Integrated Roadways, LLC - Proprietary and ConfidentialLTE, 5G, DSRC, Wi-Fi antennas in-road Modular...

Preview:

Citation preview

Integrated Roadways, LLC - Proprietary and Confidential

1

Integrated Roadways, LLC - Proprietary and Confidential

2

●●●

tim@integratedroadways.com

SMART HIGHWAY MARKET

“What is it and why should I care?” –2014

“This is inevitable, but I’m not ready yet…” – 2016

“Tech of the Year 2017” by Construction Dive

“I need this badly, how can I get it?” – 2018

Projected 94% cumulative-annual-

growth-rate (CAGR) for 5 years

Projected market cap of $33b by

2020, 10% of annual market

Google, Verizon, and other tech

giants getting involved

Integrated Roadways, LLC - Proprietary and Confidential

3

●●●

tim@integratedroadways.com

TRUMP INFRASTRUCTURE BILL

Strong endorsement of:

• Tech

• Innovation

• Streamlined contracting & delivery

• Private financing

• Empowering local authorities

Encourages precast

Encourages fiber sensing

Open questions:

• How will local authorities deal w/ shift from 80/20 to 20/80?

• How will local authorities pay 80% of project w/o tolls or tax increases?

Integrated Roadways, LLC - Proprietary and Confidential

4

●●●

tim@integratedroadways.com

NEW DEMANDS FROM ROADS & ROW

Smart Cities / Highways

Outdoor Internet of Things

Municipal Fiber / Wi-Fi

Connected Signals

Connected Lights

5G Cellular

Connected Vehicles

Electric Vehicles

Autonomous Vehicles

Edge Hosting

Integrated Roadways, LLC - Proprietary and Confidential

5

●●●

tim@integratedroadways.com

NEW OPPORTUNITIES

10% of projects will be “smart”

• Will keep growing to dominate

Alternative revenues for P3s

• Enabled by new smart tech

Tight coupling of telecom & tech

into road projects

Building-Information-Management

systems for outdoors

Digital as-builts embedded in the

asset

Tech => strong competitive

advantage for your firm, more

work, larger billings & margins

Integrated Roadways, LLC - Proprietary and Confidential

6

●●●

tim@integratedroadways.com

PAYING FOR ROADS IS AN INTRACTABLE PROBLEM

8m lane-miles of roads

40% need major service

At least 3,000,000 miles

Up to $2m per lane-mile

Up to $6 trillion dollars

Trump plan is for $1.7t

Only 20% of it for roads

$340b = 170,000 ln-mi

6% of existing backlog

So who’s payin for the tech, then?

Integrated Roadways, LLC - Proprietary and Confidential

7

●●●

tim@integratedroadways.com

SMART PAVEMENT MAKES ROADS PAY FOR THEMSELVES

Better, faster, cheaper construction

Built in “touch sensitivity” &

pavement condition sensing

High speed neutral host network

Free to drive, pay to connect

Integrated Roadways, LLC - Proprietary and Confidential

8

●●●

tim@integratedroadways.com

SMART PAVEMENT IS THE NEXT BIG EVOLUTION

Built-in data collection

Wireless services

EV charging

Automatic condition indexing

Modular interchangeable design

Utility accessible

Self-aware of geometry

Self-aware of design details

Integrated Roadways, LLC - Proprietary and Confidential

9

●●●

tim@integratedroadways.com

PRECAST PAVEMENT IS READY TO STANDARDIZE

Used worldwide for 80 years

20 years of funding from USDOT

Better QC/QA

Longer service life

Lower total cost of ownership

Most DOTs have tried it

Many DOTs have spec’d it

Recommended by TRB SHRP2

CalTrans has made it routine

FHWA considering doing the same

Integrated Roadways, LLC - Proprietary and Confidential

10

●●●

tim@integratedroadways.com

SMART PAVEMENT SYSTEM DIGITAL FEATURES

4x Combined Access Ports (CAP)

• Internal connector for modules

4x Routers

• Connects to slab neighbors

• Connects to Micro Data Center

Fiber Optic Sensing system

• Makes road “touch sensitive”

CAPRouter

FOSS

Power

& Data

Integrated Roadways, LLC - Proprietary and Confidential

11

●●●

tim@integratedroadways.com

EDGE DENSE DIGITAL PHYSICAL HYBRID NETWORKSmart Pavement Slabs

Switches

every 200’

Control Center

every half-mile

Fiber interconnects at each MDC

Plan View (Top Down)

Integrated Roadways, LLC - Proprietary and Confidential

12

●●●

tim@integratedroadways.com

NEUTRAL HOST WIRELESS NETWORK

LTE, 5G, DSRC, Wi-Fi

antennas in-road

Modular

Data

Center

Front Haul Network, see Wired network Architecture slide

Internet,

Carrier Network

Optical Backhaul/Transport

NOC / TMC

Integrated Roadways, LLC - Proprietary and Confidential

13

●●●

tim@integratedroadways.com

HOW TO IMPLEMENT

Intermittent

• Joint repairs

• Intersections

• Weigh-in-Motion

• Data collection stations

Continuous

• Lane Addition

• Lane Replacements

• Reconstruction

• New Construction

Integrated Roadways, LLC - Proprietary and Confidential

14

●●●

tim@integratedroadways.com

MAKE YOUR ROAD SMARTER WITH JOINT REPAIRS

Improve existing roads through

standard maintenance processes

As many or as few as you need

Done in as little as 90 minutes

Counts

Speeds

Weights

Patterns

Categories

Demographics

Collision & Slowdown Reporting

Automated Condition Reporting

Integrated Roadways, LLC - Proprietary and Confidential

15

●●●

tim@integratedroadways.com

LANE ADDITIONS

If you’re adding a new lane,

shouldn’t it be programmable?

