Audio Briefings

Intelligence, in conversation.

Audio companions to our research, refreshed twice a week. Each briefing is produced with Google NotebookLM from a curated source set, reviewed by Alice Ventures before publication, and published with its full source list.

Episode 3
July 2026
19 min

From State Nurturing to Market Darwinism

Two AI hosts trace how a decade of layered policy built the world's dominant EV industry, why the subsidy withdrawal is completion rather than crisis, and the brutal consolidation now separating the survivors from the more than 400 brands that have already exited.

0:0019:23

Produced with Google NotebookLM. Reviewed and approved by Alice Ventures before publication.

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Sources cited in this briefing (15)
  1. New Energy Vehicle Industry Development Plan (2021–2035) · State Council of China
  2. Measures for the Parallel Administration of CAFC and NEV Credits (revised 2023) · MIIT
  3. Announcement on Continuing and Optimizing the NEV Purchase Tax Reduction and Exemption, 2023 No. 10 · Ministry of Finance, SAT, MIIT
  4. Monthly NEV production and sales data, 2015–2025 · China Association of Automobile Manufacturers (CAAM)
  5. Three-Year Doubling Plan for EV Charging Infrastructure (2025–2027) · National Development and Reform Commission
  6. "China's NEV output, sales both exceed 16 million units in 2025," Jan 14, 2026 · Xinhua News Agency
  7. "China's NEV production and sales break 16 million, global first for 11 consecutive years," Jan 16, 2026 · CCTV Auto
  8. "23 bankrupt/ceased NEV passenger vehicle companies in China," May 6, 2026 · Sina Finance
  9. Charging point statistics, 2015–2025 · China EV Charging Infrastructure Promotion Alliance
  10. "China's EV Policy: From Subsidy-Fueled Growth to Market Maturity," Nov 3, 2025 · Local and Global Eco
  11. "Will China end EV subsidies?" Oct 30, 2025 · Electrive
  12. "China NEV Update: Slowdown and Shift to BEVs," March 2026 · Oxford Institute for Energy Studies
  13. "2026 NEV policy interpretation: halved purchase tax, trade-in subsidies," June 2, 2026 · Dongchedi
  14. "H1 2026 EV Market Review: Volume Growth, Structural Adjustment," July 7, 2026 · SMM Analysis
  15. "The emergence and transformation of China's dual-credit policy" · Weiyang Net
Episode 2
July 2026
21 min

Securing Wireless Software Updates for Cars

Two AI hosts examine how over-the-air software updates actually reach a vehicle, what it takes to secure them, why legacy automakers still struggle to ship them, and the hardware and architecture requirements that separate full OTA capability from the rest.

0:0021:19

Produced with Google NotebookLM. Reviewed and approved by Alice Ventures before publication.

Sources cited in this briefing (9)
  1. AN229058: Secured Firmware Over-the-Air (FOTA) Update in TRAVEO T2G MCU · Mouser Electronics
  2. Cybersecurity of Firmware Updates · NHTSA
  3. EB cadian Sync: Software Updates Over the Air · Elektrobit
  4. Explanation of Firmware Over-The-Air · AUTOSAR
  5. Ford CEO: Why Legacy Automakers Struggle with OTA Updates · Green Car Reports
  6. How to Design Robust OTA Systems Using TI Processors · Texas Instruments
  7. Tesla's Over-the-Air Software Updates: Rewriting the Rules of the Automotive Industry
  8. The Role of Phase-Change Memory in Automotive OTA Firmware Upgrades · Embedded
  9. Why Full OTA Updates Are Still Rare: Hardware and Architecture Requirements
Episode 1
July 2026
22 min

The End of Physical Miles

Two AI hosts walk through why the physical-fleet data moat is depreciating, how NeRFs and World Models generate the edge cases reality withholds, and what the shift means for automotive capital allocation.

0:0021:40

Produced with Google NotebookLM. Reviewed and approved by Alice Ventures before publication.

Read the companion brief →
Sources cited in this briefing (21)
  1. The Generative AI Simulation Paradigm in Autonomous Driving · Deep research report
  2. Advancing Generative AI for Autonomous Driving with a New Simulation Framework
  3. Are NeRFs Ready for Autonomous Driving? Towards Closing the Real-to-Simulation Gap
  4. Scenario Dreamer: Vectorized Latent Diffusion for Generating Driving Simulation Environments · CVPR
  5. Deep Dynamics: Vehicle Dynamics Modeling with a Physics-Constrained Neural Network for Autonomous Racing · arXiv
  6. Demonstrably Safe AI for Autonomous Driving · Waymo
  7. Diagnosing the Long Tail: How Mobileye Turns Edge Cases into Targeted Training · Mobileye
  8. Driving to Safety: How Many Miles of Driving Would It Take to Demonstrate Autonomous Vehicle Reliability? · RAND Corporation
  9. Introducing Waymo's New Reference Model for Human Collision Avoidance · Waymo
  10. Neural Radiance Field in Autonomous Driving: A Survey · arXiv
  11. Neural Rendering for Autonomous Driving · Chalmers University of Technology
  12. Neural Rendering for Autonomous Driving: Scenario Diversity, Sensor Realism, and Validation Cost · PatSnap Eureka
  13. S-NeRF++: Autonomous Driving Simulation via Neural Reconstruction and Generation · arXiv
  14. Sensor Simulation for Autonomous Vehicles: Diffusion-Based Image and Depth Generation for Driving Scenes · MIT DSpace
  15. Tesla VP Ashok Elluswamy: Why End-to-End AI Is the Future of Self-Driving · Tesery
  16. Tesla's 'World Simulator' Arrives: 1 Day of Learning Equals 500 Years of Human Driving Experience · Moomoo
  17. The Future of Autonomy Testing: Sensor Simulation, Mixed Reality, and Generative World Models
  18. The Waymo World Model: A New Frontier for Autonomous Driving · Waymo
  19. UniSim: A Neural Closed-Loop Sensor Simulator · Waabi
  20. What Are World Models, and Why AI's Biggest Minds Say They're the Future Beyond ChatGPT · The Times of India
  21. Controllable Latent Diffusion for Traffic Simulation · arXiv 2503.11771