Tuesday, August 11, 2026

Post 69: What If . . . Robots Were Smarter Than You

 The “planning” part of city planning traditionally focused on developing strategies, policies and land use patterns that would lead to a future condition that a given community desired.  You tell us the future city you want, and we (city planners) will do our best to figure out how to get there.


That sounds straightforward enough, but there were always gremlins lurking beneath the surface.  To begin with, the “community” was rarely in agreement about what the ideal future should be like.  But more importantly, the strategies, policies and land use plans were based on assumptions about the economy, population change, the environment, and a dozen other factors that were often incorrect.  We planned for an idealized future that was frequently sabotaged by inaccurate assumptions, unforeseen events, shifts in public sentiment, or just bad luck.  Consequently, decision makers would often ignore city planning efforts – deriding them as just wishful thinking or out of touch with reality.


In recent years, planners have tried to address these shortcomings by incorporating elements of what is known as scenario planning.  Instead of focusing on a single desired future based on a single set of assumptions about the global forces that shape communities, scenario planning explores a range of futures by acknowledging that every influential factor has a plus-or-minus deviation from what we think is most likely, and that there are occasionally unforeseen events that cities must be resilient enough to handle.  My next several posts are going to be written in the spirit of this new planning approach – exploring a “what if” scenario that might reshape the future of our communities in ways that simple extrapolations of the past might miss.


Each topic is plausible enough to come true, but is certainly not guaranteed.  More importantly, each topic – if it did come to fruition – is powerful enough to cause significant ripples through our society and urban forms.  They would be – to borrow a common tech term – “disruptive” in that they would force uncomfortable changes.  As always, I will focus primarily on midwestern cities, but the actual impact would be much more widespread and so I may touch on more global impacts as well.  My goal isn’t to predict the future with any particular level of precision, but rather to encourage the kind of “outside the box” thinking that we often say we need but rarely put into actual practice.


The “What If” Future of Robotic Technology


Robots are already more numerous than most people know.  Just in the U.S. alone there are hundreds of thousands of robots deployed in industrial settings such as warehousing and fulfillment centers, vehicle manufacturing, and computer chip fabrication.  For safety reasons, however, many of these robots are separated from humans which accounts for the perception that robots are a rarity.  Aside from the occasional Roomba robot vacuum, most people don’t encounter any type of autonomous robot outside of movies and television.  Unfortunately, C-3PO from Star Wars, the cyborg from Terminator, or Sonny from I, Robot aren’t great sources of information on current robotic technology.


The Tesla Optimus Robot


The other fact shaping public perception is that the vast majority of robots are single purpose (or at least limited purpose) machines that can perform tasks with great strength and precision, but which can’t generalize those abilities to other environments or to similar tasks without extensive reprogramming.  That, however, is about to change.


What if robots were equipped with multiple sensors that could “see” their surroundings, “feel” surfaces and objects, and “smell” chemicals or spoiled food?  What if robots were controlled by artificial intelligence models that could process verbal commands, respond with conversational answers, act with appropriate caution around people and pets, and problem-solve when presented with an unexpected obstacle?  What if such robots could be mass produced at prices that ranged from perhaps $10,000 for relatively simple robots to perhaps $100,000 for sophisticated ones?


In many respects, my “what if” speculations are already taking place.  The combination of robotic technology and artificial intelligence will undoubtedly happen because entrepreneurs around the globe are solving that problem as you read this post (supported by billions of dollars in venture capital).  The real question is how self-sufficient and useful will such robots be in the next five to ten years if they are produced at a price that can create and sustain a mass consumer market?  My “what if” scenario assumes that robots will exist with the following parameters:


  • Sufficient intelligence to understand verbal commands, hold conversations with people, verbally report results, and adapt actions to a reasonable range of environments; 

  • Ability to move within the expected physical environment with human-like agility and speed, and recover from unexpected trips or falls;

  • Specialized sensors to perceive their surroundings at a level sufficient to move independently, measure environmental factors as needed for their purpose, and interact with a reasonable range of people and objects;

  • Adequate power supply for several hours of normal work load, plus the ability to autonomously recharge as needed, and then return to work;

  • Sufficient physical resilience to adapt to different environments including different terrain, different weather conditions, different light levels, and a different landscape of obstacles; and

  • A price that is low enough to generate mass market demand and which is perceived as being at least somewhat lower than the  equivalent cost of human labor.


At present, such a robot does not exist, but current robotic technology is tantalizingly close in many respects.  What is unknown is whether that technology will continue to evolve rapidly the way computers and cellphones evolved a few decades ago, or whether the development of the desired abilities will be agonizingly slow like the glacial progress of fully autonomous driving.  Oddly enough, Elon Musk is already making astonishing predictions about his Optimus robots which eerily echo his 2016 prediction that an autonomous Tesla vehicle would be able to drive coast to coast without human intervention by the end of 2017.  That obviously didn’t happen and is likely years away from happening – an important lesson about the unknowable pace of technological progress.


Where Technology Currently Stands


There are literally dozens of companies scrambling to build an economically viable robot with enough generalized intelligence to be useful.  I’m going to describe two examples that are reasonably close to meeting the parameters I described for my what-if scenario, but there are a variety of others that are roughly equivalent.  The two I have picked stand out because they have actually been deployed in real work environments for paying customers, while most of the others exist only as prototypes.


Spot by Boston Dynamics.  As you might have guessed from the name, the Spot robot has a form factor similar to a dog.  It walks on four legs, weighs roughly 75 pounds, and measures about 2 feet tall and four feet long.  It has sufficient agility to handle different types of surfaces, and many types of terrain (including stairs), and walks at a normal human pace.  It can be equipped with a wide variety of sensors and a robotic arm that can pick up objects, open doors, spray fire suppression chemicals and much more.  Spot has been combined with Large Language Models such as ChatGPT so that it can understand verbal commands or read a list of tasks, perform the appropriate actions, and digitally return results.


Spot by Boston Dynamics



Spot has been deployed at over 1,000 sites around the globe, often in industrial settings where it can cover a large facility looking for leaks, overheating equipment, security breaches, or other safety anomalies.  Spot is essentially a watchman that doesn’t get bored or distracted.  It is also being used to assist bomb squads or rescue squads to analyze a dangerous situation before sending in a human responder.  Spot fits in spaces that would be difficult for a human and can tolerate toxic chemicals.  Finally, Spot is designed to work safely around people within limits.


As impressive as all of this sounds, Spot falls short of my list of parameters in several areas.  To begin with, Spot’s level of intelligence doesn’t allow it to have conversations or rise to the level of understanding a new environment or a new set of tasks without a fair amount of custom training or remote direction from a human.  Second, Spot is too expensive to be considered a mass market product – the cost of a fully configured unit can reach $300,000.  Finally, Spot normally lasts only 90 minutes before needing to be recharged.  While it can recharge itself autonomously, that is a significant limitation on the types of tasks it can handle.


