EV Charging
topic on 4 shows · 9 statements across 6 episodes
Lenny's Podcast 
Capital Allocators 
Catalyst 
the Green Blueprint
9 statements about EV Charging, every show
Baglino: Tesla Master Plan Soaks Up Curtailed Power With Hydrogen and EV Charging
“We're doing hydrogen and storing hydrogen in the summer and then using that hydrogen to produce clean fuels on a, on an annualized basis and also using that hydrogen for Ammonia production and steel and other things. And so we are trying to do some things to l…”
Baglino: China and Netherlands lack dynamic EV charging despite prevalent chargers
“The interesting thing about both China and the Netherlands which are my most personal recent experiences with, you know, truly prevalent charging everywhere. They're really not doing this, even though they're charging everywhere.”
Bhargava: There is no universal optimal time for EV charging
“My controversial view is there is no right time for everyone to charge. There's only a right time for you to charge. And that you is not driven by just your location in the neighborhood and what time you decide to plug in. It's driven by how you choose to driv…”
Alströmer: EV Charging Will Consolidate Around End-User Software Apps
“I don't think we're going to have as many gas As many gas stations as we have today and different networks, we're not going to have the same in EV charging. It's going to be a lot more consolidated around the use experience of the end user and the app they ope…”
Ferris: Utility Demand Charges Push EV Charging Deeper into the Red
“EV charging isn't something that generally makes anybody money these days, but that demand charge can put it dramatically in the red, and it's something that the whole EV charging industry, with gas stations as a subset, is struggling with how to solve.”
Ferris: Urban gas stations will probably not survive EV transition
“Well, I would guess that urban gas stations are probably not gonna survive. Or are going to exist in a much more scaled back form. And the main reason for that is not competition from the pharmacy or from the grocery store, but just from your own garage or fro…”
Bowe: EV charging will not converge into a centralized gas station model
“There's no reason why for EV charging it's gonna have to be a centralized model like that. I mean, I really hope we start putting some more EV charging stations on gas stations, but I think it's gonna be a combination of people charging for EV charging in the …”
Bowe: EV charging future is about affordability and reliability, not breakthroughs
“I do think it's going to be a little less about totally fundamental breakthroughs on new kinds of charging, and as I said, just charging that gets out there is cheap, affordable, and it works.”
Ma: Software connecting EV charging to grid offers compelling investment value
“One area that we're seeing is a lot of folks that focused on EVs and EV charging, which I think is certainly an area to look at. It's a market that's going down in terms of cost and pricing as more players come in. So I think what's more interesting in that ar…”