electric cars

10 statements across 6 episodes · 6 bullish · 0 bearish · 5 people on the record · first statement Feb 3, 2018 by Frank Chen · across every show →

Everything said about electric cars, oldest first

Feb 3, 2018 bullish
Prediction Partly held up
Chen: EV manufacturing costs will match gas cars by 2025 without subsidies
“Most analysts assume that electric cars will be as cheap to produce as gas-powered cars with no government subsidies by twenty-twenty-five.”
Frank Chen Feb 3, 2018 ▶ 4:38 The Autonomy Ecosystem: Where and How It Begins (1 of 8)
Feb 3, 2018 bullish
Prediction Held up
Chen: Bloomberg forecasts EV sales will match gas cars by 2038
“Bloomberg is forecasting, 2038 as the year where electric cars reach parity in terms of sales with gas burning cars, and then they never look back. That will be the year of peak gas car production, 2038.”
Frank Chen Feb 3, 2018 ▶ 8:13 The Autonomy Ecosystem: Where and How It Begins (1 of 8)
Feb 3, 2018
Assertion Supported
Chen: EVs accounted for under 3% of US car sales in 2018
“Norway is almost at 50% now. The Netherlands is six percent electric. California is five percent electric. But overall, under three percent of today's sales of cars are electric. So it's about 500,000 out of eighteen million cars sold in the U.S.”
Frank Chen Feb 3, 2018 ▶ 3:16 The Autonomy Ecosystem: Where and How It Begins (1 of 8)
Feb 3, 2018 bullish
Prediction Not checkable as stated
Chen: Electric vehicles are expected to last up to one million miles
“As a result, most people expect electric cars to last for 500,000 to a million miles compared to internal combustion engine cars which have an expected lifetime of closer to 200 or 300,000 miles.”
Frank Chen Feb 3, 2018 ▶ 5:12 The Autonomy Ecosystem: Where and How It Begins (1 of 8)
Jan 2, 2019 positive
Insight
Evans: Electric vehicles transform vehicle performance upgrades from hardware into software
“When a car becomes electric, it becomes software, and so your upgrades, you know, instead of paying an extra 5000 dollars for the sports gearbox, there is no gearbox.”
Benedict Evans Jan 2, 2019 ▶ 18:06 a16z Podcast | When Software Eats Cars
Jan 2, 2019 bullish
Prediction Held up
Savage: LimeBike envisions expanding into small electric vehicles and cars
“We need to do bikes and bike sharing really well to then be able to offer a suite of mobility options in the urban environment or in cities. So we could envision a future where we're rolling out very small vehicles or electric cars, for example, that might not…”
Andrew Savage Jan 2, 2019 ▶ 19:18 a16z Podcast | All about Bike Sharing
Jan 2, 2019 bullish
Prediction Not checkable as stated
Evans: Auto and electronics supply chains will reorient to EVs in 5–10 years
“It seems pretty clear to me that on a, like a five or 10 year view, and bear in mind cars are on a five to 10 year replacement cycle, so it doesn't have to happen that quickly there will, the entire car supply chain will have reoriented around electric, and ev…”
Benedict Evans Jan 2, 2019 ▶ 10:44 a16z Podcast | Tesla and the Nature of Disruption
Jun 12, 2023
Assertion Supported
Electric cars made up one-third of all vehicles in 1900
“Flash forward to 1900, and astonishingly, electric cars make up about a third of the cars on the road.”
Steph Smith Jun 12, 2023 ▶ 0:06 The Electrification of Everything: From Sky to Sea
Jun 12, 2023
Assertion Supported
The first electric cars date back to the 1830s
“The first electric cars can be traced back to as early as the 18 thirties.”
Steph Smith Jun 12, 2023 ▶ 0:00 The Electrification of Everything: From Sky to Sea
Aug 5, 2025
What-if
Andreessen: Nixon's nuclear plan would have accelerated electric cars by decades
“It would, by the way, it would have gotten us to electric cars, you know, probably 3040 years faster. And would have completely separated us from strategic involvement in the, in, in the Middle East for energy.”
Marc Andreessen Aug 5, 2025 ▶ 16:36 Marc Andreessen: The US is in a AI Arms Race & It Decides The World's Future
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