Digit by Agility Robotics.  Digit is a “humanoid” robot designed primarily for handling materials or bins of products in an industrial setting.  The term “humanoid” means that digit is roughly the size and shape of a human (approximately 6 feet tall and weighing 200 pounds), walks like a human (with two legs), and picks objects up like a human (with two arms).  It does not look particularly human, however, in contrast to the robots from several other manufacturers.  The primary goal of a humanoid robot is to be able to do productive work in an environment designed for humans (e.g. on a factory floor where shelves, conveyor belts, and product bins are designed for human workers).


Digit by Agility Robotics



Digit is actively deployed doing real work for real customers such as Amazon, GXO Logistics, and Toyota.  It is primarily used to move products or bins of products from one place to another, stacking or sorting as needed.  Lifting capacity is approximately 50 pounds, which is the upper limit that OSHA allows for humans.  The current model (version 4) is restricted to a “work cell” environment where direct human interaction is not allowed, but the next version (due at the end of 2026) will be able to recognize human workers, calculate their path of movement, and either pause until they have passed or redirect to avoid contact.  Digit is designed to work for 4 hours before self-docking at a station to recharge.


Digit can use Artificial Intelligence Large Language Models to understand verbal commands but it does not respond verbally.  Instead, it has LED “eyes” that can communicate some status information.  In most factory settings, however, Digit’s actions are controlled by Agility Robotics’ fleet management software.  The estimated cost to produce Digit is over $200,000 but Agility Robotics uses a robot-as-a-service leasing model instead of direct sales.  The company expects to produce version 5 in 2027 at a scale of thousands of units per year which should significantly reduce unit prices.


The fact that Digit can balance on two feet while moving a heavy payload is impressive, but it also falls short of my “what if” parameters in several ways.  To begin with, Digit moves much more slowly than a human worker – maybe a third of the speed.  Yes, it doesn’t get tired or bored, but it isn’t equivalent to a person.  Second, it is not really designed to do general purpose work or hold conversations with people; it was designed to do a limited range of tasks well but no more.  Third, it is too expensive to have mass market potential.  Costs may come down in the future but they aren’t very close yet.


These two examples don’t quite meet my list of parameters, but they don’t seem that far off.  Plus, YouTube is full of videos showing robots dancing or doing karate moves, so my “what if” scenario can’t be that far away, right?  Well, maybe, but don’t bet the farm just yet.  Most robot designers face three significant roadblocks.  First, the more multi-skilled a robot becomes, the more complex it is mechanically.  That complexity brings with it problems with fragility and durability.  Second, any product that includes artificial intelligence has to deal with the issue of “hallucinations” – a situation in which the artificial intelligence engine fills a gap in its knowledge with a false assumption or a completely made up “fact.”  A robot that takes actions based on false information (rather than asking a question before proceeding) could be disastrous.  


Finally, a robot may work well in one environment, but scaling to a variety of customers or adding new features requires additional engineering, re-calibration and exception handling. [1]  The goal of adding artificial intelligence to a robot (sometime referred to as “embedded AI”) is to enable a robot to “learn” a task in a way that allows that knowledge to be generalized so that the robot can be moved to a different environment or be given a somewhat different task and be able to adapt to that change on its own.  So far, no one has reached that goal with a mass-produced product.


The computing model that powers Artificial Intelligence engines such as ChatGPT is known as a Large Language Model (or LLM).  LLMs learn to communicate, find information, process ideas and summarize results by digesting millions of articles, books, reports and other documents off the internet or in private databases.  In essence, LLMs learn by emulating what humans have already created and there are lots of examples to use.


Roboticists wanting to create embedded AI in their robot have to add two additional elements.  The first is vision – the ability to scan the physical environment and understand the objects, equipment, and beings that it contains.  This is typically done with a combination of cameras, LIDAR, and other sensors, but that information must be processed into object types that the robot understands and it must be constantly updated as the environment changes.  The second element is action – the ability to take instructions, apply those instructions to the environmental objects surrounding the robot, and use its legs, arms, hands, etc. to do something useful.  This, of course, involves sending all sorts of commands to various motors, actuators, sensors and other physical elements of the robot to create movement or action of some type.  So instead of LLMs, roboticists are building VLAs – Vision-Language-Action models.  Unfortunately, VLAs are extremely complicated and there is relatively little existing data to learn from.


Say, for example, you wanted to create a robot that could change a flat tire on a car.  You could have the robot watch YouTube videos to get a general sense of how cars work, why a flat tire is bad, and the steps involved in replacing a flat tire with a spare.  You could have a robot scan and manipulate all of the elements involved (tire, lug nuts, jack, etc.).  You could have the robot watch an expert change a tire in real life.  You could have an engineer manually take a robot through the dozens of actions needed to change a tire step by step.  You could run computer simulations using different kinds of cars and different types of roadside settings.  The problem is that none of that information exists in digital form (aside from the YouTube videos) and even once it is created, the robot would have to perform the action repeatedly (and fail repeatedly) to really learn to change a tire successfully with different types of cars in different situations.  Do all of that dozens of times with different tasks and you might eventually build a VLA for a robot to autonomously provide roadside assistance to a stranded motorist.  And, by the way, you would have to build in safety protocols so that the robot doesn’t accidentally hit one of the passengers in the head with the lug wrench.


But . . . What If?


So embedding AI in a robot is going to be difficult, but clearly the thousands of people working on the issue think it can be done.  If we assume that robots are eventually created that meet my list of parameters, what impact would that have on our society and our cities?  I’ll give my take on what I think is most likely by exploring three different scenarios but keep in mind that this type of future could play out in a variety of ways, so my opinion is not necessarily more accurate than anyone else’s.  I’m also going to skip warehouses and factories which already use robots extensively and are likely to become even more robot-centric in the future.


To begin with, I think it is likely that even robots with embedded AI are going to be designed for relatively specialized roles rather than be capable of doing everything that a human can do – at least for the foreseeable future.  They will have a much broader range of skills than current robots, but there will still be limits.  Spot the robot dog, for example, might be able to not only identify a piece of equipment that is leaking oil, but be able to shut down the equipment before more damage is done, reroute the workflow to other equipment, initiate a work order to have the equipment repaired, place warning cones around the leak so that no one slips on the oily floor, and summarize all of these actions in an email to its “supervisor”.  But this type of Spot isn’t going to go home with you after work and babysit your kids or paint your house.


While the current obsession with humanoid robots seems to capture a lot of the press attention, I think that there will be a wide variety of form factors.  Humanoid robots use lots of computational power and electrical energy just balancing on two legs and mimicking the movement of human arms and hands.  That might make sense in some use cases, but in many other situations it might be more efficient for a robot to move on wheels, or to take the form of an eight-legged spider or a four-legged dog.  So expect robots with not only different shapes, but also different sensors, arm configurations, and hand capabilities to match their intended function.


This specialization and the limits of production capacity mean that robots won’t suddenly appear everywhere doing everything.  They will be phased in over time which means that there will be decisions made about where AI-enable robots will be initially deployed.  I can see this playing out in a couple of different ways.  The first is that decisions are based on a return-on-investment algorithm.  In what roles could a robot replace or substantially increase the productivity of a human worker such that the investment in the robot is rapidly recovered and a profit is made.  This approach would focus on identifying work roles where mass produced robots can perform the work satisfactorily and where the cost of the human labor being replaced is sufficiently high to cover the cost.  Obviously, as the cost of robots drops and their range of skills increases, the list of possible roles would increase.


