Brandon Donnelly — Daily insights for city builders. Published since 2013 by Toronto-based real estate developer Brandon Donnelly. — Page 626

Porsche released its first electric car back in 2019. It was the 2020 Porsche Taycan, which was fairly similar to the Porsche Panamera sedan in terms of price, performance, and styling, except that it was fully electric. So if you were in the market for a very expensive sedan, it was more about whether or not you wanted an electric vehicle or a vehicle with an internal combustion engine (ICE).

In the quarter in which it launched (Q4 2019), the Taycan ended up only representing about 7% of Porsche North America's overall sedan sales. But by the second quarter of the following year it was nearly 50%. And in the first quarter of this year (2021), it was over 80% of their sedan sales. That was fast. Pretty soon, I would imagine there will be no point in even making the Panamera.

Now, the Panamera and Taycan aren't exactly mainstream vehicles. But I found the above chart (which is from Bloomberg Green ) interesting in that it feels like an all-things-being-equal kind of question. If you happen to be in the market for a six-figure Porsche sedan -- and all things are kind of equal -- would you rather an electric model or one that runs on gas? Already most people are choosing the former.

https://youtu.be/RbQv4lyfbAE

Each year, the Serpentine Galleries in London commission a leading architect to design a new temporary summer pavilion in Kensington Gardens. The installation usually runs from June to October. Sometimes it then travels around the world, as was the case with Unzipped Toronto (Bjarke Ingels).

Now in its 20th year, the Serpentine Pavilion is a tradition that started in 2000 with a building by architect Zaha Hadid. (There was no pavilion last summer because of COVID.) And as I understand it, the commission is usually awarded to an architect who has not yet completed a building in England.

This year's pavilion will open to the public on June 11. Designed by Sumayya Vally of Counterspace , the pavilion is intended to be a "puzzle of many different [historic] elements." See video above. Vally also happens to be the youngest ever architect to be commissioned by the Serpentine Gallery.

Architecture tends to take a long time. The Serpentine Pavilion happens much faster and happens every year (when there isn't a pandemic). This strikes me as a very good thing for the world of architecture. I think we should do something similar -- but of course better -- here in Toronto.

Benedict Evans asks some great questions in this recent post about ecommerce penetration. Instead of just looking at the product itself and/or the way in which we buy it (online versus offline, for example), he focuses on the logistics model that accompanies the transaction.

What can be parceled and shipped via Amazon? What can be delivered using a bicycle? What requires some sort of special delivery or collection method?

The point he is making is that different things need to happen for a new fridge to make it to your home, compared to say a Chipotle burrito. And these differences matter when it comes to how we should be thinking about ecommerce and the real estate in our cities.

Personally, I find it helpful to reframe the questions in this way.

Here's an excerpt from the post:

But if I buy online and then drive to the store to collect it, is that different to phoning and reserving it? We didn’t have a statistics category for ‘telephone ordering’. If I use an app to order pizza instead of phoning the restaurant, has that become ‘ecommerce’ or is it still pizza delivery? 30 years ago, if I drove to Walmart instead of walking to a neighbourhood store, or drove to Best Buy instead of going to a department store, we didn’t call that ‘car-based commerce’. So is this a tech question, or a retailing question, or an urbanism question?

For the full thing, click here .

Chart: Benedict Evans