{"version":"1.0.0","segments":[{"startTime":3.208,"endTime":3.833,"body":"Welcome, everyone,"},{"startTime":3.833,"endTime":7.541,"body":"to the latest edition"},{"startTime":3.833,"endTime":7.541,"body":"of the Reimagined Mobility Podcast series."},{"startTime":7.583,"endTime":10.583,"body":"I'm here with Craig Rediker"},{"startTime":7.583,"endTime":10.583,"body":"from American Axle."},{"startTime":11.666,"endTime":14.708,"body":"Rick,"},{"startTime":11.666,"endTime":14.708,"body":"you have a long history in transmissions."},{"startTime":14.708,"endTime":17.791,"body":"You worked at Ford for a while,"},{"startTime":14.708,"endTime":17.791,"body":"were a long time"},{"startTime":18.541,"endTime":21.416,"body":"now for several years at American Axle."},{"startTime":21.416,"endTime":24.083,"body":"Tell us, what is your responsibility"},{"startTime":21.416,"endTime":24.083,"body":"on American Axle"},{"startTime":24.083,"endTime":29.041,"body":"and what excites you about transmissions"},{"startTime":24.083,"endTime":29.041,"body":"and now maybe even more so about axles?"},{"startTime":30.041,"endTime":30.791,"body":"Okay."},{"startTime":30.791,"endTime":35.833,"body":"My responsibility here is I'm vice"},{"startTime":30.791,"endTime":35.833,"body":"president of a team we call innovation."},{"startTime":35.875,"endTime":38.416,"body":"So basically research, advanced research."},{"startTime":38.416,"endTime":41.916,"body":"I've got 26 people that work for me"},{"startTime":38.416,"endTime":41.916,"body":"here at our Texas"},{"startTime":41.916,"endTime":45.125,"body":"facility, our Advanced Technology"},{"startTime":41.916,"endTime":45.125,"body":"Development Center in Detroit."},{"startTime":45.458,"endTime":48.375,"body":"And my team is is developing the."},{"startTime":48.375,"endTime":50.75,"body":"Products,"},{"startTime":48.375,"endTime":50.75,"body":"not the products who are quoting."},{"startTime":50.75,"endTime":54.291,"body":"Right now, but those things that were one"},{"startTime":50.75,"endTime":54.291,"body":"or two generations out."},{"startTime":54.541,"endTime":58.083,"body":"So trying to see where the technology"},{"startTime":54.541,"endTime":58.083,"body":"is going in and get us"},{"startTime":58.375,"endTime":61.416,"body":"get us on the right path"},{"startTime":58.375,"endTime":61.416,"body":"to to intersect that."},{"startTime":61.708,"endTime":64.708,"body":"And right now, my team is 100% focused"},{"startTime":64.916,"endTime":69.25,"body":"on our transition"},{"startTime":64.916,"endTime":69.25,"body":"from ICE internal combustion"},{"startTime":69.5,"endTime":72.666,"body":"driven drive trains into electrification."},{"startTime":73.583,"endTime":76.708,"body":"And if you ask me what I"},{"startTime":73.583,"endTime":76.708,"body":"what's interesting, I really love that."},{"startTime":76.75,"endTime":81.708,"body":"I mean, having spent 30 years"},{"startTime":76.75,"endTime":81.708,"body":"in the development of mechanical automatic"},{"startTime":81.708,"endTime":84.708,"body":"transmissions, all wheel drive systems"},{"startTime":81.708,"endTime":84.708,"body":"and that kind of thing,"},{"startTime":84.958,"endTime":88.208,"body":"this has given me an opportunity"},{"startTime":84.958,"endTime":88.208,"body":"to learn some new things, to learn"},{"startTime":88.208,"endTime":91.75,"body":"what an inverter is,"},{"startTime":88.208,"endTime":91.75,"body":"how an inverter works, what's a mass fat,"},{"startTime":92.333,"endTime":94.333,"body":"and how do electric motors work?"},{"startTime":94.333,"endTime":97.166,"body":"What are the differences"},{"startTime":94.333,"endTime":97.166,"body":"between the different types of motors?"},{"startTime":97.166,"endTime":99.958,"body":"And it's been it's been fascinating."},{"startTime":99.958,"endTime":104.625,"body":"And now I tell people, four and a"},{"startTime":99.958,"endTime":104.625,"body":"half years ago, I couldn't spell inverter"},{"startTime":104.625,"endTime":108.666,"body":"and now I can give presentations"},{"startTime":104.625,"endTime":108.666,"body":"on the inverters we're developing."},{"startTime":109.041,"endTime":112.125,"body":"And it really proud that we're doing all"},{"startTime":109.041,"endTime":112.125,"body":"that development right here in Detroit."},{"startTime":112.125,"endTime":116.458,"body":"So within 100 yards of where I am"},{"startTime":112.125,"endTime":116.458,"body":"at our technology development center"},{"startTime":116.458,"endTime":117.208,"body":"in Detroit,"},{"startTime":117.208,"endTime":121.125,"body":"where designing our own motors,"},{"startTime":117.208,"endTime":121.125,"body":"our own inverters, write our own software,"},{"startTime":121.583,"endTime":125.125,"body":"we do all our gears and everything"},{"startTime":121.583,"endTime":125.125,"body":"housings all our prototyping right here"},{"startTime":125.125,"endTime":126.625,"body":"in Detroit."},{"startTime":126.625,"endTime":127.583,"body":"Perfect."},{"startTime":127.583,"endTime":130.625,"body":"So really, if I, if I would summarize,"},{"startTime":127.583,"endTime":130.625,"body":"then you are the perfect guy"},{"startTime":130.625,"endTime":131.833,"body":"for American Axle right?"},{"startTime":131.833,"endTime":135.666,"body":"I need to talk to David and tell him again"},{"startTime":131.833,"endTime":135.666,"body":"he hired the right guy because you came"},{"startTime":135.666,"endTime":139.583,"body":"from transmission team to a company"},{"startTime":135.666,"endTime":139.583,"body":"that that's what they used to do."},{"startTime":139.583,"endTime":143.666,"body":"And now you've really helped to get,"},{"startTime":139.583,"endTime":143.666,"body":"obviously with the rest of the leadership"},{"startTime":143.666,"endTime":144.208,"body":"team, move"},{"startTime":144.208,"endTime":148.416,"body":"American Axle into electrification path"},{"startTime":144.208,"endTime":148.416,"body":"that you guys started several years ago."},{"startTime":148.416,"endTime":151.416,"body":"Obviously not just now. So. Right, Right."},{"startTime":151.708,"endTime":154.416,"body":"Guy Well, you know,"},{"startTime":151.708,"endTime":154.416,"body":"I didn't start that journey year."},{"startTime":154.416,"endTime":156.083,"body":"It was well underway when I came."},{"startTime":156.083,"endTime":161.5,"body":"So my job is to move the ball forward"},{"startTime":156.083,"endTime":161.5,"body":"and I've really, really enjoyed it."},{"startTime":161.5,"endTime":164.0,"body":"AAM's a wonderful company to work for."},{"startTime":164.0,"endTime":166.375,"body":"It's really great to work"},{"startTime":164.0,"endTime":166.375,"body":"for, offered David Dow."},{"startTime":166.375,"endTime":169.041,"body":"He's got a lot of vision of where he wants"},{"startTime":166.375,"endTime":169.041,"body":"the company to go,"},{"startTime":169.041,"endTime":172.583,"body":"and our job"},{"startTime":169.041,"endTime":172.583,"body":"is to make that vision into into reality."},{"startTime":172.75,"endTime":176.375,"body":"You know, migrating into electrification"},{"startTime":172.75,"endTime":176.375,"body":"is obviously where we need to go"},{"startTime":176.375,"endTime":178.208,"body":"and where we're we're"},{"startTime":176.375,"endTime":178.208,"body":"well on our way down that path."},{"startTime":179.5,"endTime":180.125,"body":"Now, you guys have"},{"startTime":180.125,"endTime":183.291,"body":"talked about, amongst others,"},{"startTime":180.125,"endTime":183.291,"body":"obviously, as well about this."},{"startTime":183.291,"endTime":185.958,"body":"You know, there's three in one"},{"startTime":183.291,"endTime":185.958,"body":"and you kind of alluded to it, right,"},{"startTime":185.958,"endTime":190.416,"body":"The gear, the electric motor and inverter"},{"startTime":185.958,"endTime":190.416,"body":"that you now know how to spell."},{"startTime":190.416,"endTime":193.875,"body":"And also also at all present"},{"startTime":190.416,"endTime":193.875,"body":"what's inside and on the outside."},{"startTime":194.041,"endTime":196.5,"body":"That's great. I love that."},{"startTime":196.5,"endTime":199.75,"body":"What's what's the big deal"},{"startTime":196.5,"endTime":199.75,"body":"about the three in one?"},{"startTime":199.75,"endTime":202.875,"body":"And is really everybody"},{"startTime":199.75,"endTime":202.875,"body":"looking into integrating in or is there"},{"startTime":202.875,"endTime":205.875,"body":"still some that say maybe for"},{"startTime":205.916,"endTime":208.833,"body":"assembly purposes, repair purposes"},{"startTime":208.833,"endTime":211.833,"body":"or other types of purposes"},{"startTime":208.833,"endTime":211.833,"body":"they want to have it separate."},{"startTime":212.0,"endTime":213.25,"body":"Share a little bit about that."},{"startTime":213.25,"endTime":215.625,"body":"What what do you see"},{"startTime":213.25,"endTime":215.625,"body":"what American Axle sees"},{"startTime":215.625,"endTime":218.208,"body":"and where do you see"},{"startTime":215.625,"endTime":218.208,"body":"the future of that going, Right."},{"startTime":218.208,"endTime":220.041,"body":"Well, that is a great question"},{"startTime":220.041,"endTime":223.708,"body":"because it's it's central to a lot of what"},{"startTime":220.041,"endTime":223.708,"body":"we're we're working on now."