The second approach would be to deploy AI embedded robots where it does the most good for society.  A frequently cited rule of thumb is that robots should focus on jobs that meet one or more of the three Ds – Dull, Dirty or Dangerous.    These are jobs that humans often don’t want and where employers are often looking to reduce liability exposure.  Robots are common in warehouses, for example, because the injury rate is double what it is across all private industries.  In addition, the work is often very repetitive and demand is expanding faster than the workforce. [2]  Mining operations might be an example of roles that are dirty enough to create health hazards for human workers but be fine for robot workers.  Industrial jobs involving toxic chemicals, high levels of heat, or strong electrical fields would qualify as dangerous.  While this approach has some obvious appeal, it would probably require the type of top-down decision making that isn’t very compatible with our free-enterprise form of economy.


Field Survey/Inventory.  Both the public and private sectors tend to be better at building assets to serve their customers than they are at tracking those assets and keeping them in good condition.  Doing periodic surveys of asset condition tends to be both boring and time consuming (i.e. expensive).  In my experience, cities tend to either use summer interns for this type of work and hope that they are conscientious enough to produce good results, or they hire a consulting firm to do the work but then wait 10 years before they can afford to do it again, or they do nothing until something breaks in a catastrophic way.  AI enabled robots would basically allow for a more-or-less continuous process of asset evaluation in ways that would improve both frequency and thoroughness.


The City of Hoboken, New Jersey, recently deployed Daxbot robots to survey the condition of sidewalks and pedestrian ramps.  The sophisticated sensors and cameras will provide much more detailed information than the visual surveys that most cities do and it will be more thorough than the common approach of surveying with city staff “as time allows”. [3]  These robots have a very specific purpose and will only be in use for a few weeks, but I envision more autonomous robots with more elaborate sensor combinations being a permanent fixture in many Public Works departments.  Cities need to inventory not only sidewalk condition, but they need to know whether storm sewer inlets are clogged, curbs are broken, gas lines are leaking, or street signs have been damaged or lost their reflectivity.  A truly AI enabled robot could do all of this in a single pass. This type of survey robot could automatically update asset management databases, highlight areas where repair work is most critical, and counteract claims that public improvement programs ignore the poorer parts of town.  By the way, the Police Department wouldn’t mind if the robot picked up parking violations at the same time.


Daxbot Robots in Hoboken, New Jersey



The private sector has just as much need and probably more economic justification for investing in such a program.  Railroads, for example, have a tremendous amount of liability if faulty tracks lead to derailments, broken signals lead to vehicular accidents, or structural bridge defects lead to a catastrophic collapse.  Once robots learn to move autonomously without disrupting traffic and do their work without endangering people, pets or property, I think survey robots could become commonplace in a variety of industries.  Organizations will tout that the robots help them protect the public in a cost efficient manner, but their real economic justification will be reducing accident payouts and lawsuits related to equipment and infrastructure that was poorly maintained.


Security/Public Safety.  Americans were about twice as likely to have been the victim of a violent crime in 1993 than in 2022, and yet in 23 of 27 Gallup surveys since 1993 at least 60 percent of Americans have said there was more crime in the U.S. than the previous year.  The perception is that crime is getting worse (particularly in urban areas) but the reality (according to FBI statistics) is that the crime rate has dropped significantly. [4]  


There are a variety of reasons for this mismatch between perception and reality, but one of the significant ones is the sensationalized coverage by social media or the local news of violent (but rare) crime incidents.  In addition, people tend to be poor judges of environments that are safe versus dangerous, often assuming incorrectly that the presence of graffiti or homeless people in an urban area is a reliable indicator of danger.  Still, perception is reality in many ways so we clamor for visible signs that more efforts are being made to protect our safety.


Unfortunately, police departments have a difficult time recruiting new personnel.  Roughly ten percent of all police positions are unfilled and that trend has been persistent for some time.  Consequently, neighborhoods, business improvement districts, private companies, and many other organizations have turned to private security services to supplement what they perceive as inadequate police protection.  More than 1.2 million people are employed as private security guards compared with less than 700,000 sworn police officers. [5]  Some have estimated that the private security industry will grow at a compounded annual rate of 7 percent for the next decade.  And yet there is relatively little information on how well trained private security personnel are or how effectively they can handle a serious crime incident.  If a violent event occurs, exactly how much faith do we have that a poorly paid private cop with a gun but little training will do the right thing?


Enter AI enabled robots with a variety of form factors and sensor packages designed to supplement human security services.  Police Departments could also make use of AI robots but the American public has been particularly resistant to such efforts – perhaps we have watched too many sci-fi movies where robot cops go rogue (e.g. RoboCop, Chappie or I, Robot).  So for the near term I think AI enabled robots will be primarily a private sector initiative.


Robots with artificial intelligence would have a number of advantages over a typical private security employee.  To begin with, they wouldn’t get distracted by their phones or take shortcuts on their rounds when the weather is bad.  Second, they could be equipped with sophisticated sensors that exceed the perceptive ability of humans – such as thermal sensors  that could detect someone lurking behind the landscaping.  360-degree cameras and Lidar imaging would enable better decision making during an incident and provide more detailed evidence if prosecution resulted.  Third, they could use facial recognition software to rapidly distinguish an employee from an intruder, or to pick known “bad actors” out of a crowd of people.  Much of this can be done now with fixed cameras and a control room with experienced security personnel, but robots would allow that ability to be mobile which would improve coverage, and add a verbal interface backed by artificial intelligence that would allow questions to be asked, warnings to be issued, and directions given (in multiple languages if needed).  Many routine interactions could be handled without human intervention, thus freeing security personnel to focus on real emergency situations.


The boom in data center construction has drawn a lot of interest for a variety of reasons, but one of the largely unexplored impacts is that sprawling buildings full of high-value electronics are being built in many rural areas with minimal police resources.  Hence, there will be a rapidly expanding demand for security services and AI enabled robots would be a perfect supplement to human guards.  One of the disadvantages of traditional cameras, motion-sensors and similar alarm systems is that they generate a huge number of false alarms – so many, in fact, that most police departments charge a fee for each false alarm response and generally treat alarms as a low priority event.  A security robot powered by artificial intelligence could be the first line of response so that false alarms are drastically reduced or completely eliminated, and so that effective action is taken much more quickly.


Construction.  The construction industry is facing a bit of a dichotomy.  The design side of things is almost entirely digital, with larger building designs including advanced 3D modeling known as a Building Information Model (or BIM).  Blueprints are a relic of the past and plans are put in paper form only when absolutely necessary.  The physical construction of the building, on the other hand, is only begrudgingly going digital and much of the work is done by hand with techniques that are only marginally more automated than they were 30 years ago.  AI enabled robots might finally close that gap, and move several “dirty” and “dangerous” jobs from the human realm to that of robotics.


