electric vehicles

“Battery per dollar per kilowatt hour is something over 200 dollars. As it gets down closer to 100 dollars, it becomes completely cost substitutional with gasoline.”

“And you have 10 times fewer moving parts, and the whole basis of competition in making the car goes away.”

“So the supercomputer that's going in the trunk of your car needs to be even more super, and that has range implications if you're building an electric vehicle. It has gas mileage implications if you're building a gas-powered vehicle, right?”

“We are at the very beginning of a profound shift that could happen a lot faster than any of us are expecting, and that shift is from owning and operating our own gas-burning vehicles to a world in which we're driven around in electric vehicles by fleets.”

“Bloomberg's forecasts, even off the more pessimistic IEA base, are that we're going to reach peak petroleum demand in 2020 and we're never going to look back. That between efficiency gains for existing gas-powered cars and the introduction of electric vehicles…”

“What happens to cars is, as you go to electric, among other things, is that an awful lot of the things in a car that is discrete systems from discrete vendors or discrete teams is, Get collapsed into software running on just one box, or just two boxes, or some…”

“The key intervention here, which I'm hoping cities will guarantee, is to make sure that autonomy comes with sharing, with fleet use. Because once that happens, that drives you for a whole host of reasons to electric vehicles.”

“Instead of looking at this as disruption, another way to look at this is to use an old phrase that existed before disruption and just refer to it as a secular shift, and that this is a shift. There's just a shift. We're going to all be in electric cars and ele…”