},{"startTime":223.833,"endTime":227.666,"body":"And for your audience,"},{"startTime":223.833,"endTime":227.666,"body":"when we say, hey, three in one drive unit,"},{"startTime":227.916,"endTime":233.541,"body":"the three devices are the the electric"},{"startTime":227.916,"endTime":233.541,"body":"motor, the gearbox and the inverter."},{"startTime":233.541,"endTime":236.791,"body":"And the inverter is"},{"startTime":233.541,"endTime":236.791,"body":"what converts the DC from the battery"},{"startTime":237.0,"endTime":239.958,"body":"to three phase,"},{"startTime":237.0,"endTime":239.958,"body":"alternating current to run the motor."},{"startTime":239.958,"endTime":245.208,"body":"And when we put them all together in"},{"startTime":239.958,"endTime":245.208,"body":"one unit, we call that a three in one. And"},{"startTime":246.291,"endTime":248.833,"body":"what, what I see is there's there's"},{"startTime":248.833,"endTime":251.458,"body":"there are going to be two approaches"},{"startTime":248.833,"endTime":251.458,"body":"to this."},{"startTime":251.458,"endTime":254.5,"body":"One approach is to not integrate very much"},{"startTime":255.041,"endTime":258.958,"body":"get the inverter to be kind of"},{"startTime":255.041,"endTime":258.958,"body":"a commodity, standalone commodity,"},{"startTime":259.25,"endTime":263.541,"body":"have the motor be a standalone"},{"startTime":259.25,"endTime":263.541,"body":"commodity, gearbox a stand alone commodity"},{"startTime":263.708,"endTime":266.875,"body":"and you just bolt those three together"},{"startTime":263.708,"endTime":266.875,"body":"and then it's a fight"},{"startTime":266.875,"endTime":271.791,"body":"for who can make the cheapest device"},{"startTime":266.875,"endTime":271.791,"body":"of of of either kind of any those kinds."},{"startTime":272.083,"endTime":274.916,"body":"And, and that's a path, you know,"},{"startTime":272.083,"endTime":274.916,"body":"that is not a crazy path."},{"startTime":274.916,"endTime":277.916,"body":"That is a path"},{"startTime":274.916,"endTime":277.916,"body":"that a number of people are going down."},{"startTime":278.125,"endTime":281.25,"body":"And it could in the long run,"},{"startTime":278.125,"endTime":281.25,"body":"be a successful path."},{"startTime":281.875,"endTime":284.958,"body":"That's"},{"startTime":281.875,"endTime":284.958,"body":"if our customers want to be on that path."},{"startTime":285.0,"endTime":288.916,"body":"Our job is to is to help our customers"},{"startTime":285.0,"endTime":288.916,"body":"along, if that's what they prefer."},{"startTime":288.916,"endTime":291.958,"body":"If that works well on their vehicle,"},{"startTime":288.916,"endTime":291.958,"body":"then we'll work with them on that."},{"startTime":292.166,"endTime":295.25,"body":"What I've been doing here"},{"startTime":292.166,"endTime":295.25,"body":"is is developing a different path,"},{"startTime":295.791,"endTime":298.708,"body":"a path that I think"},{"startTime":295.791,"endTime":298.708,"body":"is going to be very successful."},{"startTime":298.708,"endTime":302.875,"body":"In fact, Tesla is demonstrating"},{"startTime":298.708,"endTime":302.875,"body":"that it can be extremely successful,"},{"startTime":303.125,"endTime":307.708,"body":"and that is to totally integrate"},{"startTime":303.125,"endTime":307.708,"body":"all these designs, the inverter,"},{"startTime":307.708,"endTime":312.208,"body":"the motor in the gearbox,"},{"startTime":307.708,"endTime":312.208,"body":"have them all engineered by one team"},{"startTime":312.625,"endTime":316.25,"body":"so that we can share physics"},{"startTime":312.625,"endTime":316.25,"body":"and integrate to a level"},{"startTime":316.25,"endTime":318.291,"body":"that's not really possible"},{"startTime":316.25,"endTime":318.291,"body":"when you're just taking"},{"startTime":318.291,"endTime":321.291,"body":"three specifications"},{"startTime":318.291,"endTime":321.291,"body":"and trying to bolt it together."},{"startTime":321.375,"endTime":326.0,"body":"When you do that, you find opportunities"},{"startTime":321.375,"endTime":326.0,"body":"to do things like for lubrication, quite."},{"startTime":326.208,"endTime":327.0,"body":"Cool."},{"startTime":327.0,"endTime":330.291,"body":"The motor, the inverter in the gearbox,"},{"startTime":327.0,"endTime":330.291,"body":"all with one fluid"},{"startTime":330.5,"endTime":333.583,"body":"so you don't have to separate"},{"startTime":330.5,"endTime":333.583,"body":"these cavities anymore."},{"startTime":333.833,"endTime":336.625,"body":"And then just a physical integration"},{"startTime":333.833,"endTime":336.625,"body":"and the device"},{"startTime":336.625,"endTime":339.916,"body":"can be physically smaller"},{"startTime":336.625,"endTime":339.916,"body":"when it's better integrated."},{"startTime":340.125,"endTime":344.333,"body":"The Tesla model three is really,"},{"startTime":340.125,"endTime":344.333,"body":"in my mind, the first big step"},{"startTime":344.333,"endTime":347.875,"body":"in that direction"},{"startTime":344.333,"endTime":347.875,"body":"where they fully integrated the inverter."},{"startTime":348.083,"endTime":351.0,"body":"And what we've done here is we think"},{"startTime":348.083,"endTime":351.0,"body":"we've taken that a couple of steps"},{"startTime":351.0,"endTime":355.708,"body":"farther down the path to the point"},{"startTime":351.0,"endTime":355.708,"body":"where we develop a round inverter."},{"startTime":355.708,"endTime":356.708,"body":"Actually, I've got one right here."},{"startTime":356.708,"endTime":359.708,"body":"So you are what we call a ring inverter,"},{"startTime":359.833,"endTime":363.041,"body":"and this inverter"},{"startTime":359.833,"endTime":363.041,"body":"slips on the end of the motor."},{"startTime":363.333,"endTime":366.125,"body":"So there is no big inverter"},{"startTime":363.333,"endTime":366.125,"body":"housing anymore."},{"startTime":366.125,"endTime":368.958,"body":"It's just making the motor housing"},{"startTime":366.125,"endTime":368.958,"body":"about that much longer."},{"startTime":368.958,"endTime":372.708,"body":"The inverter slips on the end"},{"startTime":368.958,"endTime":372.708,"body":"and it's another level of integration"},{"startTime":372.875,"endTime":375.625,"body":"that then makes things"},{"startTime":372.875,"endTime":375.625,"body":"smaller and lighter."},{"startTime":375.625,"endTime":378.625,"body":"And then honestly,"},{"startTime":375.625,"endTime":378.625,"body":"the customers we're working with,"},{"startTime":378.708,"endTime":380.208,"body":"they're going in both directions."},{"startTime":380.208,"endTime":383.5,"body":"Some of them are trying to make"},{"startTime":380.208,"endTime":383.5,"body":"that decision as to where they want to go,"},{"startTime":384.208,"endTime":386.708,"body":"and we want to work with them"},{"startTime":384.208,"endTime":386.708,"body":"wherever they are."},{"startTime":386.708,"endTime":390.375,"body":"So we may have a customer that says,"},{"startTime":386.708,"endTime":390.375,"body":"I've got a motor that I want to make,"},{"startTime":390.375,"endTime":392.25,"body":"I've got an inverter that I want to make,"},{"startTime":392.25,"endTime":395.666,"body":"but I need a partner to integrate that"},{"startTime":392.25,"endTime":395.666,"body":"into and an axle or a drive unit"},{"startTime":395.833,"endTime":398.291,"body":"were perfectly happy"},{"startTime":395.833,"endTime":398.291,"body":"to work with those customers and"},{"startTime":398.291,"endTime":399.916,"body":"and be that integrator for them"},{"startTime":399.916,"endTime":402.916,"body":"and provide that axle structure"},{"startTime":399.916,"endTime":402.916,"body":"or gearbox structure."},{"startTime":402.958,"endTime":404.333,"body":"But we'll have we have other customers"},{"startTime":404.333,"endTime":405.833,"body":"that have said, no,"},{"startTime":404.333,"endTime":405.833,"body":"we want you to do everything."},{"startTime":405.833,"endTime":408.958,"body":"We want"},{"startTime":405.833,"endTime":408.958,"body":"that fully integrated, integrated device."},{"startTime":410.291,"endTime":413.791,"body":"You do, you see, which is what"},{"startTime":410.291,"endTime":413.791,"body":"we just talked about, the three in one,"},{"startTime":413.791,"endTime":416.916,"body":"but also again, some wanted it"},{"startTime":413.791,"endTime":416.916,"body":"all integrated, some wanted separate."},{"startTime":416.916,"endTime":418.541,"body":"You see a trend."},{"startTime":418.541,"endTime":422.666,"body":"You work in passenger vehicles, you work"},{"startTime":418.541,"endTime":422.666,"body":"in in in trucks as you see in the back."},{"startTime":422.666,"endTime":425.375,"body":"And you also work in class, whatever,"},{"startTime":422.666,"endTime":425.375,"body":"five and up."},{"startTime":425.375,"endTime":426.5,"body":"Right a little bit as well."},{"startTime":426.5,"endTime":429.916,"body":"I believe you see a trend in any of those"},{"startTime":429.916,"endTime":433.041,"body":"in any of those segments"},{"startTime":429.916,"endTime":433.041,"body":"or is really customer dependent."},{"startTime":433.625,"endTime":436.083,"body":"I think the general trend"},{"startTime":433.625,"endTime":436.083,"body":"is for more integration."},{"startTime":436.083,"endTime":439.708,"body":"I think everyone has realized"},{"startTime":436.083,"endTime":439.708,"body":"those fundamental benefits of integration"},{"startTime":439.708,"endTime":440.75,"body":"are good."