Landscape architects and civil engineers, for example, go to great lengths to design the ideal topography for large building sites.  That design gets translated into reality by surveyors placing stakes at locations across the site with elevation information, followed by large, earth moving equipment that scrapes dirt away in some areas and piles dirt up in other areas.  In many cases, a highly precise plan is turned into a landform that only approximates the actual design.  In site grading, “close enough” often rules the day.  The future, however, is likely to involve autonomous earth moving equipment that is GPS and laser guided so that its path and blade height shapes the dirt into the desired form with much greater precision.  Survey stakes will be unnecessary since the AI brain of each vehicle will contain a 3D map of both the existing terrain and the future design.  Caterpillar, to reinforce my point, recently announced an entire line of AI enabled grading equipment. [6]


Many years ago, I worked summers in the construction industry to help pay my way through college.  At the time, I was surprised at how few workers could actually read the construction plans.  Most relied upon the foreman to tell them what to do, assisted by measuring tapes, construction stakes, chalk lines, and a variety of other locational markers.  The resulting building was close to the intended design but rarely exactly right.  Given the complexity of digital plans and modern building requirements, I doubt things have gotten any better.  Enter computer controlled robots such as the FieldPrinter by Dusty Robotics which literally prints the floor plans for new construction, tenant finishes, or remodels on concrete or wooden floors (including architectural notes and symbols).  Construction workers just build what they see on the floor.  The FloorPrinter, by the way, is accurate to within one-sixteenth of an inch.


The FloorPrinter By Dusty Robotics


Whenever I visit New York City, I’m always amazed by how many sidewalks and buildings are covered by scaffolding.  The reason is New York’s Facade Inspection and Safety Program which requires tall buildings to have their facade safety-inspected every five years.  If the inspection reveals problems that could affect the safety of pedestrians on the sidewalk below, a protective “sidewalk shed” must be installed until the problem is fixed.  The city has current permits for roughly 8,500 shed/scaffolding installations and almost 2,000 of those have been in place for more than two years.  What is needed – but what doesn’t, to the best of my knowledge, exist yet – is a robot that can “crawl” the surface of a building and use a variety of sensors and cameras to document facade conditions.  Ideally, the robot would then weld, paint, re-anchor or tuck point the facade materials as needed to correct the problem.


The Bottom Line


Robots have had a variety of advantages over humans for decades.  They can do actions with great strength and precision for hours at a time without getting tired or bored or injured.  They can be equipped with sensors that allow them to “see” in the dark, or detect faint vibrations or heat anomalies that humans would miss.  Until recently, however, robots needed humans to determine what actions needed to be done in a given situation, to program precisely how each action should be completed, and to find meaning in the data that the robot’s sensors collected.


Adding artificial intelligence expands the potential of robots exponentially.  Soon, robots will be able to converse with people, understand generalized instructions, scan the internet or company databases for relevant data, scan the environment around them to become spatially aware of nearby objects, people and equipment, and determine the best actions to take given all of that information.  If AI systems like ChatGPT are an existential threat to white collar jobs, then AI enabled robots will be an equivalent threat to blue collar jobs.  Regardless of what we think might be best for our society, AI and AI enabled robots are powerful genies that won’t go back into their lamp.


Roughly a year ago, Figure AI demonstrated their humanoid robot folding clothes from a laundry basket under the direction of their Helix VLA model.  That robot undoubtedly cost hundreds of thousands of dollars to produce, but I wouldn’t pay even $10,000 for a robot to fold my clothes.  But what if it could learn to do all of my laundry and cleaning chores by simply observing me?  What if it could share breaking news stories that it selected based on my interests and helped me talk through my reactions so that I had a deeper understanding of what the story might mean to my life?  What if it could scan all of the travel and hotel options for my upcoming trip to Paris and give me a list of the best three given my budget and travel preferences?  How much would I pay for that robot?


As with all technologies, AI enabled robots will become more useful, more reliable, and less costly as the technology advances and production scales up.  The ultimate impact on our lives and cities will be shaped by what we value the most and what tasks we are willing to shift to some form of robot instead of doing ourselves.  Under my what-if scenario, I think AI robots  would become ubiquitous fairly quickly, to the point where we wouldn’t think twice about seeing a security robot at the bank or a robotic cleaning crew at the office.  I think that robots will adapt to our physical environment fairly well, so I don’t expect major changes to buildings or public spaces – other than robots being likely to keep them in better condition than humans do now.  But they will be another thing that takes up space, moves somewhat differently than we do, and thus requires some adaptations on our part just as we have adapted to e-scooters and e-bikes encroaching on our streets and sidewalks. 


Despite all of the talk about robots helping humans raise everyone’s standard of living by being more productive, there will almost assuredly be winners and losers – especially people who lose their jobs and don’t have the skills to work at whatever new types of jobs are created.  In a best case scenario, boomer retirements, labor force participation declines, dropping birth rates and restrictive immigration rules might offset the rise in workplace robots.  In other words, people gradually phase out of the workforce and robots gradually take their place.


Reality might be much messier, however, if robots destroy jobs faster than the labor force can adjust.  That scenario would increase unemployment rates dramatically and destroy people’s faith in capitalism and current government policies regarding the economy and labor.  Those who want to work but have been replaced by AI robots might generate a significant amount of political unrest.  The rise of Democratic Socialists and ideas such as universal basic income and wealth taxes might be early harbingers of a significant shift in our reliance on the free market and labor meritocracy.  AI enabled robots are likely to be a major boost to overall productivity but those gains might benefit a select few and leave the vast majority worse off in which case labor unrest might reach new highs.





Notes:


  1. Olesya Krindach; “Practical VLA:  Why Vision-Language-Action Models Matter for Real Robotics Business”;  April 2026; Medium; https://medium.com/@olesyakrindach/practical-vla-why-vision-language-action-models-matter-for-real-robotics-business-8770206fca21

  2. Shaun Edwards; “Robotic Solutions For the Three D’s”; March 2026; Occupational Health & Safety; https://ohsonline.com/articles/2026/03/16/robotic-solutions-for-the-three-ds.aspx?Page=1

  3. Alexa Herrara and Nick Caloway; “Robots are hitting the street of Hoboken, N.J., to improve accessibility for pedestrians”; July 2026; CBS; https://www.cbsnews.com/newyork/news/hoboken-nj-robots-pedestrian-accessibility-data-daxbots/

  4. John Gramlich and Kirsten Eddy; “The link between local news coverage and Americans’ perception of crime”; August 2024; Pew Research Center; https://www.pewresearch.org/short-reads/2024/08/29/the-link-between-local-news-coverage-and-americans-perceptions-of-crime/

  5. Ben Grunwald; “Why private security is on the rise”; November 2025; Duke Law, Duke University; https://law.duke.edu/news/why-private-security-rise

  6. “Caterpillar Unveils the Next Era of Autonomy In Construction”; January 2026; Caterpillar; https://www.caterpillar.com/en/news/corporate-press-releases/h/next-era-autonomy.html

Tuesday, June 23, 2026

Post 68: The Demographic Cliff That Isn't



I suspect that relatively few people share my interest in demographic trends. While there have been some interesting developments in the field over the past decade or two, demographic trends take so long to play out that it is a bit like watching a glacier melt. Most people rapidly decide to move on to a more dynamic topic.

