cionextge

Digital transformation leader who is occasionally active on Twitter

[Tarun Mehta @tarunsmehta]

I have had the opportunity to engage with several policy makers on the topic of Auto PLI excluding startups and I just can’t believe that they would think so!

It cannot be emphasised enough - current framing of Auto PLI needs to stay closely aligned with the moment India is in.

Over the last decade, the electric two wheeler ecosystem in India has evolved through contributions from both incumbents and electric first companies. Many of these startups invested early in product, software, power electronics, and localisation, often without the cushion of legacy scale. In doing so, they have pushed the boundaries and pulled in the competition to together build a competitive but a very vibrant and dynamic EV market.

Today in many many markets it is the ‘new age EV companies’ that are industry leaders in not just innovation and tech, but in absolute volumes and market shares. Aligned with the PLI’s vision, it is these ‘startups and new age EV companies’ that are investing hundred, even thousands of crores in most new manufacturing capacities for EVs. For example at Ather we have already employed more than 4000 people directly and tens of thousands indirectly in our channels and supply chains. We have invested thousands of crores in RnD and direct capex and on top of this we are now investing 2000 crores in our new green field facility in Maharasthra. This is literally what PLI was hoping as an outcome and is being realized by a non-PLI holder, against all odds.

And most crucially, they are doing all this while also investing heavily in R&D and domestic value addition (DVA). DVA benchmarks are similar across PLI and non PLI players so it would be wrong to assume that startups don’t lead DVA requirements. These companies have consistently pushed deeper on indigenous development, building capabilities that are at par with, and in some cases ahead of, the broader industry.

An EV policy architecture that defines champions primarily through legacy scale, not even scale within the EV industry, can create an unintended imbalance. It places emerging EV manufacturers at a 13 to 16 percent cost disadvantage at a stage where they are continuing to invest heavily in capability building. Over time, this will influence how the market evolves, even as the goal is to build both scale and future ready capability.

In this train of EV industry if legacy businesses are the bogeys, startups and new age companies are the engine. You cannot take the engine out of the equation and hope for the bogeys to move forward themselves.

If India’s ambition is to lead in electric mobility, policy needs to recognise where innovation and capability are being built. Much of the work around indigenous platforms, battery systems, software, and domestic value addition is happening within electric first companies, and they will continue to set global benchmarks in design and technology.

What is needed is calibration of PLI, not overhaul. More flexible eligibility, aligned with localisation and R&D intensity, can help ensure we are building long term capability, not just near term scale.

[cionextge @CIONextGen]

What @NammaBESCOM can do to the roads overnight, location - green glen layout main road , bellandur @CMofKarnataka @blrcitytraffic

[cionextge @CIONextGen]

@PeterSweden7 Bring back @RishiSunak !

[cionextge @CIONextGen]

@ijnani @kiranshaw Truth is govt not taking ownership. @DKShivakumar is good administrator , he should respond by taking ownership & truly make Blr infra in par with global city instead of dishing corporate leaders like @TVMohandasPai @kiranshaw . @CMofKarnataka @INCIndia @nytimes

[Kiran Mazumdar-Shaw @kiranshaw]

Garbage is a serious malaise countrywide n no municipality of big cities has managed to solve it. Indore n Surat seemed to have cracked it but mumbai delhi Bengaluru etc haven’t. Very very pathetic which shows citizens lack of civic sense n huge apathy by both citizens n administration. We lack pride

[cionextge @CIONextGen]

This is @flyspicejet for you. Frustated passengers waiting for rescheduling / bags after cancelled flight to darbhanga. Ugly scene and staffs have no idea even about bags! @BLRAirport @AAI_Official @DGCAIndia @MoCA_GoI

[cionextge @CIONextGen]

@MoCA_GoI the flight is cancelled but u will still not cancel @flyspicejet license or permit them to fly to darbhanga from @BLRAirport and provide the same to reliable airlines like @IndiGo6E or @airindia . Added Misery is - waiting for the bags for last 30 mins !

[cionextge @CIONextGen]

@MoCA_GoI the flight is cancelled but u will still not cancel @flyspicejet license or permit them to fly to darbhanga from @BLRAirport and provide the same to reliable airlines like @IndiGo6E or @airindia . Added Misery is - waiting for the bags for last 30 mins !