},{"startTime":440.75,"endTime":444.375,"body":"I think it's just a matter"},{"startTime":440.75,"endTime":444.375,"body":"of how quickly they're going to get there"},{"startTime":444.583,"endTime":448.375,"body":"based on perhaps existing"},{"startTime":444.583,"endTime":448.375,"body":"supply agreements for inverters that exist"},{"startTime":448.708,"endTime":452.458,"body":"and the willingness to redesign"},{"startTime":448.708,"endTime":452.458,"body":"everything to be to be integrated."},{"startTime":452.708,"endTime":457.583,"body":"But we see that trend more, more"},{"startTime":452.708,"endTime":457.583,"body":"and more for for integration."},{"startTime":457.708,"endTime":461.875,"body":"Now, I in particular, the area that we've"},{"startTime":457.708,"endTime":461.875,"body":"been focusing on are truck axles."},{"startTime":462.125,"endTime":465.0,"body":"And with truck"},{"startTime":462.125,"endTime":465.0,"body":"axles, the mass of the axle bouncing up"},{"startTime":465.0,"endTime":469.541,"body":"the hill is very, very important"},{"startTime":465.0,"endTime":469.541,"body":"and integration can help with that."},{"startTime":469.541,"endTime":473.958,"body":"Another technology that helps with"},{"startTime":469.541,"endTime":473.958,"body":"that is to increase the motor speed."},{"startTime":474.291,"endTime":477.291,"body":"That's another innovation"},{"startTime":474.291,"endTime":477.291,"body":"we've been pushing down."},{"startTime":477.75,"endTime":480.25,"body":"Is the motor in this truck right behind me"},{"startTime":477.75,"endTime":480.25,"body":"here?"},{"startTime":480.25,"endTime":483.958,"body":"That's a 24,000"},{"startTime":480.25,"endTime":483.958,"body":"rpm motor in the rear axle,"},{"startTime":484.041,"endTime":486.375,"body":"which allows the motor"},{"startTime":484.041,"endTime":486.375,"body":"to be relatively small,"},{"startTime":486.375,"endTime":489.375,"body":"you know, much smaller than a motor"},{"startTime":486.375,"endTime":489.375,"body":"that's going, say, 15,000 R.P.M.."},{"startTime":489.583,"endTime":492.583,"body":"So if a high speed motor"},{"startTime":489.583,"endTime":492.583,"body":"and an integrated inverter,"},{"startTime":492.625,"endTime":495.75,"body":"the overall mass"},{"startTime":492.625,"endTime":495.75,"body":"and size of that device can be small."},{"startTime":495.875,"endTime":497.625,"body":"And that's incredibly important"},{"startTime":497.625,"endTime":501.375,"body":"for a beam axle that may be bouncing up"},{"startTime":497.625,"endTime":501.375,"body":"and down as the vehicle hits"},{"startTime":501.666,"endTime":504.666,"body":"its potholes, what we call the unsprung"},{"startTime":501.666,"endTime":504.666,"body":"mass of the of the vehicle."},{"startTime":505.166,"endTime":508.625,"body":"So I do think that integration"},{"startTime":505.166,"endTime":508.625,"body":"is going to be the long term"},{"startTime":508.625,"endTime":512.041,"body":"way to go, but everyone may not get there"},{"startTime":508.625,"endTime":512.041,"body":"at the at the same speed."},{"startTime":512.791,"endTime":515.125,"body":"Many of us are pushing to"},{"startTime":512.791,"endTime":515.125,"body":"just get a product"},{"startTime":515.125,"endTime":518.333,"body":"in the market quickly"},{"startTime":515.125,"endTime":518.333,"body":"with relatively low risk, you know, So"},{"startTime":518.333,"endTime":522.041,"body":"they want to use a proven technology"},{"startTime":518.333,"endTime":522.041,"body":"and inverter or a motor that they know."},{"startTime":522.125,"endTime":523.041,"body":"And then over time,"},{"startTime":523.041,"endTime":527.5,"body":"I think the opportunities for integration"},{"startTime":523.041,"endTime":527.5,"body":"will become will become greater."},{"startTime":528.0,"endTime":532.25,"body":"When we touch upon something That's that"},{"startTime":528.0,"endTime":532.25,"body":"that's that's interesting the speed"},{"startTime":532.291,"endTime":535.791,"body":"right now RPN we mentioned 50,020 4000"},{"startTime":535.791,"endTime":538.791,"body":"and the one that's in the back there"},{"startTime":535.791,"endTime":538.791,"body":"on the on the pickup truck"},{"startTime":539.0,"endTime":543.125,"body":"and at AVL we’ve developed a high speed"},{"startTime":539.0,"endTime":543.125,"body":"e-axle rall integrated as well."},{"startTime":543.125,"endTime":547.166,"body":"Similar to what you talked about,"},{"startTime":543.125,"endTime":547.166,"body":"we call it the hummingbird 30,000 R.P.M.."},{"startTime":547.166,"endTime":548.375,"body":"Right."},{"startTime":548.375,"endTime":552.625,"body":"Is there an end to because I mean,"},{"startTime":548.375,"endTime":552.625,"body":"when I first started getting familiar"},{"startTime":552.625,"endTime":556.041,"body":"with electrification about ten,"},{"startTime":552.625,"endTime":556.041,"body":"15 years ago, right, we've talked"},{"startTime":556.5,"endTime":559.5,"body":"10,000 rpm, everybody was like,"},{"startTime":556.5,"endTime":559.5,"body":"Oh man, we're pushing it."},{"startTime":559.5,"endTime":564.0,"body":"You know, that's as it gives leaders like,"},{"startTime":559.5,"endTime":564.0,"body":"wow, we need to go to 20,000."},{"startTime":564.0,"endTime":567.458,"body":"And then now we're hearing 2530."},{"startTime":567.833,"endTime":572.625,"body":"I think the other day we've seen something"},{"startTime":567.833,"endTime":572.625,"body":"that goes up to 35 or even 40,000 RPM."},{"startTime":573.625,"endTime":575.833,"body":"I mean, what do you see the trend?"},{"startTime":575.833,"endTime":577.916,"body":"Is there a never ending push?"},{"startTime":577.916,"endTime":580.5,"body":"And we're going to see at some point"},{"startTime":577.916,"endTime":580.5,"body":"100,000 RPM?"},{"startTime":580.5,"endTime":581.416,"body":"Or is it"},{"startTime":581.416,"endTime":584.75,"body":"is it more we're pushing technology,"},{"startTime":581.416,"endTime":584.75,"body":"we're really going to settle around"},{"startTime":584.75,"endTime":586.75,"body":"the 20 to 30000."},{"startTime":586.75,"endTime":589.0,"body":"What is it that you're seeing?"},{"startTime":589.0,"endTime":592.166,"body":"Well, first, before I answer that,"},{"startTime":589.0,"endTime":592.166,"body":"I do want to congratulate you"},{"startTime":592.166,"endTime":593.541,"body":"on the hummingbird technology."},{"startTime":593.541,"endTime":597.75,"body":"We've met with your team a number of times"},{"startTime":593.541,"endTime":597.75,"body":"and we've seen what Avio is down there."},{"startTime":597.75,"endTime":599.75,"body":"We'd love it"},{"startTime":597.75,"endTime":599.75,"body":"because you're in the same boat"},{"startTime":599.75,"endTime":602.75,"body":"and you're moving up and down"},{"startTime":599.75,"endTime":602.75,"body":"that same that same path."},{"startTime":602.958,"endTime":605.875,"body":"It's been a very impressive effort"},{"startTime":605.875,"endTime":608.333,"body":"with that 30,000 RPM motor."},{"startTime":608.333,"endTime":613.208,"body":"So to your question, I think there's no"},{"startTime":608.333,"endTime":613.208,"body":"question the speeds are moving up there."},{"startTime":613.208,"endTime":615.958,"body":"No question"},{"startTime":613.208,"endTime":615.958,"body":"you're going to see 20,000 RPMs"},{"startTime":615.958,"endTime":618.625,"body":"motors are going to become fairly common"},{"startTime":615.958,"endTime":618.625,"body":"pretty soon."},{"startTime":618.625,"endTime":620.333,"body":"But I see a couple of breaking points."},{"startTime":621.458,"endTime":623.583,"body":"20,000 RPM is about as high"},{"startTime":623.583,"endTime":627.5,"body":"as you can go"},{"startTime":623.583,"endTime":627.5,"body":"with a relatively simple gearbox,"},{"startTime":627.75,"endTime":632.208,"body":"or you just have a gear on the motor one"},{"startTime":627.75,"endTime":632.208,"body":"and then a two stage reduction"},{"startTime":632.666,"endTime":635.416,"body":"for a simple gear"},{"startTime":632.666,"endTime":635.416,"body":"set like that, the bearing loads"},{"startTime":635.416,"endTime":638.416,"body":"start to go bad at about 20,000 rpm."},{"startTime":639.0,"endTime":641.875,"body":"What we've developed"},{"startTime":639.0,"endTime":641.875,"body":"is what we call a dual shaft design."},{"startTime":641.875,"endTime":643.375,"body":"We've got you bearings"},{"startTime":643.375,"endTime":647.25,"body":"on both sides of the rotor shaft"},{"startTime":643.375,"endTime":647.25,"body":"which balances the loads on the rotor."},{"startTime":647.25,"endTime":648.833,"body":"So now there's no more rotor loads"},{"startTime":648.833,"endTime":652.291,"body":"that breaks that there's"},{"startTime":648.833,"endTime":652.291,"body":"now the motor speed can go, can go up."},{"startTime":652.541,"endTime":655.541,"body":"Now the next barrier is typically"},{"startTime":652.541,"endTime":655.541,"body":"the centrifugal force"},{"startTime":655.833,"endTime":659.25,"body":"and on the rotor,"},{"startTime":655.833,"endTime":659.25,"body":"particularly for a permanent magnet motor"},{"startTime":659.625,"endTime":662.625,"body":"and I don't know"},{"startTime":659.625,"endTime":662.625,"body":"if there's a specific limit for that."},{"startTime":662.75,"endTime":664.791,"body":"We're comfortable up to 30,000 RPM."