Occasionally however, a demographic trend intersects with a human interest story such that the mainstream press takes notice and writes a few stories, leading people to wring their hands and commiserate on the “going-to-hell-in-a-handbasket” nature of our society.  The most recent example has been a variety of articles describing the financial struggles of small colleges and universities due primarily to falling enrollment.  Who wouldn’t be a little saddened by the thought of a bucolic campus in a picturesque town having to close its doors after years of imparting knowledge to eager young minds?  



The blame for falling enrollments is routinely placed on the demographics of 18-year-olds eligible to enroll in college – which, it turns out, have recently started to drop in number after decades of increases, or at least stability.  This decline is almost inevitably described as a “demographic cliff” that will have a catastrophic impact on higher education.

A recent story in the Wall Street Journal focused on the shaky future of St. Michael’s College in Colchester, Vermont, where enrollment is down by more than 40 percent over the past 10 years.


“These days, St. Michael’s and other campuses face the so-called demographic cliff, a drop-off in the number of prospective students that is forecast to last years.  The largest number of Americans born in a single year entered colleges this past fall.  After those students had been born, the 2008-09 financial crisis hit and birth rates plummeted.” [1]


The article goes on to describe falling budgets, departmental reorganizations, and staff cuts that have been undertaken in recent years to realign the budget with the reality of lower enrollment. Despite these steps, the article makes it sound as if it is a 50/50 proposition whether the college closes or perhaps merges with another institution (such as the nearby University of Vermont).  In fact, St. Michael’s is probably better off than a hundred or more other colleges that are even smaller and closer to insolvency.  St. Michael’s future might be shaky but at least has a solid academic reputation, a location in the Burlington metropolitan area of 225,000 people, and proximity to major cities such as Montreal and Boston.


Over the past five years, nearly 100 colleges (both public and private non-profit) have closed or merged, along with dozens of for-profit institutions.  Forecasts call for 40 to 50 more closures per year for the next several years (out of roughly 2,700 4-year colleges and universities in the U.S.).  This trend can indeed feel catastrophic for the students who have to find another place to finish their education, the faculty who suddenly are unemployed, and for the surrounding communities which lose a major economic engine.


The impact is not limited to small colleges.  Just a few weeks ago, the Chancellor of Syracuse University (with a student enrollment over 20,000) sent a message to faculty and staff warning that the school would miss enrollment targets for the 2026-27 school year.  And yes, the declining number of 18-year-olds was highlighted in the second paragraph.  According to Chancellor Haynie, “competition for students is now more intense than at any time in modern U.S. history.”  [2]  Of course, Syracuse University, with an endowment of over $2 billion, is not in danger of closing its doors any time soon, but the message warned of potential budget deficits.


Another recent Journal article explored the difficulty in repurposing the campus of Green Mountain College which closed in 2019 after enrollment had dwindled to less than 500 students.  There simply aren’t that many economically viable uses for a 115-acre campus located in a small town (Poultney, VT, population 3,000) in an isolated part of the country. [3]  Everyone has ideas, but financial reality crushes most of those dreams.


While the closing of a small college can be devastating at a very localized level, it doesn’t have much of an impact at the national level or even the state level.  The fact of the matter is that businesses and organizations of all types periodically close.  The closure of a small college now is not much different from the closure of factories in the 1970s and 80s when manufacturing was being shifted to low wage countries in Asia.  The loss of a major employer is a substantial blow to any small town regardless of the type of enterprise, but people adapt and life goes on.  The future of higher education is not going to be imperiled – if you want a college degree, there are lots of options available that are financially stable.


An Inflection Point, Not a Cliff


Birth rates have been falling in developed countries for the past several decades, so no one should be surprised that the number of people in any particular age category will eventually start to drop.  Over the next 15 years, the number of 18-year-olds in this country will decline by about 15 percent.  For a slightly broader perspective, see the accompanying chart which shows the latest projections for the 15-1o-19 age cohort over the next 40 years.  The pattern is a gradual decline, then a period of stability, and then another gradual decline.  In skiing terms, this is more of a bunny slope than a black diamond.  Unless you graph this with a wildly truncated vertical axis, there is nothing “cliff-like” to see here. 



This inflection point – changing from growth to contraction – marks an important demographic trend but it is not necessarily a catastrophic one.  Colleges and universities were able to adapt to sustained growth over the previous 70 years, so it seems likely that the best ones will be able to adapt to this steady contraction as well.  As is always the case, there will be winners and losers but the focus should be on adapting to the new reality rather than on “saving” organizations that are no longer competitive.


I suspect we are shaken by stories like this because we are accustomed to growing in this country, not shrinking.  Bigger is seemingly always better, which means that getting smaller must be a sign of impending disaster.  In fact, improvement has many different dimensions and quantity is just one of them.  The biggest problem with this demographic shift may be our inability to think about progress in ways that don’t include numeric growth.  The impact of low birth rates is not going to affect just higher education, it will ripple throughout our society.  We need to adjust our mental outlook before we adjust anything else.


Bigger Forces At Work


I don’t mean to suggest that the declining number of 18-year-olds is a trivial issue because it is not.  But I don’t think it is the primary issue determining the survival of small colleges and universities.  Portraying it as such means that college administrators may focus on the wrong solutions and miss opportunities that are likely to be more effective.  Administrators need to understand clearly what it is they are “selling” and how that fits in with the future of our society and economy.  In particular, strategies that lean on nostalgic visions of small college life are likely to fail.  Pragmatic and tech-centric students are likely to value assistance in navigating a world shaped by artificial intelligence, trillion dollar corporations and global power struggles in addition to the critical thinking skills and social networking that universities have traditionally provided.


To begin with, there are three numbers that I think are especially important when it comes to enrollment declines but they get much less attention than the “demographic cliff.”  First, the percentage of high school graduates that enroll directly into college has dropped from a high of roughly 70 percent 10 years ago to approximately 62 percent currently (although 2025 saw a bit of a rebound).  Second, the enrollment percentage represented by adult learners (students aged 25 and up) has dropped from roughly 35 percent in 2016 to 25 percent currently. [4]


In my opinion, both of these trends suggest a growing disillusionment with the perceived value of a college education.  If prospective students don’t see a compelling value proposition, then institutions with a shaky financial future shouldn’t blame declines in the number of 18-year-olds.  There may be a fundamental mismatch between what prospective students want and what small colleges provide. 


The third number is that foreign student enrollment at U.S. universities has dropped by 20 percent for the spring 2026 semester (based on a survey of 149 U.S. schools). [5]  This is likely a response to President Trump’s aggressive anti-immigration efforts which have included foreign-born students.  The administration has also slashed, or threatened to slash, funding to major universities which may have reduced their appeal to top foreign scholars.  


In addition, the value proposition of a college degree has undoubtedly been affected by the rising cost of a postsecondary education and the well documented financial stress that comes from taking out student loans.  Total student loan debt now sits at $1.78 trillion, up from $860 billion 15 years ago (up 106%).  For perspective, the Consumer Price Index has gone up by slightly less than 50 percent during that same time period.  Roughly one in every six U.S. adults has student loan debt (42.8 million borrowers) and the average debt balance is over $40,000.  Even at relatively affordable public institutions, the typical university student borrows nearly $32,000 to obtain a bachelor’s degree. [5]


Colleges and universities in general, and small colleges in particular, are caught in a bind by what is known as Baumol’s Cost Disease.  This oddly named economic theory, first described by William Baumol and William Bowen, points out the pattern of rising wages in industries that have experienced little productivity growth due to rising wages in industries that did experience productivity growth.  This happens because jobs without productivity growth still need to compete for workers with jobs that have productivity growth (cross elasticity of demand).  These sectors become more expensive over time because input costs increase while output does not.  Higher education is a prime example.  Aside from PowerPoint presentations replacing notes on a chalkboard or overhead slides, classes in many colleges are taught in much the same way as they were 50 years ago, and yet salaries have increased in line with more efficient industries.


