuss how modern technology can pull inspiration from the human nervous system, and dive in…

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Episode #157 - Porsche Update, NIO's ONVO and BYD Abroad 46:54

7M ago46:54

46:54

Lei headed over to Germany for Porsche's Annual Press Conference so much of the podcast was dedicated to what Lei learned about during his visit and led to a broader discussion about Volkswagen Group and what Tu thought about VW Group's annual press conference and how important Porsche is to Volkswagen Group's global goals. After a detailed discuss…

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Managing the Electrical Grid with Arnaud Langer, Global Managing Partner Edge and IoT at Atos 38:39

8M ago38:39

38:39

This episode features an interview between Bill Pfeifer and Arnaud Langer, Global Managing Partner Edge and IoT at Atos. At Atos, Arnaud is focused on helping customers navigate their legacy-to-edge or cloud-to-edge transformations, leveraging the power of 5G, Edge, and IoT technologies. They dive into Arnaud’s work in the energy industry and the c…

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Episode #156 - EU leans PROTECT, Outcomes from the Two Sessions, Global Auto Heads to Brazil 49:27

8M ago49:27

49:27

Tu and Lei start this podcast out with going over the latest news on the tariff situation on Chinese EVs in the US and EU with the EU now also seeming to lean towards increasing protectionism. Lei then moves the discussion over to the R2 launch from Rivian, the follow up to their R1 and emphasizes the affordability factor with the R2. This turns in…

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Episode #155 - Lunar New Year Hangover, 电比油滴, US Govt Investigation, HiPhi for Sale 39:24

8M ago39:24

39:24

Lei begins this podcast with a brief explanation of the effects of the Lunar New Year on passenger vehicle sales traditionally. Tu points out BYD's social media campaign about how 'electric is cheaper than gas' after they'd cut prices of their already low priced vehicles, so much so that they are cheaper than ICE vehicles from Volkswagen and some o…

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Episode #154 - BYD Leading the Price cuts, When tech is too tech, Thoughts on the next couple MAX episodes 42:47

8M ago42:47

42:47

Tu begins the podcast talking about how the price war still has legs and will likely last through the end of this year into 2025. BYD has been leading the way with price cuts on their more popular vehicles daring their competitors to do the same. Tu then talks about the Buick Electra E5 EV that has just gone on sale for ~$23K and wonders out loud w…

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Vector Databases in the AI Tech Stack with Dr. Vivien Dollinger, CEO at ObjectBox 38:28

8M ago38:28

38:28

Why are vector databases important at the edge? In this episode, Bill sits down with Dr. Vivien Dollinger, CEO at ObjectBox, to discuss the growing significance of vector databases in the AI tech stack and how this will impact the future of edge computing. They dive into the future of edge AI data management and why more data isn’t yet stored at th…

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Episode #153 - China Opinion on NEV Trade Cooperation, Tu and Autoline Ater Hours, Ford's Skunkworks team 48:44

9M ago48:44

48:44

Tu and Lei start out the podcast by wishing each other 'Happy New Year' and discuss a bit about the holiday and their traditions and how it's celebrated by their families. Lei then moves over to discuss the Chinese Opinions on NEV trade cooperation and both of them add their opinions about how the language and roll out of the opinion piece should b…

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Where Multi-Cloud and Edge Intersect with Jeff DeVerter, Chief Technology Evangelist at Rackspace Technology 46:44

9M ago46:44

46:44

Where do multi-cloud and edge intersect? What is the dividing line between them? In this episode, Bill sits down with Jeff DeVerter, Chief Technology Evangelist at Rackspace Technology, to dive into relationships between edge, multi-cloud, managed hosting, and colos. They discuss the never-ending decisions that have to be made regarding where to ho…

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Episode #152 - January Sales (CNY effects), Evergrande, Didi + CATL, the Real Export Champ 42:35

9M ago42:35

42:35

Tu and Lei start the podcast out with some of their family traditions for Lunar New Year. They then move onto unpacking January sales numbers and emphasizing the MoM comparisons not that important due to Lunar New Year being in January last year. Tu anticipates what we should see in March and beyond depending on how panicked the OEMs will be coming…

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Digitizing Our Cities with John Lockhart, Lead Sustainability Technologist, Global Digital Cities at Dell 47:16

9M ago47:16

47:16

How will edge technologies and AI shape the future of our cities? In this episode, Bill sits down with John Lockhart, Lead Sustainability Technologist, Global Digital Cities at Dell, to discuss all things digital cities. They dive into how city leaders can approach digital transformation and tackle the problems in their cities, and discuss digital …

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Episode #151 - Tesla 2023 Earnings, Porsche Macan EV & the BYD / DJI Collab 39:15

9M ago39:15

39:15

Tu and Lei begin with briefly discussing their latest MAX episode with Gansha Wu, Founder & CEO of UISEE - an autonomous driving startup based in China. Tu and Lei then transition over into a detailed discussion about Tesla’s earnings and the role that the China market plays in their earnings and operations and how most analysts miss how important …

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Episode #150 - China's BIG challenges, the Lotus Emeya and TuSimple Exits Stage Left 42:10

9M ago42:10

42:10

Lei throws a curveball to begin the show and talks about some of China’s societal challenges, namely the aging population and shrinking number of babies born. Tu chimes in with his experience coming to the US at a very early age. They broaden the discussion out a bit to bring in a few more noteworthy challenges to round out the discussion. Tu & Lei…

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