On-the-fly dynamic tolling

• Pricing

• Length

• Speeds

• Classifiers

• Traffic Levels

Value-Add Revenue Sources:

• Data collection & sales

• Wireless EV charging

• 4G Offload

• 5G DAS

• DSRC

• Wi-Fi

Integrated Roadways, LLC - Proprietary and Confidential

16

●●●

tim@integratedroadways.com

NEW CONSTRUCTION AND RECONSTRUCTION

Why build a new road w/ old tech?

Look to the future, not the past

Use Smart Pavement to build your

entire project

• Better

• Faster

• Cheaper over the life

Smart Highway:

• Driving surface

• Digital platform

• Data collection

• Communications

• Applications & services

• Wireless EV charging

Make EVs, CVs, and AVs a source of revenue for your asset

Integrated Roadways, LLC - Proprietary and Confidential

17

●●●

tim@integratedroadways.com

TECH IS AN OPPORTUNITY, NOT A THREAT

Integrated Roadways & tech

companies are your PARTNERS

You are key to project delivery!

Tech expands your market

Makes your services more

valuable

Increases your revenue

Increases your margins

Lets you tackle more work

Reduces your overhead

Don’t fear tech, embrace it!

Integrated Roadways, LLC - Proprietary and Confidential

18

●●●

tim@integratedroadways.com

TECH WILL EXPAND YOUR BUSINESS

25% of work that needs done annually can’t be funded

40% of total asset volume is backlog

>$1t in projects not being let

Tech builds with less time, labor & equipment, but higher initial costs

Smart highway tech:

• Double your revenue per unit

• 10% of market by 2020

• By 2030: 25%? 50%? 80%?

Precast:

• 5% of labor requirement

• Totally different equipment set

Integrated Roadways, LLC - Proprietary and Confidential

19

●●●

tim@integratedroadways.com

INNOVATION IS A PROCESS

Dieting vs. diet

Incremental vs exponential

Lottery tickets & moonshots

1 in 10 is good odds

Stability is stagnation

“The way we’ve always done it” is

always more expensive over time

“The first time we’ve tried” is only

more expensive the first time

You get better with practice

Integrated Roadways, LLC - Proprietary and Confidential

20

●●●

tim@integratedroadways.com

INCREMENTAL VS EXPONENTIAL IMPROVEMENT

Technology firms focus on exponential improvement

• TVs

• Phones

• Computers

• Cars

Regulated industries focus on incremental improvement

Capability gap grows over time

{What is possible

vs

What we are doing

Integrated Roadways, LLC - Proprietary and Confidential

21

●●●

tim@integratedroadways.com

RELIEVE DEPENDENCE ON PUBLIC BUDGETS

Can’t raise taxes, can’t use tolls?

Innovate!

Alternative revenue P3s are the

next big thing

Smart highway tech is a core

enabler of AR-P3s

Imagine:

• Guaranteed work for years

• De-emphasize low bid

• Emphasis on lifetime value

• Maintenance contracts

• Innovative materials

• Innovative means & methods

• Set next generation standards

Integrated Roadways, LLC - Proprietary and Confidential

22

●●●

tim@integratedroadways.com

LONG-TERM INCOME VIA DBFOM

Design – Build – Finance –

Operate – Maintain

Build phase may take >10 years

Operate / Maintain for 50 years

Lower operations & overhead

Reliable, predictable revenue

Not subject to annual budgets

Participate in savings & income

Integrated Roadways, LLC - Proprietary and Confidential

23

●●●

tim@integratedroadways.com

SIMPLER BUT MORE COMPLICATED

Simpler:

• Standardized design

• Modular construction units

• Less equipment & labor

• Simplified assembly & install

• No site-finishing

• No saw-cutting

Other people take care of stuff

More complicated:

• More upfront design work

• Pre-fabrication of units

• Wiring & electrical for telecom

• New technologies

• Road needs to be “operated”

• Electronics need service

You have to work with other people

Integrated Roadways, LLC - Proprietary and Confidential

24

●●●

tim@integratedroadways.com

TECHNOLOGY INVESTORS ARE COMING

$375m Construction Tech

investment projected 2018

• Wired, Dec 2017

Smart Cities / Highways

Outdoor IoT

Gov Tech

Civic Tech

Urban Tech

Auto / Autonomy Tech

Labor & Process Automation

Adapt and thrive…

Integrated Roadways, LLC - Proprietary and Confidential

25

●●●

tim@integratedroadways.com

EARLY PROJECTS WILL SET THE PACE FOR DECADES

Next-generation cities are

magnets for innovators

Infrastructure is generational

Delays cost economic growth

Your city needs better roads

One step at a time:

• Set an overall scope

1. Improve a portion

2. Get it approved

3. Select next, larger portion

4. Repeat 1-3 until scope complete

If something goes wrong, stop

If nothing goes wrong, continue

Integrated Roadways, LLC - Proprietary and Confidential

26

●●●

tim@integratedroadways.com

ARE YOU READY TO INNOVATE?

Project:

10 to 50 lane-miles

High traffic, limited access

Minimum 6” service depth

Start within 18 months

Owner:

Growing unfunded backlog

Falling PCI scores systemwide

Large overall road network

Innovator or early adopter mindset

Integrated Roadways, LLC - Proprietary and Confidential

27

tim@integratedroadways.com

Recommended