},{"startTime":664.791,"endTime":666.75,"body":"Obviously AVL is as well."},{"startTime":666.75,"endTime":670.083,"body":"And you see people like Tesla"},{"startTime":666.75,"endTime":670.083,"body":"developing technologies"},{"startTime":670.083,"endTime":674.333,"body":"to try to continue to push that,"},{"startTime":670.083,"endTime":674.333,"body":"such as carbon fiber wrapping the rotor."},{"startTime":674.583,"endTime":676.416,"body":"Now, if you put carbon"},{"startTime":674.583,"endTime":676.416,"body":"fiber around the rotor,"},{"startTime":676.416,"endTime":678.916,"body":"you have the opportunity to go"},{"startTime":676.416,"endTime":678.916,"body":"up, go up farther."},{"startTime":678.916,"endTime":681.583,"body":"So I think that speed"},{"startTime":678.916,"endTime":681.583,"body":"limit will be broken."},{"startTime":681.583,"endTime":686.333,"body":"One of the ones that's left then"},{"startTime":681.583,"endTime":686.333,"body":"is unfortunately the wheels on the vehicle"},{"startTime":686.333,"endTime":690.75,"body":"do not turn any faster,"},{"startTime":686.333,"endTime":690.75,"body":"so the higher the motor speed goes,"},{"startTime":690.958,"endTime":693.541,"body":"the more gear reduction"},{"startTime":690.958,"endTime":693.541,"body":"you're going to need to do."},{"startTime":693.541,"endTime":699.208,"body":"And what we have found is up"},{"startTime":693.541,"endTime":699.208,"body":"to about 30,000 R.P.M., we can make it"},{"startTime":699.625,"endTime":700.25,"body":"make it work."},{"startTime":700.25,"endTime":704.5,"body":"With just two stages of gear reduction"},{"startTime":700.25,"endTime":704.5,"body":"above 30,000 R.P.M."},{"startTime":704.5,"endTime":707.75,"body":"almost for sure you're going to need"},{"startTime":704.5,"endTime":707.75,"body":"three stages of gear reduction"},{"startTime":707.916,"endTime":710.541,"body":"and then every stage that you add,"},{"startTime":707.916,"endTime":710.541,"body":"you lose a little bit,"},{"startTime":710.541,"endTime":713.333,"body":"maybe a half a percent efficiency"},{"startTime":710.541,"endTime":713.333,"body":"with each stage."},{"startTime":713.333,"endTime":716.708,"body":"So I think there will be some tapering off"},{"startTime":713.333,"endTime":716.708,"body":"at that speed."},{"startTime":716.916,"endTime":720.541,"body":"The next other limit is as you go faster,"},{"startTime":716.916,"endTime":720.541,"body":"you've got to come,"},{"startTime":720.541,"endTime":724.75,"body":"you take the motor faster"},{"startTime":720.541,"endTime":724.75,"body":"and switching the switches up to turn on"},{"startTime":724.75,"endTime":728.0,"body":"and off faster and the switching losses"},{"startTime":724.75,"endTime":728.0,"body":"start to start to go up."},{"startTime":728.291,"endTime":733.916,"body":"So I don't know that there's a hard limit,"},{"startTime":728.291,"endTime":733.916,"body":"but I think that I'd be surprised"},{"startTime":733.916,"endTime":737.541,"body":"to see an automotive application"},{"startTime":733.916,"endTime":737.541,"body":"above 30,000 R.P.M."},{"startTime":737.541,"endTime":739.208,"body":"any anytime soon."},{"startTime":739.208,"endTime":743.125,"body":"Most of the electric motor people say"},{"startTime":739.208,"endTime":743.125,"body":"there's really not a huge a huge limit."},{"startTime":743.125,"endTime":746.125,"body":"And in terms of inverters,"},{"startTime":746.375,"endTime":748.791,"body":"there's the gallium nitride"},{"startTime":746.375,"endTime":748.791,"body":"switching device"},{"startTime":748.791,"endTime":750.625,"body":"that's out there"},{"startTime":748.791,"endTime":750.625,"body":"that can switch at hundreds"},{"startTime":750.625,"endTime":754.75,"body":"of thousands of hertz and therefore could"},{"startTime":750.625,"endTime":754.75,"body":"handle can handle higher frequencies."},{"startTime":754.75,"endTime":756.416,"body":"And maybe someone will employ"},{"startTime":756.416,"endTime":760.5,"body":"that specifically to get those motor"},{"startTime":756.416,"endTime":760.5,"body":"speeds up above up above 30,000."},{"startTime":760.916,"endTime":764.333,"body":"But I think moving into the twenties"},{"startTime":760.916,"endTime":764.333,"body":"is what you're going to see over the next"},{"startTime":764.583,"endTime":765.541,"body":"four or five years."},{"startTime":765.541,"endTime":766.125,"body":"And Tesla,"},{"startTime":766.125,"endTime":770.0,"body":"as usual, kind of leading the way on that"},{"startTime":766.125,"endTime":770.0,"body":"with the plaid, I think 23,000."},{"startTime":770.333,"endTime":775.875,"body":"And then our first production application"},{"startTime":770.333,"endTime":775.875,"body":"for our technology is about 24"},{"startTime":776.0,"endTime":779.0,"body":"and now we've are stretching that too"},{"startTime":776.0,"endTime":779.0,"body":"to throw"},{"startTime":779.0,"endTime":782.458,"body":"in my sort"},{"startTime":779.0,"endTime":782.458,"body":"of my research area of interest."},{"startTime":783.125,"endTime":786.208,"body":"So you kind of touched upon the"},{"startTime":783.125,"endTime":786.208,"body":"the different technologies"},{"startTime":786.208,"endTime":789.833,"body":"and the different things"},{"startTime":786.208,"endTime":789.833,"body":"different companies are applying."},{"startTime":789.833,"endTime":793.708,"body":"You mentioned Tesla, obviously,"},{"startTime":789.833,"endTime":793.708,"body":"let's go let's go to motor technology"},{"startTime":793.708,"endTime":795.791,"body":"to maybe what Tesla announced"},{"startTime":793.708,"endTime":795.791,"body":"several months ago"},{"startTime":795.791,"endTime":800.25,"body":"about trying to go to rare"},{"startTime":795.791,"endTime":800.25,"body":"earth metals free."},{"startTime":800.25,"endTime":802.208,"body":"I think I think"},{"startTime":800.25,"endTime":802.208,"body":"I think I'm saying this right."},{"startTime":803.458,"endTime":804.75,"body":"What what do you see"},{"startTime":804.75,"endTime":809.0,"body":"technology wise when it comes to the motor"},{"startTime":804.75,"endTime":809.0,"body":"piece of of the e-axle right?"},{"startTime":809.0,"endTime":812.0,"body":"again again the gearbox, the inverter,"},{"startTime":812.291,"endTime":815.708,"body":"the electric motor"},{"startTime":812.291,"endTime":815.708,"body":"what technology developments"},{"startTime":815.708,"endTime":819.666,"body":"do you see there and in"},{"startTime":815.708,"endTime":819.666,"body":"what are you guys specifically focused on."},{"startTime":820.708,"endTime":822.125,"body":"Another excellent question."},{"startTime":822.125,"endTime":827.791,"body":"There are so many alternatives"},{"startTime":822.125,"endTime":827.791,"body":"that are out there right now and most OEs"},{"startTime":827.833,"endTime":832.875,"body":"I think right now are focused on getting"},{"startTime":827.833,"endTime":832.875,"body":"the rare earth content out of the motors."},{"startTime":832.875,"endTime":837.958,"body":"As you know, the rare earth magnets"},{"startTime":832.875,"endTime":837.958,"body":"they have to be mined, processing the high"},{"startTime":837.958,"endTime":843.458,"body":"the particularly the the heavy, rare earth"},{"startTime":837.958,"endTime":843.458,"body":"materials take a lot of processing."},{"startTime":843.833,"endTime":847.0,"body":"Not easy to do"},{"startTime":843.833,"endTime":847.0,"body":"some environmental challenges with that."},{"startTime":847.5,"endTime":850.041,"body":"Most of that"},{"startTime":847.5,"endTime":850.041,"body":"all comes from China right now."},{"startTime":850.041,"endTime":854.458,"body":"So trying to eliminate those heavy rare"},{"startTime":850.041,"endTime":854.458,"body":"earths are they are the key."},{"startTime":854.666,"endTime":858.125,"body":"And what we see are kind of four ways"},{"startTime":854.666,"endTime":858.125,"body":"of going about that."},{"startTime":859.0,"endTime":862.791,"body":"The first one is just develop a magnet"},{"startTime":859.0,"endTime":862.791,"body":"that doesn't have any rare earths."},{"startTime":863.25,"endTime":865.166,"body":"There's a really interesting company,"},{"startTime":863.25,"endTime":865.166,"body":"a U.S."},{"startTime":865.166,"endTime":869.333,"body":"based company in Minnesota called Niran"},{"startTime":865.166,"endTime":869.333,"body":"that's developing a magnet"},{"startTime":869.333,"endTime":870.75,"body":"that only uses iron."},{"startTime":870.75,"endTime":874.708,"body":"There's no rare earth in it at all,"},{"startTime":870.75,"endTime":874.708,"body":"and it's more of a research type project"},{"startTime":874.708,"endTime":875.125,"body":"right now."},{"startTime":875.125,"endTime":877.708,"body":"But in theory,"},{"startTime":875.125,"endTime":877.708,"body":"if they make it where they're going,"},{"startTime":877.708,"endTime":878.5,"body":"they'll be able to provide"},{"startTime":878.5,"endTime":882.125,"body":"the same strength of a magnet"},{"startTime":878.5,"endTime":882.125,"body":"without any rare earths at all."},{"startTime":882.833,"endTime":887.375,"body":"The second is a variant of that"},{"startTime":882.833,"endTime":887.375,"body":"where you just take the same concept"},{"startTime":887.375,"endTime":890.958,"body":"and keep tweaking the chemistry"},{"startTime":887.375,"endTime":890.958,"body":"of the magnet"},{"startTime":890.958,"endTime":894.833,"body":"to reduce the amount of heavy rare"},{"startTime":890.958,"endTime":894.833,"body":"earth materials that you have."