On top of all of this, the white collar portion of the labor market is in turmoil.  Artificial Intelligence experts are predicting the demise of the entry-level job and tech companies are announcing major layoffs, ostensibly because of AI.  Twenty-five percent of the unemployed hold bachelor’s degrees, a record high.  


A recent study by Price Waterhouse Coopers covering millions of job listings identified a trend they referred to as the “seniorization” of entry-level jobs.  PwC found that entry level jobs in AI-focused industries were not necessarily disappearing, but that they required job skills that most workers don’t master until they have 8 to 10 years of experience – skills such as strategic decision-making, leadership experience, and stakeholder management.  In the most AI exposed occupations, 52 percent of skills requested in entry-level job postings were skills traditionally associated with experienced workers.  In the least AI-exposed occupations, that figure was 7 percent. [6]  Thus many entry level jobs exist in theory, but new graduates can’t get them.


The result is that the knowledge that students want to have when they graduate is changing, but no one is exactly sure what that new knowledge should look like.  Colleges and universities need to become more efficient in translating professorial labor into learning, but no one is exactly sure how that should be done.  Finally, colleges need to effectively communicate these changes to prospective students so they can rebuild the perceived value of their product, but no one is exactly sure how that message should be crafted.  This trifecta of doom is why small colleges and universities are struggling to stay open.  And yes, the declining demographics of 18-year-olds certainly doesn’t help, but that is an ancillary problem not the primary one.


Impact on Cities


Falling birth rates leading to falling population numbers for age cohort after age cohort are a reality that our society needs to learn to deal with – 18-year-olds and small colleges are just an early example.  The change will be relatively slow and gradual, which gives us time to adapt.  Calling it a “cliff” might grab people’s attention but I don’t think it helps solve any of the resulting problems.  What is needed is the ability to creatively think about a future where numeric decline is commonplace.


Cities that have historically been home to a small college or university have led a mostly charmed life.  Small colleges bring in students that spend money and demand relatively few municipal services in return.  They employ a lot of people and pay relatively good wages.  They enhance the cultural and educational opportunities of local citizens.  And finally, they have done all of that while having a long-term commitment to the community.


Those glory days may be coming to an end.  Cities need to have frank discussions with decision makers to understand their true financial situation and to brainstorm ways the community can support local colleges into the future.  That future may look dire, but closure is not inevitable.  Cities, and institutions of all kinds, need to plan for a world in which a decline in the quantity of people is superseded by growing productivity, technological advancements, and a focus on the quality of life.





Notes:


1. Douglas Belkin; “The Small Private Colleges Dying in a Winner-Take-All University Marketplace”; April 2026; The Wall Street Journal; https://www.wsj.com/us-news/education/college-tuition-loans-budget-cuts-7d0ea05f?mod=Searchresults&pos=20&page=1


2. J. Michael Haynie; “An Update On Our Enrollment Outlook”; June 2026; Syracuse University; https://news.syr.edu/an-update-on-our-enrollment-outlook/

Owen Tucker-Smith; “Vermont’s Most Bizarre Real-Estate Listing Is A Free College Campus”; June 2026; The Wall Street Journal; https://www.wsj.com/us-news/vermonts-most-bizarre-real-estate-listing-is-a-free-college-campus-a499277a?mod=Searchresults&pos=1&page=1


3. Robert Kelchen, et al; “Predicting College Closures and Financial Distress”; December 2024; The Philadelphia Federal Reserve; https://www.philadelphiafed.org/-/media/FRBP/Assets/working-papers/2024/wp24-20.pdf


4. Miranda Jeyaretnam; “As U.S. Enrolls Fewer International Students, Universities in Asia Are Going the Other Direction”; May 2026; Time Magazine; https://time.com/article/2026/05/12/us-university-higher-education-international-students-asia-trump-immigration-visa/


5. Melanie Hanson; “Student Loan Debt Statistics”; February 2026; Education Data Initiative; https://educationdata.org/student-loan-debt-statistics


6. Nick Lichtenberg; “Entry level work didn’t disappear, PwC finds with ‘seniorization.’  It just morphed into something young workers can’t get”;  June 2026; Fortune; https://fortune.com/2026/06/18/entry-level-work-ai-pwc-seniorization-report/


Monday, June 1, 2026

Post 67: The EV Revolution is Coming

 


The “next big thing” typically arrives with a great deal of fanfare, along with proclamations about how our lives will suddenly change for the better.  What follows, however, is often disappointment as reality fails to live up to the hype.  


Inventor Dean Kamen on a Segway Scooter


The two-wheeled Segway scooter, for example, was introduced in 2001 on Good Morning America and hailed as a device that would revolutionize transportation.  Its inventor, Dean Kamen, said that the Segway would be to the car what the car was to the horse and buggy.  Venture capitalist John Doerr said it would be bigger than the internet.  Kamen expected that within a year, the company would be producing 10,000 units per week. [1]


While it was an amazing piece of engineering, it was also expensive to buy, unwieldy to use on crowded sidewalks, and more dangerous than its promoters anticipated.  President George W. Bush famously tried a Segway scooter and fell awkwardly (and very publicly).  Ironically, the one-time owner of the company, Jimi Heselden died in a Segway accident when his scooter apparently veered off the path into a lake.  By the time production ended in 2020, only 140,000 units had been sold.  That is a rate just over one percent of what was initially projected.


More commonly, the initial hype of new technology is followed by a lackluster period in which only a small group of pioneers become enthusiastic users.  Eventually the bugs are worked out, a mass market develops and the technology does indeed end up changing our lives.  I can remember early cellphone users carrying a device the size of a brick with a two-foot collapsible antenna, and thinking it was stupid looking and completely impractical.  Now, of course, I rarely leave home without my cellphone in my pocket – not so much because I’m constantly calling people but because of the computing power and data access that cellular phone technology eventually enabled.


If we think of technological impact as a continuum of Segway-like failure to cellphone-like success, I suspect many people in the U.S. would put electric vehicles toward the Segway end of the spectrum.  After all, EVs in this country got off to a start that was far more hype than substance.  General Motors is generally credited with building the first electric vehicle available for the public to drive.  The EV1 was released in 1996 to mostly positive reviews but total production barely broke 1,000 units before being cancelled in 1999.  Tesla started selling cars in 2008 with the Tesla Roadster which had what was regarded as cutting edge technology.  Initial volume, however, was low and the lack of a widespread charging network held back growth.