[cionextge @CIONextGen]

@flyspicejet misery for #darbhanga airport continues! Flight SG534 from @BLRAirport to darbhanga is delayed by more than 3 hrs and @AAI_Official and @DGCAIndia are acting as toothless ! @PMOIndia @BJP4India @MoCA_GoI are they soft as it is owned by ruling party leader?

[cionextge @CIONextGen]

With little rain , this road near kali mandir #madhubani , next to city’s biggest children park becomes Non-walkable, Non-Motorable. @mmcmadhubani , Is this new developing #bihar ? @DmMadhubani @NitishKumar @officecmbihar @TOIPatna @BJPBiharMedia @BJPBiharState

[Tarun Mehta @tarunsmehta]

Ather Community Day is back.

We have always believed good technology should feel like magic. Not the flashy kind, but the kind you live with every day. The kind that works so well, you barely notice it.

That’s the focus for this year’s Community Day: technology that works like magic.

At the third edition of Ather Community Day, we will showcase our first-ever concept vehicle, the new EL scooter platform, our next-generation faster chargers, and AtherStack 7.0. There will also be lots of fun, hands-on experiences for everyone.

Ather Community Day has come to become one of the biggest gatherings for EV and tech enthusiasts in the country. It has always been about our owners, the people who have had our back from day one. This year, we want to open the doors to non-Ather owners as well. If you’re into technology, design, software, or just curious about what goes into building great hardware in India, come by.

More details will be shared soon.

[cionextge @CIONextGen]

Booked ola prime plus from prime plus pick up zone in @CSMIA_Official , Drivers refused & when I asked the ola manager, he said he cant honour the booking, seriously @Olacabs @bhash ? I asked him his name and he said record the video! @Uber_India @CMOMaharashtra
#viralvideo

[cionextge @CIONextGen]

#traffic mesh created by bengaluru traffic police at Marthahalli on ring road & old airport junction ( why did we need traffic light and open straight and right turns and earlier way was better) @Jointcptraffic @osd_cmkarnataka @DgpKarnataka @CMofKarnataka @DKShivakumar

[cionextge @CIONextGen]

@diveshsingla @narendramodi @cmohry @NayabSainiBJP @hareragurugram3 @MukeshSharmaGG @PMOIndia @mlkhattar @RaoInderjitS @dir_ed @indSupremeCourt @DC_Gurugram @consumerforum @Meinhardtindia Dear authorities, How many more follow ups required for seeing an action ?

[cionextge @CIONextGen]

Best reward system is coined by @IndiGo6E - Bluechip where their systems are perennially down and dont let customer login. @TOIIndiaNews #loyalty #AviationNews

[cionextge @CIONextGen]

@InterGlobe_IGE @IndiGo6E still the same issue, @DGCAIndia #DigitalGoneWrong

[cionextge @CIONextGen]

Cant login to @IndiGo6E app for weeks. Do they even know about the application login issue -‘unable to connect to server’ ? @InterGlobe_IGE

[cionextge @CIONextGen]

@IndiGo6E You can get it checked for any bluechip user and result will be the same !

[Divesh Singla @diveshsingla]

Waiting for possession of flats since 14 years
Demanding action against Ramprastha Promoters and Developers
@narendramodi @rprise37d @cmohry @nayabsainibjp @hareragurugram3 @MukeshSharmaGG @pmoindia @mlkhattar @Rao_Inderjits @dir_ed @indSupremeCourt @BhupinderShooda

[Divesh Singla @diveshsingla]

We demand action against Ramprastha Promoters and Developers officials Waiting for possession of flats since 14 years @narendramodi @rprise37d @cmohry @nayabsainibjp @hareragurugram3 @MukeshSharmaGG @pmoindia @mlkhattar @Rao_Inderjits @dir_ed @indSupremeCourt @BhupinderShooda

[cionextge @CIONextGen]

Drainage overflowing and entire area stinking due to the same. @BBMP_Cares pls resolve. This is in green glen layout main road, Bellandur, Bengaluru - 560103 @BBMPCOMM @BBMPAdmn