},{"startTime":895.25,"endTime":896.291,"body":"I don't know for sure,"},{"startTime":896.291,"endTime":899.875,"body":"but I think that that's what Tesla means"},{"startTime":896.291,"endTime":899.875,"body":"by a rare, earth free magnet."},{"startTime":900.041,"endTime":903.083,"body":"They're going to keep adjusting"},{"startTime":900.041,"endTime":903.083,"body":"and tweaking and take out"},{"startTime":903.333,"endTime":908.208,"body":"the most onerous materials and keep"},{"startTime":903.333,"endTime":908.208,"body":"the ones that are that are a little bit"},{"startTime":908.208,"endTime":912.958,"body":"easier, easier to obtain, but yet still"},{"startTime":908.208,"endTime":912.958,"body":"keep essentially a permanent magnet motor."},{"startTime":913.5,"endTime":916.125,"body":"Then separately from that,"},{"startTime":913.5,"endTime":916.125,"body":"there's a lot of investment"},{"startTime":916.125,"endTime":919.125,"body":"and a lot of always that have invested in"},{"startTime":919.5,"endTime":924.083,"body":"in eliminating the permanent magnets"},{"startTime":919.5,"endTime":924.083,"body":"by replacing them with electromagnets."},{"startTime":924.625,"endTime":930.083,"body":"So at a and we call that an EESM,"},{"startTime":924.625,"endTime":930.083,"body":"externally excited synchronous motor"},{"startTime":930.333,"endTime":934.083,"body":"where instead of a permanent magnet"},{"startTime":930.333,"endTime":934.083,"body":"in the rotor you've got a coil wire"},{"startTime":934.25,"endTime":936.208,"body":"that can become an electromagnet"},{"startTime":936.208,"endTime":939.416,"body":"and then you feed power"},{"startTime":936.208,"endTime":939.416,"body":"to that electromagnet"},{"startTime":939.416,"endTime":942.416,"body":"and you provide that same function"},{"startTime":939.416,"endTime":942.416,"body":"that the permanent magnet does."},{"startTime":942.958,"endTime":945.833,"body":"You've seen big investments"},{"startTime":942.958,"endTime":945.833,"body":"from BMW in that tech."},{"startTime":945.833,"endTime":946.375,"body":"Now, as you"},{"startTime":946.375,"endTime":950.416,"body":"we believe Renault is investing heavily"},{"startTime":946.375,"endTime":950.416,"body":"in that technology and others as well"},{"startTime":950.541,"endTime":953.666,"body":"because it provides a motor with"},{"startTime":950.541,"endTime":953.666,"body":"absolutely no rare earths in it at all."},{"startTime":954.375,"endTime":955.5,"body":"It's got some advantages."},{"startTime":955.5,"endTime":957.125,"body":"It's got some trade offs as well."},{"startTime":957.125,"endTime":960.291,"body":"It tends to be a little bit longer"},{"startTime":957.125,"endTime":960.291,"body":"to make that to make that work."},{"startTime":960.708,"endTime":962.625,"body":"Then the fourth variant"},{"startTime":962.625,"endTime":965.833,"body":"is this one that we've spent"},{"startTime":962.625,"endTime":965.833,"body":"a lot of effort on in the last few years."},{"startTime":966.041,"endTime":967.5,"body":"It's simply an induction motor."},{"startTime":967.5,"endTime":971.125,"body":"You know, an induction motor, as you may"},{"startTime":967.5,"endTime":971.125,"body":"know, has no rare earth magnets at all."},{"startTime":971.375,"endTime":975.5,"body":"And we've been on a little bit of a quest"},{"startTime":971.375,"endTime":975.5,"body":"to see There's there's a tradition,"},{"startTime":975.5,"endTime":980.125,"body":"traditionally an efficiency gap between"},{"startTime":975.5,"endTime":980.125,"body":"a permanent magnet and an induction motor."},{"startTime":980.333,"endTime":983.0,"body":"And we've been trying"},{"startTime":980.333,"endTime":983.0,"body":"to push the physics of the induction motor"},{"startTime":983.0,"endTime":985.625,"body":"to say how good an induction motor"},{"startTime":983.0,"endTime":985.625,"body":"can we make?"},{"startTime":985.625,"endTime":989.041,"body":"Can we get an induction motor"},{"startTime":985.625,"endTime":989.041,"body":"close to the same efficiency"},{"startTime":989.25,"endTime":993.791,"body":"as a permanent magnet motor,"},{"startTime":989.25,"endTime":993.791,"body":"and then take that motor and offer"},{"startTime":993.791,"endTime":996.791,"body":"a permanent magnet version of it,"},{"startTime":993.791,"endTime":996.791,"body":"which is what we're doing."},{"startTime":996.791,"endTime":1000.458,"body":"So we have a very optimized IM,"},{"startTime":996.791,"endTime":1000.458,"body":"but we take out the induction"},{"startTime":1000.458,"endTime":1003.541,"body":"rotor, we put in a permanent magnet"},{"startTime":1000.458,"endTime":1003.541,"body":"rotor that we can offer."},{"startTime":1003.541,"endTime":1008.083,"body":"We can offer both because we think"},{"startTime":1003.541,"endTime":1008.083,"body":"there are going to be some applications"},{"startTime":1008.083,"endTime":1011.083,"body":"in the vehicle or the induction"},{"startTime":1008.083,"endTime":1011.083,"body":"motor makes a lot of sense."},{"startTime":1011.875,"endTime":1015.75,"body":"Most electric vehicles we're going to see"},{"startTime":1011.875,"endTime":1015.75,"body":"are going to have to drive units."},{"startTime":1015.75,"endTime":1019.875,"body":"They're going to have a primary and"},{"startTime":1015.75,"endTime":1019.875,"body":"a secondary drive or that primary drive."},{"startTime":1020.083,"endTime":1023.708,"body":"You want as much efficiency"},{"startTime":1020.083,"endTime":1023.708,"body":"as you can possibly get for range"},{"startTime":1023.708,"endTime":1028.125,"body":"and for cycle efficiency, but then you may"},{"startTime":1023.708,"endTime":1028.125,"body":"be able to use a slightly less efficient"},{"startTime":1028.125,"endTime":1032.208,"body":"but very torque intense motor"},{"startTime":1028.125,"endTime":1032.208,"body":"to provide your peak performance."},{"startTime":1032.5,"endTime":1036.708,"body":"So a vehicle with maybe a smaller"},{"startTime":1032.5,"endTime":1036.708,"body":"PM to handle the cycle,"},{"startTime":1036.875,"endTime":1041.125,"body":"but then a bigger secondary IM"},{"startTime":1036.875,"endTime":1041.125,"body":"to give you all the torque that you want."},{"startTime":1041.458,"endTime":1044.875,"body":"Could be a very cost effective equation"},{"startTime":1041.458,"endTime":1044.875,"body":"and you've seen people do that."},{"startTime":1044.875,"endTime":1047.291,"body":"Tesla is doing that"},{"startTime":1044.875,"endTime":1047.291,"body":"and one of their applications today"},{"startTime":1047.291,"endTime":1050.958,"body":"we call that like a mixed mode type"},{"startTime":1047.291,"endTime":1050.958,"body":"type application."},{"startTime":1051.125,"endTime":1053.375,"body":"So we think it's very important"},{"startTime":1051.125,"endTime":1053.375,"body":"to develop the world's"},{"startTime":1053.375,"endTime":1056.291,"body":"best induction motor and the world's"},{"startTime":1053.375,"endTime":1056.291,"body":"best permanent magnet motor."},{"startTime":1056.291,"endTime":1059.291,"body":"I think we're going to need"},{"startTime":1056.291,"endTime":1059.291,"body":"both in the end are some."},{"startTime":1059.333,"endTime":1062.916,"body":"Interesting let's shift"},{"startTime":1059.333,"endTime":1062.916,"body":"topics for a second because you mentioned,"},{"startTime":1062.916,"endTime":1064.875,"body":"I think before"},{"startTime":1062.916,"endTime":1064.875,"body":"what what you guys are doing."},{"startTime":1064.875,"endTime":1067.291,"body":"I mean, your American Axle"},{"startTime":1064.875,"endTime":1067.291,"body":"in manufacturing."},{"startTime":1067.291,"endTime":1070.166,"body":"So you doing manufacturing"},{"startTime":1067.291,"endTime":1070.166,"body":"what you want to do, Right."},{"startTime":1070.166,"endTime":1072.0,"body":"I assume at the end of the day,"},{"startTime":1072.0,"endTime":1074.916,"body":"with all that great technology"},{"startTime":1072.0,"endTime":1074.916,"body":"that you were working on and the product"},{"startTime":1074.916,"endTime":1076.458,"body":"teams are working on,"},{"startTime":1076.458,"endTime":1079.166,"body":"but share a little bit"},{"startTime":1076.458,"endTime":1079.166,"body":"from your perspective, what do you see?"},{"startTime":1079.166,"endTime":1083.416,"body":"Because we see globally the OEMs very,"},{"startTime":1079.166,"endTime":1083.416,"body":"very different strategies, right?"},{"startTime":1083.416,"endTime":1084.25,"body":"So I mean, the U.S."},{"startTime":1084.25,"endTime":1088.583,"body":"the OEMs are saying we're going"},{"startTime":1084.25,"endTime":1088.583,"body":"to pull in inverter development"},{"startTime":1088.583,"endTime":1092.541,"body":"and in fact during e-motor development"},{"startTime":1088.583,"endTime":1092.541,"body":"and manufacturing, battery development"},{"startTime":1092.541,"endTime":1093.958,"body":"and manufacturing,"},{"startTime":1093.958,"endTime":1097.666,"body":"and then we see other ones that say, no,"},{"startTime":1093.958,"endTime":1097.666,"body":"we're going to stay with traditional model"},{"startTime":1097.666,"endTime":1101.083,"body":"that we have"},{"startTime":1097.666,"endTime":1101.083,"body":"where we go to companies like AAM."