The Roadster was followed by the Model S in 2012 and the Model X in 2015, both of which sold in much greater numbers.  The Model S was the top selling electric vehicle globally in 2015 and 2016.  In 2017, Tesla started selling the Model 3 and in 2019 the closely related Model Y.  In the first quarter of 2023, the Model Y was briefly the world’s best selling car – the first electric vehicle to claim that title.


Tesla Model Y


Despite this apparent success, there continues to be a perception in the U.S. that electric vehicles are more feathers than chicken.  To begin with, Tesla owes a significant part of its success to a $465-million loan from the Department of Energy and to generous government incentives, such as the $7,500 tax credit in the U.S (now no longer available).  Second, the U.S. share of new car sales that were electric vehicles rose to nearly 10 percent in 2024, but has since fallen to roughly 7.5 percent.  Third, many electric vehicles have been discontinued over the past few years such as the Tesla Models S and X, the Ford F-150 Lightning, the Nissan Ariya, and the Acura ZDX to name just a few.  Fourth, only one-third of Americans think switching to an EV would save them money (in fact, a typical switch would save between $500 and $1,500 per year). [2]  Finally, the company that sells the most electric vehicles in this country by far – Tesla – seems to have lost its mojo.  The Cybertruck was a flop, total vehicle sales are down, profits are falling and Elon Musk seems more focused on robots and AI than cars.  No wonder some people are willing to write off EVs as a fad that has passed.


A Warped View of Reality


A more accurate assessment is that, while there are some challenges, the global electric vehicle industry is actually thriving.  It is largely just U.S. citizens that are skeptical of EVs – perhaps due to misleading narratives tied to the oil and gas industry and the current federal administration.  The global share of total new car sales represented by battery-powered EVs and plug-in hybrids has climbed rapidly and continuously over the past 10 years and the ratio has nearly tripled in the past three years. [3]  The global EV share of new vehicle sales now exceeds 20 percent.


While much of this growth has been driven by China, which is by far the largest producer of electric vehicles, they are certainly not alone.  In Norway, for example, the EV share of new car purchases is over 90 percent.  In Great Britain, the share is over 30 percent and the rest of the EU is over 25 percent.  Even less developed countries are jumping on board, with the EV share in Vietnam approaching 40 percent and Uruguay’s share approaching 30 percent.  Third-world governments are realizing that EVs not only save money for their residents, but reduce the need for imported oil.  In addition, the relative simplicity of electric vehicles means that there are opportunities for local vehicle manufacturing even in countries that aren’t heavily industrialized.


Even in the U.S. the situation isn’t as bad as the general perception would have you believe.  Yes, the elimination of the $7,500 tax credit caused EV sales to dip and several EV models to be discontinued, but other aspects of the U.S. market are doing just fine.  While Tesla sales were down, they still sold nearly 600,000 vehicles in the U.S. and 1.6 million vehicles worldwide, good enough for 10th place among all vehicle manufacturers.


Other companies have quietly built a lucrative niche in the U.S. with electric vehicles despite the challenging environment.  Cadillac, for example, has five electric vehicles in its lineup and sold nearly 10,000 units in the first quarter of 2026 (up 20 percent year-over-year).  EV sales represent roughly 25 to 30 percent of total volume for Cadillac in the U.S. [4]  Perhaps more importantly, nearly 75 percent of Cadillac EV buyers are coming from different brands – a statistic any vehicle manufacturer would covet.  


Not only is the industry in good shape currently, but I believe that technological trends are pointing toward electric vehicles capturing more than 50 percent of global sales within the next five years.  Even in the U.S. I think that the EV sales share will be nearing 40 percent  during that same time span.  The industry is nearing a tipping point driven by dramatic improvements in battery technology such that only diehard internal combustion fans (or people who struggle with change) will be able to overlook the advantages that electric vehicles offer.


What Is Coming


Skeptics of electric vehicles have a long list of perceived performance flaws which they use to dismiss any thought of switching from their internal combustion engine (ICE) vehicle:


  • Limited range;

  • Slow recharging time;

  • Poor performance in cold weather;

  • High cost;

  • Safety concerns (primarily fire hazards); 

  • Environmental concerns over mining battery chemicals; and 

  • Limited availability of charging stations.


All of these issues, except the limited charging network, are really battery issues and most of the people citing these issues haven’t kept up with the steady improvement in all of these factors over the past couple of years.

For example, the latest generation of lithium batteries, known as LFP (lithium-iron-phosphate), has already addressed several of the perceived flaws.  LFP batteries are far less likely to catch fire even if punctured or crushed, and their cycle life is three to six times longer.  In addition, the use of lead and phosphate instead of less available cobalt or nickel means that costs are lower.  Finally, LFP batteries can be discharged down to zero without harming their lifespan while traditional lithium batteries often limited their depth of discharge to 20 percent.

The first of the next generation of battery technologies that seems likely to make a significant impact is known as sodium ion.  Sodium is chemically similar to lithium which means battery design and manufacturing can piggyback off of current lithium ion processes.  Sodium, however, is about 1,000 times more abundant than lithium which means it is generally less expensive and less prone to political disruption by the countries where lithium is currently produced. [5] 

Compared with traditional lithium batteries, sodium ion batteries are much less fire prone, can be discharged to zero, and operate efficiently even in sub-zero temperatures.  In addition, sodium ion batteries can be recharged much faster.  A sodium ion powered vehicle could potentially be recharged from 10 percent to 80 percent in 10 to 15 minutes with a DC fast charger.

The primary downside is that sodium ion batteries are traditionally less energy dense than lithium ion meaning that a larger battery would be required to reach the same vehicle range.  That disadvantage is shrinking, however, as new designs are moving from the lab into production.  In two or three years, the energy density of sodium ion batteries may match lithium ion designs.  What I think is likely to happen is that sodium ion technology will usher in a spectrum of new electric vehicle designs (both 2-wheel and 4-wheel)  focused on lower cost and short- to moderate-range needs.  This would be a good fit for many smaller and less affluent countries, or for users in urban settings where long range isn’t typically required and recharging options are plentiful.

The second battery technology that is likely to appear in the next few years is known as a solid-state battery.  All batteries have an electrolyte through which the ions pass between the anode and cathode.  As the name suggests, solid-state batteries replace the liquid electrolyte of traditional lithium ion batteries with a solid material – typically some type of ceramic or polymer.  Liquid electrolytes are the source of the fire hazards that EVs with lithium ion batteries currently contend with, but that hazard goes away with solid-state materials.

Solid-state batteries are both smaller and more energy dense than other types of batteries which means that future EVs could have ranges between 500 and 800 miles. [6]  In addition, this technology can handle much higher charging voltages which means potential recharging times could be reduced to just 5 to 10 minutes.

The downside is that solid state batteries are difficult to mass produce in a form that can handle the rigors of a vehicular environment and which can last for thousands of charging cycles.  Consequently, electric vehicles with solid-state batteries are not likely to be commonplace for two or three more years and are likely to be relatively expensive initially. As with almost all technologies, costs will decline over time as manufacturing processes are optimized and volume scales up.

There are other battery technologies that are under development currently that may eventually surpass both the sodium ion and solid state designs.  The potential payoff from a successful battery design is so enormous that the industry spends billions annually on research and development.  In the foreseeable future, however, sodium ion or solid-state batteries (or some hybrid design) are likely to be the predominant options.  Solid-state designs in particular are considered the “holy grail” because the combination of safety, long range and quick charging answers virtually all of the major objections that most people have regarding EVs.

