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Mitch Lee

Co-founder & CEO, Arc Boats · 1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

founderexecutiveengineer@dontmitch ↗LinkedIn ↗arcboats.com ↗

Mitch Lee is the co-founder and CEO of Arc Boats, a startup designing and manufacturing high-performance, all-electric craft and commercial vessels. Before founding Arc in 2021, he studied mechanical engineering and economics at Northwestern University and founded the personal finance app Penny, which was acquired by Credit Karma.

9statements → 6claims → 3claims resolved → 0%fully supported → 4/5average certainty → 1.78/5average debate potential → 3said about them ↓

0 supported 2 partly supported 1 contradicted 1 not yet assessed 2 not checkable as stated how the 6 claims stand · each chip opens the sources

1 prediction · 5 assertions · 1 opinion · 1 insight · 1 disclosure · every statement was checked. The prediction and assertions are the 6 claims: statements the public record can support or contradict. 3 are resolved, 1 is not yet assessed, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Mitch argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable contradicted claim

Assertion Contradicted
Garmin's off-the-shelf navigation map business generates over one billion dollars
“You know, Garmin sells Off the shelf sort of navigation maps, and that's a billion plus dollar business for them.”
Mitch Lee Jun 12, 2023 ▶ 28:11 The Electrification of Everything: From Sky to Sea

How they sound: speaking style how? →

245 words/min while actually speaking · 6.1 um and uh per 1k words · 11.6 false starts per 1k · 42% of pauses land inside a clause

No argument clarity score for Mitch Lee: only 2 usable question→answer exchanges on raw tape (a fair score needs 8+). We do not score a sample that small. Roundtable and news formats yield far fewer direct exchanges than interviews.

Measured by listening to the audio itself: 3,100 words across 1 episode of raw-level tape, transcribed verbatim with every um and uh kept, each one attributed only where the alignment onto our timed stream is unambiguous. These are measurements of speaking style. We do not rank them: across this corpus, fluency and argument quality are nearly uncorrelated (ρ≈0.2), and smooth talking does not signal clear thinking. How it's measured →

Everything Mitch Lee said on the a16z Podcast that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated
Next-generation boaters will be banned from using gas boats on waterways
“I think something that some people don't necessarily think about is the next generation of boaters will not be allowed to use gas boats on our lakes and rivers.”
Mitch Lee Jun 12, 2023 ▶ 58:09 The Electrification of Everything: From Sky to Sea
Opinion
Gas-powered boats are an absolute nightmare to own
“Gas boats are so much fun to be on and an absolute nightmare to own. And awful for the environment, particularly when it comes to not just air pollution, but water and noise pollution.”
Mitch Lee Jun 12, 2023 ▶ 8:41 The Electrification of Everything: From Sky to Sea
Assertion Partly supported
Recreational boats consume more fuel per mile than fully loaded semi-trucks
“Recreational boats use more gallons per mile than a fully loaded semi-truck. A fully loaded semi-truck might get six to eight miles to the gallon. A boat gets one to two.”
Mitch Lee Jun 12, 2023 ▶ 13:27 The Electrification of Everything: From Sky to Sea
Disclosure
Arc One electric boat features 220 kWh battery capacity
“The ARC-I has Two battery packs totaling 220 kilowatt hours of battery capacity, which for reference is well over twice the size of any car that you'd find on, on the market today, like a Model S or Model X. It's identical to what you put in a full-size school…”
Mitch Lee Jun 12, 2023 ▶ 13:47 The Electrification of Everything: From Sky to Sea
Insight
Fast charging is unnecessary for compelling electric boating experiences
“You don't necessarily need fast charging to exist in order to have a compelling electric boating experience.”
Mitch Lee Jun 12, 2023 ▶ 21:59 The Electrification of Everything: From Sky to Sea
Assertion Partly supported
An electric boat battery can power an average home for a week
“That's an opportunity to Provide power back to your house. So again, not necessarily at the grid level, but that is a tremendous amount of battery capacity that could power your house for a week without you doing any sort of finagling of electric loads.”
Mitch Lee Jun 12, 2023 ▶ 22:21 The Electrification of Everything: From Sky to Sea
Assertion Not publicly verifiable
The Arc One electric boat operates more quietly than a sailboat
“We'll, we'll take an arc one out into a marina and we'll pass a sailboat and the sailboat will be louder than our boat.”
Mitch Lee Jun 12, 2023 ▶ 58:54 The Electrification of Everything: From Sky to Sea
Assertion Not checkable as stated
Automotive R&D investments enabled the marine industry to electrify
“We have really benefited from hundreds of billions of dollars that have gone into research and development in the auto industry and the supply chains and the, you know, battery technology that's powering the auto industry that has suddenly enabled us to go tac…”
Mitch Lee Jun 12, 2023 ▶ 10:14 The Electrification of Everything: From Sky to Sea
Assertion Contradicted
Garmin's off-the-shelf navigation map business generates over one billion dollars
“You know, Garmin sells Off the shelf sort of navigation maps, and that's a billion plus dollar business for them.”
Mitch Lee Jun 12, 2023 ▶ 28:11 The Electrification of Everything: From Sky to Sea

The other half of the tape: Mitch Lee's own voice is left out of every number here. Other people bring the name up 3 times in 1 episode on the a16z Podcast. every mention, with the transcript →

Who brings them up most Grant Gregory 1

Every mention by year

tap a year for its mentions
0021312023episodesmentions
0112023episodes it came up in
001.50.5312023episodesmentions per episode
2023 3 mentions in 1 episode

Appearances (1)

EpisodeDateSpeaking time
The Electrification of Everything: From Sky to Sea Jun 12, 2023 16m
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