},{"startTime":1101.083,"endTime":1102.25,"body":"So they come to you and say,"},{"startTime":1102.25,"endTime":1106.5,"body":"Hey, build me a three in one system"},{"startTime":1102.25,"endTime":1106.5,"body":"design and build it, deliver it to me."},{"startTime":1106.5,"endTime":1109.875,"body":"We just integrated at the end of the"},{"startTime":1106.5,"endTime":1109.875,"body":"manufacturing and then you really have"},{"startTime":1110.458,"endTime":1113.5,"body":"globally again speaking anything"},{"startTime":1110.458,"endTime":1113.5,"body":"and everything in between."},{"startTime":1113.875,"endTime":1115.541,"body":"But give me a little bit of perspective."},{"startTime":1115.541,"endTime":1117.5,"body":"Are you guys seeing the same thing?"},{"startTime":1117.5,"endTime":1122.75,"body":"You see a trend where it's like so much"},{"startTime":1117.5,"endTime":1122.75,"body":"the stuff that they really consider highly"},{"startTime":1122.75,"endTime":1127.375,"body":"technical, highly confidential"},{"startTime":1122.75,"endTime":1127.375,"body":"or highly capable of"},{"startTime":1127.875,"endTime":1130.666,"body":"differentiating a product?"},{"startTime":1130.666,"endTime":1132.5,"body":"We the OEM want to pull design."},{"startTime":1132.5,"endTime":1133.875,"body":"We don't want to give this to you."},{"startTime":1133.875,"endTime":1137.5,"body":"Or is it still again,"},{"startTime":1133.875,"endTime":1137.5,"body":"no, we're still going to give it to you"},{"startTime":1137.5,"endTime":1141.041,"body":"even though we want to use that technology"},{"startTime":1137.5,"endTime":1141.041,"body":"to differentiate ourselves."},{"startTime":1142.125,"endTime":1142.5,"body":"Well, I"},{"startTime":1142.5,"endTime":1145.5,"body":"would I think you summarized that"},{"startTime":1142.5,"endTime":1145.5,"body":"well at the beginning."},{"startTime":1145.666,"endTime":1149.208,"body":"There's a lot of OEs and they have"},{"startTime":1145.666,"endTime":1149.208,"body":"a lot of different approaches now."},{"startTime":1149.208,"endTime":1151.125,"body":"We are primarily"},{"startTime":1151.125,"endTime":1155.958,"body":"today a large portion of our volume"},{"startTime":1151.125,"endTime":1155.958,"body":"are with the big three domestic producer."},{"startTime":1155.958,"endTime":1159.0,"body":"So between Stellantis Ford and GM and you"},{"startTime":1159.25,"endTime":1162.25,"body":"I'm sure are well aware of what"},{"startTime":1159.25,"endTime":1162.25,"body":"they've been interested in doing."},{"startTime":1162.25,"endTime":1165.166,"body":"And I know that you know, they've got"},{"startTime":1165.166,"endTime":1167.75,"body":"they've got labor issues to deal with."},{"startTime":1167.75,"endTime":1170.375,"body":"They've got a bunch of engine"},{"startTime":1167.75,"endTime":1170.375,"body":"and transmission plants"},{"startTime":1170.375,"endTime":1172.625,"body":"that they don't need as much anymore."},{"startTime":1172.625,"endTime":1175.625,"body":"So there's definitely going to be"},{"startTime":1172.625,"endTime":1175.625,"body":"a lot of pressure to in-source"},{"startTime":1175.625,"endTime":1178.625,"body":"a lot of that work for labor"},{"startTime":1175.625,"endTime":1178.625,"body":"reasons alone, you know,"},{"startTime":1178.666,"endTime":1183.291,"body":"and then just the control of the"},{"startTime":1178.666,"endTime":1183.291,"body":"of the design in particular."},{"startTime":1183.291,"endTime":1186.291,"body":"We see a lot of"},{"startTime":1183.291,"endTime":1186.291,"body":"OEs that really want to control"},{"startTime":1186.333,"endTime":1189.333,"body":"the software for the inverter."},{"startTime":1189.791,"endTime":1193.25,"body":"But if you want to control the software"},{"startTime":1189.791,"endTime":1193.25,"body":"for the inverter, you really need"},{"startTime":1193.25,"endTime":1197.083,"body":"to be controlling a bit of the design"},{"startTime":1193.25,"endTime":1197.083,"body":"of the hardware of the inverter as well."},{"startTime":1197.375,"endTime":1201.708,"body":"So if all of those parts"},{"startTime":1197.375,"endTime":1201.708,"body":"we see a number of what we use that say"},{"startTime":1202.208,"endTime":1205.75,"body":"we maybe you can get an inverter,"},{"startTime":1202.208,"endTime":1205.75,"body":"but we want it to look a certain way,"},{"startTime":1205.75,"endTime":1208.833,"body":"you know, we want it to be able to run"},{"startTime":1205.75,"endTime":1208.833,"body":"our software and look a certain way."},{"startTime":1208.833,"endTime":1210.625,"body":"And now, you know, can you make that"},{"startTime":1210.625,"endTime":1214.791,"body":"or would you provide a find"},{"startTime":1210.625,"endTime":1214.791,"body":"a partner for it or would you use ours?"},{"startTime":1214.791,"endTime":1217.208,"body":"And then there is other others"},{"startTime":1214.791,"endTime":1217.208,"body":"that are saying, we're going to do both."},{"startTime":1217.208,"endTime":1218.541,"body":"We're going to make our own inverter"},{"startTime":1218.541,"endTime":1220.583,"body":"and we're to make our own motor"},{"startTime":1218.541,"endTime":1220.583,"body":"and we'll give it to you"},{"startTime":1220.583,"endTime":1222.166,"body":"and you and you bolted together."},{"startTime":1222.166,"endTime":1225.708,"body":"So yeah, it's it it really varies by OE"},{"startTime":1225.791,"endTime":1229.166,"body":"where we still think"},{"startTime":1225.791,"endTime":1229.166,"body":"there's a great role for for a company"},{"startTime":1229.166,"endTime":1234.541,"body":"like AAM is is is one"},{"startTime":1229.166,"endTime":1234.541,"body":"there are a lot of vehicles out there"},{"startTime":1234.75,"endTime":1239.166,"body":"and for the always to take on every drive"},{"startTime":1234.75,"endTime":1239.166,"body":"you know primary and secondary"},{"startTime":1239.166,"endTime":1242.625,"body":"and every vehicle from the smallest"},{"startTime":1239.166,"endTime":1242.625,"body":"vehicle to the largest vehicle,"},{"startTime":1242.958,"endTime":1246.125,"body":"there's just a lot you know,"},{"startTime":1242.958,"endTime":1246.125,"body":"that's a lot of a lot of engineering"},{"startTime":1246.125,"endTime":1248.166,"body":"and it's a lot of tooling"},{"startTime":1246.125,"endTime":1248.166,"body":"and all that kind of thing."},{"startTime":1248.166,"endTime":1249.041,"body":"So we think there are going to be"},{"startTime":1249.041,"endTime":1253.458,"body":"a lot of opportunities"},{"startTime":1249.041,"endTime":1253.458,"body":"for the supply base to to to participate."},{"startTime":1253.708,"endTime":1257.458,"body":"And again, our strategy is to participate"},{"startTime":1253.708,"endTime":1257.458,"body":"in the way they need us."},{"startTime":1257.75,"endTime":1260.5,"body":"You need us to do the the gearbox"},{"startTime":1257.75,"endTime":1260.5,"body":"and the structure"},{"startTime":1260.5,"endTime":1261.625,"body":"and integration with your motor."},{"startTime":1261.625,"endTime":1263.791,"body":"You're fine or you want the whole thing."},{"startTime":1263.791,"endTime":1265.541,"body":"Turnkey will be able to do that."},{"startTime":1265.541,"endTime":1266.958,"body":"We'll be able to do that as well,"},{"startTime":1266.958,"endTime":1270.0,"body":"and we'll just have to tailor"},{"startTime":1266.958,"endTime":1270.0,"body":"that for the different customers"},{"startTime":1270.0,"endTime":1270.875,"body":"that we're going after."},{"startTime":1270.875,"endTime":1274.125,"body":"But it's a very important conversation"},{"startTime":1270.875,"endTime":1274.125,"body":"for us because,"},{"startTime":1274.666,"endTime":1277.291,"body":"you know, our"},{"startTime":1274.666,"endTime":1277.291,"body":"our customers are very important to us,"},{"startTime":1277.291,"endTime":1281.25,"body":"but in some cases they're our competitor"},{"startTime":1277.291,"endTime":1281.25,"body":"as well because they're trying to decide,"},{"startTime":1281.458,"endTime":1284.75,"body":"you know, do we do this program inside"},{"startTime":1281.458,"endTime":1284.75,"body":"or do we give it to give it to you"},{"startTime":1284.75,"endTime":1285.791,"body":"or to you?"},{"startTime":1285.791,"endTime":1288.25,"body":"And that's"},{"startTime":1285.791,"endTime":1288.25,"body":"probably a little bit more prevalent now"},{"startTime":1288.25,"endTime":1291.791,"body":"than it was purely in the axle"},{"startTime":1288.25,"endTime":1291.791,"body":"and four wheel drive world."},{"startTime":1291.791,"endTime":1294.916,"body":"A little bit are prevalent again,"},{"startTime":1291.791,"endTime":1294.916,"body":"largely due to that desire"},{"startTime":1294.916,"endTime":1297.916,"body":"to control the software"},{"startTime":1294.916,"endTime":1297.916,"body":"and the and the inverter."},{"startTime":1298.333,"endTime":1300.916,"body":"So it's a very important topic to us."},{"startTime":1300.916,"endTime":1304.416,"body":"And we talked to a number of OEs"},{"startTime":1300.916,"endTime":1304.416,"body":"we're very fortunate"},{"startTime":1304.416,"endTime":1306.333,"body":"to have that opportunity to do so."},{"startTime":1306.333,"endTime":1309.041,"body":"And again, we'll tailor our approach"},{"startTime":1306.333,"endTime":1309.041,"body":"depending on what they're,"},{"startTime":1309.041,"endTime":1312.041,"body":"what they're looking for"},{"startTime":1309.041,"endTime":1312.041,"body":"and what they mean now. And interesting."