The Case for Electric Vehicles

Once you get past the issues related to batteries, the advantages of EVs are compelling enough that even skeptics are likely to switch away from internal combustion engines in large numbers.  An electric vehicle won’t meet everyone’s needs, but I think it will become the default choice for new cars within 10 years.  As with just about every type of new technology, quality and performance will ramp up quickly and prices will decline as production processes are standardized and production volumes increase.  Here are some of the factors that will push buyers towards EVs:

Simplicity.  The drive-train of an electric vehicle has just 10 to 12 percent as many moving parts as the drive-train of a traditional ICE powered car.  That translates into less maintenance and higher reliability – which in turn means lower life-cycle costs for EVs.

Efficiency.  A typical vehicle powered by an internal combustion engine converts between 16 to 30 percent of the energy in its fuel to the propulsion of the vehicle, with the remainder being lost to friction and heat.  In contrast, an electric vehicle converts about 85 to 90 percent of the battery’s energy into movement.  This difference has an obvious impact on operational costs (along with many other factors), but it also means that EVs run a lot cooler – enough that ambient temperatures in dense urban areas might actually decline slightly.

Noise.  Yes, some aficionados will undoubtedly miss the roar of a gas engine, but I suspect most people will end up preferring a car that glides quietly down the road.  I don’t know if anyone has calculated the impact on urban noise levels but I suspect that it will be noticeable, particularly near signalized intersections where there is currently a wave of vehicles accelerating every thirty seconds or so.

Pollution.  Vehicle manufacturers have made enormous progress reducing the amount of pollutants generated by gas and diesel engines, but pollution is still an issue to some degree and it has an impact on the respiratory health of city residents. Electric vehicles produce virtually no pollution at the point of the car, and as the electrical grid gets greener total EV pollution levels will drop over time.  On a related note, since EVs aren’t carrying around 20 gallons of gas and 10 quarts of oil, there will be less odor in your garage, fewer stains on your driveway, and fewer petroleum products getting washed into streams and rivers.

Vehicle configuration.  There have been quite a few designs tried for vehicles with internal combustion engines, but the basic requirements of an engine, transmission and drive shaft (not to mention a radiator and large gas tank) limit the design choices that are economically feasible.  EV batteries are also a limiting factor but they can be split into modules if necessary, or even integrated with the structure of the vehicle.  Similarly, electric motors are much more compact than gas engines and have much simpler transmissions.  Consequently, the switch to EVs is likely to foster more innovation in vehicle designs, resulting in options that better match consumer needs.

Driveability.  This is admittedly a subjective measure, but the instant torque from electric motors and the low center of gravity from the battery pack give EVs both rapid acceleration and stable handling that many people appreciate.  

Mobile power source.  The battery packs in electric vehicles can supply power like a portable generator except without the noise, fumes and refueling needs.  At the extreme end, some EVs can power an entire home for a couple of days.  Known as a vehicle-to-home (V2H) connection, the EV basically acts as a home battery when the electrical grid is down.  Only a few EVs currently support this option and the necessary modifications to your home’s electrical panel and grid connection can cost $4,000 to $8,000.  Far more common is a vehicle-to-load (V2L) connection that is simply one or more standard outlets on the EV which (along with a couple of extension cords) can power home medical devices, refrigerators, or small space heaters for several days if needed.  Similarly, an EV can power lights, fans and a mini-frig at a campsite or various power tools at a work site. [7]

There are, of course, some disadvantages to electric vehicles other than the ones mentioned earlier, but they tend to be relatively minor.  Tires, for example, tend to wear out more quickly because of the added weight of the battery packs (EVs are 15 to 20 percent heavier than equivalent ICE vehicles).  In addition, insurance tends to be more expensive because EVs that have been in an accident have proven harder to repair (or perhaps current body shops are less equipped to repair them).  

Finally, there is the perceived lack of charging stations – a problem that is not too dissimilar from the lack of gas stations a hundred years ago when traditional automobiles first became widely available.  Currently, there are about 85,000 charging stations comprising roughly 230,000 charging ports.  Of this amount, over 45,000 ports are of the DC Fast Charging (Level 3) variety that you would want to find if you were on a road trip.  The remaining ports are largely Level 2 which would be useful at a hotel where you are staying the night or at your workplace where you could recharge for several hours.  On a day-to-day basis, of course, many EVs are going to be charged overnight with residential Level 2 connections so that public charging stations will be needed only on long trips.

A Charging Station at a Community Center


These numbers are changing almost daily as businesses and public institutions see the advantages of providing charging services for their clientele.  Walmart, for example, recently started installing fast Level 3 chargers at its stores across the country.  When battery technology improves to the point that charging takes only 10 minutes or so, thousands of businesses will become viable locations for charging facilities.

The Bottom Line

Electric vehicles won’t be as life changing as the internet, smartphones or artificial intelligence but they have enough advantages that replacing the current internal combustion engine technology will seem like a fairly obvious decision once the next generation of batteries are widespread.  Lithium ion batteries made electric vehicles possible but came with notable limitations.  As battery technology improves, those limitations will quickly fade and the tipping point is closer than most people realize.

The result will be cities that are a little cleaner, a little quieter, and a little cooler – not a dramatic difference perhaps, but a noticeable one.  More importantly, households in our car dominated society are going to have a little more money in their bank accounts and more flexibility in their transportation options.  I used the term “revolution” in the title of this article and that was probably a bit of an overstatement.  For my generation the shift to electric vehicles will seem quite significant but I suspect future generations will be less impressed.  For them, the choice will be simple.




Notes:

1. “The Curious Case of the Segway:  A Visionary’s Ride to Reality (and Back Down Again)”; PCDworks; https://pcdworks.com/post/the-curious-case-of-the-segway-a-visionarys-ride-to-reality-and-back-down-again/

2. “Only One in Three People Think EVs Save Money on Fuel Costs”; Bumper.com; April 2026; https://www.bumper.com/car-advice/buying/only-one-in-three-people-think-evs-save-money-on-fuel-costs/

3. Katharina Buchholz; “Global Electric Car Sales Nearly Triple In Three Years”; Statista; May 2025; https://www.statista.com/chart/26845/global-electric-car-sales/


4. Robert Ferris; “EVs are giving Cadillac a shot at luxury leadership”; CNBC; September 2025; https://www.cnbc.com/2025/09/02/evs-are-giving-cadillac-a-shot-at-luxury-leadership-.html


5. “Sodium as a Green Substitute for Lithium in Batteries”; Physics; April 2024; https://physics.aps.org/articles/v17/73?utm_source=ts2.tech


6. Peter Johnson; “A solid-state EV battery that can achieve 800 miles of driving range – It’s becoming a reality”; Electrek; March 2026; https://electrek.co/2026/03/18/solid-state-ev-batteries-with-800-miles-range-become-reality/

7. Jacob Marsh; “What Is V2L?  A Guide to Vehicle-to-Load Charging”; Emporia Energy; January 2026; https://www.emporiaenergy.com/blog/what-is-v2l/