},{"startTime":1313.041,"endTime":1315.25,"body":"So again,"},{"startTime":1313.041,"endTime":1315.25,"body":"with the truck in the background,"},{"startTime":1315.25,"endTime":1319.083,"body":"one of the questions I have, we see now"},{"startTime":1315.25,"endTime":1319.083,"body":"electrified pickup trucks"},{"startTime":1319.083,"endTime":1322.083,"body":"coming out right to Ford"},{"startTime":1319.083,"endTime":1322.083,"body":"Lightning has very good reviews."},{"startTime":1322.458,"endTime":1326.083,"body":"Several people that I know have it"},{"startTime":1322.458,"endTime":1326.083,"body":"and they just say it's it's it's great."},{"startTime":1326.083,"endTime":1328.041,"body":"Even even pulling for names."},{"startTime":1328.041,"endTime":1330.041,"body":"It's absolutely fantastic."},{"startTime":1330.041,"endTime":1333.25,"body":"Again, let's not talk about necessarily"},{"startTime":1330.041,"endTime":1333.25,"body":"charging time"},{"startTime":1333.25,"endTime":1336.416,"body":"and all this stuff,"},{"startTime":1333.25,"endTime":1336.416,"body":"but just consumer demand."},{"startTime":1336.416,"endTime":1338.458,"body":"Right. Generally speaking,"},{"startTime":1336.416,"endTime":1338.458,"body":"what do you see?"},{"startTime":1338.458,"endTime":1342.458,"body":"Because you guys really been in this space"},{"startTime":1338.458,"endTime":1342.458,"body":"for ten plus many, many years."},{"startTime":1342.458,"endTime":1342.666,"body":"Right."},{"startTime":1342.666,"endTime":1347.5,"body":"Well, before this latest electrification"},{"startTime":1342.666,"endTime":1347.5,"body":"round came, you guys really supported"},{"startTime":1347.5,"endTime":1351.0,"body":"heavily pickup trucks"},{"startTime":1347.5,"endTime":1351.0,"body":"and other products, all these slate."},{"startTime":1351.375,"endTime":1354.916,"body":"What do you see somewhat"},{"startTime":1351.375,"endTime":1354.916,"body":"the timeline timeline to when"},{"startTime":1355.708,"endTime":1359.458,"body":"the majority of customers I'm"},{"startTime":1355.708,"endTime":1359.458,"body":"not necessarily talking OEMs right now, so"},{"startTime":1359.458,"endTime":1362.5,"body":"I'm putting you a little bit on the spot"},{"startTime":1359.458,"endTime":1362.5,"body":"more from the consumer side"},{"startTime":1362.916,"endTime":1366.708,"body":"when when more than 50% of the consumers"},{"startTime":1362.916,"endTime":1366.708,"body":"are saying, you know what, I'm"},{"startTime":1366.708,"endTime":1371.333,"body":"done with my diesel pickup truck,"},{"startTime":1366.708,"endTime":1371.333,"body":"I want an electric pickup truck."},{"startTime":1371.333,"endTime":1372.75,"body":"What do you see there?"},{"startTime":1374.708,"endTime":1378.291,"body":"Well, again, a huge area of of debate."},{"startTime":1379.5,"endTime":1382.875,"body":"A huge chunk of that is going to depend on"},{"startTime":1379.5,"endTime":1382.875,"body":"what the government does."},{"startTime":1383.208,"endTime":1387.916,"body":"You know, if these latest legislation"},{"startTime":1383.208,"endTime":1387.916,"body":"if the latest legislation goes through,"},{"startTime":1388.25,"endTime":1390.583,"body":"we're essentially going to be mandating"},{"startTime":1390.583,"endTime":1394.0,"body":"a very large percentage"},{"startTime":1390.583,"endTime":1394.0,"body":"of electric of electric vehicles."},{"startTime":1394.25,"endTime":1396.083,"body":"Without that,"},{"startTime":1394.25,"endTime":1396.083,"body":"then you're going to be just left"},{"startTime":1396.083,"endTime":1398.166,"body":"with how quickly will customers"},{"startTime":1396.083,"endTime":1398.166,"body":"adopt that?"},{"startTime":1398.166,"endTime":1401.333,"body":"You know, how quickly will they adopt them"},{"startTime":1398.166,"endTime":1401.333,"body":"and will they will they like them?"},{"startTime":1401.333,"endTime":1405.0,"body":"And, you know, every conference"},{"startTime":1401.333,"endTime":1405.0,"body":"I go to, there's that debate, you know,"},{"startTime":1405.0,"endTime":1408.583,"body":"by 2030, what percentage of the vehicles"},{"startTime":1405.0,"endTime":1408.583,"body":"will be electrified?"},{"startTime":1408.583,"endTime":1410.416,"body":"And everyone has their their argument."},{"startTime":1410.416,"endTime":1414.208,"body":"I see numbers as low as 20"},{"startTime":1410.416,"endTime":1414.208,"body":"and as high as 67%."},{"startTime":1414.208,"endTime":1417.5,"body":"I think depending again,"},{"startTime":1414.208,"endTime":1417.5,"body":"on how that legislation is going to"},{"startTime":1417.791,"endTime":1420.0,"body":"is going to go"},{"startTime":1417.791,"endTime":1420.0,"body":"it's going to be going to be mandated"},{"startTime":1421.458,"endTime":1424.291,"body":"just from the customer perspective,"},{"startTime":1421.458,"endTime":1424.291,"body":"though,"},{"startTime":1424.291,"endTime":1428.0,"body":"what's really fascinating is"},{"startTime":1424.291,"endTime":1428.0,"body":"I think as people drive these vehicles"},{"startTime":1428.208,"endTime":1432.041,"body":"and realize what they can do,"},{"startTime":1428.208,"endTime":1432.041,"body":"I think they're going to really like them."},{"startTime":1432.041,"endTime":1435.416,"body":"So people may have been very skeptical"},{"startTime":1432.041,"endTime":1435.416,"body":"about an electric pickup truck."},{"startTime":1435.708,"endTime":1438.208,"body":"Don't go drive a lightning go drive it."},{"startTime":1438.208,"endTime":1438.458,"body":"You know,"},{"startTime":1438.458,"endTime":1443.166,"body":"go get a new GM, go drive a Hummer,"},{"startTime":1438.458,"endTime":1443.166,"body":"go drive the new Silverado pickup truck."},{"startTime":1443.5,"endTime":1444.708,"body":"These things are really amazing."},{"startTime":1444.708,"endTime":1448.75,"body":"The new Silverado, it's"},{"startTime":1444.708,"endTime":1448.75,"body":"now going to have amazing range as well."},{"startTime":1448.75,"endTime":1450.583,"body":"And that's that big barrier Okay."},{"startTime":1450.583,"endTime":1453.083,"body":"What is that range anxiety going to be?"},{"startTime":1453.083,"endTime":1455.958,"body":"Well,"},{"startTime":1453.083,"endTime":1455.958,"body":"I think there's a whole lot of customers"},{"startTime":1455.958,"endTime":1460.125,"body":"out there that have that vehicle's"},{"startTime":1455.958,"endTime":1460.125,"body":"got 400 miles worth of range as plenty."},{"startTime":1460.25,"endTime":1462.333,"body":"I mean, that's plenty"},{"startTime":1460.25,"endTime":1462.333,"body":"for what they want to do."},{"startTime":1462.333,"endTime":1465.583,"body":"If you're let's say you're a my neighbor,"},{"startTime":1462.333,"endTime":1465.583,"body":"I love a guy."},{"startTime":1465.583,"endTime":1469.75,"body":"My neighbor is a plumber and he's got"},{"startTime":1465.583,"endTime":1469.75,"body":"a fleet of about five plumbing trucks."},{"startTime":1470.125,"endTime":1472.583,"body":"Those trucks don't go 400 miles in a day."},{"startTime":1472.583,"endTime":1475.125,"body":"They leave his shop,"},{"startTime":1472.583,"endTime":1475.125,"body":"they go do some work and they come back."},{"startTime":1475.125,"endTime":1477.625,"body":"They could easily be battery"},{"startTime":1475.125,"endTime":1477.625,"body":"electric trucks"},{"startTime":1477.625,"endTime":1480.166,"body":"and then he would have no maintenance"},{"startTime":1477.625,"endTime":1480.166,"body":"on the engine."},{"startTime":1480.166,"endTime":1482.5,"body":"You know, the brakes will last longer,"},{"startTime":1480.166,"endTime":1482.5,"body":"all that, all that kind of thing."},{"startTime":1482.5,"endTime":1484.875,"body":"So I think as people really start"},{"startTime":1482.5,"endTime":1484.875,"body":"to realize"},{"startTime":1484.875,"endTime":1487.875,"body":"what they're capable of"},{"startTime":1484.875,"endTime":1487.875,"body":"and the prices come come down,"},{"startTime":1488.416,"endTime":1491.5,"body":"I think that that adoption"},{"startTime":1488.416,"endTime":1491.5,"body":"will will really take off."},{"startTime":1491.75,"endTime":1493.708,"body":"Electric motors are just awesome"},{"startTime":1491.75,"endTime":1493.708,"body":"for these trucks"},{"startTime":1493.708,"endTime":1496.0,"body":"because we can generate any torque"},{"startTime":1493.708,"endTime":1496.0,"body":"you want."},{"startTime":1496.0,"endTime":1498.458,"body":"Essentially,"},{"startTime":1496.0,"endTime":1498.458,"body":"we can generate enormous talks"},{"startTime":1498.458,"endTime":1501.25,"body":"and these vehicles can have tremendous"},{"startTime":1498.458,"endTime":1501.25,"body":"performance."},{"startTime":1501.25,"endTime":1504.25,"body":"And again, go get in the lightning,"},{"startTime":1501.25,"endTime":1504.25,"body":"particularly when it's empty"},{"startTime":1504.375,"endTime":1508.083,"body":"and just stomp on that pedal"},{"startTime":1504.375,"endTime":1508.083,"body":"and you just think, I can't believe"},{"startTime":1508.083,"endTime":1511.083,"body":"this is a pickup truck"},{"startTime":1508.083,"endTime":1511.083,"body":"That's that's that's doing this"},{"startTime":1511.125,"endTime":1515.25,"body":"and again, getting range to arrange the"},{"startTime":1511.125,"endTime":1515.25,"body":"to a level that's that's reasonable."},{"startTime":1515.5,"endTime":1517.75,"body":"I think you'll start to see customers"},{"startTime":1515.5,"endTime":1517.75,"body":"come over"},{"startTime":1517.75,"endTime":1519.625,"body":"the price point"},{"startTime":1517.75,"endTime":1519.625,"body":"still going to be a barrier."},{"startTime":1519.625,"endTime":1523.166,"body":"You know, these are these are trucks"},{"startTime":1519.625,"endTime":1523.166,"body":"that are knocking on the door of 100 grand"},{"startTime":1523.5,"endTime":1526.125,"body":"when when they're about if not,"},{"startTime":1523.5,"endTime":1526.125,"body":"if not over, you know."},{"startTime":1526.125,"endTime":1530.375,"body":"So that's going to have to come down"},{"startTime":1526.125,"endTime":1530.375,"body":"and that's all going to be in the volumes"},{"startTime":1530.375,"endTime":1531.958,"body":"and the batteries,"},{"startTime":1530.375,"endTime":1531.958,"body":"you know, the drive units."},{"startTime":1531.958,"endTime":1535.208,"body":"I think we can get we can get the cost"},{"startTime":1531.958,"endTime":1535.208,"body":"of the drive units to a reasonable level."},{"startTime":1535.5,"endTime":1538.333,"body":"But I think the batteries"},{"startTime":1535.5,"endTime":1538.333,"body":"are still going to be that barrier."},{"startTime":1538.333,"endTime":1539.458,"body":"That's not our swim lane."},{"startTime":1539.458,"endTime":1541.125,"body":"We're focusing on the drive units, but"},{"startTime":1542.666,"endTime":1544.5,"body":"I think the money's in the battery."},{"startTime":1544.5,"endTime":1545.541,"body":"Yeah, that's true."},{"startTime":1545.541,"endTime":1548.833,"body":"We see that too, as we do a lot of that"},{"startTime":1545.541,"endTime":1548.833,"body":"in that space, as you may know."},{"startTime":1549.25,"endTime":1549.875,"body":"So maybe let's say."},{"startTime":1549.875,"endTime":1552.916,"body":"One other thing about that"},{"startTime":1549.875,"endTime":1552.916,"body":"forgot to mention is,"},{"startTime":1553.25,"endTime":1556.25,"body":"you know, when I was in the automatic"},{"startTime":1553.25,"endTime":1556.25,"body":"transmission world"},{"startTime":1556.583,"endTime":1561.333,"body":"that we we always were part of the torque"},{"startTime":1556.583,"endTime":1561.333,"body":"race for diesel pickup trucks."},{"startTime":1561.708,"endTime":1565.375,"body":"So I developed two or three actually"},{"startTime":1566.208,"endTime":1570.416,"body":"transmissions specifically at Ford"},{"startTime":1566.208,"endTime":1570.416,"body":"for the super duty diesel."},{"startTime":1570.75,"endTime":1573.916,"body":"And 2004 or five,"},{"startTime":1574.458,"endTime":1578.291,"body":"we launched an engine at Ford"},{"startTime":1574.458,"endTime":1578.291,"body":"that made 560 foot lbs of torque."},{"startTime":1578.75,"endTime":1581.041,"body":"And the thought was that's"},{"startTime":1581.041,"endTime":1583.666,"body":"that's something you would ever want"},{"startTime":1581.041,"endTime":1583.666,"body":"any more torque than that?"},{"startTime":1583.666,"endTime":1587.208,"body":"Why would you ever want more than 560 foot"},{"startTime":1583.666,"endTime":1587.208,"body":"lbs of torque?"},{"startTime":1587.416,"endTime":1588.583,"body":"And then every year"},{"startTime":1588.583,"endTime":1591.333,"body":"those diesel engines just kept going"},{"startTime":1588.583,"endTime":1591.333,"body":"higher and higher and higher to the point."},{"startTime":1591.333,"endTime":1594.333,"body":"Now we're talking"},{"startTime":1591.333,"endTime":1594.333,"body":"2000 foot pounds on these vehicles."},{"startTime":1594.5,"endTime":1598.541,"body":"Well, we sure don't see that"},{"startTime":1594.5,"endTime":1598.541,"body":"changing with electrification."},{"startTime":1598.75,"endTime":1601.666,"body":"You know, customers want what they want,"},{"startTime":1598.75,"endTime":1601.666,"body":"you know, So"},{"startTime":1601.666,"endTime":1605.625,"body":"the OEs that we talk,"},{"startTime":1601.666,"endTime":1605.625,"body":"they want to provide that same capability."},{"startTime":1605.75,"endTime":1607.333,"body":"And with an electric motor, you can do it."},{"startTime":1607.333,"endTime":1610.25,"body":"You just size it."},{"startTime":1607.333,"endTime":1610.25,"body":"They get big and they get heavy."},{"startTime":1610.25,"endTime":1613.291,"body":"But the capability to do that is is there."},{"startTime":1613.291,"endTime":1614.625,"body":"And we see that trend."},{"startTime":1614.625,"endTime":1617.625,"body":"We see that"},{"startTime":1614.625,"endTime":1617.625,"body":"trend continuing, continue it alone."},{"startTime":1618.166,"endTime":1620.666,"body":"Yeah, the maybe last question correct"},{"startTime":1622.041,"endTime":1622.666,"body":"for you."},{"startTime":1622.666,"endTime":1625.291,"body":"What do you see happening in the next"},{"startTime":1622.666,"endTime":1625.291,"body":"five years?"},{"startTime":1625.291,"endTime":1629.5,"body":"What excites you about the technology"},{"startTime":1625.291,"endTime":1629.5,"body":"or working in right now"},{"startTime":1629.5,"endTime":1633.375,"body":"an American Axle And just in general,"},{"startTime":1629.5,"endTime":1633.375,"body":"when we talk about the mobility space?"},{"startTime":1633.791,"endTime":1637.125,"body":"Well, what what are you looking forward to"},{"startTime":1633.791,"endTime":1637.125,"body":"to see over the next five years?"},{"startTime":1638.833,"endTime":1641.208,"body":"Well, me personally at AAM"},{"startTime":1641.208,"endTime":1644.666,"body":"we're very excited about the business"},{"startTime":1641.208,"endTime":1644.666,"body":"that we've just won you may have right."},{"startTime":1644.666,"endTime":1646.458,"body":"We just won to"},{"startTime":1646.458,"endTime":1650.041,"body":"be axle program electric beam axle"},{"startTime":1646.458,"endTime":1650.041,"body":"with our partner Stellantis."},{"startTime":1650.333,"endTime":1651.375,"body":"So that's going to be a very,"},{"startTime":1651.375,"endTime":1654.916,"body":"very important program for us"},{"startTime":1651.375,"endTime":1654.916,"body":"and for our partners and for them."},{"startTime":1655.166,"endTime":1657.166,"body":"And so that'll keep us very, very busy."},{"startTime":1657.166,"endTime":1659.916,"body":"And we're pursuing a lot of other work,"},{"startTime":1657.166,"endTime":1659.916,"body":"other other work as well."},{"startTime":1659.916,"endTime":1662.916,"body":"So executing those programs"},{"startTime":1659.916,"endTime":1662.916,"body":"and seeing those come to the road"},{"startTime":1662.958,"endTime":1667.375,"body":"is is going to be exciting"},{"startTime":1662.958,"endTime":1667.375,"body":"in the innovation space every day."},{"startTime":1667.375,"endTime":1671.208,"body":"We're making this integrated design"},{"startTime":1667.375,"endTime":1671.208,"body":"better and better, higher voltage,"},{"startTime":1671.208,"endTime":1675.375,"body":"higher power,"},{"startTime":1671.208,"endTime":1675.375,"body":"faster motor speeds and developing"},{"startTime":1675.833,"endTime":1679.25,"body":"improving its efficiency"},{"startTime":1675.833,"endTime":1679.25,"body":"and building more demonstration vehicles"},{"startTime":1679.25,"endTime":1682.25,"body":"like this truck that we can show customers"},{"startTime":1679.25,"endTime":1682.25,"body":"to get them excited."},{"startTime":1682.333,"endTime":1686.125,"body":"And what I would hope to see in in five"},{"startTime":1682.333,"endTime":1686.125,"body":"years is we'll kind of get through this."},{"startTime":1686.125,"endTime":1687.416,"body":"Hey, I need something quick."},{"startTime":1687.416,"endTime":1689.125,"body":"I need to get it on the road"},{"startTime":1689.125,"endTime":1692.666,"body":"and start moving into letting Isaac Newton"},{"startTime":1689.125,"endTime":1692.666,"body":"be the guide here."},{"startTime":1692.666,"endTime":1696.875,"body":"And Isaac Newton says, Let's get the motor"},{"startTime":1692.666,"endTime":1696.875,"body":"speeds up, let's shrink the motors down,"},{"startTime":1697.0,"endTime":1700.333,"body":"let the integrate this stuff"},{"startTime":1697.0,"endTime":1700.333,"body":"all in as the long term solutions."},{"startTime":1700.333,"endTime":1703.541,"body":"And I hope to see that coming in"},{"startTime":1700.333,"endTime":1703.541,"body":"in a bigger scale"},{"startTime":1703.541,"endTime":1706.25,"body":"over the course of the next"},{"startTime":1703.541,"endTime":1706.25,"body":"the next five years."},{"startTime":1706.25,"endTime":1708.041,"body":"All right. Very cool."},{"startTime":1708.041,"endTime":1710.041,"body":"Well, thanks,"},{"startTime":1708.041,"endTime":1710.041,"body":"Craig for your time. Appreciate it."},{"startTime":1710.041,"endTime":1713.5,"body":"And thanks for tuning in at the Mobility"},{"startTime":1710.041,"endTime":1713.5,"body":"Podcast series here."},{"startTime":1713.5,"endTime":1715.791,"body":"Thank you, Craig, very much. Great job."},{"startTime":1715.791,"endTime":1717.791,"body":"Thank you very much for having me."},{"startTime":1717.791,"endTime":1718.458,"body":"Thanks for listening."},{"startTime":1718.458,"endTime":1720.25,"body":"To Reimagine Mobility Podcast."},{"startTime":1720.25,"endTime":1722.875,"body":"If you like this episode,"},{"startTime":1720.25,"endTime":1722.875,"body":"please subscribe. And tell a friend."}]}